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Papers by Fabio Schiantarelli

Research paper thumbnail of Political Risk, Populism and the Economy

The Economic Journal

We study the financial and real effects of political risk shocks for Italy, Spain, Ireland, Portu... more We study the financial and real effects of political risk shocks for Italy, Spain, Ireland, Portugal and Greece between 2008 and 2019. We build an instrument for these shocks using the changes of the sovereign yield spread around political and policy dates, and estimate their effects in the context of local projection. We show that adverse political risk shocks have negative effects on domestic financial markets and in some countries generate spillovers on the spreads of other eurozone economies. Moreover, in Italy populism-related political risk shocks have a larger effect on financial markets and they harm the real economy.

Research paper thumbnail of The Economic Effects of COVID-19 and Credit Constraints: Evidence from Italian Firms' Expectations and Plans

SSRN Electronic Journal, 2020

Research paper thumbnail of Employment Effects of a Shorter Work Week

Research paper thumbnail of Product Market Regulation And Macroeconomic Performance : A Review Of Cross-Country Evidence

Policy Research Working Papers, 2005

Research paper thumbnail of Dynamics and Asymmetric Adjustment in Insider-Outsider Models

The Economic Journal, 1992

ABSTRACT This paper analyzes the time consistent and efficient solution for wages and employment ... more ABSTRACT This paper analyzes the time consistent and efficient solution for wages and employment in intertemporal insider-outsider models of bargaining with endogenous membership. When the reservation wage is made endogenous in a general equilibrium context, insider-outsider models can generate a fundamental asymmetry in the adjustment of employment to the steady state. While upturns are gradual, severe downturns are characterized by a sharp drop in employment, obtained by laying off workers. Further reductions in employment are achieved solely through quits. Copyright 1992 by Royal Economic Society.

Research paper thumbnail of Macroeconomic Effects of Product and Labor Market (De) Regulation: The Long and Short of Reforming Europe!

Most countries in the Euro Area are characterized by high product and labor market regulation – l... more Most countries in the Euro Area are characterized by high product and labor market regulation – large barriers to entry, …ring restrictions and unemployment bene…ts. In this paper we study long and short to medium run e¤ects of deregulating Europe by developing a Dynamic Stochastic General Equilibrium model featuring endogenous producer entry and search and matching frictions in the labor market. We analyze the e¤ects of single policy changes and a global reform in which product and labor market regulations are set at the current U.S. level. Three main results emerge. First, we show that deregulation –either single or global -would trigger adjustment costs in the short run, increasing unemployment and reducing consumption. Long run welfare gains would make up for short run costs. Second, reforms are interdependent as the e¤ects of a policy change in one market depend upon the level of regulation prevailing in the other. Third, regulation has important consequences for the business c...

Research paper thumbnail of Investment, Finacial Factors and Cash Flow: Evidence From UK Panel Data

Research paper thumbnail of Dynamics and Asymetric Adjustment in Insider-Outsider Models

Research paper thumbnail of Lckie-Mason, C. Megir, J. Poterba, A. Weiss and participants at the NBER )nference. Errors remain their own. This paper is part of NBER's research ogram in Financial Markets and Monetary Economics. Any opinions expressed

Research paper thumbnail of Generalized Q models for investment and employment

Research paper thumbnail of Decisioni d'investimento e ruolo dell'indebitamento, delle attività finanziarie e del cash flow: evidenza empirica da un" panel" di dati italiani

Research paper thumbnail of Generalized Q Models for Investment

The Review of Economics and Statistics, 1991

Research paper thumbnail of The Cyclicality of Markups in a Model with Adjustment Costs: Econometric Evidence for US Industry

Oxford Bulletin of Economics and Statistics, 1998

In this paper, the authors investigate the impact of demand fluctuations on market power in U.S. ... more In this paper, the authors investigate the impact of demand fluctuations on market power in U.S. manufacturing industries. They impose on a model with adjustment costs the minimum structure necessary to recover a measure of markups. Markups are allowed to vary with both the state and future evolution of demand and estimates of price-cost margins are obtained from the Euler

Research paper thumbnail of Inventories, employment and hours

Journal of Monetary Economics, 2005

Research paper thumbnail of Stock Market Volatility and Investment: Do Only Fundamentals Matter?

Economica, 1994

The empirical evidence in the volatility literature suggests that movements in stock prices canno... more The empirical evidence in the volatility literature suggests that movements in stock prices cannot be satisfactorily explained purely in terms of changes in fundamentals. This paper shows how to obtain proxies for the fundamental and fad components of changes in stock prices and asks the question: Do only fundamentals matter for investment decisions? We find that changes in investment are

Research paper thumbnail of Investment decisions and the role of debt, liquid assets and cash flow: evidence from Italian panel data

Applied Financial Economics, 1994

... MARZIO GALEOTTI*, FABIO SCHIANTARELLIf and FIDEL JARAMILLO" *Ins... more ... MARZIO GALEOTTI*, FABIO SCHIANTARELLIf and FIDEL JARAMILLO" *Institute di Economia Politlca, Universita 'L. Bocconi, via Sarfatti 25, 20136 Milano ... variables for Italian firms see Barca and Magnani (1989), Capri0 (1989), Conti (1989), Frasca and Marotta (1989), Ranci ...

