David Thesmar image

David Thesmar

2 Votes

MIT Sloan

  • Cambridge, MA

About

  • Franco Modigliani Professor of Financial Economics
  • Senior Research Consultant, CFM, Paris & New York (2012-Present)
  • Member of the Scientific Board of ESRB (European Systemic Risk Board) (2014-2017)
  • Smith Breeden Prize, Journal of Finance (2018)

Voting History

Interest-bearing stablecoins, either via direct issuer payments or exchange-provided rewards, would measurably erode the deposit franchise of banks in developed-market economies.
Vote Confidence Median Survey Vote Median Survey Confidence
Uncertain
1
Uncertain
6
Comment: currently, there are a lot of firm that offer easy-to-use cash accounts that can be quickly move into and out of deposit accounts. yet, aggregate deposits remain very big and do not respond a lot to interest rates, further, it may be hard to draw many people into stablecoins.
Finance

Housing Affordability

Question A: Having the government-sponsored housing agencies Fannie Mae and Freddie Mac buy $200 billion in mortgage-backed securities would reduce mortgage rates by more than 25 basis points.
Vote Confidence Median Survey Vote Median Survey Confidence
Agree
7
Disagree
7
Comment: seems about right since it's about 2% of the amount outstanding, and conventional demand elasticities.
Question B: Having the government-sponsored housing agencies Fannie Mae and Freddie Mac buy $200 billion in mortgage-backed securities would measurably improve the affordability of home ownership.
Vote Confidence Median Survey Vote Median Survey Confidence
Uncertain
7
Disagree
7
Comment: ambiguous: it lowers the cost of borrowing, but will boost house prices
Question C: Restrictions on large institutional investors buying single-family homes would measurably improve the affordability of home ownership.
Vote Confidence Median Survey Vote Median Survey Confidence
Agree
7
Disagree
6
Comment: yes, but it would increase rents.