Society for Economic Dynamics Annual Meeting

Athens, Greece

 
July 2, 2026
 
TimeLocationEvent
 
10:00 to 11:30see below Parallel Session I
 
 
12:00 to 13:30see below Parallel Session II
 
 
15:00 to 16:30see below Parallel session III
 
 
17:00 to 18:30see below Parallel session IV
 
 
18:45 to 20:00Antoniadou Amphitheater
Plenary: George-Marios Angeletos
 
 
 
July 3, 2026
 
TimeLocationEvent
 
10:00 to 11:30see below Parallel session I
 
 
12:00 to 13:30see below Parallel session II
 
 
15:00 to 16:30see below Parallel session III
 
 
17:00 to 18:30see below Parallel session IV
 
 
18:45 to 20:00Antoniadou Amphitheater
Plenary: Virgiliu Midrigan
 
 
 
July 4, 2026
 
TimeLocationEvent
 
10:00 to 11:30see below Parallel session I
 
 
12:00 to 13:30see below Parallel session II
 
 
15:00 to 16:30see below Parallel session III
 
 
17:00 to 18:30see below Parallel session IV
 
 
18:45 to 20:00Antoniadou Amphitheater
Plenary: Pierre-Olivier Weill
 
 

 

Program Notes and Index of Sessions

Parallel Session I
Locations: click on each session to see location
July 2, 2026 10:00 to 11:30
 
Household Heterogeneity, Kintis Amphitheater
Geography and Growth, Delta omicron
Fiscal Policies in the Open Economy, Alpha 24
Frictions and Policy in Production Networks, Alpha 47
Firm Financing and Capital Misallocation, Delta 12
Globalization, Multinationals, and Productivity, Alpha 21
Growth and Business Cycles, Alpha 25
Heterogeneous Pricing, Delta 23
Job Loss, Mobility, and Human Capital, Alpha 31
Labor Markets and Informality, Alpha 32
Nonconvexities and Firm Dynamics, Delta 22
Phillips Curves and Inflation Dynamics, Alpha 23
Behavioral Macro, Delta 24
Mathematical and Computational Methods, Alpha 44
Risk-Sharing and Redistribution in OLG Models, Alpha 22

Parallel Session II
Locations: click on each session to see location
July 2, 2026 12:00 to 13:30
 
Platforms and Network Effects, Kintis Amphitheater
Market Power and the Macroeconomy, Delta omicron
Asymmetric Information in Intermediated Markets, Delta 24
Financial Market Segmentation and Unconventional Monetary Policy, Delta 22
Heterogeneous Beliefs and Wealth Inequality, Alpha 32
Housing Markets and Monetary Policy, Alpha 23
Immigration and Labor Market Integration, Alpha 47
International Trade and Macroeconomic Outcomes, Delta 12
Labor Markets and Gender, Alpha 31
Beliefs and Job Search, Alpha 22
Open-Economy Inflation and Pass-Through, Alpha 24
Asset Pricing and Macro, Delta 23
Policy and Economic Growth, Alpha 25
Rationing and Disequilibrium, Alpha 21
Risk and Distributional Effects in a Warming World, Alpha 44

Parallel session III
Locations: click on each session to see location
July 2, 2026 15:00 to 16:30
 
Welfare Analysis with Heterogeneous Agents, Kintis Amphitheater
Taxation of Entrepreneurs and Managers, Delta omicron
Commodity Prices, Alpha 21
Corporate Finance and Aggregate Dynamics, Alpha 31
Development and Labor Markets, Delta 24
Firm Dynamics and Market Power, Alpha 22
Geopolitical Risk, Alpha 24
Identification in Empirical Macroeconomics I, Delta 23
Inflation Expectation Formation, Alpha 32
Market Power and Interest Rates, Alpha 23
Residential Segregation and Housing Policy, Delta 12
Software, AI, and Productivity, Alpha 25
Computational Methods in Heterogeneous Agent Models, Alpha 44
Wage Variation over the Life Cycle, the Job Ladder, and Space, Alpha 47
Capital and the Energy Transition, Delta 22

Parallel session IV
Locations: click on each session to see location
July 2, 2026 17:00 to 18:30
 
Dynamics of Wealth Inequality, Kintis Amphitheater
Tariffs, Delta omicron
Data, Market Power, and Technological Transformation, Delta 12
AI and the Labor Market, Alpha 47
Firm Scope and Organization, Alpha 22
Historical Lessons on Fiscal Policy and Inflation, Alpha 23
Household Debt and Default, Alpha 25
Inflation Measurement and Identification using Micro Data, Delta 23
Investment and Sectoral Allocation, Alpha 31
Leverage and Liquidity Management, Delta 22
Persistent Earnings Inequality, Alpha 32
Policy Uncertainty and Inflation, Alpha 21
Productivity and Growth, Delta 24
Sovereign Crises, Alpha 24
Capital Allocation and Development, Alpha 44

Plenary: George-Marios Angeletos
Location: Antoniadou Amphitheater
July 2, 2026 18:45 to 20:00
 
Sponsored by the Bank of Greece

Parallel session I
Locations: click on each session to see location
July 3, 2026 10:00 to 11:30
 
Finance and the Wealth Distribution, Kintis Amphitheater
Empirical Macroeconomics, Delta omicron
Spatial Dynamics, Delta 12
Financial Frictions and Firm Investment, Alpha 22
Firms in a Warming World, Delta 24
Frictional Labor Markets, Alpha 31
Labor Markets and Growth, Alpha 25
Policy Constraints and Macro Stabilization, Alpha 23
Portfolios and Liquidity, Delta 23
Shock Propagation in Interconnected Economies, Alpha 47
Energy, Temperature, and Financial Risk, Delta 22
The Rise of Services and Urban Transformation, Alpha 44
Tangible and Intangible Capital, Alpha 21
Trade Integration and External Adjustment, Alpha 24
Volatility and Uncertainty in Inflation Expectations, Alpha 32

Parallel session II
Locations: click on each session to see location
July 3, 2026 12:00 to 13:30
 
Firms, Innovation, and Growth, Kintis Amphitheater
Firms and Supply Chains, Delta omicron
Banks, Non-Banks, and Monetary Economics, Delta 23
Empirical Monetary Economics, Alpha 21
Expectations in Macro, Delta 24
Bank Runs and Bailouts, Delta 22
A Closer Look at Worker-Firm Matches, Alpha 22
Geography and Economic Mobility, Alpha 44
Inflation Dynamics and Firm Price Setting, Alpha 23
International Risks and Bond Spreads, Alpha 24
Matching Frictions and Job Amenities, Alpha 47
Quantitative Macroeconomics, Alpha 31
Risk and Uncertainty in Trade and Spatial Models, Delta 12
Sovereign Debt Structure, Alpha 25
Risk-Sharing and Redistribution over the Business Cycle, Alpha 32

Parallel session III
Locations: click on each session to see location
July 3, 2026 15:00 to 16:30
 
AI and Innovation, Kintis Amphitheater
Macroeconometrics, Delta omicron
Business Cycle Amplification and Asymmetry, Alpha 23
Financial Frictions and Crises in Open Economies, Alpha 21
Firm and Ownership Dynamics, Delta 12
Growth in a Warming World II, Delta 24
Human Capital Accumulation and Education, Alpha 25
Inflation, Monetary Shocks, and Heterogeneous Households, Alpha 32
Information Networks and Knowledge Spillovers, Delta 23
Investment Frictions, Delta 22
Labor Market Power and Monopsony I, Alpha 47
Long-run Development, Alpha 44
Bank Competition, Concentration, and Capital Requirements, Alpha 31
Market Power and Markups, Alpha 22
Cost Shock Transmission Mechanisms, Alpha 24

Parallel session IV
Locations: click on each session to see location
July 3, 2026 17:00 to 18:30
 
Macroeconomics in a Warming World, Kintis Amphitheater
On De Minimis Regimes and Tariff Wars, Delta omicron
Fertility, Family Formation, and Labor Supply, Alpha 44
The Allocation and Accumulation of Capital, Alpha 31
Firms and Labor Markets, Delta 12
Fiscal Multipliers, Alpha 47
Fiscal Narratives and Inflation Narratives, Delta 23
Heterogeneous Portfolios and Wealth Inequality, Alpha 32
Information Aggregation and Market Signals, Delta 24
Labor Market Dynamics, Alpha 21
Liquidity, Payments, and Financial Technology, Delta 22
Cost Shocks and Monetary Policy, Alpha 23
Entrepreneurship, Alpha 22
Reserve and Dominant Currencies, Alpha 24
Firm Dynamics and Economic Growth, Alpha 25

Plenary: Virgiliu Midrigan
Location: Antoniadou Amphitheater
July 3, 2026 18:45 to 20:00

Parallel session I
Locations: click on each session to see location
July 4, 2026 10:00 to 11:30
 
AI and Policy, Kintis Amphitheater
Micro and Macro of Labor Markets, Delta omicron
Bank Heterogeneity and Credit Transmission, Alpha 31
Firms and Product Markets, Delta 24
Financial Crises and Stress Tests, Delta 22
Heterogeneous Agent New Keynesian Models, Alpha 22
Income Taxation, Alpha 47
Inequality in Open Economies, Alpha 24
Macro Theory, Alpha 21
Demand Shocks and Monetary Policy, Alpha 23
Propagation in Production Networks, Delta 23
Research, Knowledge, and Economic Growth, Alpha 25
Spatial Allocations and Efficiency, Delta 12
Inequality, Mobility, and Redistribution, Alpha 32
Family and Individual Career Dynamics, Alpha 44

Parallel session II
Locations: click on each session to see location
July 4, 2026 12:00 to 13:30
 
Technological Transitions, Kintis Amphitheater
Labor Markets and Inflation, Delta omicron
Monetary-Fiscal Interactions I, Delta 24
Sovereign Default Risk, Alpha 21
Housing Affordability and Mobility, Alpha 24
Human Capital and Development, Alpha 44
Information Frictions and Price-Setting, Alpha 25
Demographic Differences in Labor Markets, Alpha 47
Monetary Policy and Firm Heterogeneity, Alpha 23
Household Finance and the Macroeconomy, Alpha 31
Bank Credit Supply and Loan Markets, Delta 22
The Macroeconomics of AI, Alpha 22
The Spatial Allocation of Labor, Delta 12
Taxation and Insurance in Heterogeneous Agent Environments, Alpha 32
Households, Human Capital, and Inequality, Delta 23

Parallel session III
Locations: click on each session to see location
July 4, 2026 15:00 to 16:30
 
Firm Dynamics and the Macroeconomy, Kintis Amphitheater
Macro Public Finance, Delta omicron
Computational Methods for Intractable Problems, Alpha 44
Macro Consequences of an Aging Population, Alpha 25
Heterogeneity, Fiscal Policy, and Macro Stabilization, Alpha 32
Firms and Financial Frictions, Alpha 31
Income Risk, Insurance, and Welfare, Alpha 22
Labor Market Power and Monopsony II, Alpha 47
Expectations and the Business Cycle, Delta 24
Exchange Rates, Alpha 21
Shock Transmission and Propagation, Alpha 24
Sectoral Composition, Reallocation, and Macro Dynamics, Alpha 23
Supply Chains and Energy Prices, Delta 22
Tariff Policy, Delta 12
Text-Based Macro Measurement, Delta 23

Parallel session IV
Locations: click on each session to see location
July 4, 2026 17:00 to 18:30
 
Firms, Customers, and Competition, Kintis Amphitheater
Structural Transformation, Delta omicron
Interest Rates and Public Debt, Delta 24
Corporate Debt, Maturity, and Capital Structure, Delta 22
Growth in a Warming World I, Alpha 31
Identification in Empirical Macroeconomics II, Delta 23
Innovation, Growth, and Firm Dynamics, Alpha 25
Exchange Rate Policy in Emerging Markets, Alpha 24
International Macro, Alpha 21
Monetary-Fiscal Interactions II, Alpha 23
Multinationals, Intangibles, and Global Production, Delta 12
Policy Uncertainty, Alpha 44
Public Policy in Heterogeneous Agent Environments, Alpha 32
Demographic Differences in Wages, Alpha 22
Wealth, Job Search, and Labor Mobility, Alpha 47

Plenary: Pierre-Olivier Weill
Location: Antoniadou Amphitheater
July 4, 2026 18:45 to 20:00

 

Summary of All Sessions

Click here for an index of all participants

#Date/TimeTitle/LocationPapers
1July 2, 2026
10:00-11:30
Household Heterogeneity

    Location: Kintis Amphitheater

3
2July 2, 2026
10:00-11:30
Geography and Growth

    Location: Delta omicron

3
3July 2, 2026
10:00-11:30
Fiscal Policies in the Open Economy

    Location: Alpha 24

3
4July 2, 2026
10:00-11:30
Frictions and Policy in Production Networks

    Location: Alpha 47

3
5July 2, 2026
10:00-11:30
Firm Financing and Capital Misallocation

    Location: Delta 12

3
6July 2, 2026
10:00-11:30
Globalization, Multinationals, and Productivity

    Location: Alpha 21

3
7July 2, 2026
10:00-11:30
Growth and Business Cycles

    Location: Alpha 25

3
8July 2, 2026
10:00-11:30
Heterogeneous Pricing

    Location: Delta 23

3
9July 2, 2026
10:00-11:30
Job Loss, Mobility, and Human Capital

    Location: Alpha 31

3
10July 2, 2026
10:00-11:30
Labor Markets and Informality

    Location: Alpha 32

3
11July 2, 2026
10:00-11:30
Nonconvexities and Firm Dynamics

    Location: Delta 22

3
12July 2, 2026
10:00-11:30
Phillips Curves and Inflation Dynamics

    Location: Alpha 23

3
13July 2, 2026
10:00-11:30
Behavioral Macro

    Location: Delta 24

3
14July 2, 2026
10:00-11:30
Mathematical and Computational Methods

    Location: Alpha 44

3
15July 2, 2026
10:00-11:30
Risk-Sharing and Redistribution in OLG Models

    Location: Alpha 22

3
16July 2, 2026
12:00-13:30
Platforms and Network Effects

    Location: Kintis Amphitheater

3
17July 2, 2026
12:00-13:30
Market Power and the Macroeconomy

    Location: Delta omicron

3
18July 2, 2026
12:00-13:30
Asymmetric Information in Intermediated Markets

    Location: Delta 24

3
19July 2, 2026
12:00-13:30
Financial Market Segmentation and Unconventional Monetary Policy

    Location: Delta 22

3
20July 2, 2026
12:00-13:30
Heterogeneous Beliefs and Wealth Inequality

    Location: Alpha 32

3
21July 2, 2026
12:00-13:30
Housing Markets and Monetary Policy

    Location: Alpha 23

3
22July 2, 2026
12:00-13:30
Immigration and Labor Market Integration

    Location: Alpha 47

3
23July 2, 2026
12:00-13:30
International Trade and Macroeconomic Outcomes

    Location: Delta 12

3
24July 2, 2026
12:00-13:30
Labor Markets and Gender

    Location: Alpha 31

3
25July 2, 2026
12:00-13:30
Beliefs and Job Search

    Location: Alpha 22

3
26July 2, 2026
12:00-13:30
Open-Economy Inflation and Pass-Through

    Location: Alpha 24

3
27July 2, 2026
12:00-13:30
Asset Pricing and Macro

    Location: Delta 23

3
28July 2, 2026
12:00-13:30
Policy and Economic Growth

    Location: Alpha 25

3
29July 2, 2026
12:00-13:30
Rationing and Disequilibrium

    Location: Alpha 21

3
30July 2, 2026
12:00-13:30
Risk and Distributional Effects in a Warming World

    Location: Alpha 44

3
31July 2, 2026
15:00-16:30
Welfare Analysis with Heterogeneous Agents

    Location: Kintis Amphitheater

3
32July 2, 2026
15:00-16:30
Taxation of Entrepreneurs and Managers

    Location: Delta omicron

3
33July 2, 2026
15:00-16:30
Commodity Prices

    Location: Alpha 21

3
34July 2, 2026
15:00-16:30
Corporate Finance and Aggregate Dynamics

    Location: Alpha 31

3
35July 2, 2026
15:00-16:30
Development and Labor Markets

    Location: Delta 24

3
36July 2, 2026
15:00-16:30
Firm Dynamics and Market Power

    Location: Alpha 22

3
37July 2, 2026
15:00-16:30
Geopolitical Risk

    Location: Alpha 24

3
38July 2, 2026
15:00-16:30
Identification in Empirical Macroeconomics I

    Location: Delta 23

3
39July 2, 2026
15:00-16:30
Inflation Expectation Formation

    Location: Alpha 32

3
40July 2, 2026
15:00-16:30
Market Power and Interest Rates

    Location: Alpha 23

3
41July 2, 2026
15:00-16:30
Residential Segregation and Housing Policy

    Location: Delta 12

3
42July 2, 2026
15:00-16:30
Software, AI, and Productivity

    Location: Alpha 25

3
43July 2, 2026
15:00-16:30
Computational Methods in Heterogeneous Agent Models

    Location: Alpha 44

3
44July 2, 2026
15:00-16:30
Wage Variation over the Life Cycle, the Job Ladder, and Space

    Location: Alpha 47

3
45July 2, 2026
15:00-16:30
Capital and the Energy Transition

    Location: Delta 22

3
46July 2, 2026
17:00-18:30
Dynamics of Wealth Inequality

    Location: Kintis Amphitheater

3
47July 2, 2026
17:00-18:30
Tariffs

    Location: Delta omicron

3
48July 2, 2026
17:00-18:30
Data, Market Power, and Technological Transformation

    Location: Delta 12

3
49July 2, 2026
17:00-18:30
AI and the Labor Market

    Location: Alpha 47

3
50July 2, 2026
17:00-18:30
Firm Scope and Organization

    Location: Alpha 22

3
51July 2, 2026
17:00-18:30
Historical Lessons on Fiscal Policy and Inflation

    Location: Alpha 23

3
52July 2, 2026
17:00-18:30
Household Debt and Default

    Location: Alpha 25

3
53July 2, 2026
17:00-18:30
Inflation Measurement and Identification using Micro Data

    Location: Delta 23

3
54July 2, 2026
17:00-18:30
Investment and Sectoral Allocation

    Location: Alpha 31

3
55July 2, 2026
17:00-18:30
Leverage and Liquidity Management

    Location: Delta 22

3
56July 2, 2026
17:00-18:30
Persistent Earnings Inequality

    Location: Alpha 32

3
57July 2, 2026
17:00-18:30
Policy Uncertainty and Inflation

    Location: Alpha 21

3
58July 2, 2026
17:00-18:30
Productivity and Growth

    Location: Delta 24

3
59July 2, 2026
17:00-18:30
Sovereign Crises

    Location: Alpha 24

3
60July 2, 2026
17:00-18:30
Capital Allocation and Development

    Location: Alpha 44

3
61July 3, 2026
10:00-11:30
Finance and the Wealth Distribution

    Location: Kintis Amphitheater

3
62July 3, 2026
10:00-11:30
Empirical Macroeconomics

    Location: Delta omicron

3
63July 3, 2026
10:00-11:30
Spatial Dynamics

    Location: Delta 12

3
64July 3, 2026
10:00-11:30
Financial Frictions and Firm Investment

    Location: Alpha 22

3
65July 3, 2026
10:00-11:30
Firms in a Warming World

    Location: Delta 24

3
66July 3, 2026
10:00-11:30
Frictional Labor Markets

    Location: Alpha 31

3
67July 3, 2026
10:00-11:30
Labor Markets and Growth

    Location: Alpha 25

3
68July 3, 2026
10:00-11:30
Policy Constraints and Macro Stabilization

    Location: Alpha 23

3
69July 3, 2026
10:00-11:30
Portfolios and Liquidity

    Location: Delta 23

3
70July 3, 2026
10:00-11:30
Shock Propagation in Interconnected Economies

    Location: Alpha 47

3
71July 3, 2026
10:00-11:30
Energy, Temperature, and Financial Risk

    Location: Delta 22

3
72July 3, 2026
10:00-11:30
The Rise of Services and Urban Transformation

    Location: Alpha 44

3
73July 3, 2026
10:00-11:30
Tangible and Intangible Capital

    Location: Alpha 21

3
74July 3, 2026
10:00-11:30
Trade Integration and External Adjustment

    Location: Alpha 24

3
75July 3, 2026
10:00-11:30
Volatility and Uncertainty in Inflation Expectations

    Location: Alpha 32

3
76July 3, 2026
12:00-13:30
Firms, Innovation, and Growth

    Location: Kintis Amphitheater

3
77July 3, 2026
12:00-13:30
Firms and Supply Chains

    Location: Delta omicron

3
78July 3, 2026
12:00-13:30
Banks, Non-Banks, and Monetary Economics

    Location: Delta 23

3
79July 3, 2026
12:00-13:30
Empirical Monetary Economics

    Location: Alpha 21

3
80July 3, 2026
12:00-13:30
Expectations in Macro

    Location: Delta 24

3
81July 3, 2026
12:00-13:30
Bank Runs and Bailouts

    Location: Delta 22

3
82July 3, 2026
12:00-13:30
A Closer Look at Worker-Firm Matches

    Location: Alpha 22

3
83July 3, 2026
12:00-13:30
Geography and Economic Mobility

    Location: Alpha 44

3
84July 3, 2026
12:00-13:30
Inflation Dynamics and Firm Price Setting

    Location: Alpha 23

3
85July 3, 2026
12:00-13:30
International Risks and Bond Spreads

    Location: Alpha 24

3
86July 3, 2026
12:00-13:30
Matching Frictions and Job Amenities

    Location: Alpha 47

3
87July 3, 2026
12:00-13:30
Quantitative Macroeconomics

    Location: Alpha 31

3
88July 3, 2026
12:00-13:30
Risk and Uncertainty in Trade and Spatial Models

    Location: Delta 12

3
89July 3, 2026
12:00-13:30
Sovereign Debt Structure

    Location: Alpha 25

3
90July 3, 2026
12:00-13:30
Risk-Sharing and Redistribution over the Business Cycle

    Location: Alpha 32

3
91July 3, 2026
15:00-16:30
AI and Innovation

    Location: Kintis Amphitheater

3
92July 3, 2026
15:00-16:30
Macroeconometrics

    Location: Delta omicron

3
93July 3, 2026
15:00-16:30
Business Cycle Amplification and Asymmetry

    Location: Alpha 23

3
94July 3, 2026
15:00-16:30
Financial Frictions and Crises in Open Economies

    Location: Alpha 21

3
95July 3, 2026
15:00-16:30
Firm and Ownership Dynamics

    Location: Delta 12

3
96July 3, 2026
15:00-16:30
Growth in a Warming World II

    Location: Delta 24

3
97July 3, 2026
15:00-16:30
Human Capital Accumulation and Education

    Location: Alpha 25

3
98July 3, 2026
15:00-16:30
Inflation, Monetary Shocks, and Heterogeneous Households

    Location: Alpha 32

3
99July 3, 2026
15:00-16:30
Information Networks and Knowledge Spillovers

    Location: Delta 23

2
100July 3, 2026
15:00-16:30
Investment Frictions

    Location: Delta 22

3
101July 3, 2026
15:00-16:30
Labor Market Power and Monopsony I

    Location: Alpha 47

3
102July 3, 2026
15:00-16:30
Long-run Development

    Location: Alpha 44

3
103July 3, 2026
15:00-16:30
Bank Competition, Concentration, and Capital Requirements

    Location: Alpha 31

3
104July 3, 2026
15:00-16:30
Market Power and Markups

    Location: Alpha 22

3
105July 3, 2026
15:00-16:30
Cost Shock Transmission Mechanisms

    Location: Alpha 24

3
106July 3, 2026
17:00-18:30
Macroeconomics in a Warming World

    Location: Kintis Amphitheater

3
107July 3, 2026
17:00-18:30
On De Minimis Regimes and Tariff Wars

    Location: Delta omicron

3
108July 3, 2026
17:00-18:30
Fertility, Family Formation, and Labor Supply

    Location: Alpha 44

3
109July 3, 2026
17:00-18:30
The Allocation and Accumulation of Capital

    Location: Alpha 31

3
110July 3, 2026
17:00-18:30
Firms and Labor Markets

    Location: Delta 12

3
111July 3, 2026
17:00-18:30
Fiscal Multipliers

    Location: Alpha 47

3
112July 3, 2026
17:00-18:30
Fiscal Narratives and Inflation Narratives

    Location: Delta 23

3
113July 3, 2026
17:00-18:30
Heterogeneous Portfolios and Wealth Inequality

    Location: Alpha 32

3
114July 3, 2026
17:00-18:30
Information Aggregation and Market Signals

    Location: Delta 24

3
115July 3, 2026
17:00-18:30
Labor Market Dynamics

    Location: Alpha 21

3
116July 3, 2026
17:00-18:30
Liquidity, Payments, and Financial Technology

    Location: Delta 22

3
117July 3, 2026
17:00-18:30
Cost Shocks and Monetary Policy

    Location: Alpha 23

3
118July 3, 2026
17:00-18:30
Entrepreneurship

    Location: Alpha 22

3
119July 3, 2026
17:00-18:30
Reserve and Dominant Currencies

    Location: Alpha 24

3
120July 3, 2026
17:00-18:30
Firm Dynamics and Economic Growth

    Location: Alpha 25

3
121July 4, 2026
10:00-11:30
AI and Policy

    Location: Kintis Amphitheater

3
122July 4, 2026
10:00-11:30
Micro and Macro of Labor Markets

    Location: Delta omicron

3
123July 4, 2026
10:00-11:30
Bank Heterogeneity and Credit Transmission

    Location: Alpha 31

3
124July 4, 2026
10:00-11:30
Firms and Product Markets

    Location: Delta 24

3
125July 4, 2026
10:00-11:30
Financial Crises and Stress Tests

    Location: Delta 22

3
126July 4, 2026
10:00-11:30
Heterogeneous Agent New Keynesian Models

    Location: Alpha 22

3
127July 4, 2026
10:00-11:30
Income Taxation

    Location: Alpha 47

3
128July 4, 2026
10:00-11:30
Inequality in Open Economies

    Location: Alpha 24

3
129July 4, 2026
10:00-11:30
Macro Theory

    Location: Alpha 21

3
130July 4, 2026
10:00-11:30
Demand Shocks and Monetary Policy

    Location: Alpha 23

3
131July 4, 2026
10:00-11:30
Propagation in Production Networks

    Location: Delta 23

3
132July 4, 2026
10:00-11:30
Research, Knowledge, and Economic Growth

    Location: Alpha 25

3
133July 4, 2026
10:00-11:30
Spatial Allocations and Efficiency

    Location: Delta 12

3
134July 4, 2026
10:00-11:30
Inequality, Mobility, and Redistribution

    Location: Alpha 32

3
135July 4, 2026
10:00-11:30
Family and Individual Career Dynamics

    Location: Alpha 44

3
136July 4, 2026
12:00-13:30
Technological Transitions

    Location: Kintis Amphitheater

3
137July 4, 2026
12:00-13:30
Labor Markets and Inflation

    Location: Delta omicron

3
138July 4, 2026
12:00-13:30
Monetary-Fiscal Interactions I

    Location: Delta 24

3
139July 4, 2026
12:00-13:30
Sovereign Default Risk

    Location: Alpha 21

3
140July 4, 2026
12:00-13:30
Housing Affordability and Mobility

    Location: Alpha 24

3
141July 4, 2026
12:00-13:30
Human Capital and Development

    Location: Alpha 44

3
142July 4, 2026
12:00-13:30
Information Frictions and Price-Setting

    Location: Alpha 25

3
143July 4, 2026
12:00-13:30
Demographic Differences in Labor Markets

    Location: Alpha 47

3
144July 4, 2026
12:00-13:30
Monetary Policy and Firm Heterogeneity

    Location: Alpha 23

3
145July 4, 2026
12:00-13:30
Household Finance and the Macroeconomy

    Location: Alpha 31

3
146July 4, 2026
12:00-13:30
Bank Credit Supply and Loan Markets

    Location: Delta 22

3
147July 4, 2026
12:00-13:30
The Macroeconomics of AI

    Location: Alpha 22

3
148July 4, 2026
12:00-13:30
The Spatial Allocation of Labor

    Location: Delta 12

3
149July 4, 2026
12:00-13:30
Taxation and Insurance in Heterogeneous Agent Environments

