Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic

Purpose – This paper investigates the influence of geopolitical risks on the dynamic spillover of monetary policies among the United States, Canada, Australia, New Zealand, Japan and Switzerland from 1995 to 2023. Design/methodology/approach – The time-varying parameter vector autoregressive (TVP-VA...

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Main Authors: Anh Tram Luong, Anh Thi Phuong Nguyen, Quynh Thu Nguyen
Format: Article
Language:English
Published: Emerald Publishing 2025-05-01
Series:Journal of Economics and Development
Subjects:
Online Access:https://www.emerald.com/insight/content/doi/10.1108/JED-06-2024-0195/full/pdf
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author Anh Tram Luong
Anh Thi Phuong Nguyen
Quynh Thu Nguyen
author_facet Anh Tram Luong
Anh Thi Phuong Nguyen
Quynh Thu Nguyen
author_sort Anh Tram Luong
collection DOAJ
description Purpose – This paper investigates the influence of geopolitical risks on the dynamic spillover of monetary policies among the United States, Canada, Australia, New Zealand, Japan and Switzerland from 1995 to 2023. Design/methodology/approach – The time-varying parameter vector autoregressive (TVP-VAR) method is used to investigate the dynamic interconnectedness of monetary policy across the six countries. In addition, ordinary least squares (OLS) regression is applied to assess the influence of geopolitical risk on the transmission of international monetary policies, particularly before and after the COVID-19 pandemic. Findings – Our study shows a moderate interdependence between the monetary policies of the examined countries. In the network, the monetary policies of the United States, Japan and Australia are transmitters, while Canada, New Zealand and Switzerland are receivers. In addition, geopolitical risks positively impact monetary policy. However, these impacts have turned negative in the post-COVID-19 period. Research limitations/implications – These results suggest that policymakers should account for the spillover of monetary policies from other economies during the policy implementation process. Practical implications – These findings may guide monetary policymakers in considering rising geopolitical risks. Originality/value – This study enhances the theoretical understanding of monetary policy spillovers by illustrating the transmitting roles of major economies within a global network. Moreover, while existing research often examines monetary policy as an isolated phenomenon, this study demonstrates how such risks influence cross-country monetary policy spillovers differently between the pre- and post-COVID-19 periods. Thus, this study improves our understanding of monetary policy adaptability in a globalized world.
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spelling doaj-art-5225d1ff15c24d55a5e9dbf810e302b52025-08-20T01:51:35ZengEmerald PublishingJournal of Economics and Development1859-00202632-53302025-05-0127217519110.1108/JED-06-2024-0195Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemicAnh Tram Luong0Anh Thi Phuong Nguyen1Quynh Thu Nguyen2VNU University of Economics and Business, Vietnam National University, Hanoi, VietnamVNU University of Economics and Business, Vietnam National University, Hanoi, VietnamVNU University of Economics and Business, Vietnam National University, Hanoi, VietnamPurpose – This paper investigates the influence of geopolitical risks on the dynamic spillover of monetary policies among the United States, Canada, Australia, New Zealand, Japan and Switzerland from 1995 to 2023. Design/methodology/approach – The time-varying parameter vector autoregressive (TVP-VAR) method is used to investigate the dynamic interconnectedness of monetary policy across the six countries. In addition, ordinary least squares (OLS) regression is applied to assess the influence of geopolitical risk on the transmission of international monetary policies, particularly before and after the COVID-19 pandemic. Findings – Our study shows a moderate interdependence between the monetary policies of the examined countries. In the network, the monetary policies of the United States, Japan and Australia are transmitters, while Canada, New Zealand and Switzerland are receivers. In addition, geopolitical risks positively impact monetary policy. However, these impacts have turned negative in the post-COVID-19 period. Research limitations/implications – These results suggest that policymakers should account for the spillover of monetary policies from other economies during the policy implementation process. Practical implications – These findings may guide monetary policymakers in considering rising geopolitical risks. Originality/value – This study enhances the theoretical understanding of monetary policy spillovers by illustrating the transmitting roles of major economies within a global network. Moreover, while existing research often examines monetary policy as an isolated phenomenon, this study demonstrates how such risks influence cross-country monetary policy spillovers differently between the pre- and post-COVID-19 periods. Thus, this study improves our understanding of monetary policy adaptability in a globalized world.https://www.emerald.com/insight/content/doi/10.1108/JED-06-2024-0195/full/pdfCOVID-19 pandemicGeopolitical riskMonetary policiesSpillover
spellingShingle Anh Tram Luong
Anh Thi Phuong Nguyen
Quynh Thu Nguyen
Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
Journal of Economics and Development
COVID-19 pandemic
Geopolitical risk
Monetary policies
Spillover
title Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
title_full Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
title_fullStr Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
title_full_unstemmed Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
title_short Monetary policy spillovers in a fragmented world: the role of geopolitical risk pre- and post-COVID-19 pandemic
title_sort monetary policy spillovers in a fragmented world the role of geopolitical risk pre and post covid 19 pandemic
topic COVID-19 pandemic
Geopolitical risk
Monetary policies
Spillover
url https://www.emerald.com/insight/content/doi/10.1108/JED-06-2024-0195/full/pdf
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