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Failure in the Margins: Local Exposure to Non-local Bank Distress

Under Review (2026)

Job market paper examining how local economies are affected when non-local banks with local branch operations fail. Uses FDIC data on US bank failures (1976-2016) to identify causal effects on credit supply and real economic outcomes through spatial branch networks.

Banking Spatial Economics Credit Supply Causal Inference
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Stress Tests on Main Street: Tracing Holding-Company Exposure Through Branch Networks

Under Review (2026)

Examines how stress test results for bank holding companies transmit through branch networks to affect local lending and real economic outcomes. Uses Federal Reserve stress test data linked to branch-level lending outcomes.

Stress Testing Credit Transmission Bank Branches Lending Channel
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Consolidation-Driven De-Branching: Overlap Effects in Quasi-Exogenous Bank M&A

Under Review (2026)

Studies how bank mergers and acquisitions lead to branch closures in overlapping markets. Exploits exogenous variation in regulatory approval timing to identify causal impact on local banking competition and credit availability.

Banking Consolidation Bank Mergers Branch Networks Competition