    Location: Alpha 32

3
150July 4, 2026
12:00-13:30
Households, Human Capital, and Inequality

    Location: Delta 23

3
151July 4, 2026
15:00-16:30
Firm Dynamics and the Macroeconomy

    Location: Kintis Amphitheater

3
152July 4, 2026
15:00-16:30
Macro Public Finance

    Location: Delta omicron

3
153July 4, 2026
15:00-16:30
Computational Methods for Intractable Problems

    Location: Alpha 44

3
154July 4, 2026
15:00-16:30
Macro Consequences of an Aging Population

    Location: Alpha 25

3
155July 4, 2026
15:00-16:30
Heterogeneity, Fiscal Policy, and Macro Stabilization

    Location: Alpha 32

3
156July 4, 2026
15:00-16:30
Firms and Financial Frictions

    Location: Alpha 31

3
157July 4, 2026
15:00-16:30
Income Risk, Insurance, and Welfare

    Location: Alpha 22

3
158July 4, 2026
15:00-16:30
Labor Market Power and Monopsony II

    Location: Alpha 47

3
159July 4, 2026
15:00-16:30
Expectations and the Business Cycle

    Location: Delta 24

3
160July 4, 2026
15:00-16:30
Exchange Rates

    Location: Alpha 21

3
161July 4, 2026
15:00-16:30
Shock Transmission and Propagation

    Location: Alpha 24

3
162July 4, 2026
15:00-16:30
Sectoral Composition, Reallocation, and Macro Dynamics

    Location: Alpha 23

3
163July 4, 2026
15:00-16:30
Supply Chains and Energy Prices

    Location: Delta 22

3
164July 4, 2026
15:00-16:30
Tariff Policy

    Location: Delta 12

3
165July 4, 2026
15:00-16:30
Text-Based Macro Measurement

    Location: Delta 23

3
166July 4, 2026
17:00-18:30
Firms, Customers, and Competition

    Location: Kintis Amphitheater

3
167July 4, 2026
17:00-18:30
Structural Transformation

    Location: Delta omicron

3
168July 4, 2026
17:00-18:30
Interest Rates and Public Debt

    Location: Delta 24

3
169July 4, 2026
17:00-18:30
Corporate Debt, Maturity, and Capital Structure

    Location: Delta 22

3
170July 4, 2026
17:00-18:30
Growth in a Warming World I

    Location: Alpha 31

3
171July 4, 2026
17:00-18:30
Identification in Empirical Macroeconomics II

    Location: Delta 23

3
172July 4, 2026
17:00-18:30
Innovation, Growth, and Firm Dynamics

    Location: Alpha 25

3
173July 4, 2026
17:00-18:30
Exchange Rate Policy in Emerging Markets

    Location: Alpha 24

3
174July 4, 2026
17:00-18:30
International Macro

    Location: Alpha 21

3
175July 4, 2026
17:00-18:30
Monetary-Fiscal Interactions II

    Location: Alpha 23

3
176July 4, 2026
17:00-18:30
Multinationals, Intangibles, and Global Production

    Location: Delta 12

3
177July 4, 2026
17:00-18:30
Policy Uncertainty

    Location: Alpha 44

3
178July 4, 2026
17:00-18:30
Public Policy in Heterogeneous Agent Environments

    Location: Alpha 32

3
179July 4, 2026
17:00-18:30
Demographic Differences in Wages

    Location: Alpha 22

3
180July 4, 2026
17:00-18:30
Wealth, Job Search, and Labor Mobility

    Location: Alpha 47

3
 

180 sessions, 539 papers, and 0 presentations with no associated papers


 

Society for Economic Dynamics Annual Meeting

Detailed List of Sessions

 
Session 1: Household Heterogeneity
July 2, 2026 10:00 to 11:30
Location: Kintis Amphitheater
 
Session Chair: Morgane Richard, Sciences Po
 

The Mortgage Debt Channel of Monetary Policy when Mortgages are Liquid
   By Greg Kaplan; Chicago University
   Presented by: Greg Kaplan, Chicago University
 

Concentrating on Customers: A New Measure of Size-Based Market Power
   By Christina Patterson; University of Chicago, Booth School of B
   Joseph Vavra; The University of Chicago
   Presented by: Joseph Vavra, The University of Chicago
 

Savings Choices in Household Debt Decisions
   By Paul Hubert; Banque de France
   Morgane Richard; Sciences Po
   Frédérique Savignac; Banque de France
   Presented by: Morgane Richard, Sciences Po
 
Session 2: Geography and Growth
July 2, 2026 10:00 to 11:30
Location: Delta omicron
 
Session Chair: Elisa Giannone, CREI
 

Human Capital Accumulation Across Space
   By Klaus Desmet; SMU
   David Krisztian Nagy; CREI
   Esteban Rossi-Hansberg; University of Chicago
   Presented by: Esteban Rossi-Hansberg, University of Chicago
 

The Spatial Distribution of Income in Cities: New Global Evidence and Theory
   By David Lagakos; Boston University
   Presented by: David Lagakos, Boston University
 

Unequal Global Convergence
   By Elisa Giannone; CREI
   Presented by: Elisa Giannone, CREI
 
Session 3: Fiscal Policies in the Open Economy
July 2, 2026 10:00 to 11:30
Location: Alpha 24
 
Session Chair: Chang Liu, Stony Brook University
 

Fiscal Policy, Portfolio Frictions, and International Transmission
   By Marcos Mac Mullen; Federal Reserve Board
   Presented by: Marcos Mac Mullen, Federal Reserve Board
 

Sovereign Risk with Endogenous Debt Limits
   By Fernando Arce Munoz; Federal Reserve Bank of Chicago and Inter-American Development Bank
   Alessandro Villa; Chicago Fed
   Presented by: Fernando Arce Munoz, Federal Reserve Bank of Chicago and Inter-American Development Bank
 

Trade Barriers and Sovereign Default Risk
   By George Alessandria; University of Rochester
   Yan Bai; University of Rochester
   Minjie Deng; Simon Fraser University
   Chang Liu; Stony Brook University
   Presented by: Chang Liu, Stony Brook University
 
Session 4: Frictions and Policy in Production Networks
July 2, 2026 10:00 to 11:30
Location: Alpha 47
 
Session Chair: Luca Lorenzini, UCLA Anderson
 

Tax Rules for Distorted Production Networks
   By Marek Kapicka; CERGE-EI (Charles University - Prague)
   Presented by: Marek Kapicka, CERGE-EI (Charles University - Prague)
 

Supply Chain Recessions
   By George Alessandria; University of Rochester
   Shafaat Khan; Syracuse University
   Armen Khederlarian; Hunter College (CUNY)
   Carter Mix; Federal Reserve Board of Governors
   Kim Ruhl; UW - Madison
   Presented by: Shafaat Khan, Syracuse University
 

Aggregate Outcomes of Nonlinear Prices in Supply Chains
   By Luca Lorenzini; UCLA Anderson
   Antonio Martner; UCLA
   Presented by: Luca Lorenzini, UCLA Anderson
 
Session 5: Firm Financing and Capital Misallocation
July 2, 2026 10:00 to 11:30
Location: Delta 12
 
Session Chair: Aubhik Khan, Ohio State University
 

Zombies? Growth Options, Heterogeneous Firms, and the Allocative Effects of Zombie Lending.
   By Andrea Caggese; BSE, UPF and CREI
   Gianmarco Ruzzier; Banco de España
   Presented by: Gianmarco Ruzzier, Banco de España
 

Distorted by Design: Size-Dependent Guarantees and Capital Misallocation
   By Dongcheng Yang; Columbia University
   Presented by: Dongcheng Yang, Columbia University
 

Persistent Debt and Business Cycles in an Economy with Production Heterogeneity
   By Aubhik Khan; Ohio State University
   Soyoung Lee; Bank of Canada
   Presented by: Aubhik Khan, Ohio State University
 
Session 6: Globalization, Multinationals, and Productivity
July 2, 2026 10:00 to 11:30
Location: Alpha 21
 
Session Chair: Hugo Reichardt, CREI
 

Immigration, Innovation, and Urban Hubs: Theory and Evidence from the Age of Mass Migration
   By Costas Arkolakis; Yale University
   SUN KYOUNG LEE; University of Michigan
   Michael Peters; Yale University
   Presented by: Costas Arkolakis, Yale University
 

Multinational Firms and the Environment
   By Natalia Ramondo; Boston University
   Presented by: Natalia Ramondo, Boston University
 

Why Are Firms More Productive in the US than in the EU?
   By Hugo Reichardt; CREI
   Presented by: Hugo Reichardt, CREI
 
Session 7: Growth and Business Cycles
July 2, 2026 10:00 to 11:30
Location: Alpha 25
 
Session Chair: Stefano Cravero, University of Pennsylvania
 

Green Business Cycles
   By Diego Känzig; Northwestern University
   Maximilian Konradt; Imperial College London
   Lixing Wang; University of Bonn
   Donghai Zhang; National University of Singapore
   Presented by: Maximilian Konradt, Imperial College London
 

Heterogeneous Firms, Growth and the Long Shadows of Business Cycles
   By Giammario Impullitti; University of Nottingham
   Omar Licandro; University of Leicester
   Petr Sedlacek; University of New South Wales
   Adam Spencer; University of Bonn
   Presented by: Adam Spencer, University of Bonn
 

The Great Accretion and the Great Depression
   By Harold Cole; University of Pennsylvania
   Stefano Cravero; University of Pennsylvania
   Jeremy Greenwood; University of Pennsylvania
   Presented by: Stefano Cravero, University of Pennsylvania
 
Session 8: Heterogeneous Pricing
July 2, 2026 10:00 to 11:30
Location: Delta 23
 
Session Chair: Javier Turen, Pontificia Universidad Católica de Chile
 

Making Waves: Secondary Markets for Automobiles Under Macro Shocks
   By Dan Cao; Georgetown University
   Kenneth Gillingham; Yale University
   Fedor Iskhakov; Australian National University
   Anders Munk-Nielsen; University of Copenhagen
   John Rust; Georgetown University
   Bertel Schjerning; University of Copenhagen
   Presented by: Dan Cao, Georgetown University
 

Breaking Uniform Pricing
   By Marcos Lissauer; Torcuato Di Tella University
   David Argente; Yale University
   Presented by: Marcos Lissauer, Torcuato Di Tella University
 

Pricing to Customers in Firm-to-Firm Relationships
   By Luis Cespedes; Central Bank of Chile
   Jorge Miranda-Pinto; International Monetary Fund and University of Queensland
   Javier Turen; Pontificia Universidad Católica de Chile
   Presented by: Javier Turen, Pontificia Universidad Católica de Chile
 
Session 9: Job Loss, Mobility, and Human Capital
July 2, 2026 10:00 to 11:30
Location: Alpha 31
 
Session Chair: Ludo Visschers, Universidad Carlos III de Madrid
 

The Labor Market Spillovers of Job Destruction
   By Michael Blank; Stanford
   Omeed Maghzian; MIT
   Presented by: Omeed Maghzian, MIT
 

Job Displacement and Transferability of Human Capital
   By Gonzalo Castex; University of New South Wales
   Evgenia Dechter; UNSW
   Hugo Hopenhayn; University of California Los Angeles
   Presented by: Evgenia Dechter, UNSW
 

Career Mobility in Dual Labor Markets
   By Christopher Busch; Ludwig-Maximilian-University Munich
   Ismael Gálvez Iniesta; Universitat de les Illes Balears
   Eugenia Gonzalez-Aguado; Toulouse School of Economics
   Ludo Visschers; Universidad Carlos III de Madrid
   Presented by: Ludo Visschers, Universidad Carlos III de Madrid
 
Session 10: Labor Markets and Informality
July 2, 2026 10:00 to 11:30
Location: Alpha 32
 
Session Chair: Felipe Bordini do Amaral, Universitat Pompeu Fabra
 

Minimum Wages, Inequality, and the Informal Sector
   By Rafael Parente; International Monetary Fund
   Luiz Brotherhood; Universitat de Barcelona
   Felipe Iachan; FGV
   Presented by: Luiz Brotherhood, Universitat de Barcelona
 

Labor Income Tax Progressivity with a Large Informal Sector
   By Joao Ayres; Inter-American Development Bank
   Marcelo Pedroni; University of Amsterdam
   Jose Rossi; Inter-American Development Bank
   Presented by: Joao Ayres, Inter-American Development Bank
 

Labor Market Power in the Presence of Informality and Self-Employment
   By Felipe Bordini do Amaral; Universitat Pompeu Fabra
   Presented by: Felipe Bordini do Amaral, Universitat Pompeu Fabra
 
Session 11: Nonconvexities and Firm Dynamics
July 2, 2026 10:00 to 11:30
Location: Delta 22
 
Session Chair: Alberto Martin, CREI, UPF and BSE
 

Monetary Policy Without Borrowing: Capacity Constraints and Lumpy Investment
   By Boragan Aruoba; University of Maryland
   Andres Fernandez; IMF
   Will Jianyu Lu; Central Bank of Chile
   Felipe Saffie; University of Virginia
   Presented by: Felipe Saffie, University of Virginia
 

Corner Solutions in Investment Decisions: Theory and Experimental Evidence
   By Dagmara Celik Katreniak; National Research Univeristy Higher School of Economics
   Alexey Khazanov; Hebrew University of Jerusalem
   Omer Moav; University of Warwick
   Zvika Neeman; Tel Aviv University
   Hosny Zoabi; NES
   Presented by: Alexey Khazanov, Hebrew University of Jerusalem
 

Fixed Costs, Product Heterogeneity, and The Force of Competition
   By Vladimir Asriyan; CREi, ICREA, UPF, and BSE
   Alberto Martin; CREI, UPF and BSE
   Maria Ptashkina; The University of Melbourne
   Jaume Ventura; CREI
   Presented by: Alberto Martin, CREI, UPF and BSE
 
Session 12: Phillips Curves and Inflation Dynamics
July 2, 2026 10:00 to 11:30
Location: Alpha 23
 
Session Chair: Ricardo Reyes-Heroles, Federal Reserve Bank of Dallas
 

The Slope of the Phillips Curve and the Mandate of the Central Bank
   By Jean-Paul L'Huillier; Brandeis University
   Ernesto Pasten; Banco Central de Chile
   Gregory Phelan; Williams College
   Presented by: Gregory Phelan, Williams College
 

Monetary Policy and the Kinky Phillips Curve
   By Giulia Gitti; Collegio Carlo Alberto
   Alessandro Lin; Bank of Italy
   Cosimo Petracchi; Tor Vergata University of Rome
   Presented by: Giulia Gitti, Collegio Carlo Alberto
 

Globalization, Inflation Dynamics, and the Slope of the Phillips Curve
   By Colin Hottman; Board of Governors of the Federal Reserv
   Ricardo Reyes-Heroles; Federal Reserve Bank of Dallas
   Presented by: Ricardo Reyes-Heroles, Federal Reserve Bank of Dallas
 
Session 13: Behavioral Macro
July 2, 2026 10:00 to 11:30
Location: Delta 24
 
Session Chair: Jean-Paul L'Huillier, Brandeis University
 

The Sentiment Channel of Fiscal Policy
   By Marco Bellifemine; London School of Economics
   Adrien Couturier; London School of Economics
   Jacopo Tozzo; Bocconi University
   Presented by: Adrien Couturier, London School of Economics
 

Belief Distortions, Asset Prices, and Unemployment Fluctuations
   By Do Q Lee; New York University
   Presented by: Do Lee, New York University
 

A Behavioral Foundation for the Investment Wedge
   By Jean-Paul L'Huillier; Brandeis University
   Pierlauro Lopez; Federal Reserve Bank of Cleveland
   Sanjay Singh; University of California, Davis
   Presented by: Jean-Paul L'Huillier, Brandeis University
 
Session 14: Mathematical and Computational Methods
July 2, 2026 10:00 to 11:30
Location: Alpha 44
 
Session Chair: Hanbaek Lee, Faculty of Economics, University of Camb
 

Neural Networks vs. Traditional Methods: A Hybrid Nonlinear Approach for Solving Large OLG Models
   By Michael Reiter; Institute for Advanced Studies, Vienna
   Presented by: Michael Reiter, Institute for Advanced Studies, Vienna
 

Macroeconomic Effects of Production Networks: A Deep Learning Approach
   By Jesus Fernandez-Villaverde; University of Pennsylvania
   Christian Matthes; University of Notre Dame
   Hikaru Saijo; University of California Santa Cruz
   Felipe Schwartzman; Federal Reserve Bank of Richmond
   Presented by: Hikaru Saijo, University of California Santa Cruz
 

Dancing on the Saddles: A Geometric Framework for Stochastic Equilibrium Dynamics
   By Hanbaek Lee; Faculty of Economics, University of Cambridge
   Presented by: Hanbaek Lee, Faculty of Economics, University of Camb
 
Session 15: Risk-Sharing and Redistribution in OLG Models
July 2, 2026 10:00 to 11:30
Location: Alpha 22
 
Session Chair: Erzo Luttmer, University of Minnesota
 

Tax Design in the Presence of Parental Investments
   By Iacopo Morchio ; University of Bristol
   Hakki Yazici; Bristol University
   Presented by: Iacopo Morchio , University of Bristol
 

Optimal Redistribution with Government Debt
   By Facundo Piguillem; EIEF
   Kirill Shakhnov; University of Surrey
   Presented by: Kirill Shakhnov, University of Surrey, Alfaisal University
 

A Stochastic Bubble Forest
   By Amol Amol; Ashoka University
   Erzo Luttmer; University of Minnesota
   Presented by: Erzo Luttmer, University of Minnesota
 
Session 16: Platforms and Network Effects
July 2, 2026 12:00 to 13:30
Location: Kintis Amphitheater
 
Session Chair: Jane Olmstead-Rumsey, London School of Economics
 

Technology Adoption and Optimal Industrial Policy
   By Fernando Alvarez; University of Chicago
   Francisco Buera; Washington University St Louis
   Nicholas Trachter; Federal Reserve Bank of Richmond
   Presented by: Francisco Buera, Washington University St Louis
 

The efficiency effects of platform ranking regulation
   By Joel Waldfogel; University of Minnesota
   Presented by: Joel Waldfogel, University of Minnesota
 

Innovation Without Diffusion: The Platform Growth Paradox
   By Jane Olmstead-Rumsey; London School of Economics
   Federico Puglisi; Bank of Italy
   Liangjie Wu; Einaudi Institute for Economics and Fina
   Presented by: Jane Olmstead-Rumsey, London School of Economics
 
Session 17: Market Power and the Macroeconomy
July 2, 2026 12:00 to 13:30
Location: Delta omicron
 
Session Chair: Gideon Bornstein, UPenn, Wharton
 

The Macroeconomics of Market Power
   By Jan De Loecker; KU Leuven
   Jan Eeckhout; UPF Barcelona (BSE, ICREA, CREI)
   Presented by: Jan Eeckhout, UPF Barcelona (BSE, ICREA, CREI)
 

Individual Wage Markdowns: Method, Measurement, and Aggregate Implications
   By Kyle Herkenhoff; University of Minnesota
   William Jungerman; University of North Carolina, Chapel Hil
   Presented by: Kyle Herkenhoff, University of Minnesota
 

Bank Market Power and its Macroeconomic Implications
   By Luigi Bocola; Stanford University
   Gideon Bornstein; UPenn, Wharton
   Cedomir Malgieri; Stanford University
   Federico Puglisi; Bank of Italy
   Presented by: Gideon Bornstein, UPenn, Wharton
 
Session 18: Asymmetric Information in Intermediated Markets
July 2, 2026 12:00 to 13:30
Location: Delta 24
 
Session Chair: Laura Veldkamp, Columbia University
 

A Theory of Beauty: Beliefs, Intermediation, and the Value of Art
   By Maryam Farboodi; Massachusetts Institute of Technology
   Alessandra Fogli; Minneapolis Federal Reserve Bank
   Presented by: Alessandra Fogli, Minneapolis Federal Reserve Bank
 

Multidimensional Screening and Menu Design in Health Insurance Markets
   By Hector Chade; Arizona State University
   Presented by: Hector Chade, Arizona State University
 

Unbundling Goods and Data: Triangular Incentives in Third-Party Data Markets
   By Piotr Dworczak; Northwestern University
   Jacopo Perego; Columbia University
   Laura Veldkamp; Columbia University
   Presented by: Laura Veldkamp, Columbia University
 
Session 19: Financial Market Segmentation and Unconventional Monetary Policy
July 2, 2026 12:00 to 13:30
Location: Delta 22
 
Session Chair: Antonio Villani, Universitat Pompeu Fabra
 

Institutional Asset Pricing with Segmentation and Household Heterogeneity
   By Goutham Gopalakrishna; Rotman School of Management, University of Toronto
   Zhouzhou Gu; Princeton University
   Jonathan Payne; Princeton University
   Presented by: Jonathan Payne, Princeton University
 

When the tide goes out: The Effect of QE on the Structure of the Financial System
   By Ciaran Rogers; HEC Paris
   Presented by: Ciaran Rogers, HEC Paris
 

The Effects of Corporate Purchase Programmes on Market Power
   By Antonio Villani; Universitat Pompeu Fabra
   Presented by: Antonio Villani, Universitat Pompeu Fabra
 
Session 20: Heterogeneous Beliefs and Wealth Inequality
July 2, 2026 12:00 to 13:30
Location: Alpha 32
 
Session Chair: Roxana Mihet, The Swiss Finance Institute and HEC Laus
 

Learning to Be Rich: How Expectations Amplify Wealth Inequality
   By Pau Belda; Bank of England
   Presented by: Pau Belda, Bank of England
 

Wealth and Attention to the Macroeconomy: Evidence from Danish Inheritances
   By Alexander Dietrich; Danmarks Nationalbank
   Lukas Leitenbacher; University of Tuebingen
   Presented by: Alexander Dietrich, Danmarks Nationalbank
 

The Participation Reversal Puzzle
   By Federico Mainardi; Columbia Business School
   Roxana Mihet; The Swiss Finance Institute and HEC Laus
   Laura Veldkamp; Columbia University
   Presented by: Roxana Mihet, The Swiss Finance Institute and HEC Laus
 
Session 21: Housing Markets and Monetary Policy
July 2, 2026 12:00 to 13:30
Location: Alpha 23
 
Session Chair: James Graham, University of Sydney
 

Mortgage Stress Tests, Interest Rate Shocks and Financial Stability
   By Nuno Paixao; Bank of Canada
   Presented by: Nuno Paixao, Bank of Canada
 

Real Estate Investors, Rental Markets, and Monetary Policy
   By Carlos Garriga; Federal Reserve Bank of St. Louis
   Pedro Gete; IE Business School, IE University
   Franco Zecchetto; Universidad Adolfo Ibáñez
   Presented by: Carlos Garriga, Federal Reserve Bank of St. Louis
 

Monetary Policy and the Homeownership Rate
   By James Graham; University of Sydney
   Avish Sharma; Northwestern University
   Presented by: James Graham, University of Sydney
 
Session 22: Immigration and Labor Market Integration
July 2, 2026 12:00 to 13:30
Location: Alpha 47
 
Session Chair: Sarah Winton, London School of Economics and Political Science
 

Networks, Sorting, and the Productivity Implications of Immigrant Assimilation
   By Luke Rawling; Queen's University
   Presented by: Luke Rawling, Queen's University
 

Worker Selection and Skilled Immigration Policy
   By Caitlin Hegarty; Williams College
   Mishita Mehra; University of Richmond
   Presented by: Caitlin Hegarty, Williams College
 

Refugees' Right to Work: Efficiency and Equity in Host Country Labor Markets
   By Sarah Winton; London School of Economics and Political Science
   Presented by: Sarah Winton, London School of Economics and Political Science
 
Session 23: International Trade and Macroeconomic Outcomes
July 2, 2026 12:00 to 13:30
Location: Delta 12
 
Session Chair: Timothy Kehoe, University of Minnesota
 

Cross-border flows in construction
   By Andrew Bernard; Dartmouth College
   Martina Kirchberger; Trinity College Dublin
   Michael Peters; Yale University
   Presented by: Martina Kirchberger, Trinity College Dublin
 

Transportation as a Chokepoint: Impact on Trade and Prices
   By Giulia Brancaccio; NYU Stern
   Myrto Kalouptsidi; Harvard University
   Theodore Papageorgiou; Boston College
   Yixin Zhou; Harvard University
   Presented by: Myrto Kalouptsidi, Harvard University
 

A General Equilibrium Trade Model with the Least-Traded Products Margin
   By Timothy Kehoe; University of Minnesota
   Kim Ruhl; UW - Madison
   Xing Xu; University of Minnesota-Twin Cities
   Presented by: Timothy Kehoe, University of Minnesota
 