Research paper thumbnail of DP1697 Inventories, Production Smoothing and the Shape of the Cost Function

Research paper thumbnail of Oxford Bulletin

Research paper thumbnail of Monopolistic Competition in US Industry in a Model with Adjustment Costs: An Euler Equation Approach

Research paper thumbnail of Production Smoothing and the Shape of the Cost Function

Research paper thumbnail of Political Risk, Populism and the Economy

The Economic Journal

We study the financial and real effects of political risk shocks for Italy, Spain, Ireland, Portu... more We study the financial and real effects of political risk shocks for Italy, Spain, Ireland, Portugal and Greece between 2008 and 2019. We build an instrument for these shocks using the changes of the sovereign yield spread around political and policy dates, and estimate their effects in the context of local projection. We show that adverse political risk shocks have negative effects on domestic financial markets and in some countries generate spillovers on the spreads of other eurozone economies. Moreover, in Italy populism-related political risk shocks have a larger effect on financial markets and they harm the real economy.

Research paper thumbnail of The Economic Effects of COVID-19 and Credit Constraints: Evidence from Italian Firms' Expectations and Plans

SSRN Electronic Journal, 2020

Research paper thumbnail of Employment Effects of a Shorter Work Week

Research paper thumbnail of Product Market Regulation And Macroeconomic Performance : A Review Of Cross-Country Evidence

Policy Research Working Papers, 2005

Research paper thumbnail of Dynamics and Asymmetric Adjustment in Insider-Outsider Models

The Economic Journal, 1992

ABSTRACT This paper analyzes the time consistent and efficient solution for wages and employment ... more ABSTRACT This paper analyzes the time consistent and efficient solution for wages and employment in intertemporal insider-outsider models of bargaining with endogenous membership. When the reservation wage is made endogenous in a general equilibrium context, insider-outsider models can generate a fundamental asymmetry in the adjustment of employment to the steady state. While upturns are gradual, severe downturns are characterized by a sharp drop in employment, obtained by laying off workers. Further reductions in employment are achieved solely through quits. Copyright 1992 by Royal Economic Society.

Research paper thumbnail of Macroeconomic Effects of Product and Labor Market (De) Regulation: The Long and Short of Reforming Europe!

Most countries in the Euro Area are characterized by high product and labor market regulation – l... more Most countries in the Euro Area are characterized by high product and labor market regulation – large barriers to entry, …ring restrictions and unemployment bene…ts. In this paper we study long and short to medium run e¤ects of deregulating Europe by developing a Dynamic Stochastic General Equilibrium model featuring endogenous producer entry and search and matching frictions in the labor market. We analyze the e¤ects of single policy changes and a global reform in which product and labor market regulations are set at the current U.S. level. Three main results emerge. First, we show that deregulation –either single or global -would trigger adjustment costs in the short run, increasing unemployment and reducing consumption. Long run welfare gains would make up for short run costs. Second, reforms are interdependent as the e¤ects of a policy change in one market depend upon the level of regulation prevailing in the other. Third, regulation has important consequences for the business c...

Research paper thumbnail of Investment, Finacial Factors and Cash Flow: Evidence From UK Panel Data

Research paper thumbnail of Dynamics and Asymetric Adjustment in Insider-Outsider Models

Research paper thumbnail of Lckie-Mason, C. Megir, J. Poterba, A. Weiss and participants at the NBER )nference. Errors remain their own. This paper is part of NBER's research ogram in Financial Markets and Monetary Economics. Any opinions expressed

Research paper thumbnail of Generalized Q models for investment and employment

Research paper thumbnail of Decisioni d'investimento e ruolo dell'indebitamento, delle attività finanziarie e del cash flow: evidenza empirica da un" panel" di dati italiani

Research paper thumbnail of Generalized Q Models for Investment

The Review of Economics and Statistics, 1991

Research paper thumbnail of The Cyclicality of Markups in a Model with Adjustment Costs: Econometric Evidence for US Industry

Oxford Bulletin of Economics and Statistics, 1998

In this paper, the authors investigate the impact of demand fluctuations on market power in U.S. ... more In this paper, the authors investigate the impact of demand fluctuations on market power in U.S. manufacturing industries. They impose on a model with adjustment costs the minimum structure necessary to recover a measure of markups. Markups are allowed to vary with both the state and future evolution of demand and estimates of price-cost margins are obtained from the Euler

Research paper thumbnail of Inventories, employment and hours

Journal of Monetary Economics, 2005

Research paper thumbnail of Stock Market Volatility and Investment: Do Only Fundamentals Matter?

Economica, 1994

The empirical evidence in the volatility literature suggests that movements in stock prices canno... more The empirical evidence in the volatility literature suggests that movements in stock prices cannot be satisfactorily explained purely in terms of changes in fundamentals. This paper shows how to obtain proxies for the fundamental and fad components of changes in stock prices and asks the question: Do only fundamentals matter for investment decisions? We find that changes in investment are

Research paper thumbnail of Investment decisions and the role of debt, liquid assets and cash flow: evidence from Italian panel data

Applied Financial Economics, 1994

... MARZIO GALEOTTI*, FABIO SCHIANTARELLIf and FIDEL JARAMILLO" *Ins... more ... MARZIO GALEOTTI*, FABIO SCHIANTARELLIf and FIDEL JARAMILLO" *Institute di Economia Politlca, Universita 'L. Bocconi, via Sarfatti 25, 20136 Milano ... variables for Italian firms see Barca and Magnani (1989), Capri0 (1989), Conti (1989), Frasca and Marotta (1989), Ranci ...

Research paper thumbnail of DP1697 Inventories, Production Smoothing and the Shape of the Cost Function

Research paper thumbnail of Oxford Bulletin

Research paper thumbnail of Monopolistic Competition in US Industry in a Model with Adjustment Costs: An Euler Equation Approach

Research paper thumbnail of Production Smoothing and the Shape of the Cost Function