Carpenter, S. and S. Demiralp (2010)

Seth Carpenter

Associate Director

Division of Monetary Affairs

Board of Governors of the Federal Reserve System

20th Street and Constitution Avenue NW, Washington, DC 20551

scarpenter@frb.gov

scarpenter@frb.gov

and

Selva Demiralp

Associate Professor

Department of Economics

Koc University

Rumeli Feneri Yolu

Sariyer, Istanbul 34450 Turkey

sdemiralp@ku.edu.tr

“Second, there is no direct link between money—defined as M2—and bank lending. Banks have access to non-deposit funding (and such liabilities would also not be reservable), so the narrow bank lending channel breaks down in theory.”