Session 24: Labor Markets and Gender
July 2, 2026 12:00 to 13:30
Location: Alpha 31
 
Session Chair: Annika Bacher, BI Norwegian Business School
 

Preparing Kids for Capitalism: The Effect of German Reunification on the Intergenerational Transmission of Preferences
   By Matthias Doepke; London School of Economics and Political
   Mariko Klasing; University of Groningen
   Presented by: Matthias Doepke, London School of Economics and Political Science
 

Family-Friendly Policies and Fertility: What Firms Have to Do With It?
   By Olympia Bover; CEMFI
   Nezih Guner; CEMFI
   Yuliya Kulikova; OIST (Japan)/ IIASA (Austria)
   Alessandro Ruggieri; IAE-CSIC and Barcelona School of Economics
   Carlos Sanz; Bank of Spain
   Presented by: Alessandro Ruggieri, IAE-CSIC and Barcelona School of Economics
 

Social Media Entrepreneurship
   By Annika Bacher; BI Norwegian Business School
   Maria Olsson; BI Norwegian Business School
   Ella Wold; BI Norwegian Business School
   Presented by: Annika Bacher, BI Norwegian Business School
 
Session 25: Beliefs and Job Search
July 2, 2026 12:00 to 13:30
Location: Alpha 22
 
Session Chair: Anushka Mitra, Federal Reserve Board of Governors
 

New Keynesian Economics through the Extensive Margin
   By Saki Bigio; UCLA
   Akira Ishide; The University of Tokyo
   Presented by: Akira Ishide, The University of Tokyo
 

Inaccurate Beliefs and Cyclical Labor Market Dynamics
   By Jenny Siqin Ding; University of Maryland
   Presented by: Jenny Siqin Ding, University of Maryland
 

Macroeconomic Sentiments and Job Search Behavior
   By Anushka Mitra; Federal Reserve Board of Governors
   Presented by: Anushka Mitra, Federal Reserve Board of Governors
 
Session 26: Open-Economy Inflation and Pass-Through
July 2, 2026 12:00 to 13:30
Location: Alpha 24
 
Session Chair: Sarah Gertler, Columbia University
 

The Contribution of Imports to Consumer Prices
   By Omar Barbiero; Federal Reserve Bank of Boston
   Alvaro Silva; Federal Reserve Bank of Boston
   Hillary Stein; Federal Reserve Bank of Boston
   Presented by: Alvaro Silva, Federal Reserve Bank of Boston
 

The Impact of Shipping Costs on U.S. Producer Prices: Micro-Level Evidence from the Pandemic
   By Simon Gilchrist; New York University
   Bin Wei; Federal Reserve Bank of Atlanta
   Vivian Yue; Emory University
   Egon Zakrajsek; Federal Reserve Bank of Boston
   Presented by: Bin Wei, Federal Reserve Bank of Atlanta
 

Import Buyer Price Rigidities and the Transmission of Tariff-Exchange Rate Shocks
   By Sarah Gertler; Columbia University
   Presented by: Sarah Gertler, Columbia University
 
Session 27: Asset Pricing and Macro
July 2, 2026 12:00 to 13:30
Location: Delta 23
 
Session Chair: Dejanir Silva, Purdue University
 

Stagflationary Stock Returns
   By Benjamin Knox; Federal Reserve Board
   Yannick Timmer; Federal Reserve Board
   Presented by: Benjamin Knox, Federal Reserve Board
 

Green Portfolios
   By Juan Carlos Parra-Alvarez; Aarhus University
   Thomas Fischer; Lund University
   Frederik Lundtofte; Aalborg University
   Presented by: Juan Carlos Parra-Alvarez, Aarhus University
 

Dissecting the Aggregate Market Elasticity
   By Dejanir Silva; Purdue University
   Mahyar Kargar; University of Illinois Urbana-Champaign
   Jiacui Li; University of Utah
   Victor Duarte; UIUC
   Presented by: Dejanir Silva, Purdue University
 
Session 28: Policy and Economic Growth
July 2, 2026 12:00 to 13:30
Location: Alpha 25
 
Session Chair: Harun Alp, Federal Reserve Board
 

The Geopolitical Determinants of Economic Growth, 1960 - 2024
   By Tianyu Fan; Yale University
   Presented by: Tianyu Fan, Yale University
 

The Political Economy of Industrial Policy
   By Jesus Fernandez-Villaverde; University of Pennsylvania
   Yang Yu; Shanghai Jiao Tong University
   Francesco Zanetti; Oxford University
   Presented by: Yang Yu, Shanghai Jiao Tong University
 

Can Trade Policy Spur Innovation?
   By Harun Alp; Federal Reserve Board
   Sina Ates; Federal Reserve Board
   Presented by: Harun Alp, Federal Reserve Board
 
Session 29: Rationing and Disequilibrium
July 2, 2026 12:00 to 13:30
Location: Alpha 21
 
Session Chair: George Nikolakoudis, University of Chicago
 

Rationing under sticky prices
   By Tom Holden; Deutsche Bundesbank
   Presented by: Tom Holden, Deutsche Bundesbank
 

Inflation and Competition in an Old Keynesian Model
   By Yang Liu; Boston College
   Presented by: Yang Liu, Boston College
 

Pricing and Production Without the Invisible Hand
   By Joel Flynn; Yale
   George Nikolakoudis; University of Chicago
   Karthik Sastry; Princeton University
   Presented by: George Nikolakoudis, University of Chicago
 
Session 30: Risk and Distributional Effects in a Warming World
July 2, 2026 12:00 to 13:30
Location: Alpha 44
 
Session Chair: Santiago Franco, Boston University
 

Climate Shocks and the Racial Earnings Gap
   By Mi Luo; Peking University
   Xincheng Qiu; Peking University
   Sijia Yu; Peking University
   Presented by: Sijia Yu, Peking University
 

The Distributional Impacts of Decarbonization Policies
   By Rafael Dix-Carneiro; Duke University
   Saverio Spinella; New York University
   Jeffrey Sun; University of Toronto
   Sharon Traiberman; NYU
   Presented by: Saverio Spinella, New York University
 

Climate Risk in Dynamic Spatial Equilibrium
   By Santiago Franco; Boston University
   Adrien Bilal; Stanford University
   Esteban Rossi-Hansberg; University of Chicago
   Presented by: Santiago Franco, Boston University
 
Session 31: Welfare Analysis with Heterogeneous Agents
July 2, 2026 15:00 to 16:30
Location: Kintis Amphitheater
 
Session Chair: Wendy Morrison, Duke University
 

Capital and labor taxation in heterogeneous agents economies
   By Mikhail Golosov; University of Chicago
   Ilia Krasikov; Arizona State University
   Ken Miyahara; University of Chicago
   Presented by: Mikhail Golosov, University of Chicago
 

When Job Loss Raises Wages: Learning and Misperceptions among Low-Wage Workers
   By Elin Halvorsen; Statistics Norway
   Hans Holter; University of Delaware
   Serdar Ozkan; Federal Reserve Bank of St Louis
   Kjetil Storesletten; University of Minnesota
   Presented by: Kjetil Storesletten, University of Minnesota
 

The Savings Wedge
   By Wendy Morrison; Duke University
   Philipp Wangner; University of Mannheim
   Alexandre Gaillard; Brown University
   Presented by: Wendy Morrison, Duke University
 
Session 32: Taxation of Entrepreneurs and Managers
July 2, 2026 15:00 to 16:30
Location: Delta omicron
 
Session Chair: Ellen McGrattan, University of Minnesota
 

Taxing the Rich? A Theory of Income and Wealth Inequality
   By Varadarajan Chari; University of Minneapolis
   Patrick Kehoe; Stanford University
   Pierlauro Lopez; Federal Reserve Bank of Cleveland
   Elena Pastorino; Stanford University
   Sergio Salgado; The Wharton School, University of Pennsy
   Presented by: Elena Pastorino, Stanford University
 

Taxing Entrepreneurs and Workers
   By Alessandro Villa; Chicago Fed
   Nicolò Ceneri; New York University
   giuseppe lopomo; Fuqua School of Business
   Nicolas Werquin; Federal Reserve Bank of Chicago
   Presented by: Alessandro Villa, Chicago Fed
 

Income Taxes and Entrepreneurship
   By Anmol Bhandari; University of Minnesota
   David Evans; University of Oregon
   Ellen McGrattan; University of Minnesota
   Yuki Yao; University of Kent
   Presented by: Ellen McGrattan, University of Minnesota
 
Session 33: Commodity Prices
July 2, 2026 15:00 to 16:30
Location: Alpha 21
 
Session Chair: Juan Pablo Nicolini,
 

Commodity Boom and Industrialization: Brazil before WWII
   By Andrei Laskievic; University of Michigan
   Heitor Pellegrina; University of Notre Dame
   Brock Rowberry
   Sebastian Sotelo; The University of Michigan, Ann Arbor
   Presented by: Sebastian Sotelo, The University of Michigan, Ann Arbor
 

Anatomy of the investment network in a commodity-dependent economy
   By Roberto Gillmore; Central Bank of Chile
   Rodrigo Heresi; Central Bank of Chile
   David Kohn; Central Bank of Chile and Pontificia Universidad Católica de Chile
   Dagoberto Quevedo; Banco Central de Chile
   Nicolas Rivera; Central Bank of Chile
   Presented by: Rodrigo Heresi, Central Bank of Chile
 

Primary Commodity Prices and Real Exchange Rates in the BKK model: Theory and Evidence from Fixed Exchange Rate Regimes.
   By Juan Pablo Nicolini
   Joao Ayres; Inter-American Development Bank
   Constantino Hevia; Universidad Torcuato Di Tella
   Presented by: Juan Pablo Nicolini,
 
Session 34: Corporate Finance and Aggregate Dynamics
July 2, 2026 15:00 to 16:30
Location: Alpha 31
 
Session Chair: Miguel H. Ferreira, Queen Mary University of London
 

Policy-supported Debt, Capital Structure, and Aggregate Productivity
   By Angelos Alexopoulos; Athens University of Economics and Business
   Alexandros Fakos; ITAM
   Matteo Gatti; European Investment Bank
   Plutarchos Sakellaris; Athens University of Economics and Business
   Presented by: Plutarchos Sakellaris, Athens University of Economics and Business
 

Leasing, Pecuniary Externality, and Aggregate Efficiency
   By Kai Li; Peking University and Tsinghua University
   Yicheng Wang; Peking University
   Yiming Xu; Peking University
   Presented by: Yicheng Wang, Peking University
 

Dry Firms, Deep Recessions: Corporate Payouts and Aggregate Dynamics
   By Miguel H. Ferreira; Queen Mary University of London
   Timo Haber; De Nederlandsche Bank
   Hanbaek Lee; Faculty of Economics, University of Cambridge
   Presented by: Miguel H. Ferreira, Queen Mary University of London
 
Session 35: Development and Labor Markets
July 2, 2026 15:00 to 16:30
Location: Delta 24
 
Session Chair: Julieta Caunedo, Cornell University
 

Intel Inside, Intel Outside: Coordination in Costa Rican Labor Markets
   By David Argente; Yale University
   Esteban Méndez-Chacón; Central Bank of Costa Rica
   Todd Schoellman; Federal Reserve Bank of Minneapolis
   Diana Van Patten; Yale University
   Presented by: Todd Schoellman, Federal Reserve Bank of Minneapolis
 

Middlemen in Lewisian Development: Evidence from Labor Recruitment Agencies in China
   By Linchuan Xu; LSE
   Presented by: Linchuan Xu, LSE
 

Time use on the job: Evidence from service jobs in Peru
   By Julieta Caunedo; Cornell University
   Claudia Macaluso; Federal Reserve Bank of Richmond
   Pamela Medina; University of Toronto
   Presented by: Julieta Caunedo, Cornell University
 
Session 36: Firm Dynamics and Market Power
July 2, 2026 15:00 to 16:30
Location: Alpha 22
 
Session Chair: Chengzi Yi, European University Institute
 

Market Power with Formal and Informal Firms
   By Tomas Martinez; Insper Institute of Education and Resear
   Cezar Santos; Inter-American Development Bank
   Presented by: Cezar Santos, Inter-American Development Bank
 

Markups as Insurance
   By Luis Perez; Southern Methodist University
   Thomas Hasenzagl; Federal Reserve Bank of Richmond
   Presented by: Luis Perez, Southern Methodist University
 

Export Dynamics of Multiproduct Firms with (Non-)Differentiated Products
   By Chengzi Yi; European University Institute
   Presented by: Chengzi Yi, European University Institute
 
Session 37: Geopolitical Risk
July 2, 2026 15:00 to 16:30
Location: Alpha 24
 
Session Chair: Joel Flynn, Yale
 

Geopolitical Barriers to Globalization
   By Tianyu Fan; Yale University
   Mai Wo; Yale University
   Wei Xiang; University of Michigan
   Presented by: Wei Xiang, University of Michigan
 

Are Geopolitical Risks Supply Shocks? Evidence from U.S. Firms
   By Philippe Andrade; Federal Reserve Bank of Boston
   Leslie Sheng Shen; Federal Reserve Bank of Boston
   Presented by: Leslie Sheng Shen, Federal Reserve Bank of Boston
 

Foreign Political Risk and Technological Change
   By Joel Flynn; Yale
   Antoine Levy; UC Berkeley
   Jacob Moscona; MIT
   Mai Wo; Yale University
   Presented by: Joel Flynn, Yale
 
Session 38: Identification in Empirical Macroeconomics I
July 2, 2026 15:00 to 16:30
Location: Delta 23
 
Session Chair: Valeria Gargiulo, Universitat Pompeu Fabra
 

A Conductive Measure of Chinese Monetary Policy
   By Refet Gurkaynak; Bilkent University
   Mahmut Ipek; Bilkent University
   Giovanni Ricco; Ècole Polytechnique
   Presented by: Mahmut Ipek, Bilkent University
 

The Effects of Monetary Policy on Macroeconomic Expectations: High-Frequency Evidence from Prediction Markets
   By Eric Swanson; University of California Irvine
   Renxuan Wang; China Europe International Business School
   Yanbin Wu; University of Florida
   Presented by: Eric Swanson, University of California Irvine
 

Mean and Variance Regimes in Threshold VARs: Revisiting Regime-Dependent Fiscal Multipliers
   By Valeria Gargiulo; Universitat Pompeu Fabra
   Presented by: Valeria Gargiulo, Universitat Pompeu Fabra
 
Session 39: Inflation Expectation Formation
July 2, 2026 15:00 to 16:30
Location: Alpha 32
 
Session Chair: Lukas Hack, ETH Zürich / University of Mannheim
 

Incentivizing Inflation Expectations
   By Sergii Drobot; Indiana University Bloomington
   Daniela Puzzello; Indiana University
   Ryan Rholes; University of Mississippi
   Alena Wabitsch; Vienna University of Economics and Business
   Presented by: Alena Wabitsch, Vienna University of Economics and Busin
 

How Firms Form Beliefs and the Implications for Inflation
   By Robert Minton; Federal Reserve Board
   Hugo Monnery; Harvard University
   Presented by: Hugo Monnery, Harvard University
 

Do Professional Forecasters Care About Their Peers' Forecasts?
   By Isaac Baley; Universitat Pompeu Fabra
   Lukas Hack; ETH Zürich / University of Mannheim
   Lora Pavlova; ZEW - Leibniz Centre for European Econom
   Davud Rostam-Afschar; University of Mannheim
   Javier Turen; Pontificia Universidad Católica de Chile
   Presented by: Lukas Hack, ETH Zürich / University of Mannheim
 
Session 40: Market Power and Interest Rates
July 2, 2026 15:00 to 16:30
Location: Alpha 23
 
Session Chair: Shubhdeep Deb, Tilburg University
 

Monetary Policy Transmission through the Financing-from-Workers Channel
   By Yan Bai; University of Rochester
   Kenghua Huang; University of Rochester
   Yajie Wang; University of Missouri
   Presented by: Kenghua Huang, University of Rochester
 

Monopsony, Income Risk and R∗ Multiplicity
   By Federica Romei; University of Oxford
   Sergio de Ferra; University of Oxford
   Andrea Ferrero; University of Oxford
   Alexandre Kohlhas; University of Oxford
   Michael McMahon
   Giovanni Marco Rosso; University of Oxford
   Presented by: Sergio de Ferra, University of Oxford
 

The Effect of Market Power on the Risk-free rate and the Equity Premium
   By Shubhdeep Deb; Tilburg University
   Jan Eeckhout; UPF Barcelona (BSE, ICREA, CREI)
   Jose Lorez-Diz; Universitat Pompeu Fabra
   Presented by: Shubhdeep Deb, Tilburg University
 
Session 41: Residential Segregation and Housing Policy
July 2, 2026 15:00 to 16:30
Location: Delta 12
 
Session Chair: Milena Almagro, University of Chicago
 

The Unequal Effects of Upzoning: Evidence from Cook County
   By Rebecca Diamond; Harvard University
   Zong Huang
   Timothy McQuade; Haas School of Business, UC Berkeley
   Presented by: Rebecca Diamond, Harvard University
 

Spatial risk premia in residential real estate
   By Leandro Gorno; FGV - Getulio Vargas Foundation
   Felipe Iachan; FGV
   Ana Paula Ruhe; FGV
   Presented by: Felipe Iachan, FGV
 

Segregation by Choice? Separating Preferences from Restrictions in Housing Markets
   By Milena Almagro; University of Chicago
   Aradhya Sood; University of Toronto
   Presented by: Milena Almagro, University of Chicago
 
Session 42: Software, AI, and Productivity
July 2, 2026 15:00 to 16:30
Location: Alpha 25
 
Session Chair: Salome Baslandze, Federal Reserve Bank of Atlanta
 

Nonrival Software Capital and Software-Specific Technical Change
   By Xian Jiang; University of California, Davis
   Hannah Rubinton; Federal Reserve Bank of St. Louis
   Presented by: Hannah Rubinton, Federal Reserve Bank of St. Louis
 

Seniority Bias, Vintage Mismatch, and Productivity in the AI Era
   By Aakash Kalyani; Federal Reserve Bank of St. Louis
   Ricardo Marto; Federal Reserve Bank of St. Louis
   Serdar Ozkan; Federal Reserve Bank of St Louis
   Presented by: Aakash Kalyani, Federal Reserve Bank of St. Louis
 

Artificial Intelligence, Productivity, and the Workforce: Evidence from Corporate Executives
   By Salome Baslandze; Federal Reserve Bank of Atlanta
   Presented by: Salome Baslandze, Federal Reserve Bank of Atlanta
 
Session 43: Computational Methods in Heterogeneous Agent Models
July 2, 2026 15:00 to 16:30
Location: Alpha 44
 
Session Chair: Elisabeth Pröhl, University of Amsterdam
 

How Small is Small? Non-linearities in Heterogeneous Agent Models
   By Javier Bianchi; Federal Reserve Bank of Minneapolis
   Greg Kaplan; Chicago University
   Presented by: Javier Bianchi, Federal Reserve Bank of Minneapolis
 

Structural Reinforcement Learning for Heterogeneous Agent Macroeconomics
   By Yucheng Yang; University of Zurich
   Chiyuan Wang; Peking University
   Andreas Schaab; UC Berkeley
   Benjamin Moll; London School of Economics
   Presented by: Yucheng Yang, University of Zurich
 

A Global Solution Method for HACT Models with Aggregate Risk
   By Niklas Bonnmann; Free University Amsterdam
   Elisabeth Pröhl; University of Amsterdam
   Presented by: Elisabeth Pröhl, University of Amsterdam
 
Session 44: Wage Variation over the Life Cycle, the Job Ladder, and Space
July 2, 2026 15:00 to 16:30
Location: Alpha 47
 
Session Chair: Kerstin Holzheu, Sciences Po
 

Equilibrium Job Turnover and the Business Cycle
   By Carlos Carrillo-Tudela; Essex
   Alex Clymo; École d’économie de Paris – PSE
   Melvyn Coles; University of Essex
   Presented by: Carlos Carrillo-Tudela, Essex
 

Occupations, Life-Cycle Wage Growth and Inequality
   By Andres Erosa; Universidad Carlos III de Madrid
   Luisa Fuster; Universidad Carlos III de Madrid
   Gueorgui Kambourov; University of Toronto
   Richard Rogerson; Princeton University
   Presented by: Gueorgui Kambourov, University of Toronto
 

The Option Value of Distance: Wages and Commuting in a Spatial Labor Market
   By Kerstin Holzheu; Sciences Po
   Elena Mattana; Aarhus University
   Presented by: Kerstin Holzheu, Sciences Po
 
Session 45: Capital and the Energy Transition
July 2, 2026 15:00 to 16:30
Location: Delta 22
 
Session Chair: Neil Mehrotra, Federal Reserve Bank of Minneapolis
 

Capital Replacement and the Demand for Clean Technology
   By Felix Samy Soliman; University of Zurich
   Presented by: Felix Samy Soliman, University of Zurich
 

Deep Industrial Decarbonization: Theory and Evidence from South Korea
   By Costas Arkolakis; Yale University
   Cheolhwan Kim; Yale University
   Emmanuel Murray Leclair; University of Melbourne
   Presented by: Cheolhwan Kim, Yale University
 

Carbon Taxes and Subsidies with Electrification
   By Neil Mehrotra; Federal Reserve Bank of Minneapolis
   Presented by: Neil Mehrotra, Federal Reserve Bank of Minneapolis
 
Session 46: Dynamics of Wealth Inequality
July 2, 2026 17:00 to 18:30
Location: Kintis Amphitheater
 
Session Chair: Sergio Salgado, The Wharton School, University of Pennsy
 

Market Power and the Returns to Private Business Wealth
   By Andreas Fagereng; BI Norwegian Business School
   luigi guiso; Einaudi Institute for Economics and Finance
   Luigi Pistaferri; Stanford University
   Maxwell Rong; Stanford University
   Presented by: Maxwell Rong, Stanford University
 

Preference Heterogeneity and Portfolio Choices over the Wealth Distribution
   By Gualtiero Azzalini; Stockholm School of Economics
   Markus Kondziella; University of St. Gallen
   Zoltan Racz; Stockholm School of Economics
   Presented by: Gualtiero Azzalini, Stockholm School of Economics
 

The Persistent Elite and the Wealth Squanderers
   By Elin Halvorsen; Statistics Norway
   Joachim Hubmer; University of Pennsylvania
   Serdar Ozkan; Federal Reserve Bank of St Louis
   Sergio Salgado; The Wharton School, University of Pennsy
   Presented by: Sergio Salgado, The Wharton School, University of Pennsy
 
Session 47: Tariffs
July 2, 2026 17:00 to 18:30
Location: Delta omicron
 
Session Chair: Andreas Schaab, UC Berkeley
 

The Optimal Macro Tariff
   By Oleg Itskhoki; Harvard University
   Dmitry Mukhin; LSE
   Presented by: Oleg Itskhoki, Harvard University
 

The Macroeconomics of Tariff Shocks
   By Adrien Auclert; Stanford University
   Matthew Rognlie; Northwestern University
   Ludwig Straub; Harvard
   Presented by: Ludwig Straub, Harvard
 

A Dynamic Theory of Optimal Tariffs
   By Andreas Schaab; UC Berkeley
   Presented by: Andreas Schaab, UC Berkeley
 
Session 48: Data, Market Power, and Technological Transformation
July 2, 2026 17:00 to 18:30
Location: Delta 12
 
Session Chair: Gaetano Gaballo, HEC Paris
 

Monetary Policy during Technological Transformation
   By Miguel Faria-e-Castro; Federal Reserve Bank of St. Louis
   Serdar Ozkan; Federal Reserve Bank of St Louis
   Presented by: Serdar Ozkan, Federal Reserve Bank of St Louis
 

Inside the Walled Gardens: The Macroeconomic Consequences of Digital Advertising Monopolies
   By Jeremy Greenwood; University of Pennsylvania
   Yuekang Li; University of Pennsylvania
   Ricardo Marto; Federal Reserve Bank of St. Louis
   Presented by: Ricardo Marto, Federal Reserve Bank of St. Louis
 

Faster Markets, Slower Growth: Consumers’ Attention, Market Shares and Competition in R&D
   By Jeremy Boccanfuso; University of Bologna
   Gaetano Gaballo; HEC Paris
   Presented by: Gaetano Gaballo, HEC Paris
 
Session 49: AI and the Labor Market
July 2, 2026 17:00 to 18:30
Location: Alpha 47
 
Session Chair: Alexander Bick, Federal Reserve Bank of St. Louis
 

A.I. in the Office and the Factory: Evidence from Administrative Software Registry Data
   By Gustavo de Souza; Federal Reserve Bank of Chicago
   Presented by: Gustavo de Souza, Federal Reserve Bank of Chicago
 

Job Transformation, Specialization, and the Labor Market Effects of AI
   By Lukas Freund; Boston College
   Lukas Mann; Arizona State University
   Presented by: Lukas Mann, Arizona State University
 

Generative AI in the Labor Market: Evidence and Some Theory
   By Alexander Bick; Federal Reserve Bank of St. Louis
   Adam Blandin; Vanderbilt
   David Deming; Harvard University
   Tyler Schumacher; Vanderbilt University
   Presented by: Alexander Bick, Federal Reserve Bank of St. Louis
 
Session 50: Firm Scope and Organization
July 2, 2026 17:00 to 18:30
Location: Alpha 22
 
Session Chair: Matthias Kehrig, Duke University
 

Endogenous Firm Scope via Organizational Complexity
   By Sebastian Dyrda; University of Toronto
   Guangbin Hong; Michigan State University
   Joseph Steinberg; University of Toronto
   Presented by: Sebastian Dyrda, University of Toronto
 

Product Switching and Young Firm Dynamics
   By Karam Jo; Penn State University
   Seula Kim; Penn State University
   Presented by: Karam Jo, Penn State University
 

Firm Hierarchies and Misallocation
   By Matthias Kehrig; Duke University
   Shipeng Fu; Duke University
   Presented by: Matthias Kehrig, Duke University
 
Session 51: Historical Lessons on Fiscal Policy and Inflation
July 2, 2026 17:00 to 18:30
Location: Alpha 23
 
