Repository 2024

A Theory of Economic Coercion and Fragmentation

Christopher Clayton
Matteo Maggiori
Jesse Schreger 

Slides

Discussant: Alberto Martin

Changing Global Linkages: A New Cold War?

Pierre-Olivier Gourinchas

Cross-Border Product Adoption: Individual Imports, Migrant Networks, and Domestic Retailers

David Argente
Esteban Méndez
Diana Van Patten

Decoupling Global Value Chains

Peter Eppinger
Gabriel J. Felbermayr
Oliver Krebs
Bohdan Kukharskyy  

Slides

Dominant Currency Paradigm with Input-Output Linkages

Sihwan Yang

Discussant: Saskia Meuchelböck

EXIM's Exit: The Real Effects  of Trade Financing by Export Credit Agencies

Adrien Matray
Karsten Müller
Chenzi Xu
Poorya Kabir

Discussant: Matthieu Crozet

Financial Sanctions Interact(ed) with  Trade Sanctions

Christian Bayer
Alexandros Gilch
Farzad Saidi

Slides

Discussant: Dmitry Mukhin

Geoeconomic Fragmentation and “Connector” Countries

Shek Aiyaharr
Franziska Ohnsorge

Slides

Discussant: Monika Kerekes

Global Hegemony and Exorbitant Privilege

Carolin E. Pflueger
Pierre Yared

Slides

Discussant: Fernando Broner

Global Value Chains in a World of Uncertainty and Automation

Marius Faber
Kemal Kilic
Gleb Kozliakov
Dalia Marin

Slides

Discussant: Lei Li

Guns vs. Butter?

Jonathan Federle
Johannes Marzian
Christoph Trebesch

Slides

Discussant: Gernot Müller

Industrial Policies for  Multi-stage Production: The Battle for Battery-powered Vehicles

Keith Head
Thierry Mayer
Marc Melitz
Chenying Yang

Slides

Discussant: Nuriye Bilgin

Industrial and Trade Policy in Supply  Chains: The Case of Rare Earth Elements

Laura Alfaro
Harald Fadinger
Jan Schymik
Gede Virananda

Discussant: Banu Demir

Measuring Shortages since 1900

Dario Caladara
Matteo Iacoviello
David Yu

Slides

Discussant: Paul Bouscasse

New Data for Geoeconomic Analysis

Chair: Alexandra Effenberger

Data Set Presentation
Dominik Boddin and Hendrik Kruse 

Populism and War

Andrea Mattozzi
Massimo Morelli
Marcos Yamada Nakaguma

Slides

Discussant: Michael Porcellacchia

Reshoring, Automation, and Labor Markets under Trade Uncertainty

Hamid Firooz
Sylvain Leduc
Zheng Liu

Slides

Discussant: Florian Unger

Seizing Central Bank Assets?

Tobias Krahnke
Arnaud Mehl
Massimo Ferrari Minesso
Isabel Vansteenkiste

Slides

Discussant: Nuno Coimbra

Supply Shocks and On-shoring: Evidence Using an AI-built Production Network

Bennet Feld
Thiemo Fetzer
Prashant Garg
Peter John Lambert

Slides

Discussant: Friedrich Geiecke

The Economics of Sanctions: How Do They Work in Theory and in Practice?

Oleg Itskhoki
Elina Ribakova

Slides

Discussant: Gabriel Felbermayr

The Exchange Rate as Industrial Policy

Pablo Ottonello
Diego Perez
William Witheridge

Slides

Discussant: Paolo Cavallino

The Fragmentation Paradox: How De-risking Trade Undermines Global Safety

Thierry Mayer 
Isabelle Mejean
Mathias Thoenig 

Slides

Discussant: Dzhamilya Nigmatulina

The Great Leveler According to HANK

Ralph Luetticke
Timothy Meyer
Gernot Müller
Moritz Schularick

Slides

Discussant: Brigitte Hochmuth

The Price of Fragmentation

Julian di Giovanni
Şebnem Kalemli-Özcan
Alvaro Silva
Muhammed A. Yildirim

Slides

Discussant: Francesco Zanetti

Trade Sanctions

Konstantin Egorov
Vasily Korovkin
Alexey Makarin
Dzhamilya Nigmatulina

Slides

Discussant: Julian Hinz

Trading Around Geopolitics

Giancarlo Corsetti
Banu Demir
Beata Javorcik

Slides

Discussant: Marta Santamaria

Who is to Suffer? Quantifying the Impact of Sanctions on German Firms

Saskia Meuchelböck

Slides

Who Wins Wars?

Jonathan Federle
Dominic Rohner
Moritz Schularick

Slides

Discussant: Sarah Langlotz