Title
Refinancing and The Transmission of Monetary Policy to Consumption
Author(s)
Arlene Wong Arlene Wong (Princeton University)
Abstract
This paper examines the role of the refinancing channel and the mortgage market structure for the transmission of monetary policy to consumption. First, I document heterogeneous consumption responses to monetary policy shocks. I find a large consumption response for homeowners who refinance or enter new loans, which is concentrated among younger people. Second, I develop a life-cycle model with fixed rate mortgages that explains these facts. Moving from a fixed to a variable rate mortgage structure reduces the heterogeneous effects of monetary policy on consumption by age. At the same time, the aggregate effects of monetary policy on consumption are increased substantially.
Creation Date
2021-03
Section URL ID
Paper Number
2021-57
URL
https://static1.squarespace.com/static/576576adbe659449f97e0d35/t/60770bfec442b6095624f676/1618414592249/Paper_AERrevision2.pdf
File Function
Jel
E52, E21
Keyword(s)
Consumption; monetary policy; refinancing; heterogeneous responses; age
Suppress
false
Series
13