Session Chair: Martin Kliem, Deutsche Bundesbank
 

A Lost Decade of Fiscal Misallocation
   By Kosuke Aoki; University of Tokyo
   Ippei Fujiwara; Keio University
   Zhenhe Lin; The Chinese University of Hong Kong
   Zheng Song; Chinese University of Hong Kong and Shan
   Chendong Wang
   Presented by: Chendong Wang, The Chinese University of Hong Kong
 

Recovery of 1933
   By Margaret Jacobson; Federal Reserve Board
   Eric Leeper; University of Virginia
   Bruce Preston; The University of New South Wales
   Presented by: Margaret Jacobson, Federal Reserve Board
 

Central Bank Losses and Inflation: 350 Years of Evidence
   By Anna Grodecka-Messi; Sveriges Riksbank
   Martin Kliem; Deutsche Bundesbank
   Gernot Mueller; University of Tuebingen
   Presented by: Martin Kliem, Deutsche Bundesbank
 
Session 52: Household Debt and Default
July 2, 2026 17:00 to 18:30
Location: Alpha 25
 
Session Chair: Stefania Albanesi, University of Miami
 

Consumer Debt Moratoria
   By Bulent Guler; Indiana University Bloomington
   Kursat Onder; Ghent University
   Mauricio Villamizar-Villegas; Banco de la Republica
   Jose Villegas; Ghent University
   Presented by: Kursat Onder, Ghent University
 

Tax Incentives, Portfolio Choice, and Macroprudential Risks
   By Janosch Brenzel-Weiss; University of St.Gallen
   Winfried Koeniger; University of St.Gallen
   Arnau Valladares-Esteban; Maynooth University
   Presented by: Arnau Valladares-Esteban, Maynooth University
 

Default Without Discharge
   By Stefania Albanesi; University of Miami
   Presented by: Stefania Albanesi, University of Miami
 
Session 53: Inflation Measurement and Identification using Micro Data
July 2, 2026 17:00 to 18:30
Location: Delta 23
 
Session Chair: Markus Kondziella, University of St. Gallen
 

Identifying Demand-Driven Inflation: Evidence from Pension Withdrawals in Chile
   By Boragan Aruoba; University of Maryland
   Gonzalo García-Trujillo; Central Bank of Chile
   Daniel Guzman; University of BC
   Felipe Saffie; University of Virginia
   Presented by: Gonzalo García-Trujillo, Central Bank of Chile
 

Granular Markups and Inflation Surge: The Role of Managerial Incentives
   By Juliana Salomao; University of Minnesota
   Presented by: Juliana Salomao, University of Minnesota
 

Micro PPI-Based Real Output Forensics
   By Timo Boppart; Stockholm University
   Mikael Carlsson; Uppsala University
   Markus Kondziella; University of St. Gallen
   Markus Peters; IIES
   Presented by: Markus Kondziella, University of St. Gallen
 
Session 54: Investment and Sectoral Allocation
July 2, 2026 17:00 to 18:30
Location: Alpha 31
 
Session Chair: Emilien Gouin-Bonenfant, HEC Montreal
 

Human Capital and Technology Investment
   By David Baqaee; UCLA
   Hannes Malmberg; University of Minnesota
   Presented by: Hannes Malmberg, University of Minnesota
 

On the investment network and development
   By Lucia Casal; Columbia University
   Julieta Caunedo; Cornell University
   Presented by: Lucia Casal, Columbia University
 

Specialization and Tariff Incidence
   By Emilien Gouin-Bonenfant; HEC Montreal
   Presented by: Emilien Gouin-Bonenfant, HEC Montreal
 
Session 55: Leverage and Liquidity Management
July 2, 2026 17:00 to 18:30
Location: Delta 22
 
Session Chair: Andrea Alati, Bank of England
 

A Model of Leveraged Bubbles
   By Nina Biljanovska; International Monetary Fund
   Jordi Galí; CREI, Universitat Pompeu Fabra and BSE
   Lucyna Gornicka; IMF
   Alexandros Vardoulakis; Federal Reserve Board
   Presented by: Alexandros Vardoulakis, Federal Reserve Board
 

Measuring Household Financial Distress as Distance to Default
   By Dean Corbae; University of Wisconsin
   Aubhik Khan; Ohio State University
   Soyoung Lee; Bank of Canada
   Presented by: Soyoung Lee, Bank of Canada
 

Defusing Leverage: Liquidity Management and Labor Contracts
   By Edoardo Maria Acabbi; University of Mannheim
   Andrea Alati; Bank of England
   Presented by: Andrea Alati, Bank of England
 
Session 56: Persistent Earnings Inequality
July 2, 2026 17:00 to 18:30
Location: Alpha 32
 
Session Chair: Nicolas Werquin, Federal Reserve Bank of Chicago
 

Heterogeneity in MPC Beyond Liquid Wealth: The Role of Permanent Earnings
   By Jeanne Commault; Sciences Po
   Presented by: Jeanne Commault, Sciences Po
 

Intergenerational Persistence of Health and Earnings
   By Roozbeh Hosseini; University of Georgia
   Karen Kopecky; Federal Reserve Bank of Cleveland
   Kai Zhao; University of Connecticut
   Presented by: Kai Zhao, University of Connecticut
 

Extreme Poverty in Wealthy Nations: Evidence from France
   By Christophe-Alain Bruneel-Zupanc; KU Leuven
   Alexandre Gaillard; Brown University
   Christian Hellwig; Toulouse School of Economics
   Philipp Wangner; University of Mannheim
   Nicolas Werquin; Federal Reserve Bank of Chicago
   Presented by: Nicolas Werquin, Federal Reserve Bank of Chicago
 
Session 57: Policy Uncertainty and Inflation
July 2, 2026 17:00 to 18:30
Location: Alpha 21
 
Session Chair: Oliver Pfäuti, The University of Texas at Austin
 

Fiscal Policy and the Saving Glut of the Rich
   By Francesco Bianchi; Johns Hopkins University
   Presented by: Francesco Bianchi, Johns Hopkins University
 

Setting the Wrong Price for the Right Reason: Consequences of Mispricing for Inflation and Monetary Policy
   By Camilo Morales-Jimenez; Federal Reserve Board
   Luminita Stevens; University of Maryland
   Haoran Wang; University of Maryland
   Presented by: Luminita Stevens, University of Maryland
 

Inattentive Price Setting under Policy Uncertainty
   By Oliver Pfäuti; The University of Texas at Austin
   Edson Wu; Federal Reserve Board
   Presented by: Oliver Pfäuti, The University of Texas at Austin
 
Session 58: Productivity and Growth
July 2, 2026 17:00 to 18:30
Location: Delta 24
 
Session Chair: Lukasz Rachel, UCL
 

DATA-DRIVEN AUTOMATION
   By Maryam Farboodi; Massachusetts Institute of Technology
   Andrew Koh; MIT
   Anchi Xia; MIT
   Presented by: Maryam Farboodi, Massachusetts Institute of Technology
 

Economic Growth with Dual Market Power: Oligopoly, Oligopsony, and Innovation
   By Laurent Cavenaile; University of Toronto
   Murat Celik; University of Toronto
   Pau Roldan-Blanco; Universitat Autònoma de Barcelona and B
   Renato Zimmermann; University of Toronto
   Presented by: Laurent Cavenaile, University of Toronto
 

Emissions-Adjusted Total Factor Productivity
   By Lukasz Rachel; UCL
   Presented by: Lukasz Rachel, UCL
 
Session 59: Sovereign Crises
July 2, 2026 17:00 to 18:30
Location: Alpha 24
 
Session Chair: Carlo Galli, Univ. Carlos III de Madrid
 

Sovereign Liquidity Shocks
   By Takaaki Sagawa; Northwestern University
   Presented by: Takaaki Sagawa, Northwestern University
 

Beyond Market Exclusion: Creditor Attrition After Sovereign Default
   By Clemens Graf von Luckner; Stanford University
   Sebastian Horn; World Bank
   Presented by: Clemens Graf von Luckner, Stanford University
 

Official Lending in Sovereign Crises
   By Aitor Erce
   Carlo Galli; Univ. Carlos III de Madrid
   Emircan Yurdagul; uc3m
   Presented by: Carlo Galli, Univ. Carlos III de Madrid
 
Session 60: Capital Allocation and Development
July 2, 2026 17:00 to 18:30
Location: Alpha 44
 
Session Chair: Manuel García-Santana, UPF, CREi, World Bank
 

Climate Change and Spatial Capital Reallocation
   By Christoph Albert; Collegio Carlo Alberto
   Paula Bustos; UNIVERSITAT POMPEU FABRA
   Jacopo Ponticelli; Northwestern Kellogg
   Presented by: Paula Bustos, UNIVERSITAT POMPEU FABRA
 

Credit Airlines: Financing, Modes of Export, and Comparative Advantage
   By Maria Aristizabal-Ramirez; Federal Reserve Board
   Presented by: Maria Aristizabal-Ramirez, Federal Reserve Board
 

Capital Market Financing and Misallocation: Evidence from Global Firm-level Issuances
   By Manuel García-Santana; UPF, CREi, World Bank
   Matias Moretti; University of Rochester
   Sergio Schmukler; World Bank
   Presented by: Manuel García-Santana, UPF, CREi, World Bank
 
Session 61: Finance and the Wealth Distribution
July 3, 2026 10:00 to 11:30
Location: Kintis Amphitheater
 
Session Chair: Magnus Irie, Princeton University
 

Finance in a Time of Disruptive Growth
   By NICOLAE GARLEANU; Wash U
   Stavros Panageas; University of California, Los Angeles
   Presented by: Stavros Panageas, University of California, Los Angeles
 

Leverage, Endogenous Unbalanced Growth, and Asset Price Bubbles
   By Tomohiro Hirano; Royal Holloway, University of London
   Ryo Jinnai; Hitotsubashi University
   Alexis Akira Toda; Emory University
   Presented by: Alexis Akira Toda, Emory University
 

Professional Capitalists and Top Wealth
   By Magnus Irie; Princeton University
   Presented by: Magnus Irie, Princeton University
 
Session 62: Empirical Macroeconomics
July 3, 2026 10:00 to 11:30
Location: Delta omicron
 
Session Chair: Diego Känzig, Northwestern University
 

The Neoclassical Theory of Firm Investment and Taxes: A Reassessment
   By Gabriel Chodorow-Reich; Harvard University
   Presented by: Gabriel Chodorow-Reich, Harvard University
 

Oil, Inflation Expectations, and Household Characteristics: A Nonlinear Heterogeneous Agent VAR Approach
   By Christiane Baumeister; University of Notre Dame
   Pascal Frank; University of Notre Dame
   Florian Huber; University of Salzburg
   Gary Koop; University of Strathclyde
   Presented by: Christiane Baumeister, University of Notre Dame
 

Global Growth and Global Mortality: The Missing Intercept
   By Adrien Bilal; Stanford University
   Diego Känzig; Northwestern University
   Krzysztof Lisiecki; Stanford University
   Presented by: Diego Känzig, Northwestern University
 
Session 63: Spatial Dynamics
July 3, 2026 10:00 to 11:30
Location: Delta 12
 
Session Chair: Conor Walsh, Columbia University
 

The Housing Bottleneck
   By Fabian Eckert; University of California, San Diego
   Fabian Trottner; University of California, San Diego
   Presented by: Fabian Eckert, University of California, San Diego
 

Work from Home and the Evolution of Cities
   By Brian Greaney; University of Washington
   Andrii Parkhomenko; University of Southern California
   Stijn Van Nieuwerburgh; Columbia University
   Presented by: Brian Greaney, University of Washington
 

Local Growth
   By Conor Walsh; Columbia University
   Presented by: Conor Walsh, Columbia University
 
Session 64: Financial Frictions and Firm Investment
July 3, 2026 10:00 to 11:30
Location: Alpha 22
 
Session Chair: Alex Clymo, Paris School of Economics (PSE)
 

Firm Heterogeneity and Adverse Selection in External Finance: Micro Evidence and Macro Implications
   By Xing Guo; Bank of Canada
   Presented by: Xing Guo, Bank of Canada
 

Revisiting the Effect of Collateral Constraints
   By Marios Karabarbounis; Federal Reserve Bank of Richmond
   Patrick Macnamara; University of Manchester
   Horacio Sapriza; Federal Reserve Bank of Richmond
   Vladimir Yankov; Federal Reserve Board
   Presented by: Marios Karabarbounis, Federal Reserve Bank of Richmond
 

Firm Cyclicality and Financial Frictions
   By Alex Clymo; Paris School of Economics (PSE)
   Presented by: Alex Clymo, Paris School of Economics (PSE)
 
Session 65: Firms in a Warming World
July 3, 2026 10:00 to 11:30
Location: Delta 24
 
Session Chair: Andrea Chiavari, University of Oxford
 

Direct and Indirect Taxes in Pollution Dynamics
   By Xi Wu; University of California-Berkeley
   Presented by: Xi Wu, University of California-Berkeley
 

Financial Constraints and the Effectiveness of Green Financial Policies
   By Sharan Banerjee; Cornell University
   Damien Capelle; IMF
   Eduardo Espuny Diaz; International Monetary Fund
   Divya Kirti; International Monetary Fund
   German Villegas Bauer; IMF
   Presented by: Damien Capelle, IMF
 

Mirrleesian Carbon Taxation
   By Andrea Chiavari; University of Oxford
   Presented by: Andrea Chiavari, University of Oxford
 
Session 66: Frictional Labor Markets
July 3, 2026 10:00 to 11:30
Location: Alpha 31
 
Session Chair: Ryungha Oh, University of Chicago
 

Changes in the Distribution of Job Characteristics in the US, 2008-Present
   By Gregory Jolivet; University of Bristol
   Fabien Postel-Vinay; University College London
   Presented by: Fabien Postel-Vinay, University College London
 

Directedness in Search
   By Rasmus Lentz; University of Wisconsin Madison
   Jonas Maibom; Aarhus University
   Espen Rasmus Moen; Norwegian Business School
   Presented by: Rasmus Lentz, University of Wisconsin Madison
 

Assortative Matching through Partially Directed Search
   By Ryungha Oh; University of Chicago
   Jaeeun Seo
   Presented by: Ryungha Oh, University of Chicago
 
Session 67: Labor Markets and Growth
July 3, 2026 10:00 to 11:30
Location: Alpha 25
 
Session Chair: Yimei Zou, Institute for International Economics Studies, Stockholm University
 

Optimal Immigration and Long-Run Growth
   By Andrew Abel; Wharton School of the Univ of Penn
   Stavros Panageas; University of California, Los Angeles
   Presented by: Andrew Abel, Wharton School of the Univ of Penn
 

Labor market power and innovation
   By Richard Bräuer; Halle Institute of Economic Research
   Jonathan Deist; Halle Institute for Economic Research (IWH)
   Matthias Mertens; Massachusetts Institute of Technology
   Presented by: Richard Bräuer, IOS Regensburg
 

The Growth Implications of Women's Reproductive Freedom
   By Yimei Zou; Institute for International Economics Studies, Stockholm University
   Presented by: Yimei Zou, Institute for International Economics Studies, Stockholm University
 
Session 68: Policy Constraints and Macro Stabilization
July 3, 2026 10:00 to 11:30
Location: Alpha 23
 
Session Chair: Dmitriy Sergeyev, Bocconi University
 

Fed's Employment Mandate and Inflation Policy
   By Baris Kaymak; Federal Reserve Bank of Cleveland
   Roberto Pinheiro; Federal Reserve Bank Cleveland
   Presented by: Baris Kaymak, Federal Reserve Bank of Cleveland
 

The Role of Risk Sharing in Attenuating Business Cycles Within Currency Unions
   By Alberto Pavia; KU Leuven
   Christian Proebsting; KU Leuven
   Presented by: Christian Proebsting, KU Leuven
 

Perceived Budget Constraint of the Government
   By Dmitriy Sergeyev; Bocconi University
   Gabriele Maugeri; Bocconi University
   Presented by: Dmitriy Sergeyev, Bocconi University
 
Session 69: Portfolios and Liquidity
July 3, 2026 10:00 to 11:30
Location: Delta 23
 
Session Chair: Alina Bartscher, Frankfurt School of Finance & Management
 

Portfolio Decisions with Higher-Order Dependence Between the Labor and Stock Markets
   By Wei Jiang; The Hong Kong University of Science and Technology
   Shize Li; Hong Kong University of Science and Technology
   Jialu Shen; University of Missouri
   Presented by: Wei Jiang, The Hong Kong University of Science and Technology
 

The Macroeconomic Implications of Coholding
   By Michael Boutros; University of Toronto
   Andrej Mijakovic; University of Mannheim
   Presented by: Michael Boutros, University of Toronto
 

Early Withdrawals and Optimal Liquidity
   By Alina Bartscher; Frankfurt School of Finance & Management
   Henrik Andersen; Danmarks Nationalbank
   Soren Leth-Petersen; University of Copenhagen
   Patrick Moran; Federal Reserve Board, IFS, CEBI
   Presented by: Alina Bartscher, Frankfurt School of Finance & Management
 
Session 70: Shock Propagation in Interconnected Economies
July 3, 2026 10:00 to 11:30
Location: Alpha 47
 
Session Chair: Makoto Nirei, University of Tokyo
 

Prices vs. Production Restrictions: China's Coal Industry
   By Tianshi Mu; Tsinghua University
   Xincheng Qiu; Peking University
   Chenyu Yang; University of Maryland
   Presented by: Xincheng Qiu, Peking University
 

Foreign Exchange Risk Management Spillovers Across the Production Network
   By Wentong Chen; Santa Clara University
   Presented by: Wentong Chen, Santa Clara University
 

Propagation of Export Shocks: The Great Recession in Japan
   By Toshihiko Mukoyama; Georgetown University
   Kanato Nakakuni; University of Mannheim
   Makoto Nirei; University of Tokyo
   Presented by: Makoto Nirei, University of Tokyo
 
Session 71: Energy, Temperature, and Financial Risk
July 3, 2026 10:00 to 11:30
Location: Delta 22
 
Session Chair: Enric Martorell, Banco de España
 

House Prices Under Rising Seas: Deep Uncertainty in Theory and Evidence
   By Constantine Yannelis; University of Cambridge
   Presented by: Constantine Yannelis, University of Cambridge
 

Pricing and Risk in Sovereign Green Debt: Evidence from Chile
   By Marcelo Sena; Stanford University and Frankfurt School of Finance and Management
   Lautaro Chittaro; Stanford University and Bocconi University
   Presented by: Marcelo Sena, Stanford University and Frankfurt School of Finance and Management
 

Energy Prices, Credit Risk and Bank Lending Dynamics
   By Marco Giometti; Universidad Carlos III de Madrid
   Jose Gutierrez; Bank of Spain
   Enric Martorell; Banco de España
   Andrea Sy; CEMFI
   Presented by: Enric Martorell, Banco de España
 
Session 72: The Rise of Services and Urban Transformation
July 3, 2026 10:00 to 11:30
Location: Alpha 44
 
Session Chair: Margarida Duarte, University of Toronto
 

From Street Markets to Shopping Malls: The Modern Service Multiplier
   By Matthew Schwartzman; University of Michigan
   Presented by: Matthew Schwartzman, University of Michigan
 

Social Mobility and Urban Integration
   By Pedro Cavalcanti Ferreira; Fundação Getulio Vargas
   Alexander Monge-Naranjo; Federal Reserve Bank of Atlanta
   Luciene Pereira; Getulio Vargas Foundation
   Presented by: Luciene Pereira, Getulio Vargas Foundation
 

Aggregate Employment and the Rise of Services across Time and Countries
   By Margarida Duarte; University of Toronto
   Diego Restuccia; University of Toronto
   Presented by: Margarida Duarte, University of Toronto
 
Session 73: Tangible and Intangible Capital
July 3, 2026 10:00 to 11:30
Location: Alpha 21
 
Session Chair: Rafael Guntin, University of Rochester
 

Why don't old firms do new things?
   By Nicolas Crouzet; Northwestern University
   Zhiguo He; Stanford Graduate School of Business
   Victor Lyonnet; University of Michigan
   Yueran Ma; University of Chicago
   Presented by: Nicolas Crouzet, Northwestern University
 

Investment Markups
   By Fabio Bertolotti; Banca d'Italia
   Andrea Lanteri; Duke University
   Alessandro Villa; Chicago Fed
   Presented by: Andrea Lanteri, Duke University
 

Investment Spikes: Micro Dynamics and Macro Implications
   By Lucia Casal; Columbia University
   Rafael Guntin; University of Rochester
   Federico Kochen; CEMFI
   Presented by: Rafael Guntin, University of Rochester
 
Session 74: Trade Integration and External Adjustment
July 3, 2026 10:00 to 11:30
Location: Alpha 24
 
Session Chair: Hyunju Lee, University of Houston
 

Risk Sharing, International Comovement, and the Goldilocks Trade Elasticity
   By Ozge Akinci; Federal Reserve Bank of New York
   Ryan Chahrour; Cornell University
   Presented by: Ryan Chahrour, Cornell University
 

Productivity and Wedges: Economic Convergence and the Real Exchange Rate
   By Michael Devereux; University of British Columbia
   Ippei Fujiwara; Keio University / ANU
   Camilo Granados; University of Texas at Dallas
   Presented by: Camilo Granados, University of Texas at Dallas
 

Globalization Accounting
   By Hyunju Lee; University of Houston
   Radek Paluszynski; University of Houston
   Presented by: Hyunju Lee, University of Houston
 
Session 75: Volatility and Uncertainty in Inflation Expectations
July 3, 2026 10:00 to 11:30
Location: Alpha 32
 
Session Chair: Luca Gemmi, University of Bologna
 

Using density forecasts to measure the stability of inflation expectations
   By Ian Dew-Becker; Federal Reserve Bank of Chicago
   Stefano Giglio; Yale University
   Pooya Molavi; Northwestern
   Presented by: Ian Dew-Becker, Federal Reserve Bank of Chicago
 

The Volatility of Inflation Expectations and Interest Rates
   By Edoardo Bonaglia; New York University
   Daniele D'Arienzo; Capital Fund Management
   Nunzio Fallico; Boston University
   Nicola Gennaioli; Bocconi University
   Luigi Iovino; Bocconi University
   Presented by: Luigi Iovino, Bocconi University
 

Household Expectations in Uncertain Times
   By Luca Gemmi; University of Bologna
   Roxana Mihet; University of Lausanne
   Presented by: Luca Gemmi, University of Bologna
 
Session 76: Firms, Innovation, and Growth
July 3, 2026 12:00 to 13:30
Location: Kintis Amphitheater
 
Session Chair: Marta Prato, Bocconi University
 

Spatial Concentration of Innovation over the (Very) Long Run
   By Francisco Buera; Washington University St Louis
   Martin Kornejew; Bocconi University
   Yueran Ma; University of Chicago
   Ezra Oberfield; Cornell University
   Nicholas Trachter; Federal Reserve Bank of Richmond
   Presented by: Yueran Ma, University of Chicago
 

Dynamic Oligopoly and Innovation
   By Hugo Hopenhayn; University of California Los Angeles
   Koki Okumura; UCLA
   Presented by: Hugo Hopenhayn, University of California Los Angeles
 

Business Drain: Aggregate Effects of Startup Relocation
   By Clemens Domnick; European Commission Joint Research Centre
   Astrid Esparza Sanchez; Bocconi University
   Marta Prato; Bocconi University
   Stefan Weik; University of St. Gallen
   Presented by: Marta Prato, Bocconi University
 
Session 77: Firms and Supply Chains
July 3, 2026 12:00 to 13:30
Location: Delta omicron
 
Session Chair: Alessandro Ferrari, Universitat Pompeu Fabra
 

Growing by Grafting
   By Ezra Oberfield; Cornell University
   Esteban Rossi-Hansberg; University of Chicago
   Nicholas Trachter; Federal Reserve Bank of Richmond
   Derek Wenning; Indiana University
   Chen Yeh; Federal Reserve Bank of Richmond
   Presented by: Ezra Oberfield, Cornell University
 

Supply Chain Risk, Trade and Economic Fragility
   By Juanma Castro-Vincenzi; University of Chicago
   Adry Gracio; UT Austin
   Gaurav Khanna; University of California, San Diego
   Nitya Pandalai-Nayar; UT Austin
   Presented by: Nitya Pandalai-Nayar, UT Austin
 

Specialization, Complexity and Resilience in Supply Chains
   By Alessandro Ferrari; Universitat Pompeu Fabra
   Lorenzo Pesaresi; University of Zurich
   Presented by: Alessandro Ferrari, Universitat Pompeu Fabra
 
Session 78: Banks, Non-Banks, and Monetary Economics
July 3, 2026 12:00 to 13:30
Location: Delta 23
 
Session Chair: Adriano Fernandes, International Monetary Fund
 

Tax Compliance and Payment Methods
   By Burak Uras; Williams College
   Presented by: Burak Uras, Williams College
 

Bond funds risk taking and monetary policy
   By Sofia Anyfantaki; European Central Bank
   Haris Giannakidis; Bank of Greece
   Dimitris Malliaropulos; Bank of Greece
   Petros Migiakis; Bank of Greece
   Filippos Petroulakis; Bank of Greece
   Presented by: Petros Migiakis, Bank of Greece
 

Barriers to a European Banking Union
   By Damien Capelle; International Monetary Fund
   Adriano Fernandes; International Monetary Fund
   J J Kruger; Imperial
   Peter McAdam; European Central Bank
   Presented by: Adriano Fernandes, International Monetary Fund
 
Session 79: Empirical Monetary Economics
July 3, 2026 12:00 to 13:30
Location: Alpha 21
 
Session Chair: Amy Handlan, Brown University
 

Interest Rate Surprises When the Fed Doesn't Speak
   By Silvia Miranda-Agrippino; Oxford University
   John Williams; Federal Reserve Bank of New York
   Presented by: Silvia Miranda-Agrippino, Oxford University
 

One Fed, Many Voices: Coordinated Communication vs. Transparent Debate
   By Leonardo Melosi; EUI
   Presented by: Leonardo Melosi, EUI
 

Fed Speak Indicators
   By Sara Canilang; University of Minnesota
   Amy Handlan; Brown University
   Amanda Michaud; FRB-Minneapolis
   Presented by: Amy Handlan, Brown University
 
Session 80: Expectations in Macro
July 3, 2026 12:00 to 13:30
Location: Delta 24
 
Session Chair: Mishel Ghassibe, Centre de Recerca en Economia Internacional (CREi)
 

Inflation Expectations, Trust, and Information Sources: Global Evidence
   By Francesco D'Acunto; Georgetown University
   Michael Weber; Purdue University
   Presented by: Michael Weber, Purdue University
 

