Jo Michell

Jo Michell

Associate Professor in Economics

University of the West of England

Biography

Jo Michell is Associate Professor in Economics at the University of the West of England. He holds a PhD in Economics from SOAS, University of London. His research focuses on post-Keynesian economics, stock-flow consistent modeling, and financial instability.

Michell's work examines the relationship between financial markets and macroeconomic stability, with particular emphasis on speculation, balance sheet dynamics, and monetary theory. He has published extensively on financial fragility, endogenous money, and the role of uncertainty in economic systems.

He is actively involved in heterodox economics networks and has contributed to policy discussions on financial regulation and macroeconomic policy. His research combines theoretical analysis with empirical investigations of financial market behavior and its macroeconomic implications.

Publications

Theorising non-bank financial intermediation

Jo Michell (2024) - Review of Keynesian Economics, 12(2), 181-196

Develops a comprehensive theoretical framework for understanding non-bank financial intermediation. Challenges traditional banking theory by analyzing how shadow banking creates systemic risks through complex chains of financial intermediation.

Balance Sheet Relations Endogenous Risk

Dollar liquidity, financial vulnerability and monetary sovereignty

Rob Calvert Jump, Jo Michell (2023) - Development and Change, 54(5), 1087-1113

Examines how dollar-denominated debt affects monetary sovereignty and financial stability in emerging economies. Demonstrates the constraints that offshore dollar funding places on domestic monetary policy autonomy and economic development.

Monetary Hierarchy Crossborder Flows

Do shadow banks create money? Financialisation and the monetary circuit

Jo Michell (2017) - Metroeconomica, 68(2), 354-377

Investigates the money-creating capacity of shadow banking institutions using monetary circuit theory. Argues that understanding shadow banking requires analyzing the institutional structure of money creation beyond traditional commercial banks.

Reflux Dynamics Balance Sheet Relations

Speculation, financial fragility and stock-flow consistency

Jo Michell (2014) - In: The Great Recession and the contradictions of contemporary capitalism, Edward Elgar Publishing

Analyzes the relationship between speculation and financial instability using stock-flow consistent modeling. Explores how speculative behavior interacts with balance sheet dynamics to generate financial fragility in capitalist economies.

Balance Sheet Relations Endogenous Risk Macrofinancial Modeling