Repository 2023

A Framework for Geoeconomics

Christopher Clayton
Matteo Maggiori
Jesse Schreger

Slides

Discussant: Dmitry Mukhin

A Sufficient Statistics Approach for Endogenous Production Networks: Theory and Application to Ukraine’s War

Vasily Korovkin
Alexey Makarin
Yuhei Miyauchi

Slides

Discussant: Xiang Ding

Exorbitant Privilege and Economic Sanctions

Maxim Chupilkin
Beata Javorcik
Aleksandra Peeva
Alexander Plekhanov

Discussant: Saleem Bahaj

Exporting the Surveillance State via Trade in AI

Martin Bereja
Andrew Kao
David Yang
Noam Yuchtman

Slides

Discussant: Andreas Fuchs

Foreign Influence in US Politics

Marco Grotteria
Max Miller
Lakshmi Naaraayanan

Slides

Discussant: Hye Young You

Geopolitical Risk and Decoupling: Evidence from U.S. Export Controls

Matteo Crosignani
Lina Han
Marco Macchiavelli
André Silva

Slides

Discussant: Katharina Bergant

Geopolitical Risk and Global Banking

Friederike Niepmann
Leslie Sheng Shen

Slides

Discussant: Andrea Presbitero

Hegemonic Globalization

Fernando Broner
Alberto Martin
Josefin Meyer
Christoph Trebesch

Slides

Discussant: Thierry Mayer

International Sanctions and Dollar Dominance

Javier Bianchi
César Sosa-Padilla

Slides

Discussant: Luca Fornaro

International Trade and Macroeconomic Dynamics with Sanctions

Fabio Ghironi
Daisoon Kim
Galip Kemal Ozhan

Slides

Discussant: Alberto Martin

Learning by Necessity: Government Demand, Capacity Constraints, and Productivity Growth

Ethan Ilzetzki

Slides

Discussant: Claudia Steinwender

Liquidity, Debt Denomination, and Currency Dominance

Antonio Coppola
Arvind Krishnamurthy
Chenzi Xu

Slides

Discussant: Paul Bouscasse

Macroeconomic and Asset Pricing Effects of Supply Chain Disasters

Vladimir Smirnyagin
Aleh Tsyvinski

Slides

Discussant: Gianluca Benigno

Sanctions and Misallocation. How Sanctioned Firms Won and Russia Lost

Dzhamilya Nigmatulina

Slides

Discussant: Evgenia Passari

Spheres of Influence

Matteo Camboni
Michael Porcellacchia

Slides

Discussant: Helios Herrera

Supply Shocks and Industrial Transformation: Evidence from a Blockade

Bennet Feld
Thiemo Fetzer
Peter John Lambert
Fredie Didier

Discussant: Francesca Loria

The Dollar in an Era of International Retrenchment

Ryan Chahrour
Rosen Valchev

Slides

Discussant: Péter Kondor

The Effects of Sanctions on Russian Banks in TARGET2 Transactions Data

Volker Nitsch
Constantin Drott
Stefan Goldbach

Discussant: Anna Pestova

The External Costs of War

Jonathan Federle
André Meier
Gernot Müller
Willi Mutschler
Moritz Schularick

Slides

Discussant: Philippe Martin

The Geoeconomics of Trade Infrastructure and the Innovation Competition between China and the US

Kai Konrad

Discussant: Marta Troya Martinez

Trade Policy in the Shadow of War: A Quantitative Toolkit for Geoeconomics

Mathias Thoenig

Slides

Discussant: Feodora Teti

Weathering the Storm: Supply Chains and Climate Risk

Gaurav Khanna
Nicholas Morales
Juanma Castro Vincenzi
Nitya Pandalai Nayar

Slides