Quantifying Mental Health
   By Renato Faccini; Danmarks Nationalbank
   Rustam Jamilov; University of Oxford
   Alexandre Kohlhas; University of Oxford
   Presented by: Alexandre Kohlhas, University of Oxford
 

Intertemporal pass-through
   By Mishel Ghassibe; Centre de Recerca en Economia Internacio
   Presented by: Mishel Ghassibe, Centre de Recerca en Economia Internacional (CREi)
 
Session 81: Bank Runs and Bailouts
July 3, 2026 12:00 to 13:30
Location: Delta 22
 
Session Chair: Luigi Falasconi,
 

How to stop a bank run: The 2023 banking turmoil and the Bank Term Funding Program
   By David Glancy; Federal Reserve Board
   Felicia Ionescu; Federal Reserve Board
   Elizabeth Klee; Federal Reserve Board
   Antonis Kotidis; Federal Reserve Board
   Michael Siemer; Federal Reserve Board
   Andrei Zlate; Federal Reserve Board
   Presented by: Andrei Zlate, Federal Reserve Board
 

Wholesale Funding Crises since 1800
   By Rustam Jamilov; University of Oxford
   Tobias König; University of Bonn
   Sami Mahmood; National University of Singapore
   Karsten Müller; National University of Singapore
   Farzad Saidi; University of Bonn
   Presented by: Rustam Jamilov, University of Oxford
 

Bailout Expectations, Default Risk and the Dynamics of Bank Credit Spreads
   By Luigi Falasconi
   Presented by: Luigi Falasconi,
 
Session 82: A Closer Look at Worker-Firm Matches
July 3, 2026 12:00 to 13:30
Location: Alpha 22
 
Session Chair: Georgios Angelis, University of Glasgow
 

Firm-Worker Matches: Experience or Inspection Goods?
   By Victoria Gregory; Federal Reserve Bank of St. Louis
   Guido Menzio; New York University
   Giovanni Topa; NYU
   Presented by: Giovanni Topa, NYU
 

Signals, Interviews, and Hiring in Labor Market Equilibrium
   By Piero Gottardi; University of Essex
   Benjamin Lester; Federal Reserve Bank of Philadelphia
   Ryan Michaels; Federal Reserve Bank of Philadelphia
   Ronald Wolthoff; University of Toronto
   Presented by: Ronald Wolthoff, University of Toronto
 

The Matching Function: A Unified Look into the Black Box
   By Georgios Angelis; University of Glasgow
   Yann Bramoulle; Aix-Marseille University
   Presented by: Georgios Angelis, University of Glasgow
 
Session 83: Geography and Economic Mobility
July 3, 2026 12:00 to 13:30
Location: Alpha 44
 
Session Chair: Alexander Monge-Naranjo, Federal Reserve Bank of Atlanta and Emor
 

Debt, Drought, and Mobility: How Bankruptcy Institutions Shape Adjustment to Economic Shocks
   By SUN KYOUNG LEE; University of Michigan
   Marta Santamaria; University of Warwick
   Claudia Steinwender; Ludwig Maximilian University of Munich
   Presented by: SUN KYOUNG LEE, University of Michigan
 

Revisiting the Fertility Puzzle: A Dynamic Spatial Equilibrium Approach
   By Costas Arkolakis; Yale University
   Jun Hee Kwak; Sogang University
   Jaemin Woo; Brown University
   Hyunjoo Yang; Sogang University
   Presented by: Jun Hee Kwak, Sogang University
 

Geography and Intergenerational Mobility in Developing Countriese
   By Alexander Ludwig; European University Institute, Goethe Un
   Alexander Monge-Naranjo; Federal Reserve Bank of Atlanta and Emor
   Nicolas Syrichas; Freie University of Berlin
   Presented by: Alexander Monge-Naranjo, Federal Reserve Bank of Atlanta and Emor
 
Session 84: Inflation Dynamics and Firm Price Setting
July 3, 2026 12:00 to 13:30
Location: Alpha 23
 
Session Chair: Andres Blanco, Atlanta Fed and Emory University
 

Retail Inventories and Inflation Dynamics: The Price Margin Channel
   By Neil Mehrotra; Federal Reserve Bank of Minneapolis
   Hyunseung Oh; Federal Reserve Board
   Julio Ortiz; Federal Reserve Board
   Presented by: Hyunseung Oh, Federal Reserve Board
 

Sticky Prices for Inflationary Economies: A Tractable Linear Approximation to Menu Cost Models with Trend Inflation
   By Jonathan Adams; Kansas City Fed
   Presented by: Jonathan Adams, Kansas City Fed
 

Nonlinear Inflation Dynamics in Menu Cost Economies
   By Andres Blanco; Atlanta Fed and Emory University
   Corina Boar; NYU
   Callum Jones; Federal Reserve Board
   Virgiliu Midrigan; New York University
   Presented by: Andres Blanco, Atlanta Fed and Emory University
 
Session 85: International Risks and Bond Spreads
July 3, 2026 12:00 to 13:30
Location: Alpha 24
 
Session Chair: Zachary Stangebye, University of Notre Dame
 

U.S. Risk and Treasury Convenience
   By Giancarlo Corsetti; European University Institute and CEPR
   Simon Phillip Lloyd; Bank of England
   Emile Marin; U.C. Davis
   Daniel Ostry; Bank of England
   Presented by: Emile Marin, U.C. Davis
 

Dollar Liquidity Flows in Small-Open Economies
   By Saki Bigio; UCLA
   Paul Castillo; Central Bank of Peru
   Seungyub Han; Louisiana State University
   Presented by: Seungyub Han, Louisiana State University
 

Risk-Aversion or Intertemporal Substitutability? Rethinking Emerging Market Debt Pricing
   By Zachary Stangebye; University of Notre Dame
   Jing Zhang; Federal Reserve Bank of Chicago
   Presented by: Zachary Stangebye, University of Notre Dame
 
Session 86: Matching Frictions and Job Amenities
July 3, 2026 12:00 to 13:30
Location: Alpha 47
 
Session Chair: Joaquin Garcia-Cabo, Federal Reserve Board
 

Private Preferences for Jobs and Labor Market Dynamics
   By Martin Souchier; University of Pennsylvania
   Cedomir Malgieri; Arizona State University
   Presented by: Martin Souchier, University of Pennsylvania
 

How Do Intermediaries Shape Labor Market Efficiency? An Equilibrium Model and Experimental Evidence
   By Daniel Haanwinckel; UCLA
   Navdeep Sahni; Stanford University
   Caio Waisman; Northwestern University
   Presented by: Daniel Haanwinckel, UCLA
 

The Labor Market Effects of Employment Flexibility
   By Joaquin Garcia-Cabo; Federal Reserve Board
   Presented by: Joaquin Garcia-Cabo, Federal Reserve Board
 
Session 87: Quantitative Macroeconomics
July 3, 2026 12:00 to 13:30
Location: Alpha 31
 
Session Chair: Juan Martin Morelli, Federal Reserve Bank of New York
 

A Quantitative Model of Bank Merger Dynamics
   By Dean Corbae; University of Wisconsin
   Pablo D'Erasmo; FRB Philadelphia
   Charles Smith; University of Wisconsin-Madison
   Presented by: Dean Corbae, University of Wisconsin
 

Credit Effects of Credit Card Interchange Fees
   By Satyajit Chatterjee; Federal Reserve Bank of Philadelphia
   Burcu Eyigungor; Federal Reserve Bank of Philadelphia
   Presented by: Satyajit Chatterjee, Federal Reserve Bank of Philadelphia
 

Welfare Costs of Credit Card Oligopoly
   By Juan Martin Morelli; Federal Reserve Bank of New York
   Kyle Herkenhoff; University of Minnesota
   Presented by: Juan Martin Morelli, Federal Reserve Bank of New York
 
Session 88: Risk and Uncertainty in Trade and Spatial Models
July 3, 2026 12:00 to 13:30
Location: Delta 12
 
Session Chair: Fernando Leibovici, Federal Reserve Bank of St. Louis
 

Endogenous Transfer Networks Under Spatial Risk
   By Christina Qiu; University of Miami
   Presented by: Christina Qiu, University of Miami
 

Comparative Advantage and Economies of Scale under Uncertainty
   By Xiao Ma; Peking University
   Natalia Ramondo; Boston University
   Presented by: Xiao Ma, Peking University
 

Trade Risk and Food Security
   By Tasso Adamopoulos; York University
   Fernando Leibovici; Federal Reserve Bank of St. Louis
   Presented by: Fernando Leibovici, Federal Reserve Bank of St. Louis
 
Session 89: Sovereign Debt Structure
July 3, 2026 12:00 to 13:30
Location: Alpha 25
 
Session Chair: Francisco Roldan, International Monetary Fund
 

Debt maturity in the 18th century: Were consols optimal?
   By Satyajit Chatterjee; Federal Reserve Bank of Philadelphia
   Michael Dotsey; Federal Reserve Bank of Philadelphia
   Grey Gordon; FRB of Richmond
   Presented by: Grey Gordon, FRB of Richmond
 

Corrupted Defaults
   By Karol Mazur; Peking University
   Presented by: Karol Mazur, Peking University
 

The Perils of Bilateral Sovereign Debt
   By Francisco Roldan; International Monetary Fund
   Cesar Sosa-Padilla; University of Notre Dame
   Presented by: Francisco Roldan, International Monetary Fund
 
Session 90: Risk-Sharing and Redistribution over the Business Cycle
July 3, 2026 12:00 to 13:30
Location: Alpha 32
 
Session Chair: Marc de la Barrera i Bardalet, IESE Business School
 

Consumption Inequality, Household Risks and the Business Cycle
   By Drago Bergholt; Norges Bank Research
   Francesco Furlanetto; Norges Bank
   Lorenzo Mori; Bank of Italy
   Presented by: Francesco Furlanetto, Norges Bank
 

Unconventional Monetary Policy and Redistribution
   By Jinyoung Seo; Wake Forest University
   Presented by: Jinyoung Seo, Wake Forest University
 

The Welfare Cost of Inflation Risk
   By Tomas Caravello; Massachusetts Institute of Technology
   Marc de la Barrera i Bardalet; IESE Business School
   Presented by: Marc de la Barrera i Bardalet, IESE Business School
 
Session 91: AI and Innovation
July 3, 2026 15:00 to 16:30
Location: Kintis Amphitheater
 
Session Chair: David Argente, Yale University
 

Beyond Exposure: Predicting AI Adoption Based on Comparative Advantage
   By Ilse Lindenlaub; Yale University
   Ryungha Oh; University of Chicago
   Maria Alejandra Rodriguez; Yale University
   Laura Veldkamp; Columbia University
   Presented by: Ilse Lindenlaub, Yale University
 

Winners and Losers: Competition, Creative Destruction, and Labor Income Risk
   By Brice Green; MIT
   Leonid Kogan; Massachusetts Institute of Technology
   Dimitris Papanikolaou; Northwestern University
   Lawrence Schmidt; Massachusetts Institute of Technology
   Presented by: Dimitris Papanikolaou, Northwestern University
 

From Code to Composition: Personalized Recommendation and Product Innovation
   By David Argente; Yale University
   Maria Trejos; Yale University
   Diana Van Patten; Yale University
   Kai Hao Yang; Yale University
   Presented by: David Argente, Yale University
 
Session 92: Macroeconometrics
July 3, 2026 15:00 to 16:30
Location: Delta omicron
 
Session Chair: Christian Wolf, University of Chicago
 

Government-directed R&D and Innovation: Evidence from NASA Budget Requests
   By Amy Handlan; Brown University
   Ethan Ilzetzki; London School of Economics
   Reka Juhasz; UBC
   Presented by: Ethan Ilzetzki, London School of Economics
 

Robust Dynamic Causal Analysis
   By Domenico Giannone; Johns Hopkins University
   Michele Lenza; European Central Bank and CEPR
   Giorgio Primiceri; Northwestern University
   Presented by: Domenico Giannone, Johns Hopkins University
 

Identifying Policy Causal Effects from Rule Changes
   By Edward Manuel; LSE
   Christian Wolf; MIT
   Presented by: Christian Wolf, University of Chicago
 
Session 93: Business Cycle Amplification and Asymmetry
July 3, 2026 15:00 to 16:30
Location: Alpha 23
 
Session Chair: Yaniv Yedid-Levi, Reichman University (IDC Herzliya)
 

Inflation Plucking Cycles
   By Oskar Juul; Copenhagen Business School
   Peter Lihn Jørgensen; Copenhagen Business School
   Presented by: Peter Lihn Jørgensen, Copenhagen Business School
 

A Theory of Business Cycle Asymmetries
   By Keshav Dogra; Federal Reserve Bank of New York
   Presented by: Keshav Dogra, Federal Reserve Bank of New York
 

The Anatomy of Amplification: A Frisch-System Approach to Shock Transmission
   By Marlon Azinovic-Yang; University of North Carolina at Chapel Hill
   Nir Jaimovich; UCSD
   Itay Saporta-Eksten; University of Manchester
   Yaniv Yedid-Levi; Reichman University (IDC Herzliya)
   Presented by: Yaniv Yedid-Levi, Reichman University (IDC Herzliya)
 
Session 94: Financial Frictions and Crises in Open Economies
July 3, 2026 15:00 to 16:30
Location: Alpha 21
 
Session Chair: Aliaksandr Zaretski, University of Surrey
 

Macroprudential Policy with Firm Heterogeneity
   By Emilio Zaratiegui; Bank of England
   Presented by: Emilio Zaratiegui, Bank of England
 

Entwined Risks: Sovereign Default, Bank Failures and Economic Activity
   By Luigi Falasconi; University of Pennsylvania
   Andrew Hannon; European Central Bank
   Caterina Mendicino; European Central Bank
   Enrique Mendoza; University of Pennsylvania
   Presented by: Enrique Mendoza, University of Pennsylvania
 

Managing Financial Crises
   By Gianluca Benigno; HEC- University of Lausanne
   Alessandro Rebucci; Johns Hopkins University
   Aliaksandr Zaretski; University of Surrey
   Presented by: Aliaksandr Zaretski, University of Surrey
 
Session 95: Firm and Ownership Dynamics
July 3, 2026 15:00 to 16:30
Location: Delta 12
 
Session Chair: Federico Kochen, CEMFI
 

Why Hasn't the Equity Premium Fallen? Risk-Sharing, Firm Dynamics and Growth
   By Joel David; Federal Reserve Bank of Chicago
   David Zeke; Federal Reserve Board of Governors
   Presented by: Joel David, Federal Reserve Bank of Chicago
 

Firm Dynamics with Combative and Cooperative Knowledge Licensing
   By Laurent Cavenaile; University of Toronto
   Murat Celik; University of Toronto
   Mark Rempel; University of Toronto
   Mehmet Simsek; University of Toronto
   Presented by: Murat Celik, University of Toronto
 

Serial Entrepreneurship and the Dynamics of Ownership Teams
   By Rafael Guntin; University of Rochester
   Federico Kochen; CEMFI
   Manuel Ruiz; CEMFI
   Presented by: Federico Kochen, CEMFI
 
Session 96: Growth in a Warming World II
July 3, 2026 15:00 to 16:30
Location: Delta 24
 
Session Chair: Hui-Jun Chen, National Tsing Hua University
 

Homework in Climate Economics: Household Production, Environmental Preferences, and Climate Policy
   By Stephie Fried; Federal Reserve Bank of San Francisco
   David Lagakos; Boston University
   Hannah Rhodenhiser; Boston University
   Presented by: Stephie Fried, Federal Reserve Bank of San Francisco
 

Persistent Temperature, Capital Structure, and the Long-Run Level of Output
   By Ha Nguyen; International Monetary Fund
   Presented by: Ha Nguyen, International Monetary Fund
 

Financial Frictions and Pollution Abatement Over the Life Cycle of Firms
   By Hui-Jun Chen; National Tsing Hua University
   Min Fang; University of Florida
   Po-Hsuan Hsu; National Tsing Hua University
   Chi-Yang Tsou; University of Manchester
   Presented by: Hui-Jun Chen, National Tsing Hua University
 
Session 97: Human Capital Accumulation and Education
July 3, 2026 15:00 to 16:30
Location: Alpha 25
 
Session Chair: Oksana Leukhina, FRB-St Louis
 

College Majors and Skill Mismatch in Labour Markets: A General Equilibrium Approach
   By Michelle Petersen Rendall; Monash University
   Satoshi Tanaka; University of Queensland
   Yi Zhang; University of Queensland
   Presented by: Satoshi Tanaka, University of Queensland
 

Educational Competition, Mental Health, and the Allocation of Human Capital: A Macroeconomic Analysis
   By Lichen Zhang; University of Hong Kong
   Presented by: Lichen Zhang, University of Hong Kong
 

Expanding College Access
   By Lutz Hendricks; UNC Chapel Hill
   Tatyana Koreshkova; Concordia University
   Oksana Leukhina; FRB-St Louis
   Presented by: Oksana Leukhina, FRB-St Louis
 
Session 98: Inflation, Monetary Shocks, and Heterogeneous Households
July 3, 2026 15:00 to 16:30
Location: Alpha 32
 
Session Chair: Kunal Sangani, Northwestern University
 

Inflation and the distribution of real income
   By Nir Jaimovich; Univeristy of California, San Diego
   Fabrizio Perri; federal reserve bank of minneapolis
   Nicolas Vincent; HEC Montreal
   Presented by: Fabrizio Perri, federal reserve bank of minneapolis
 

Monetary Shocks and Labor Income Risk with a Billion Observations
   By Mario Giarda; Banco Central de Chile
   Ignacio Rojas; Central Bank of Chile
   Sergio Salgado; The Wharton School, University of Pennsy
   Presented by: Mario Giarda, Banco Central de Chile
 

Cheapflation Cycles
   By Kunal Sangani; Northwestern University
   Presented by: Kunal Sangani, Northwestern University
 
Session 99: Information Networks and Knowledge Spillovers
July 3, 2026 15:00 to 16:30
Location: Delta 23
 
Session Chair: Luigi Paciello, EIEF
 

Innovation Spillovers Along the Supply Chain
   By Tasaneeya Viratyosin; University of Pennsylvania
   Presented by: Tasaneeya Viratyosin, University of Pennsylvania
 

Who Talks? Disclosure and Price Inference in Production Networks
   By Luigi Paciello; EIEF
   Vincenzo Cuciniello; Bank of Italy
   Presented by: Luigi Paciello, EIEF
 
Session 100: Investment Frictions
July 3, 2026 15:00 to 16:30
Location: Delta 22
 
Session Chair: Peter Zorn, LMU Munich
 

Aggregate Demand and Irreversible Investment
   By Lintong Li; Peking University
   Presented by: Lintong Li, Peking University
 

Incomplete Information and Irreversible Investment
   By Jonathan Adams; Kansas City Fed
   Cheng Chen; Clemson University
   Min Fang; University of Florida
   Takahiro Hattori; University of Tokyo
   Eugenio Rojas; University of Florida
   Presented by: Min Fang, University of Florida
 

The Nature of Capital Expenditures over the Business Cycle
   By Ruediger Bachmann; University of Michigan
   Lea Best; ifo Institute Munich
   Peter Zorn; LMU Munich
   Presented by: Peter Zorn, LMU Munich
 
Session 101: Labor Market Power and Monopsony I
July 3, 2026 15:00 to 16:30
Location: Alpha 47
 
Session Chair: Paulina Restrepo-Echavarria, Federal Reserve Bank of St Louis
 

Employment Relationships, Wage Setting, and Labor Market Power
   By Francesco Agostinelli; University of Pennsylvania
   Domenico Ferraro; Arizona State University
   Giuseppe Sorrenti; University of Lausanne
   Leonard Treuren; KU Leuven
   Presented by: Domenico Ferraro, Arizona State University
 

Firm Market Power, Wage Rigidity and Demand-Determined Business Cycles
   By Karl Harmenberg; University of Oslo
   Erik Öberg; Uppsala University
   Maria Olsson; BI Norwegian Business School
   Presented by: Erik Öberg, Uppsala University
 

An Information-based Theory of Monopsony Power
   By Anton Cheremukhin; Federal Reserve Bank of Dallas
   Paulina Restrepo-Echavarria; Federal Reserve Bank of St Louis
   Presented by: Paulina Restrepo-Echavarria, Federal Reserve Bank of St Louis
 
Session 102: Long-run Development
July 3, 2026 15:00 to 16:30
Location: Alpha 44
 
Session Chair: Nicholas Trachter, Federal Reserve Bank of Richmond
 

A Theory of Long-run Development with Capital
   By Nick Pretnar; University of California, Santa Barbara
   Akos Valentinyi; University of Manchester
   Presented by: Nick Pretnar, University of California, Santa Barbara
 

When to Push? Market Forces, Government Intervention, and the Optimal Timing of Industrial Policy
   By Xuewen Liu; The University of Hong Kong
   Jianhuan Xu; Singapore Management University
   Presented by: Xuewen Liu, The University of Hong Kong
 

Big Push in Distorted Economies
   By Francisco Buera; Washington University St Louis
   Hugo Hopenhayn; University of California Los Angeles
   Yongseok Shin; Washington University in St. Louis
   Nicholas Trachter; Federal Reserve Bank of Richmond
   Presented by: Nicholas Trachter, Federal Reserve Bank of Richmond
 
Session 103: Bank Competition, Concentration, and Capital Requirements
July 3, 2026 15:00 to 16:30
Location: Alpha 31
 
Session Chair: Sergio Villalvazo, Federal Reserve Board
 

Banks as Firms: The Macroeconomics of Financial Firm Dynamics
   By Tyler Pike; University of Maryland
   Presented by: Tyler Pike, University of Maryland
 

Bank Concentration and Reserve Concentration: New Measures and Monetary Policy Implications
   By Russell Wong; Federal Reserve Bank of Richmond
   Mengbo Zhang; Shanghai University of Finance and Econo
   Presented by: Russell Wong, Federal Reserve Bank of Richmond
 

The Welfare Effects of Bank Liquidity and Capital Requirements
   By Skander Van den Heuvel; Federal Reserve Board
   Sergio Villalvazo; Federal Reserve Board
   Presented by: Sergio Villalvazo, Federal Reserve Board
 
Session 104: Market Power and Markups
July 3, 2026 15:00 to 16:30
Location: Alpha 22
 
Session Chair: Zachary Bethune, Rice University
 

Product Market Power as a Labor Distortion: the Case of Home Production Substitutes
   By William Jungerman; University of North Carolina, Chapel Hill
   Stan Rabinovich; UNC Chapel Hill
   Presented by: William Jungerman, University of North Carolina, Chapel Hill
 

Markups and Marginal Cost over the Firm Life
   By Klaus Adam; University of Mannheim
   Tobias Renkin; Danmarks Nationalbank
   Gabriel Züllig; Swiss National Bank
   Presented by: Gabriel Züllig, Swiss National Bank
 

Consumer Search, Market Power, and the Distributional Effects of Inflation
   By Zachary Bethune; Rice University
   Shihan Shen; Rice University
   Presented by: Zachary Bethune, Rice University
 
Session 105: Cost Shock Transmission Mechanisms
July 3, 2026 15:00 to 16:30
Location: Alpha 24
 
Session Chair: Maximilian Weiß, University of Tübingen
 

The Macroeconomic Effects of Global Supply Chain Shocks
   By Lapo Bini; University of California, San Diego
   Presented by: Lapo Bini, University of California, San Diego
 

Prices, Markups, and Exchange Rates
   By Natalie Chen; Warwick University
   Luciana Juvenal; Inter-American Development Bank
   Alejandra Martinez; University of Nottingham
   Presented by: Luciana Juvenal, Inter-American Development Bank
 

Why Do Supply Disruptions Lead to Inflation, While Demand Booms Do Not?
   By Thomas Kohler; Bochum University of Applied Sciences
   Jean-Paul L'Huillier; Brandeis University
   Gregory Phelan; Williams College
   Maximilian Weiß; University of Tübingen
   Presented by: Maximilian Weiß, University of Tübingen
 
Session 106: Macroeconomics in a Warming World
July 3, 2026 17:00 to 18:30
Location: Kintis Amphitheater
 
Session Chair: Adrien Bilal, Stanford University
 

Emissions-Adjusted Productivity
   By Maarten De Ridder; London School of Economics
   Presented by: Maarten De Ridder, London School of Economics
 

Green Development
   By Jose-Luis Cruz; Federal Reserve Bank of New York
   Presented by: Jose-Luis Cruz, Federal Reserve Bank of New York
 

Global Temperature and Global Mortality
   By Adrien Bilal; Stanford University
   Diego Känzig; Northwestern University
   Krzysztof Lisiecki; Stanford University
   Presented by: Adrien Bilal, Stanford University
 
Session 107: On De Minimis Regimes and Tariff Wars
July 3, 2026 17:00 to 18:30
Location: Delta omicron
 
Session Chair: Diana Van Patten, Yale University
 

Tariff Wars and Net Foreign Assets
   By Mark Aguiar; Princeton University
   Manuel Amador; University of Minnesota and Federal Rese
   Doireann Fitzgerald; Federal Reserve Bank of Minneapolis
   Presented by: Doireann Fitzgerald, Federal Reserve Bank of Minneapolis
 

The Value of De Minimis Imports
   By Pablo Fajgelbaum; UCLA
   Amit Khandelwal; Yale
   Presented by: Amit Khandelwal, Yale
 

De Minimis as a Constraint on Local Retail Market Power
   By David Argente; Yale University
   Esteban Méndez-Chacón; Central Bank of Costa Rica
   Diana Van Patten; Yale University
   Presented by: Diana Van Patten, Yale University
 
Session 108: Fertility, Family Formation, and Labor Supply
July 3, 2026 17:00 to 18:30
Location: Alpha 44
 
Session Chair: Lidia Cruces De Sousa, Goethe University Frankfurt
 

Parental Leave Policies, Fertility, and Labor Supply
   By Daisoon Kim; North Carolina State University
   Minchul Yum; Virginia Commonwealth University
   Presented by: Minchul Yum, Virginia Commonwealth University
 

A Quantitative Theory of Single Motherhood and Household Income Inequality
   By Adam Blandin; Vanderbilt
   Christopher Herrington; Virginia Commonwealth University
   Emily Moschini; William & Mary
   Presented by: Christopher Herrington, Virginia Commonwealth University
 

