This paper uses matched bank-firm-level data and the 2014 depreciation of the euro to show that exchange rate … depreciations lead to increased bank loan supply of large banks with significant net foreign asset exposure. This increase in … lending can be explained by a shift in credit towards both export-intensive firms and small banks without foreign asset …

Exploiting geographic variation in the exposure of U.S. banks to COVID-19 and lockdown policies we find that banks more … increase in corporate, especially small business, lending growth, this is driven by government-guaranteed loans. Finally, we …

between bank lending specialization and bank performance and stability in an international sample. Theory suggests that banks …Using both market-based and annual report-based approaches to measure lending specialization for a broad cross … exposures, while not leading to higher returns. The paper also documents important time, cross-bank, and cross-county variation …