Advances in Consumer Research
Issue 1 : 1648-1656
Original Article
Balance-Sheet Stress, Credit Constraints, and Monetary Policy Transmission: Micro-Level Evidence from Crisis and Non-Crisis Periods
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1
Student M.Sc. Economics and Data Analytics, Department of Economics, Central University of Andhra Pradesh
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Associate Professor, Department of Economics, Central University of Andhra Pradesh
3
Assistant Professor, Department of Economics, University of Allahabad, Prayagraj.
4
Research Scholar,Department of Economics, Delhi School of Economics, University of Delhi
5
Head & Associate Professor, Department of Economics & Research Center, Government Post Graduate College, Bisalpur ,Pilibhit U.P 262201 (M.J.P.Rohilkhand University BareillyU.P.)
Abstract

This study examines how balance-sheet stress and crisis conditions jointly shape credit constraints and monetary policy transmission. Using original firm- and household-level survey data, the analysis demonstrates that credit constraints are more prevalent during crises, and that balance-sheet stress significantly increases the likelihood of borrowing constraints, with these effects being amplified under systemic stress. The combined evidence from regression estimates, predicted probabilities, and marginal effects indicates that even accommodative monetary policies may fail to stimulate credit and real economic activity when borrowers face binding balance sheets. These findings underscore the limits of interest rate-based policy tools in crisis environments and emphasize the importance of complementary interventions aimed at restoring credit access and repairing borrower balance sheets, particularly during periods of widespread financial distress.

 

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