Misreading the Biological Clock: Beliefs, Career and Fertility Decisions
   By Lidia Cruces De Sousa; Goethe University Frankfurt
   Francesco Saverio Lenzi; European University Institute
   Alexander Ludwig; European University Institute, Goethe Un
   Virginia Sánchez-Marcos; Universidad de Cantabria
   Raul Santaeulalia-Llopis; NYU Abu Dhabi, UAB, BSE and CEPR
   Presented by: Lidia Cruces De Sousa, Goethe University Frankfurt
 
Session 109: The Allocation and Accumulation of Capital
July 3, 2026 17:00 to 18:30
Location: Alpha 31
 
Session Chair: Juan Herreno, University of California, San Diego
 

Optimal Household Financial Portfolios
   By Anmol Bhandari; University of Minnesota
   Mikhail Golosov; University of Chicago
   Judy Hue; U of Chicago
   Presented by: Anmol Bhandari, University of Minnesota
 

The Anatomy of Capital Frictions
   By Madalena Gaspar; Universitat Pompeu Fabra
   Presented by: Madalena Gaspar, Universitat Pompeu Fabra
 

Household portfolios in developing economies
   By Fernando Cirelli; Columbia University
   Juan Herreno; University of California, San Diego
   Noémie Pinardon-Touati; Columbia University
   Presented by: Juan Herreno, University of California, San Diego
 
Session 110: Firms and Labor Markets
July 3, 2026 17:00 to 18:30
Location: Delta 12
 
Session Chair: Hugo Lhuillier, Columbia University
 

Individual Wage Dynamics, Continuous Firm Types and Path Dependence
   By Jean-Marc Robin; Sciences Po
   Presented by: Jean-Marc Robin, Sciences Po
 

Sectoral Labor Market Equilibrium
   By Michael Elsby; University of Edinburgh
   Axel Gottfries; University of Edinburgh
   Ryan Michaels; Federal Reserve Bank of Philadelphia
   Presented by: Axel Gottfries, University of Edinburgh
 

Job stability and earnings inequality
   By Adrien Bilal; Stanford University
   Joerg Heining; Institute for Employment Research
   Hugo Lhuillier; Columbia University
   Johannes Schmieder; Boston University
   Presented by: Hugo Lhuillier, Columbia University
 
Session 111: Fiscal Multipliers
July 3, 2026 17:00 to 18:30
Location: Alpha 47
 
Session Chair: Jonathon Hazell, London School of Economics
 

The Military Multiplier
   By Ralph Luetticke; University Tuebingen
   Gernot Mueller; University of Tuebingen
   Presented by: Gernot Mueller, University of Tuebingen
 

Fiscal multipliers in a globally solved HANK model with aggregate risk
   By Jeppe Druedahl; University of Copenhagen
   Raphaël Huleux; KU
   Jacob Røpke; University of Copenhagen
   Presented by: Jeppe Druedahl, University of Copenhagen
 

The Macroeconomic Effect of Stimulus Checks: Evidence from Postwar Veterans’ Payments
   By Jonathon Hazell; London School of Economics
   Diego Kaenzig; Northwestern University
   Ed Manuel; London School of Economics
   Presented by: Jonathon Hazell, London School of Economics
 
Session 112: Fiscal Narratives and Inflation Narratives
July 3, 2026 17:00 to 18:30
Location: Delta 23
 
Session Chair: Tao Wang, Bank of Canada
 

Probabilistic Narrative Identification: Evidence from Tax Policy
   By Tom Pesso; Universitat Pompeu Fabra
   Presented by: Tom Pesso, Universitat Pompeu Fabra
 

Fiscal Narratives and Inflation
   By Sarah Arndt; European Central Bank
   Farah Tohme; Goethe University
   Presented by: Farah Tohme, Goethe University
 

Inflation Drivers in Firms’ Words: LLM-Based Factor Analysis of Firm Pricing
   By Tao Wang; Bank of Canada
   Presented by: Tao Wang, Bank of Canada
 
Session 113: Heterogeneous Portfolios and Wealth Inequality
July 3, 2026 17:00 to 18:30
Location: Alpha 32
 
Session Chair: Julian Kozlowski, Federal Reserve Bank of St. Louis
 

Private Innovation and Wealth Inequality
   By Mehran Ebrahimian; Stockholm School of Economics
   Alexander Ljungqvist; Stockholm School of Economics
   Presented by: Mehran Ebrahimian, Stockholm School of Economics
 

Income Inequality and the Rise of Risky Capital
   By Andrej Mijakovic; University of Mannheim
   Presented by: Andrej Mijakovic, University of Mannheim
 

Heterogeneous Returns and Portfolio Composition: A Life-Cycle Model Meets U.S. Data
   By Diego Daruich; USC Marshall
   Julian Kozlowski; Federal Reserve Bank of St. Louis
   Presented by: Julian Kozlowski, Federal Reserve Bank of St. Louis
 
Session 114: Information Aggregation and Market Signals
July 3, 2026 17:00 to 18:30
Location: Delta 24
 
Session Chair: Pooya Molavi, Northwestern
 

(In)efficiency in Information Acquisition and Aggregation through Prices
   By Alessandro Pavan; Northwestern University
   Savitar Sundaresan; Imperial College London
   Xavier Vives; IESE Business School
   Presented by: Xavier Vives, IESE Business School
 

Market Signals and the Effects of Nominal Disturbances
   By Ryan Chahrour; Cornell University
   Kyle Jurado; Duke University
   Presented by: Kyle Jurado, Duke University
 

Learning and the emergence of nonlinearity in financial markets
   By Ian Dew-Becker; Federal Reserve Bank of Chicago
   Stefano Giglio; Yale University
   Pooya Molavi; Northwestern
   Presented by: Pooya Molavi, Northwestern
 
Session 115: Labor Market Dynamics
July 3, 2026 17:00 to 18:30
Location: Alpha 21
 
Session Chair: Marianna Kudlyak, Federal Reserve Bank of San Francisco
 

Why Do Americans No Longer Work So Much More Than Non-Americans?
   By Serdar Birinci; St. Louis Fed
   Loukas Karabarbounis; University of Minnesota
   Kurt Gerrard See; National University of Singapore
   Presented by: Loukas Karabarbounis, University of Minnesota
 

Search Models of the Business Cycle: Towards a New Synthesis
   By Patrick Kehoe; Stanford University
   Pierlauro Lopez; Federal Reserve Bank of Cleveland
   Virgiliu Midrigan; New York University
   Elena Pastorino; Stanford University
   Presented by: Pierlauro Lopez, Federal Reserve Bank of Cleveland
 

Heterogeneous Labor Market Dynamics over Time
   By Mark Bognanni; Federal Reserve Board
   Robert Hall; STANFORD UNIVERSITY
   Marianna Kudlyak; Federal Reserve Bank of San Francisco
   David Wiczer; Federal Reserve Bank of Atlanta
   Presented by: Marianna Kudlyak, Federal Reserve Bank of San Francisco
 
Session 116: Liquidity, Payments, and Financial Technology
July 3, 2026 17:00 to 18:30
Location: Delta 22
 
Session Chair: Wei Cui, University College London
 

Intraday Liquidity Management and the Value of Flexibility
   By Stefan Gissler; Federal Reserve Board
   Borghan Nezami Narajabad; Federal Reserve Board
   Presented by: Borghan Nezami Narajabad, Federal Reserve Board
 

Financial Technologies, Labor Markets, and Wage Inequality: Evidence from Instant Payment Systems
   By Carlos Burga; Pontificia Universidad Católica de Chile
   Jacelly Cespedes; University of Minnesota
   Carlos Parra; Pontificia Universidad Católica de Chile
   Bernardo Ricca; Insper Institute of Education and Research
   Presented by: Carlos Burga, Pontificia Universidad Católica de Chile
 

On the Optimal Level of Stablecoins
   By Wei Cui; University College London
   Jianjun Miao; Zhejiang University
   Yu Zhu; Renmin University of China
   Presented by: Wei Cui, University College London
 
Session 117: Cost Shocks and Monetary Policy
July 3, 2026 17:00 to 18:30
Location: Alpha 23
 
Session Chair: Albert Queralto, Federal Reserve Board
 

When Do Persistent Supply Shocks Call for Hawkishness?
   By Stephane Dupraz; Banque de France
   Presented by: Stephane Dupraz, Banque de France
 

What Was the Fed Thinking? Monetary Policy with Supply Constraints
   By Diego Comin; Dartmouth College
   Robert Johnson; University of Notre Dame
   Callum Jones; Federal Reserve Board
   Presented by: Callum Jones, Federal Reserve Board
 

Optimal Monetary Policy Under Higher Tariffs
   By Martin Bodenstein; Federal Reserve Board
   Pablo Cuba-Borda
   Albert Queralto; Federal Reserve Board
   Ricardo Reyes-Heroles; Federal Reserve Bank of Dallas
   Immo Schott; Federal Reserve Board
   Presented by: Albert Queralto, Federal Reserve Board
 
Session 118: Entrepreneurship
July 3, 2026 17:00 to 18:30
Location: Alpha 22
 
Session Chair: Ia Vardishvili, Auburn University
 

The Household Origins of Entrepreneurship: the Role of Spousal Skill Complementarity
   By Seho Kim; Danmarks Nationalbank
   Yi Liu; The Hong Kong Polytechnic University
   Eugene Oue; Shandong University
   Presented by: Seho Kim, Danmarks Nationalbank
 

Serial Entrepreneurship: Rethinking Top Wealth Dynamics
   By Alexandre Gaillard; Brown University
   Sumudu Kankanamge; Le Mans University
   Ozgur Karabulut; Le Mans University (GAINS-TEPP)
   Hoang Nguyen; Brown University
   Presented by: Sumudu Kankanamge, Le Mans University
 

Born Different: Entrepreneurship through Inventor Mobility, Innovation, and Growth
   By Salome Baslandze; Federal Reserve Bank of Atlanta
   Ia Vardishvili; Auburn University
   Presented by: Ia Vardishvili, Auburn University
 
Session 119: Reserve and Dominant Currencies
July 3, 2026 17:00 to 18:30
Location: Alpha 24
 
Session Chair: Pablo Neumeyer, Universidad Di Tella
 

Dominant Currency Pricing and Currency Risk Premia
   By Husnu Dalgic; University of Mannheim
   Presented by: Husnu Dalgic, University of Mannheim
 

Geopolitics and the Payment Demand for Reserve: Theory and Evidence from China and U.S.
   By Russell Wong; Federal Reserve Bank of Richmond
   Mengbo Zhang; Shanghai University of Finance and Econo
   Presented by: Mengbo Zhang, Shanghai University of Finance and Econo
 

The US Dollar (1971-1973): A Cascade of Balance of Payments Crises
   By Patricio Goldstein; Columbia University
   Pablo Neumeyer; Universidad Di Tella
   Presented by: Pablo Neumeyer, Universidad Di Tella
 
Session 120: Firm Dynamics and Economic Growth
July 3, 2026 17:00 to 18:30
Location: Alpha 25
 
Session Chair: Liangjie Wu, Einaudi Institute for Economics and Finance
 

The Value of Organizational Learning Technologies
   By Martin Beraja; UC Berkeley
   Eduard Talamas; IESE Business School
   Presented by: Eduard Talamas, IESE Business School
 

Firm Dynamics and Growth with Soft Budget Constraints
   By Philippe Aghion; LSE
   Antonin Bergeaud; HEC Paris
   Mathias Dewatripont; Université Libre de Bruxelles (Solvay Brussels School and ECARES)
   Johannes Matt; The London School of Economics
   Presented by: Johannes Matt, The London School of Economics
 

The Life Cycle of the Labor Share
   By Liangjie Wu; Einaudi Institute for Economics and Finance
   Presented by: Liangjie Wu, Einaudi Institute for Economics and Finance
 
Session 121: AI and Policy
July 4, 2026 10:00 to 11:30
Location: Kintis Amphitheater
 
Session Chair: Chen Lian, UC Berkeley
 

AI and the Pipeline of Junior Workers
   By Hassan Afrouzi; Columbia University
   Andres Blanco; Atlanta Fed and Emory University
   Andres Drenik; University of Texas at Austin
   Erik Hurst; University of Chicago
   Presented by: Erik Hurst, University of Chicago
 

Past Automation and Future A.I.: How Weak Links Tame the Growth Explosion
   By Charles Jones; Stanford University
   Christopher Tonetti; Stanford GSB
   Presented by: Christopher Tonetti, Stanford GSB
 

The Macroeconomic Effect of AI: Sizing the Software Engineering Channel
   By Alex Blumenfeld; University of California, Berkeley
   Jonathon Hazell; London School of Economics
   Chen Lian; UC Berkeley
   Andreas Schaab; UC Berkeley
   Presented by: Chen Lian, UC Berkeley
 
Session 122: Micro and Macro of Labor Markets
July 4, 2026 10:00 to 11:30
Location: Delta omicron
 
Session Chair: Sadhika Bagga, University of Rochester
 

Voluntary Wage Cuts without Amenities
   By Katarina Borovickova; Federal Reserve Bank of Richmond
   Robert Shimer; University of Chicago
   Presented by: Robert Shimer, University of Chicago
 

No-Poaching Agreements in Labor Markets
   By Gregor Jarosch; Duke
   Presented by: Gregor Jarosch, Duke
 

A Theory of Congestion and Rising Unemployment Durations
   By Sadhika Bagga; University of Rochester
   Lukas Mann; Arizona State University
   Presented by: Sadhika Bagga, University of Rochester
 
Session 123: Bank Heterogeneity and Credit Transmission
July 4, 2026 10:00 to 11:30
Location: Alpha 31
 
Session Chair: Benjamin Malin, Federal Reserve Bank of Minneapolis
 

HBANK: Monetary Policy with Heterogeneous Banks
   By Tommaso Monacelli; Bocconi University
   Presented by: Tommaso Monacelli, Bocconi University
 

Precautionary Pricing, Dispersion, and Pass-through in Loan Markets
   By Kyle Dempsey; The Ohio State University
   Miguel Faria-e-Castro; Federal Reserve Bank of St. Louis
   Jeongwoo Moon; Bank of Canada
   Presented by: Kyle Dempsey, The Ohio State University
 

Geography of Banks and Regional Effects of Monetary Policy
   By Cristina Arellano; Federal Reserve Bank of Minneapolis
   Benjamin Malin; Federal Reserve Bank of Minneapolis
   Presented by: Benjamin Malin, Federal Reserve Bank of Minneapolis
 
Session 124: Firms and Product Markets
July 4, 2026 10:00 to 11:30
Location: Delta 24
 
Session Chair: Marta Morazzoni, University College London
 

Firm Specialization Vs Diversification
   By Anmol Bhandari; University of Minnesota
   Sanhitha Jugulum; Columbia University
   Laura Veldkamp; Columbia University
   Venky Venkateswaran; New York University
   Presented by: Venky Venkateswaran, New York University
 

License to Ease: Competition and Monetary Policy Interaction
   By Antoine Camous; Banque de France
   Basile Grassi; Università Bocconi Milano
   Matteo Samarani; Bocconi University
   Presented by: Basile Grassi, Università Bocconi Milano
 

Niche Demand, Firm Size and Profitability
   By Marta Morazzoni; University College London
   Lukas Nord; University of Pennsylvania
   Presented by: Marta Morazzoni, University College London
 
Session 125: Financial Crises and Stress Tests
July 4, 2026 10:00 to 11:30
Location: Delta 22
 
Session Chair: Deepal Basak, Kelley School of Business, Indiana University
 

The Global Credit Cycle
   By Nina Boyarchenko; Federal Reserve Bank of New York
   Leonardo Elias; Federal Reserve Bank of New York
   Presented by: Leonardo Elias, Federal Reserve Bank of New York
 

Regional Financial Crises
   By Joseph Hoon; National University of Singapore
   Chang Liu; National University of Singapore
   Karsten Mueller; NUS Business School
   Jonathan Payne; Princeton University
   Zhongxi Zheng; National University of Singapore
   Presented by: Zhongxi Zheng, National University of Singapore
 

Frequent Stress Tests
   By Deepal Basak; Kelley School of Business, Indiana University
   Mayur Chaudhary; Indiana University
   Zhen Zhou; Tsinghua University
   Presented by: Deepal Basak, Kelley School of Business, Indiana University
 
Session 126: Heterogeneous Agent New Keynesian Models
July 4, 2026 10:00 to 11:30
Location: Alpha 22
 
Session Chair: Krisztina Molnar, Norwegian School of Economics (NHH)
 

Monetary and Fiscal Policy in a Mental Accounting HANK
   By Jaime Gimeno-Ribes; Universitat Pompeu Fabra
   Presented by: Jaime Gimeno-Ribes, Universitat Pompeu Fabra
 

Being and Consciousness: Fiscal Attitudes According to HANK
   By Fabian Seyrich; Frankfurt School
   Presented by: Fabian Seyrich, Frankfurt School
 

HANKSSON
   By Krisztina Molnar; Norwegian School of Economics (NHH)
   Presented by: Krisztina Molnar, Norwegian School of Economics (NHH)
 
Session 127: Income Taxation
July 4, 2026 10:00 to 11:30
Location: Alpha 47
 
Session Chair: Paweł Doligalski, University of Bristol
 

Tax Design with Transition
   By Musab Kurnaz; University of North Carolina at Charlott
   Christopher Sleet; University of Rochester
   Presented by: Musab Kurnaz, University of North Carolina at Charlott
 

Practical Optimal Income Taxation
   By Jonathan Heathcote; Federal Reserve Bank of Minneapolis
   Hitoshi Tsujiyama; University of Surrey
   Presented by: Hitoshi Tsujiyama, University of Surrey
 

Taxing Incomes when Income Risk is Endogenous
   By Paweł Doligalski; University of Bristol
   Presented by: Paweł Doligalski, University of Bristol
 
Session 128: Inequality in Open Economies
July 4, 2026 10:00 to 11:30
Location: Alpha 24
 
Session Chair: Petros Varthalitis, athens university of economics and business
 

Social Insurance in an Open Economy: Tariffs vs. Redistributive Taxation
   By German Cubas; University of Houston
   Mehedi Hasan Oni; University of Arkansas
   Pedro Silos; Temple University
   Presented by: German Cubas, University of Houston
 

The Role of Industries in Rising Inequality
   By Juraj Briskar; LSE
   Rafael Lopes de Melo; University of Edinburgh
   Edoardo Di Porto; INPS
   Jose V. Rodriguez Mora; University of Edinburgh
   Cristina Tealdi; Heriot-Watt University
   Presented by: Jose V. Rodriguez Mora, University of Edinburgh
 

Global Intangible Capital and Inequality: A Two Country Heterogeneous Agents Framework
   By Spyridon Lazarakis; Lancaster University
   Petros Varthalitis; athens university of economics and business
   Presented by: Petros Varthalitis, athens university of economics and business
 
Session 129: Macro Theory
July 4, 2026 10:00 to 11:30
Location: Alpha 21
 
Session Chair: Karthik Sastry, Princeton University
 

Strategic Avoidance and Dynamic Inconsistency
   By Martin Jensen; University of Nottingham
   Presented by: Martin Jensen, University of Nottingham
 

Selection and Sorting of Heterogeneous Firms through Competitive Pressures
   By Kiminori Matsuyama; Northwestern University
   Philip Ushchev; Universite Libre de Bruxelles
   Presented by: Philip Ushchev, Universite Libre de Bruxelles
 

Organizational Targets in General Equilibrium
   By Joel Flynn; Yale
   George Nikolakoudis; University of Chicago
   Karthik Sastry; Princeton University
   Presented by: Karthik Sastry, Princeton University
 
Session 130: Demand Shocks and Monetary Policy
July 4, 2026 10:00 to 11:30
Location: Alpha 23
 
Session Chair: Cristina Manea, Bank for International Settlements
 

The Power of Persistence
   By Fabrice Collard; Toulouse School of Economics
   Patrick FEVE; TSE
   Philipp Wangner; University of Mannheim
   Presented by: Patrick FEVE, TSE
 

Tradeoffs for the poor, divine coincidence for the rich
   By Donggyu Lee; Federal Reserve Bank of New York
   Marco Del Negro; Federal Reserve Bank of New York
   Keshav Dogra; Federal Reserve Bank of New York
   Presented by: Donggyu Lee, Federal Reserve Bank of New York
 

Targeted Taylor rules: Some Evidence and Theory
   By Boris Hofmann; Bank for International Settlements
   Cristina Manea; Bank for International Settlements
   Benoit Mojon; Bank of International Settlements
   Presented by: Cristina Manea, Bank for International Settlements
 
Session 131: Propagation in Production Networks
July 4, 2026 10:00 to 11:30
Location: Delta 23
 
Session Chair: Danial Lashkari, FRB NY
 

Putty-Clay Production Networks
   By Christian vom Lehn; Brigham Young University
   Thomas Winberry; University of Pennsylvania
   Presented by: Christian vom Lehn, Brigham Young University
 

Endogenous Plucking Through Networks: The Plucking Paradox
   By Hanbaek Lee; Faculty of Economics, University of Cambridge
   Ye Sun; University of Cambridge
   Presented by: Ye Sun, University of Cambridge
 

The Dynamic Aggregate Effects of Sectoral Shocks: When Does the Tail Wag the Dog?
   By Paul Ho; Federal Reserve Bank of Richmond
   Danial Lashkari; FRB NY
   Pierre-Daniel Sarte; Federal Reserve Bank of Richmond
   Presented by: Danial Lashkari, FRB NY
 
Session 132: Research, Knowledge, and Economic Growth
July 4, 2026 10:00 to 11:30
Location: Alpha 25
 
Session Chair: Titan Alon, University of California, San Diego
 

Self-Selection and the Diminishing Returns of Research
   By Lorenz Ekerdt; U.S. Census Burea, Center for Economic Studies
   Kai-Jie Wu; Pennsylvania State University
   Presented by: Kai-Jie Wu, Pennsylvania State University
 

Economic Growth when Knowledge is Concentrated
   By Andrea Guccione; CEMFI
   Pau Roldan-Blanco; Universitat Autònoma de Barcelona and B
   Presented by: Pau Roldan-Blanco, Universitat Autònoma de Barcelona and B
 

The Direction of University Research and Teaching
   By Titan Alon; University of California, San Diego
   Damien Capelle; International Monetary Fund
   Kazushige Matsuda; Keio University
   Presented by: Titan Alon, University of California, San Diego
 
Session 133: Spatial Allocations and Efficiency
July 4, 2026 10:00 to 11:30
Location: Delta 12
 
Session Chair: Elena Aguilar, Princeton University
 

Universities, Spatial Misallocation, and Growth
   By Santiago Caicedo; Northeastern University
   Xiao Ma; Peking University
   Yiran Zhang; Fudan University
   Presented by: Santiago Caicedo, Northeastern University
 

Efficiency In Space
   By Treb Allen; Dartmouth
   Costas Arkolakis; Yale University
   Xiangliang Li; Nankai University
   Presented by: Xiangliang Li, Nankai University
 

Credit Constraints, Learning, and Spatial Misallocation
   By Elena Aguilar; Princeton University
   Presented by: Elena Aguilar, Princeton University
 
Session 134: Inequality, Mobility, and Redistribution
July 4, 2026 10:00 to 11:30
Location: Alpha 32
 
Session Chair: Sergio Ocampo-Diaz, University of Western Ontario
 

Catastrophic Equilibria with Uncertainty and Endogenous Labor Productivity
   By Albert Marcet; IAE-CSIC
   Francesc Obiols-Homs; Universitat Autonoma de Barcelona, BSE, MOVE
   Presented by: Francesc Obiols-Homs, Universitat Autonoma de Barcelona, BSE, MOVE
 

The Politics of Social Security in Ageing Societies
   By Manuel Macera; Universidad Torcuato Di Tella
   Pablo Neumeyer; Universidad Di Tella
   Presented by: Manuel Macera, Universidad Torcuato Di Tella
 

Beyond Ranks: Inequality in the Measurement of Mobility
   By Rory McGee; University of Western Ontario
   Sergio Ocampo-Diaz; University of Western Ontario
   Presented by: Sergio Ocampo-Diaz, University of Western Ontario
 
Session 135: Family and Individual Career Dynamics
July 4, 2026 10:00 to 11:30
Location: Alpha 44
 
Session Chair: Rocio Madera, Southern Methodist University
 

The Hidden Demand for Flexibility - A Theory of Gendered Employment Dynamics
   By Maria Frech; Toulouse School of Economics
   Gerard Maideu-Morera; European University Institute
   Presented by: Maria Frech, Toulouse School of Economics
 

Flexible Work, Occupational Constraints, and the Dynamics of Female Labor Supply
   By Sara Casella; Luiss University, EIEF
   Kieran Larkin; Stockholm University
   Megha Patnaik; Università LUISS
   Presented by: Kieran Larkin, Stockholm University
 

Individual Careers and Household Income Inequality
   By Christopher Busch; Ludwig-Maximilian-University Munich
   Fane Groes; Copenhagen Business School
   Rocio Madera; Southern Methodist University
   Presented by: Rocio Madera, Southern Methodist University
 
Session 136: Technological Transitions
July 4, 2026 12:00 to 13:30
Location: Kintis Amphitheater
 
Session Chair: John Grigsby, Princeton University
 

Regional Convergence and Aggregate Growth
   By Benjamin Peña-Sotomayor; Yale University
   Michael Peters; Yale University
   Florian Trouvain; University of Oxford
   Presented by: Michael Peters, Yale University
 

The Public Origins of American Innovation
   By Andrea Gazzani; Bank of Italy
   Joseba Martinez; London Business School
   Filippo Natoli
   Paolo Surico; London Business School
   Presented by: Joseba Martinez, London Business School
 

The Labor Market Consequences of Rapid Sectoral Shifts
   By John Grigsby; Princeton University
   Nathan Zorzi; Dartmouth College
   Presented by: John Grigsby, Princeton University
 
Session 137: Labor Markets and Inflation
July 4, 2026 12:00 to 13:30
Location: Delta omicron
 
Session Chair: Joao Guerreiro, UCLA and the Federal Reserve Bank of Min
 

Wage Growth and Business Cycles: New Estimates
   By Shigeru Fujita; Federal Reserve Bank of Philadelphia
   Giuseppe Moscarini; Yale University
   Presented by: Giuseppe Moscarini, Yale University
 

Wage Rigidity within the Firm
   By Effrosyni Adamopoulou; University of Mannheim
   Andres Blanco; Atlanta Fed and Emory University
   Andres Drenik; University of Texas at Austin
   Claudio Michelacci; EIEF
   Presented by: Andres Drenik, University of Texas at Austin
 

