Show Me the Money: The Monetary Policy Risk Premium

We create a parsimonious monetary policy exposure (MPE) index based on observable firm characteristics that previous studies link to how stocks react to monetary policy. Our index successfully captures stocks’ responses to both conventional and unconventional monetary policy. Stocks whose prices react more positively to expansionary monetary policy (high-MPE stocks) earn lower average returns. This result is consistent with the notion that high-MPE stocks provide a hedge against bad economic shocks, to which the Federal Reserve responds with expansionary monetary policy. A long-short trading strategy designed to exploit this effect achieves an annualized Sharpe Ratio of 0.77.

Keywords: Monetary Policy, Asset Pricing, Risk Factors

JEL Classification: E12, E31, E44, E52, G12, G14

Suggested Citation: Suggested Citation

Ozdagli, Ali K. and Velikov, Mihail, Show Me the Money: The Monetary Policy Risk Premium (September 25, 2018). Journal of Financial Economics (JFE), Forthcoming, Available at SSRN: https://ssrn.com/abstract=2754812 or http://dx.doi.org/10.2139/ssrn.2754812

Ali K. Ozdagli (Contact Author)

Federal Reserve Banks - Federal Reserve Bank of Dallas ( email )

2200 North Pearl Street
PO Box 655906
Dallas, TX 75265-5906
United States

Mihail Velikov

Pennsylvania State University - Smeal College of Business ( email )

University Park, PA 16802
United States

Pennsylvania State University ( email )

University Park
State College, PA 16802
United States