Jonathan Goldberg

I am a principal economist at the Federal Reserve Board.  My areas of expertise are macroeconomics and finance.  My research focuses on innovation and technology,  financially constrained intermediaries, and monetary policy.  

PhD, MIT

Email: jonathan.goldberg@frb.gov 

Publications

A Comment on: Low Interest Rates, Market Power, and Productivity Growth, with Craig A. Chikis and David Lopez-Salido.

Econometrica, 2023.

Replication code available.

Liquidity Supply in the Corporate Bond Market, with Yoshio Nozawa. 

Journal of Finance ( JF ), 2021. 76(2): 755-796.

Earlier working paper version available

Liquidity Supply by Broker-Dealers and Real Activity 

 Journal of Financial Economics ( JFE ), 2020. 136(3): 806-827.

Earlier working paper version available

Risk Shocks, Risk Management, and Investment.  

Macroeconomic Dynamics, 2021. 25(7): 1779-1801.

Earlier working paper version available


Working papers

"Sowing the Wind" Monetary Policy, with David Lopez-Salido.

Innovation Output and Corporate Discount Rates, with Craig A. Chikis and David Lopez-Salido.

Time-Consistent Innovation Policy with Creative Destruction, with David Lopez-Salido and Nick von Turkovich.

Financial discounts and creative-destruction dynamics, with Craig A. Chikis and David Lopez-Salido.

Which Financial Shocks Drive the Business Cycle?, with Andrea Ajello and Ander Perez-Orive.

Idiosyncratic Investment Risk and Business Cycles, FEDS Working Paper, 2014-05.

Credit-Crunch Dynamics with Uninsured Investment Risk, FEDS Working Paper, 2013-31.


Policy publications

Monetary Policy and Financial Stability:

Monetary Policy Strategies and Tools: Financial Stability Considerations, with Elizabeth Klee, Ned Prescott, and Paul Wood, FEDS Discussion Series, 2020-074. Part of the Fed's Framework Review. 

Dealer Inventory Constraints:

Dealer Inventory Constraints in the Corporate Bond Market during the COVID crisis, with Craig A. Chikis, FEDS Note, July 15, 2021.

Dealer Inventory Constraints during the COVID-19 Pandemic: Evidence from the Treasury Market and Broader Implications, FEDS Note, July 17, 2020.

Dealer Balance Sheet Capacity and Market Liquidity during the 2013 Selloff in Fixed Income Markets, with Tobias Adrian, Michael Fleming, Morgan Lewis, Fabio Natalucci, and Jason Wu, FEDS Note, October 16, 2013.


Invited presentations and seminars

2024: SED, BSE Macro & Finance Workshop, ASSA "Day-Ahead" Conference

2023: Barcelona Summer Workshop on Monetary Policy, Atlanta Fed Conference on Interest Rate Volatility, Fed System Macro Conference

2021: NY Fed, Virtual Macro Seminar (VMACS), San Francisco Fed

2020: Federal Reserve System Macroeconomics Conference, Chicago Fed, EIEF, Financial Stability Oversight Council (FSOC), Treasury Department (Office of Debt Management)

2019: AEA

2018: Econometric Society European Meeting (ESEM), FRB-NY Fed conference on Developments in Empirical Macroeconomics, 7th ITAM Finance conference, 30th Asian Finance Association Annual Meeting, Baltimore Area Finance Conference, CICF, 5th Conference of the International Association for Applied Econometrics, 6th HEC-McGill Winter Finance Workshop, Securities and Exchange Commission (SEC) 

2017: AFA, EEA Annual Meeting, Econometric Society European Meeting (ESEM), Federal Reserve Financial Markets and Institutions Conference, the Econometrics of Financial Markets conference at Stockholm University, Penn State, UCSD

2016 and earlier: University of Maryland "Kyle" conference in honor of Pete Kyle, Atlanta Fed Liquidity Conference, Federal Reserve Bank of Kansas City, World Bank, IFN Entrepreneurship conference (Stockholm), Institut Louis Bachelier, Kauffman Foundation annual conference, GCER conference, Federal Reserve Board, Michigan, Berkeley-Haas, Maryland-Smith, Boston University, New York Fed, Richmond Fed, Boston College 


Discussions

Anna Cieslak, Wenhao Li, and Carolin Pflueger, “Inflation and Treasury Convenience," BSE Safety and Liquidity Workshop 2024.  

Emil Siriwardane, Adi Sunderam & Jonathan L. Wallen, Segmented Arbitrage, FIRS 2021. 

Chen, Qianwen and Jaewon Choi. “Reaching for Yield and Overpricing in Bonds.” FIFI Conference 2019.

Bessembinder, Hendrik, Stacey E. Jacobsen, William F. Maxwell, and Kumar Venkataraman. "Capital commitment and illiquidity in corporate bonds." Notre Dame conference on financial regulation.  

Baker, Scott R., and Nicholas Bloom. "Does uncertainty reduce growth? Using disasters as natural experiments." AEA

Ellul, Andrew, Tullio Jappelli, Marco Pagano, and Fausto Panunzi. "Transparency, Tax Pressure, and Access to Finance", IFN conference.


Referee 

Journal of Finance (JF), Review of Financial Studies (RFS), Journal of Monetary Economics (JME), Journal of the European Economic Association (JEEA), Journal of Money, Credit and Banking (JMCB)


Contact information

20th Street and Constitution Avenue N.W., Washington, DC 20551 

Email: jonathan.goldberg@frb.gov 

FRB website: https://www.federalreserve.gov/econres/jonathan-goldberg.htm

SSRN website: Jonathan's SSRN page


Co-authors