Grease or Grit? Optimal Inflation with Labor Market Conflict
   By Chen Gao; Peking University
   Joao Guerreiro; UCLA and the Federal Reserve Bank of Min
   Joe Hazell; London School of Economics
   Chen Lian; UC Berkeley
   Christina Patterson; University of Chicago, Booth School of B
   Presented by: Joao Guerreiro, UCLA and the Federal Reserve Bank of Min
 
Session 138: Monetary-Fiscal Interactions I
July 4, 2026 12:00 to 13:30
Location: Delta 24
 
Session Chair: Gaston Chaumont, University of Rochester
 

Monetary Unions and Fiscal Federalism
   By Rafael Berriel; Stanford University
   Eugenia Gonzalez-Aguado; Toulouse School of Economics
   Patrick Kehoe; Stanford University
   Elena Pastorino; Stanford University
   Presented by: Patrick Kehoe, Stanford University
 

What Does It Take? Quantifying Cross-Country Transfers in the Eurozone
   By YiLi Chien; Federal Reserve Bank of St. Louis
   Zhengyang Jiang; Northwestern University and NBER
   Matteo Leombroni; Boston College
   Hanno Lustig; Stanford University
   Presented by: YiLi Chien, Federal Reserve Bank of St. Louis
 

Accounting for Credibility: Fiscal-Monetary Interactions and the Credibility of Central Bank Mandates
   By Luigi Bocola; Stanford University
   Gaston Chaumont; University of Rochester
   Alessandro Dovis; University of Pennsylvania
   Rishabh Kirpalani; University of Wisconsin
   Presented by: Gaston Chaumont, University of Rochester
 
Session 139: Sovereign Default Risk
July 4, 2026 12:00 to 13:30
Location: Alpha 21
 
Session Chair: Manuel Amador, University of Minnesota and Federal Rese
 

Liquidity, Default Risk, and the Information Sensitivity of Government Debt
   By Stelios Fourakis; Johns Hopkins University
   Presented by: Stelios Fourakis, Johns Hopkins University
 

Climate Policy and Sovereign Default Risk
   By jafet baca obando; Emory University
   Givi Melkadze; Georgia State University
   Vivian Yue; Emory University
   Presented by: Vivian Yue, Emory University
 

Sovereign Swaps and Sovereign Default: Fundamental versus Rollover Risk
   By Mark Aguiar; Princeton University
   Manuel Amador; University of Minnesota and Federal Rese
   Presented by: Manuel Amador, University of Minnesota and Federal Rese
 
Session 140: Housing Affordability and Mobility
July 4, 2026 12:00 to 13:30
Location: Alpha 24
 
Session Chair: Natalia Kovrijnykh, Arizona State University
 

Spatial Mobility and the Macroeconomic Effects of Housing Policy
   By Jacob Shepard; Virginia Commonwealth University
   Presented by: Jacob Shepard, Virginia Commonwealth University
 

Residency Rights, Migration, and the Housing Affordability Trade-off
   By Carlos Garriga; Federal Reserve Bank of St. Louis
   Yang Tang; Nanyang Technological University
   Presented by: Yang Tang, Nanyang Technological University
 

Eviction Regime Severity and Household Formation
   By Natalia Kovrijnykh; Arizona State University
   Igor Livshits; Federal Reserve Bank of Philadelphia
   Jacob Shepard; Virginia Commonwealth University
   Presented by: Natalia Kovrijnykh, Arizona State University
 
Session 141: Human Capital and Development
July 4, 2026 12:00 to 13:30
Location: Alpha 44
 
Session Chair: Bipul Verma, University of Minnesota
 

Human Capital, Skill-biased Technical Change, and Structural Transformation
   By Lei Fang; Federal Reserve Bank of Atlanta
   T. Terry Cheung; Academia Sinica
   Presented by: Lei Fang, Federal Reserve Bank of Atlanta
 

Universities and the Rise of Services
   By Chang Liu; National University of Singapore
   Kohei Takeda; National University of Singapore
   Presented by: Chang Liu, National University of Singapore
 

Higher Education and Economic Development: Evidence from College Expansion in India
   By Bipul Verma; University of Minnesota
   Presented by: Bipul Verma, University of Minnesota
 
Session 142: Information Frictions and Price-Setting
July 4, 2026 12:00 to 13:30
Location: Alpha 25
 
Session Chair: Davud Rostam-Afschar, University of Mannheim
 

Dynamic Pricing under Information Frictions: Evidence from Firm-level Subjective Expectations
   By Luca Gagliardone; Yale University
   Joris Tielens; National Bank of Belgium
   Presented by: Luca Gagliardone, Yale University
 

The Causal Effects of Heterogeneous Expectation Formation in General Equilibrium
   By Alistair Macaulay; University of Surrey
   Presented by: Alistair Macaulay, University of Surrey
 

Which Macroeconomic News Matters for Price-Setting?
   By Lukas Hack; University of Mannheim
   Davud Rostam-Afschar; University of Mannheim
   Presented by: Davud Rostam-Afschar, University of Mannheim
 
Session 143: Demographic Differences in Labor Markets
July 4, 2026 12:00 to 13:30
Location: Alpha 47
 
Session Chair: Katarina Borovickova, Federal Reserve Bank of Richmond
 

The Entry of Women and Firms' Monopsony Power
   By Niklas Engbom; New York University
   Presented by: Niklas Engbom, New York University
 

The Game of Life: An Economic Model of Gaming, Employment, and Family Formation
   By Effrosyni Adamopoulou; Deutsche Bundesbank, ZEW, University of Mannheim and CEPR
   Tiago Cavalcanti; University of Cambridge
   Jeremy Greenwood; University of Pennsylvania
   Cezar Santos; Inter-American Development Bank
   Presented by: Effrosyni Adamopoulou, Deutsche Bundesbank, ZEW, University of Mannheim and CEPR
 

Racial and Gender Differences in School-College-Career Paths
   By Katarina Borovickova; Federal Reserve Bank of Richmond
   Alessia Leibert; Minnesota Department of Employment and Economic Development
   Anusha Nath; Federal Reserve Bank of Minneapolis
   Presented by: Katarina Borovickova, Federal Reserve Bank of Richmond
 
Session 144: Monetary Policy and Firm Heterogeneity
July 4, 2026 12:00 to 13:30
Location: Alpha 23
 
Session Chair: Florin Bilbiie, University of Cambridge
 

Monetary Policy Under Multiple Financing Constraints
   By Ander Perez-Orive; Federal Reserve Board
   Yannick Timmer; Federal Reserve Board
   Alejandro Van der Ghote; European Central Bank
   Presented by: Yannick Timmer, Federal Reserve Board
 

Ramsey Optimal Inflation with Heterogeneous Firms
   By Anton Nakov; European Central Bank
   Henning Weber; Bundesbank
   Presented by: Henning Weber, Bundesbank
 

Supply Shocks in a Heterogeneous-Firm New Keynesian Model: The Entry Multiplier
   By Florin Bilbiie; University of Cambridge
   Marc Melitz; Harvard University
   Presented by: Florin Bilbiie, University of Cambridge
 
Session 145: Household Finance and the Macroeconomy
July 4, 2026 12:00 to 13:30
Location: Alpha 31
 
Session Chair: Fernando Cirelli, Columbia University
 

Estimating the Elasticity of Intertemporal Substitution using Dividend Tax News
   By Martin Holm; University of Oslo
   Rustam Jamilov; University of Oxford
   Marek Jasinski; Statistics Norway
   Plamen Nenov; Norges Bank
   Presented by: Martin Holm, University of Oslo
 

Demographic Trends and Asset Prices
   By Nuno Coimbra; Banque de France
   Francisco Gomes; London Business School
   Alex Michaelides; Imperial College London
   Jialu Shen; Fudan University
   Presented by: Francisco Gomes, London Business School
 

What Makes Depositors Tick? Bank Data Insights into Households' Liquid Asset Allocation
   By Fernando Cirelli; Columbia University
   Arna Olafsson; Copenhagen Business School
   Presented by: Fernando Cirelli, Columbia University
 
Session 146: Bank Credit Supply and Loan Markets
July 4, 2026 12:00 to 13:30
Location: Delta 22
 
Session Chair: Felicia Ionescu, Federal Reserve Board
 

Bank to Non-Bank Lending and the Reallocation of Credit
   By Jian Li; Columbia University
   Yiming Ma; Columbia Business School
   Caterina Mendicino; European Central Bank
   Dominik Supera; Columbia Business School
   Presented by: Caterina Mendicino, European Central Bank
 

Banking Relationships and Loan Pricing Disconnect
   By Francesco Beraldi; Duke University
   Presented by: Francesco Beraldi, Duke University
 

Bank Credit Supply: Measurement and Aggregate Implications
   By Kyle Dempsey; The Ohio State University
   David Glancy; Federal Reserve Board
   Felicia Ionescu; Federal Reserve Board
   Presented by: Felicia Ionescu, Federal Reserve Board
 
Session 147: The Macroeconomics of AI
July 4, 2026 12:00 to 13:30
Location: Alpha 22
 
Session Chair: Anastasios Karantounias, University of Surrey
 

Data, Power and Emissions: The Environmental Cost of AI
   By Alessandra Bonfiglioli; University of Bergamo
   Rosario Crinò; Università degli Studi di Bergamo
   Mattia Filomena; University of Bergamo
   Gino Gancia; University of Milan, Bicocca
   Presented by: Gino Gancia, University of Milan, Bicocca
 

Will AI Adoption Intensify or Weaken Market Competition?
   By Hamid Firooz; North Carolina State University
   Sylvain Leduc; San Francisco Fed
   Zheng Liu; Federal Reserve Bank of San Francisco
   Presented by: Sylvain Leduc, San Francisco Fed
 

Optimal Taxation in the Age of AI Uncertainty
   By Anastasios Karantounias; University of Surrey
   Radek Paluszynski; University of Houston
   Pei Cheng Yu; University of New South Wales
   Presented by: Anastasios Karantounias, University of Surrey
 
Session 148: The Spatial Allocation of Labor
July 4, 2026 12:00 to 13:30
Location: Delta 12
 
Session Chair: Agostina Brinatti, University of Chicago
 

Skills, Occupational Choice, and Unemployment in the Global Economy
   By Maximiliano Dvorkin; Federal Reserve Bank of St. Louis
   Presented by: Maximiliano Dvorkin, Federal Reserve Bank of St. Louis
 

Sex and the City-Size Earnings Premium
   By Jordan Rosenthal-Kay; Federal Reserve Bank of San Francisco
   Caleb Wroblewski; University of California, Berkeley
   Presented by: Jordan Rosenthal-Kay, Federal Reserve Bank of San Francisco
 

The International Price of Remote Work
   By Agostina Brinatti; University of Chicago
   Presented by: Agostina Brinatti, University of Chicago
 
Session 149: Taxation and Insurance in Heterogeneous Agent Environments
July 4, 2026 12:00 to 13:30
Location: Alpha 32
 
Session Chair: Mi Luo, Peking University
 

Tax Progressivity, Performance Pay, and Search Frictions
   By Arpad Abraham; Bristol University
   Pawel Doligalski
   Susanne Forstner; Institute for Advanced Studies (IHS) Vie
   Philipp Gruebener; Washington University in St. Louis
   Presented by: Arpad Abraham, Bristol University
 

The Value of Public Insurance Against Idiosyncratic Income Risk: A Variance- Adjustment Statistic
   By Christopher Busch; Ludwig-Maximilian-University Munich
   Rocio Madera; Southern Methodist University
   Presented by: Christopher Busch, Ludwig-Maximilian-University Munich
 

Non-Stationary Wealth Dynamics and Taxation in the U.S.: With an Application to the Racial Wealth Gap
   By Jess Benhabib; NYU
   Alberto Bisin; New York University
   Mi Luo; Peking University
   Presented by: Mi Luo, Peking University
 
Session 150: Households, Human Capital, and Inequality
July 4, 2026 12:00 to 13:30
Location: Delta 23
 
Session Chair: Oliko Vardishvili, University of California Irvine
 

Co-Parenting and Careers after Divorce
   By Katarina Kuske; Bocconi University
   Presented by: Katarina Kuske, Bocconi University
 

Private Information in the Family
   By Suzanne Bellue; CREST
   Matthias Doepke; London School of Economics and Political Science
   Michèle Tertilt; University of Mannheim
   Presented by: Suzanne Bellue, CREST
 

Education Subsidies, Tax Design, and Earnings Inequality
   By Oliko Vardishvili; University of California Irvine
   Presented by: Oliko Vardishvili, University of California Irvine
 
Session 151: Firm Dynamics and the Macroeconomy
July 4, 2026 15:00 to 16:30
Location: Kintis Amphitheater
 
Session Chair: Seula Kim, Penn State University
 

Uncertainty and Firm Dynamics
   By Galina Vereshchagina; Arizona State University
   Presented by: Galina Vereshchagina, Arizona State University
 

The Bang for the Buck: Firm Heterogeneity and the Aggregate Impact of R&D Incentives
   By Petr Sedlacek; University of New South Wales
   Presented by: Petr Sedlacek, University of New South Wales
 

Ideas and Firm Dynamics When It Takes Two To Tango
   By Seula Kim; Penn State University
   Jane Olmstead-Rumsey; London School of Economics
   Honghao Wang; Kellogg school of Management Northwestern University
   Presented by: Seula Kim, Penn State University
 
Session 152: Macro Public Finance
July 4, 2026 15:00 to 16:30
Location: Delta omicron
 
Session Chair: Paolo Martellini, New York University
 

Dilution vs. Risk Taking: Capital Gains Taxes and Entrepreneurship
   By Eduardo Azevedo; University of Pennsylvania
   Florian Scheuer; University of Zurich
   Kent Smetters; University of Pennsylvania
   Min Yang; University of Zurich, Swiss Finance Institute
   Presented by: Florian Scheuer, University of Zurich
 

Dynamic Mirrlees Taxation with Non-separable Preferences
   By Christian Hellwig; Toulouse School of Economics
   Presented by: Christian Hellwig, Toulouse School of Economics
 

Redistributing Peer Effects
   By Paolo Martellini; New York University
   Ezra Oberfield; Cornell University
   Presented by: Paolo Martellini, New York University
 
Session 153: Computational Methods for Intractable Problems
July 4, 2026 15:00 to 16:30
Location: Alpha 44
 
Session Chair: Piotr Zoch, University of Warsaw
 

Deep Learning in the Sequence Space
   By Marlon Azinovic-Yang; University of North Carolina at Chapel Hill
   Jan Žemlička; University of Zürich, Department of Finance
   Presented by: Jan Žemlička, University of Zürich, Department of Finance
 

Recursive contracts in non-convex environments
   By Felix Kubler; University of Zurich
   Chengfeng Shen; Peking University
   Zhennan Zhou; Westlake University
   Presented by: Felix Kubler, University of Zurich
 

Dimension Reduction for Asset Demand
   By Yu-Ting Chiang; Federal Reserve Bank of St. Louis
   Harris Dellas; University of Bern
   Harald Uhlig; University of Chicago
   Piotr Zoch; University of Warsaw
   Presented by: Piotr Zoch, University of Warsaw
 
Session 154: Macro Consequences of an Aging Population
July 4, 2026 15:00 to 16:30
Location: Alpha 25
 
Session Chair: Makoto Nakajima, Federal Reserve Bank of Philadelphia
 

Population Aging, Firms, and Worker Composition
   By Santiago Caicedo; Northeastern University
   cheng chen; Clemson University
   Aspen Gorry; Clemson University
   Takahiro Hattori; University of Tokyo
   Presented by: cheng chen, Clemson University
 

The Fiscal Cost of Aging in a Developing Country with Informality
   By David Perez-Reyna; Universidad de los Andes
   Andres Zambrano; World Bank
   Presented by: David Perez-Reyna, Universidad de los Andes
 

Aging Society and Job Polarization
   By Oksana Leukhina; FRB-St Louis
   Makoto Nakajima; Federal Reserve Bank of Philadelphia
   Presented by: Makoto Nakajima, Federal Reserve Bank of Philadelphia
 
Session 155: Heterogeneity, Fiscal Policy, and Macro Stabilization
July 4, 2026 15:00 to 16:30
Location: Alpha 32
 
Session Chair: Philipp Wangner, University of Mannheim
 

The Great Leveler According to HANK
   By Ralph Luetticke; University Tuebingen
   Timothy Meyer; University of Bonn
   Gernot Mueller; University of Tuebingen
   Moritz Schularick; Sciences Po Paris
   Presented by: Ralph Luetticke, University Tuebingen
 

Inflation vs Inclusion: Stabilization Policy in the Wake of the Pandemic
   By Felipe Alves; Bank of Canada
   Giovanni Violante; Princeton University
   Presented by: Felipe Alves, Bank of Canada
 

Inequality, Business Cycles, and Growth: A Unified Approach to Fiscal Stabilization Policies
   By Alexandre Gaillard; Brown University
   Philipp Wangner; University of Mannheim
   Presented by: Philipp Wangner, University of Mannheim
 
Session 156: Firms and Financial Frictions
July 4, 2026 15:00 to 16:30
Location: Alpha 31
 
Session Chair: Priit Jeenas, Universitat Pompeu Fabra, CREI, BSE
 

Sophisticated Borrowing Constraints and Macroeconomic Dynamics
   By Mahdi Ebsim; New York University
   Chen Lian; UC Berkeley
   Yueran Ma; University of Chicago
   Pablo Ottonello; University of Maryland
   Diego Perez; New York University
   Presented by: Pablo Ottonello, University of Maryland
 

On the importance of equity for investment and growth
   By Cesaire Meh; International Finance Corporation
   Vincenzo Quadrini; University of Southern California
   Presented by: Vincenzo Quadrini, University of Southern California
 

Frost and Fire: A Tale of Two Crises
   By Vladimir Asriyan; CREi, ICREA, UPF, and BSE
   Priit Jeenas; Universitat Pompeu Fabra, CREI, BSE
   Alberto Martin; CREI, UPF and BSE
   Presented by: Priit Jeenas, Universitat Pompeu Fabra, CREI, BSE
 
Session 157: Income Risk, Insurance, and Welfare
July 4, 2026 15:00 to 16:30
Location: Alpha 22
 
Session Chair: Marlena Eley, University of Wisconsin, Madison
 

Labor Market Dynamics after Cost-of-Living Shocks
   By Yannick Reichlin; Bocconi University
   Presented by: Yannick Reichlin, Bocconi University
 

Time-Varying Risk Premia, Firm Insurance, and Endogenous Labor Income Risk
   By Maarten Meeuwis; Washington University in St. Louis
   Dimitris Papanikolaou; Northwestern University
   Lawrence Schmidt; Massachusetts Institute of Technology
   Presented by: Maarten Meeuwis, Washington University in St. Louis
 

The Importance of Countercyclical Income Risk for the Welfare Costs of Business Cycles
   By J. Carter Braxton; University of Wisconsin
   Marlena Eley; University of Wisconsin, Madison
   Shannon Sledz; University of Wisconsin - Madison
   Presented by: Marlena Eley, University of Wisconsin, Madison
 
Session 158: Labor Market Power and Monopsony II
July 4, 2026 15:00 to 16:30
Location: Alpha 47
 
Session Chair: Edoardo Maria Acabbi, University of Mannheim
 

Monopsony with Recruiting
   By Birthe Larsen; Copenhagen Business School
   Justin Bloesch; Cornell University
   Anders Yding; University of California, Berkeley
   Presented by: Birthe Larsen, Copenhagen Business School
 

Identifying Labor Market Power: A Quasi-Experimental Approach
   By Joao Galindo da Fonseca; University of Montreal
   Presented by: Joao Galindo da Fonseca, University of Montreal
 

The Worker and Firm Components of Monopsony
   By Edoardo Maria Acabbi; University of Mannheim
   Andrea Alati; Bank of England
   Francesco Del Prato; Aarhus University
   Presented by: Edoardo Maria Acabbi, University of Mannheim
 
Session 159: Expectations and the Business Cycle
July 4, 2026 15:00 to 16:30
Location: Delta 24
 
Session Chair: Miguel Santana, Bank of Canada
 

Consumers' Attention to Monetary Policy: The Importance of Having "Skin in the Game"
   By Ina Hajdini; Federal Reserve Bank of Cleveland
   Edward Knotek; Federal Reserve Bank of Cleveland
   James Mitchell; Federal Reserve Bank of Cleveland
    Mathieu Pedemonte; Inter American Development Bank
   Taylor Shiroff; Federal Reserve Bank of Cleveland
   Presented by: Edward Knotek, Federal Reserve Bank of Cleveland
 

Why Does Firm Uncertainty Rise in Recessions?
   By Ruediger Bachmann; University of Michigan
   Kai Carstensen; University of Kiel
   Manuel Menkhoff; University of Copenhagen and ifo Institute
   Martin Schneider; Stanford University
   Presented by: Manuel Menkhoff, University of Copenhagen and ifo Institute
 

Behavioral Expectations
   By Miguel Santana; Bank of Canada
   Presented by: Miguel Santana, Bank of Canada
 
Session 160: Exchange Rates
July 4, 2026 15:00 to 16:30
Location: Alpha 21
 
Session Chair: Yu-Ting Chiang, Federal Reserve Bank of St. Louis
 

Exchange Rate Disconnect and the Trade Balance
   By Martin Bodenstein; Federal Reserve Board
   Pablo Cuba-Borda; Federal Reserve Board
   Nils Goernemann; Federal Reserve Board
   Ignacio Presno; Federal Reserve Board
   Presented by: Ignacio Presno, Federal Reserve Board
 

Exchange Rate Pass-Through, Capital Flows, and Monetary Autonomy
   By Olivier Wang; New York University
   William Witheridge; University of Maryland
   Presented by: William Witheridge, University of Maryland
 

Sufficient Statistics for Exchange Rate Policy
   By Yu-Ting Chiang; Federal Reserve Bank of St. Louis
   Piotr Zoch; University of Warsaw
   Presented by: Yu-Ting Chiang, Federal Reserve Bank of St. Louis
 
Session 161: Shock Transmission and Propagation
July 4, 2026 15:00 to 16:30
Location: Alpha 24
 
Session Chair: Rafael Gonçalves, Princeton University
 

Fast for Some, Slow for Others: The Transmission of Cost Shocks in Multi-Sector Economies
   By Bjarne Horst; University of Mannheim
   Presented by: Bjarne Horst, University of Mannheim
 

Beyond Oil: The Origins of Commodity Price Fluctuations
   By Alvin Lumbanraja; Kellogg School of Management
   Sarah Mouabbi; Banque de France
   Evgenia Passari; Université Paris Dauphine - PSL
   Adrien Rousset Planat
   Presented by: Evgenia Passari, Université Paris Dauphine - PSL
 

Inflation Inattention on the Production Network: Firm-Level Evidence and Macro Implications
   By Rafael Gonçalves; Princeton University
   Ina Hajdini; Federal Reserve Bank of Cleveland
   Presented by: Rafael Gonçalves, Princeton University
 
Session 162: Sectoral Composition, Reallocation, and Macro Dynamics
July 4, 2026 15:00 to 16:30
Location: Alpha 23
 
Session Chair: Immo Schott, Federal Reserve Board
 

External and Internal Markets for Managers
   By Gabriel Toledo; Purdue University
   Presented by: Gabriel Toledo, Purdue University
 

Discretionary Spending is the Cycle, and Why it Matters for Monetary Policy
   By Michele Andreolli; Boston College
   Natalie Rickard; Bank of England
   Paolo Surico; London Business School
   Chiara Vergeat; London Business School
   Presented by: Chiara Vergeat, London Business School
 

Who Built the Service Economy?
   By Immo Schott; Federal Reserve Board
   Vladimir Smirnyagin; University of Virginia
   Presented by: Immo Schott, Federal Reserve Board
 
Session 163: Supply Chains and Energy Prices
July 4, 2026 15:00 to 16:30
Location: Delta 22
 
Session Chair: Le Xu, Shanghai Jiao Tong University
 

Critical Minerals, Geopolitics, and the Green Transition
   By Tomas Domínguez-Iino
   Presented by: Tomas Domínguez-Iino, University of Chicago
 

Network Amplification of Carbon Price Shocks
   By Diego Känzig; Northwestern University
   Mathias Klein; Sveriges Riksbank
   Valentin Schubert; Sveriges Riksbank
   Presented by: Mathias Klein, Sveriges Riksbank
 

Charting the Uncharted: The (Un)Intended Consequences of Oil Sanctions and Dark Shipping
   By Yiliang Li; UIBE
   Le Xu; Shanghai Jiao Tong University
   Francesco Zanetti; Oxford University
   Presented by: Le Xu, Shanghai Jiao Tong University
 
Session 164: Tariff Policy
July 4, 2026 15:00 to 16:30
Location: Delta 12
 
Session Chair: Roozbeh Hosseini, University of Georgia
 

Optimal Tariffs under Geopolitical Risk: A Theory of Strategic De-risking
   By Ahmad Lashkaripour; Indiana University
   Ina Simonovska; UC Davis
   Presented by: Ina Simonovska, UC Davis
 

Optimal Tariffs and Trade Dynamics
   By George Alessandria; University of Rochester
   Shafaat Khan; Syracuse University
   Carter Mix; Federal Reserve Board of Governors
   Presented by: George Alessandria, University of Rochester
 

Tariff Policy with an Exorbitant Privilege
   By David Andolfatto; University of Miami
   Roozbeh Hosseini; University of Georgia
   Presented by: Roozbeh Hosseini, University of Georgia
 
Session 165: Text-Based Macro Measurement
July 4, 2026 15:00 to 16:30
Location: Delta 23
 
Session Chair: Matteo Iacoviello, Federal Reserve Board
 

AI Meets Fiscal Policy: Mapping Government Spending Actions Across 64 Countries
   By Davide Furceri; International Monetary Fund
   Nikhil Patel; IMF
   Adrian Peralta-Alva; International Monetary Fund
   Presented by: Adrian Peralta-Alva, International Monetary Fund
 

Unpacking commodity price fluctuations: reading the news to understand inflation
   By Dimitris Malliaropulos; Bank of Greece
   Evgenia Passari; Université Paris Dauphine - PSL
   Filippos Petroulakis; Bank of Greece
   Presented by: Filippos Petroulakis, Bank of Greece
 

Quantifying Deregulation and its Economic Effects: A Large Language Model Approach
   By Danilo Cascaldi-Garcia; Federal Reserve Board
   Matteo Iacoviello; Federal Reserve Board
   Presented by: Matteo Iacoviello, Federal Reserve Board
 
Session 166: Firms, Customers, and Competition
July 4, 2026 17:00 to 18:30
Location: Kintis Amphitheater
 
Session Chair: Salvatore Lo Bello, Bank of Italy
 

International Trade with Efficient Imperfect Competition
   By Guido Menzio; New York University
   Presented by: Guido Menzio, New York University
 

From Relative Prices to Aggregate Inflation
   By Andres Blanco; Atlanta Fed and Emory University
   Corina Boar; NYU
   Callum Jones; Federal Reserve Board
   Virgiliu Midrigan; New York University
   Presented by: Corina Boar, NYU
 

Innovation and Competition in Production Networks
   By Joachim Hubmer; University of Pennsylvania
   Salvatore Lo Bello; Bank of Italy
   Claudio Michelacci; EIEF
   Lukas Nord; University of Pennsylvania
   Presented by: Salvatore Lo Bello, Bank of Italy
 
Session 167: Structural Transformation
July 4, 2026 17:00 to 18:30
Location: Delta omicron
 
Session Chair: Kristina Manysheva, Columbia University
 

The Macroeconomics of Poverty across Countries
   By Nezih Guner; CEMFI
   Duc Nguyen; Amherst College
   Diego Restuccia; University of Toronto
   Juan Carlos Ruiz Garcia; Universitat de les Illes Balears
   Guillaume Vandenbroucke; Federal Reserve Bank of Saint Louis
   Presented by: Diego Restuccia, University of Toronto
 

Financial Development and the Demand Channel of Structural Transformation: Micro Evidence from India
   By Paula Bustos; UPF
   Pulak Ghosh; India Institute of Management Bangalore
   Apoorv Gupta; Dartmouth College
   Anoushka Nalwa; Kellogg School of Management
   Jacopo Ponticelli; Northwestern Kellogg
   Presented by: Jacopo Ponticelli, Northwestern Kellogg
 

The Origins of Structural Transformation
   By Julieta Caunedo; Cornell University
   Mayara Felix; Yale University
   Kristina Manysheva; Columbia University
   Presented by: Kristina Manysheva, Columbia University
 
Session 168: Interest Rates and Public Debt
July 4, 2026 17:00 to 18:30
Location: Delta 24
 
Session Chair: Francois Gourio, Federal Reserve Bank of Chicago
 

The Role of Dispersed Information in Maintaining Low Interest Rates
   By Marco Bassetto; Federal Reserve Bank of Minneapolis
   Carlo Galli; Univ. Carlos III de Madrid
   Jason Hall; University of Minnesota
   Presented by: Marco Bassetto, Federal Reserve Bank of Minneapolis
 

Low risk-free rates and intertemporal arbitrage
   By Marlon Azinovic-Yang; University of North Carolina at Chapel Hill
   Harold Cole; University of Pennsylvania
   Felix Kubler; University of Zurich
   Presented by: Marlon Azinovic-Yang, University of North Carolina at Chapel Hill
 

The Third Mandate
   By Francois Gourio; Federal Reserve Bank of Chicago
   Presented by: Francois Gourio, Federal Reserve Bank of Chicago
 
Session 169: Corporate Debt, Maturity, and Capital Structure
July 4, 2026 17:00 to 18:30
Location: Delta 22
 
Session Chair: Alexandros Fakos, ITAM
 

The Evolution of the Corporate Bond Market: A Theoretical Analysis
   By Mahyar Kargar; University of Illinois Urbana-Champaign
   Benjamin Lester; Federal Reserve Bank of Philadelphia
   Semih Uslu; Johns Hopkins University
   Pierre Olivier Weill; UNIV OF CALIFORNIA-LOS ANGELES
   Presented by: Benjamin Lester, Federal Reserve Bank of Philadelphia
 

Maturity Walls
   By Philip Coyle; Study Center Gerzensee
   Presented by: Philip Coyle, Study Center Gerzensee
 

Asset-market frictions, capital structure, and aggregate productivity
   By Alexandros Fakos; ITAM
   Presented by: Alexandros Fakos, ITAM
 
Session 170: Growth in a Warming World I
July 4, 2026 17:00 to 18:30
Location: Alpha 31
 
Session Chair: Noémie Pinardon-Touati, Columbia University
 

Pushed Into the Heat: Skill Sorting, Agriculture, and Temperature in Developing Countries
   By Jonathan Colmer; University of Virginia
   Ishan Nath
   Tommaso Porzio; Columbia University
   Federico Rossi; University of Warwick
   Presented by: Federico Rossi, University of Warwick
 

The Social Cost of Carbon with Existential Risk
   By Eric Donald; University of Pittsburgh
   Presented by: Eric Donald, University of Pittsburgh
 

Growth, Firm Scale, and the Energy Intensity of Production
   By Kathryn McDonald; Columbia University
   Noémie Pinardon-Touati; Columbia University
   Conor Walsh; Columbia University
   Presented by: Noémie Pinardon-Touati, Columbia University
 
Session 171: Identification in Empirical Macroeconomics II
July 4, 2026 17:00 to 18:30
Location: Delta 23
 
Session Chair: Jonas Arias, Federal Reserve Bank of Philadelphia
 

Inference for Macroeconomic Policy Counterfactuals
   By Daniel Lewis; University College London
   Utso Pal Mustafi; CEMFI
   Presented by: Utso Pal Mustafi, Frankfurt School of Finance & Management
 

Missing Intercept, Biased Slope: Identification in General Equilibrium
   By Ed Manuel
   Presented by: Ed Manuel,
 

Are Fiscal Transfers Inflationary?
   By Jonas Arias; Federal Reserve Bank of Philadelphia
   Juan Rubio-Ramirez; Emory
   Minchul Shin; Federal Reserve Bank of Philadelphia
   Presented by: Jonas Arias, Federal Reserve Bank of Philadelphia
 
Session 172: Innovation, Growth, and Firm Dynamics
July 4, 2026 17:00 to 18:30
Location: Alpha 25
 
Session Chair: Jean-Félix Brouillette, HEC Montréal
 

Innovation, Technology Standardization and the Value of the Firm
   By Riccardo Zago; Banque de France/College de France
   Presented by: Riccardo Zago, Banque de France/College de France
 

Top productivity dynamics
   By Alexander Amundsen; International Monetary Fund
   Markus Poschke; McGill University
   Presented by: Markus Poschke, McGill University
 

Resetting the Innovation Clock: Endogenous Growth through Technological Turnover
   By Philippe Aghion; LSE
   Antonin Bergeaud; HEC Paris
   Timo Boppart; Stockholm University
   Jean-Félix Brouillette; HEC Montréal
   Presented by: Jean-Félix Brouillette, HEC Montréal
 
Session 173: Exchange Rate Policy in Emerging Markets
July 4, 2026 17:00 to 18:30
Location: Alpha 24
 
Session Chair: Gaston Navarro, Federal Reserve Bank of Richmond
 

Trade-Based Quasi-Fiscal Devaluations
   By Marcos Mac Mullen; Federal Reserve Board
   Roman Merga; International Monetary Fund
   Presented by: Roman Merga, International Monetary Fund
 

On the Optimality of Inflation Targeting in Emerging Markets
   By Andres Fernandez; International Monetary Fund
   Carlos Rondon Moreno; Central Bank of Chile
   Stephanie Schmitt-Grohe; Columbia University
   Martin Uribe; Columbia University
   Presented by: Andres Fernandez, International Monetary Fund
 

The Distributional Consequences of Nominal Exchange Rate Depreciations: Theory and Evidence
   By Mario Giarda; Banco Central de Chile
   Gaston Navarro; Federal Reserve Bank of Richmond
   Presented by: Gaston Navarro, Federal Reserve Bank of Richmond
 
Session 174: International Macro
July 4, 2026 17:00 to 18:30
Location: Alpha 21
 
Session Chair: Laura Castillo-Martinez, Duke University
 

World Financial Cycles and Global Trade
   By Yan Bai; University of Rochester
   Minjie Deng; Simon Fraser University
   Chang Liu; Stony Brook University
   Gabriel Mihalache; Ohio State University
   Presented by: Yan Bai, University of Rochester
 

Missing Imports in the Euro Area: Domestic Monetary Policy, Cross-Border Synchronization, and Demand Composition
   By Allan Dizioli; International Monetary Fund
   Francesca Caselli; IMF
   Presented by: Allan Dizioli, International Monetary Fund
 

Countercyclical State Aid
   By Laura Castillo-Martinez; Duke University
   Presented by: Laura Castillo-Martinez, Duke University
 
Session 175: Monetary-Fiscal Interactions II
July 4, 2026 17:00 to 18:30
Location: Alpha 23
 
Session Chair: Sanjay Singh, University of California, Davis
 

Why the Federal Reserve Cuts Rates when Public Debt Rises
   By Andrea Ferrara; Northwestern University
   Luca Zanotti; Northwestern University
   Presented by: Andrea Ferrara, Northwestern University
 

Monetary Policy with Partial Fiscal Backing
   By Roberto Billi; Sveriges Riksbank
   Frank Smets; BIS
   Presented by: Roberto Billi, Sveriges Riksbank
 

Nominal Anchors and Real Consequences: Inflation Targeting, Debt, and Investment
   By Nicolas Caramp; UC Davis
   Sanjay Singh; University of California, Davis
   Presented by: Sanjay Singh, University of California, Davis
 
Session 176: Multinationals, Intangibles, and Global Production
July 4, 2026 17:00 to 18:30
Location: Delta 12
 
Session Chair: Filip Milosavljevic, Columbia Business School
 

Did Information Technology Increase Foreign Competition Risk?
   By Emmanouil Chatzikonstantinou; Georgetown University/SFS-Q
   Presented by: Emmanouil Chatzikonstantinou, Georgetown University/SFS-Q
 

Platforms for Growth: Multinationals, Trade, and Technology Diffusion
   By Sheng Cai; Economics
   John Finlay; Imperial College London
   Nghiem Huynh; University of Oklahoma
   Presented by: John Finlay, Imperial College London
 

Learning from Multinationals
   By Filip Milosavljevic; Columbia Business School
   Minyoung Song; KIEP
   Presented by: Filip Milosavljevic, Columbia Business School
 
Session 177: Policy Uncertainty
July 4, 2026 17:00 to 18:30
Location: Alpha 44
 
Session Chair: Igor Livshits, Federal Reserve Bank of Philadelphia
 

Trade Policy Uncertainty and Optimal Monetary Policy
   By Lu Han; Bank of Canada
   Yuko Imura; Bank of Canada
   Presented by: Lu Han, Bank of Canada
 

Escaping Uncertainty Traps
   By Fernando Mendo; PUC Rio de Janeiro
   Paymon Khorrami; Duke University
   Presented by: Fernando Mendo, PUC Rio de Janeiro
 

Communicating Policy under Uncertainty
   By Thorsten Drautzburg; Federal Reserve Bank of Philadelphia
   Igor Livshits; Federal Reserve Bank of Philadelphia
   Makoto Nakajima; Federal Reserve Bank of Philadelphia
   Presented by: Igor Livshits, Federal Reserve Bank of Philadelphia
 
Session 178: Public Policy in Heterogeneous Agent Environments
July 4, 2026 17:00 to 18:30
Location: Alpha 32
 
Session Chair: Sang Yoon (Tim) Lee, Queen Mary University of London
 

Time-Consistent Public Good Provision in Heterogeneous Agent Economies
   By Francois Le Grand; ESSEC Business School
   Xavier Ragot; Sciencespo
   Giovanni Violante; Princeton University
   Presented by: Xavier Ragot, Sciencespo
 

Optimal Pension Reforms during Demographic Transitions
   By Daniel Carroll; Federal Reserve Bank of Cleveland
   Sewon Hur; Yonsei University
   Selahattin Imrohoroglu; University of Southern California
   Zhixiu Yu; Louisiana State University
   Presented by: Sewon Hur, Yonsei University
 

UBC with a SWF
   By Alexandre Gaillard; Brown University
   Sang Yoon (Tim) Lee; Queen Mary University of London
   Presented by: Sang Yoon (Tim) Lee, Queen Mary University of London
 
Session 179: Demographic Differences in Wages
July 4, 2026 17:00 to 18:30
Location: Alpha 22
 
Session Chair: Cristiano Mantovani, University of Melbourne
 

Household Search and the Equilibrium Gender Pay Gap
   By Alessandro Di Nola; University of Birmingham
   Leo Kaas; European University Institute
   Chiara Lacava; University of Naples Federico II
   Haomin Wang; University of Cardiff
   Presented by: Leo Kaas, European University Institute
 

Home Bias and the Gender Wage Gap
   By Miren Azkarate-Askasua; University of Mannheim
   Christian Hellwig; Toulouse School of Economics
   Miguel Zerecero; University of California Irvine
   Presented by: Miren Azkarate-Askasua, University of Mannheim
 

Hours Constraints and the Stalling Gender Gap
   By Cristiano Mantovani; University of Melbourne
   Xincheng Qiu; Peking University
   Presented by: Cristiano Mantovani, University of Melbourne
 
Session 180: Wealth, Job Search, and Labor Mobility
July 4, 2026 17:00 to 18:30
Location: Alpha 47
 
Session Chair: Simone Zanella Cavallero, Universitat Pompeu Fabra
 

Prudent Job Search and Consumption Sensitivity
   By Silvio Rendon; Georgetown University
   Presented by: Silvio Rendon, Georgetown University
 

Wealth Inequality and Labor Mobility: The Job Trap
   By Elena Pellegrini; Boston College
   Presented by: Elena Pellegrini, Boston College
 

Wealth and the Geography of Job Ladders
   By Simone Zanella Cavallero; Universitat Pompeu Fabra
   Presented by: Simone Zanella Cavallero, Universitat Pompeu Fabra
 

 

Index of Participants

Legend: C=chair, P=Presenter, D=Discussant
#ParticipantRoles in Conference
1Abel, AndrewP67
2Abraham, ArpadP149
3Acabbi, Edoardo MariaP158, C158
4Adamopoulou, EffrosyniP143
5Adams, JonathanP84
6Aguilar, ElenaP133, C133
7Alati, AndreaP55, C55
8Albanesi, StefaniaP52, C52
9Alessandria, GeorgeP164
10Almagro, MilenaP41, C41
11Alon, TitanP132, C132
12Alp, HarunP28, C28
13Alves, FelipeP155
14Amador, ManuelP139, C139
15Angelis, GeorgiosP82, C82
16Arce Munoz, FernandoP3
17Argente, DavidP91, C91
18Arias, JonasP171, C171
19Aristizabal-Ramirez, MariaP60
20Arkolakis, CostasP6
21Ayres, JoaoP10
22Azinovic-Yang, MarlonP168
23Azkarate-Askasua, MirenP179
24Azzalini, GualtieroP46
25Žemlička, JanP153
26Öberg, ErikP101
27Bacher, AnnikaP24, C24
28Bagga, SadhikaP122, C122
29Bai, YanP174
30Bartscher, AlinaP69, C69
31Basak, DeepalP125, C125
32Baslandze, SalomeP42, C42
33Bassetto, MarcoP168
34Baumeister, ChristianeP62
35Belda, PauP20
36Bellue, SuzanneP150
37Beraldi, FrancescoP146
38Bethune, ZacharyP104, C104
39Bhandari, AnmolP109
40Bianchi, FrancescoP57
41Bianchi, JavierP43
42Bick, AlexanderP49, C49
43Bilal, AdrienP106, C106
44Bilbiie, FlorinP144, C144
45Billi, RobertoP175
46Bini, LapoP105
47Blanco, AndresP84, C84
48Boar, CorinaP166
49Bordini do Amaral, FelipeP10, C10
50Bornstein, GideonP17, C17
51Borovickova, KatarinaP143, C143
52Boutros, MichaelP69
53Bräuer, RichardP67
54Brinatti, AgostinaP148, C148
55Brotherhood, LuizP10
56Brouillette, Jean-FélixP172, C172
57Buera, FranciscoP16
58Burga, CarlosP116
59Busch, ChristopherP149
60Bustos, PaulaP60
61Caicedo, SantiagoP133
62Cao, DanP8
63Capelle, DamienP65
64Carrillo-Tudela, CarlosP44
65Casal, LuciaP54
66Castillo-Martinez, LauraP174, C174
67Caunedo, JulietaP35, C35
68Cavenaile, LaurentP58
69Celik, MuratP95
70Chade, HectorP18
71Chahrour, RyanP74
72Chatterjee, SatyajitP87
73Chatzikonstantinou, EmmanouilP176
74Chaumont, GastonP138, C138
75Chen, WentongP70
76Chen, Hui-JunP96, C96
77chen, chengP154
78Chiang, Yu-TingP160, C160
79Chiavari, AndreaP65, C65
80Chien, YiLiP138
81Chodorow-Reich, GabrielP62
82Cirelli, FernandoP145, C145
83Clymo, AlexP64, C64
84Commault, JeanneP56
85Corbae, DeanP87
86Couturier, AdrienP13
87Coyle, PhilipP169
88Cravero, StefanoP7, C7
89Crouzet, NicolasP73
90Cruces De Sousa, LidiaP108, C108
91Cruz, Jose-LuisP106
92Cubas, GermanP128
93Cui, WeiP116, C116
94Dalgic, HusnuP119
95David, JoelP95
96de Ferra, SergioP40
97de la Barrera i Bardalet, MarcP90, C90
98De Ridder, MaartenP106
99de Souza, GustavoP49
100Deb, ShubhdeepP40, C40
101Dechter, EvgeniaP9
102Dempsey, KyleP123
103Dew-Becker, IanP75
104Diamond, RebeccaP41
105Dietrich, AlexanderP20
106Ding, Jenny SiqinP25
107Dizioli, AllanP174
108Doepke, MatthiasP24
109Dogra, KeshavP93
110Doligalski, PawełP127, C127
111Domínguez-Iino, TomasP163
112Donald, EricP170
113Drenik, AndresP137
114Druedahl, JeppeP111
115Duarte, MargaridaP72, C72
116Dupraz, StephaneP117
117Dvorkin, MaximilianoP148
118Dyrda, SebastianP50
119Ebrahimian, MehranP113
120Eckert, FabianP63
121Eeckhout, JanP17
122Eley, MarlenaP157, C157
123Elias, LeonardoP125
124Engbom, NiklasP143
125Fakos, AlexandrosP169, C169
126Falasconi, LuigiP81, C81
127Fan, TianyuP28
128Fang, LeiP141
129Fang, MinP100
130Farboodi, MaryamP58
131Fernandes, AdrianoP78, C78
132Fernandez, AndresP173
133Ferrara, AndreaP175
134Ferrari, AlessandroP77, C77
135Ferraro, DomenicoP101
136FEVE, PatrickP130
137Finlay, JohnP176
138Fitzgerald, DoireannP107
139Flynn, JoelP37, C37
140Fogli, AlessandraP18
141Fourakis, SteliosP139
142Franco, SantiagoP30, C30
143Frech, MariaP135
144Fried, StephieP96
145Furlanetto, FrancescoP90
146Gaballo, GaetanoP48, C48
147Gagliardone, LucaP142
148Galindo da Fonseca, JoaoP158
149Galli, CarloP59, C59
150Gancia, GinoP147
151García-Santana, ManuelP60, C60
152García-Trujillo, GonzaloP53
153Garcia-Cabo, JoaquinP86, C86
154Gargiulo, ValeriaP38, C38
155Garriga, CarlosP21
156Gaspar, MadalenaP109
157Gemmi, LucaP75, C75
158Gertler, SarahP26, C26
159Ghassibe, MishelP80, C80
160Giannone, DomenicoP92
161Giannone, ElisaP2, C2
162Giarda, MarioP98
163Gimeno-Ribes, JaimeP126
164Gitti, GiuliaP12
165Golosov, MikhailP31
166Gomes, FranciscoP145
167Gonçalves, RafaelP161, C161
168Gordon, GreyP89
169Gottfries, AxelP110
170Gouin-Bonenfant, EmilienP54, C54
171Gourio, FrancoisP168, C168
172Graf von Luckner, ClemensP59
173Graham, JamesP21, C21
174Granados, CamiloP74
175Grassi, BasileP124
176Greaney, BrianP63
177Grigsby, JohnP136, C136
178Guerreiro, JoaoP137, C137
179Guntin, RafaelP73, C73
180Guo, XingP64
181H. Ferreira, MiguelP34, C34
182Haanwinckel, DanielP86
183Hack, LukasP39, C39
184Han, SeungyubP85
185Han, LuP177
186Handlan, AmyP79, C79
187Hazell, JonathonP111, C111
188Hegarty, CaitlinP22
189Hellwig, ChristianP152
190Heresi, RodrigoP33
191Herkenhoff, KyleP17
192Herreno, JuanP109, C109
193Herrington, ChristopherP108
194Holden, TomP29
195Holm, MartinP145
196Holzheu, KerstinP44, C44
197Hopenhayn, HugoP76
198Horst, BjarneP161
199Hosseini, RoozbehP164, C164
200Huang, KenghuaP40
201Hur, SewonP178
202Hurst, ErikP121
203Iachan, FelipeP41
204Iacoviello, MatteoP165, C165
205Ilzetzki, EthanP92
206Ionescu, FeliciaP146, C146
207Iovino, LuigiP75
208Ipek, MahmutP38
209Irie, MagnusP61, C61
210Ishide, AkiraP25
211Itskhoki, OlegP47
212Jacobson, MargaretP51
213Jamilov, RustamP81
214Jarosch, GregorP122
215Jeenas, PriitP156, C156
216Jensen, MartinP129
217Jiang, WeiP69
218Jo, KaramP50
219Jones, CallumP117
220Jungerman, WilliamP104
221Jurado, KyleP114
222Juvenal, LucianaP105
223Kaas, LeoP179
224Kalouptsidi, MyrtoP23
225Kalyani, AakashP42
226Kambourov, GueorguiP44
227Kankanamge, SumuduP118
228Kapicka, MarekP4
229Kaplan, GregP1
230Karabarbounis, MariosP64
231Karabarbounis, LoukasP115
232Karantounias, AnastasiosP147, C147
233Kaymak, BarisP68
234Känzig, DiegoP62, C62
235Kehoe, TimothyP23, C23
236Kehoe, PatrickP138
237Kehrig, MatthiasP50, C50
238Khan, AubhikP5, C5
239Khan, ShafaatP4
240Khandelwal, AmitP107
241Khazanov, AlexeyP11
242Kim, SehoP118
243Kim, CheolhwanP45
244Kim, SeulaP151, C151
245Kirchberger, MartinaP23
246Klein, MathiasP163
247Kliem, MartinP51, C51
248Knotek, EdwardP159
249Knox, BenjaminP27
250Kochen, FedericoP95, C95
251Kohlhas, AlexandreP80
252Kondziella, MarkusP53, C53
253Konradt, MaximilianP7
254Kovrijnykh, NataliaP140, C140
255Kozlowski, JulianP113, C113
256Kubler, FelixP153
257Kudlyak, MariannaP115, C115
258Kurnaz, MusabP127
259Kuske, KatarinaP150
260Kwak, Jun HeeP83
261L'Huillier, Jean-PaulP13, C13
262Lagakos, DavidP2
263Lanteri, AndreaP73
264Larkin, KieranP135
265Larsen, BirtheP158
266Lashkari, DanialP131, C131
267Leduc, SylvainP147
268Lee, SoyoungP55
269LEE, SUN KYOUNGP83
270Lee, Sang Yoon (Tim)P178, C178
271Lee, HanbaekP14, C14
272Lee, DoP13
273Lee, DonggyuP130
274Lee, HyunjuP74, C74
275Leibovici, FernandoP88, C88
276Lentz, RasmusP66
277Lester, BenjaminP169
278Leukhina, OksanaP97, C97
279Lhuillier, HugoP110, C110
280Li, XiangliangP133
281Li, LintongP100
282Lian, ChenP121, C121
283Lihn Jørgensen, PeterP93
284Lindenlaub, IlseP91
285Lissauer, MarcosP8
286Liu, ChangP141
287Liu, ChangP3, C3
288Liu, YangP29
289Liu, XuewenP102
290Livshits, IgorP177, C177
291Lo Bello, SalvatoreP166, C166
292Lopez, PierlauroP115
293Lorenzini, LucaP4, C4
294Luetticke, RalphP155
295Luo, MiP149, C149
296Luttmer, ErzoP15, C15
297Ma, XiaoP88
298Ma, YueranP76
299Mac Mullen, MarcosP3
300Macaulay, AlistairP142
301Macera, ManuelP134
302Madera, RocioP135, C135
303Maghzian, OmeedP9
304Malin, BenjaminP123, C123
305Malmberg, HannesP54
306Manea, CristinaP130, C130
307Mann, LukasP49
308Mantovani, CristianoP179, C179
309Manuel, EdP171
310Manysheva, KristinaP167, C167
311Marin, EmileP85
312Martellini, PaoloP152, C152
313Martin, AlbertoP11, C11
314Martinez, JosebaP136
315Marto, RicardoP48
316Martorell, EnricP71, C71
317Matt, JohannesP120
318Mazur, KarolP89
319McGrattan, EllenP32, C32
320Meeuwis, MaartenP157
321Mehrotra, NeilP45, C45
322Melosi, LeonardoP79
323Mendicino, CaterinaP146
324Mendo, FernandoP177
325Mendoza, EnriqueP94
326Menkhoff, ManuelP159
327Menzio, GuidoP166
328Merga, RomanP173
329Migiakis, PetrosP78
330Mihet, RoxanaP20, C20
331Mijakovic, AndrejP113
332Milosavljevic, FilipP176, C176
333Miranda-Agrippino, SilviaP79
334Mitra, AnushkaP25, C25
335Molavi, PooyaP114, C114
336Molnar, KrisztinaP126, C126
337Monacelli, TommasoP123
338Monge-Naranjo, AlexanderP83, C83
339Monnery, HugoP39
340Morazzoni, MartaP124, C124
341Morchio , IacopoP15
342Morelli, Juan MartinP87, C87
343Morrison, WendyP31, C31
344Moscarini, GiuseppeP137
345Mueller, GernotP111
346Nakajima, MakotoP154, C154
347Navarro, GastonP173, C173
348Neumeyer, PabloP119, C119
349Nezami Narajabad, BorghanP116
350Nguyen, HaP96
351Nicolini, Juan PabloP33, C33
352Nikolakoudis, GeorgeP29, C29
353Nirei, MakotoP70, C70
354Oberfield, EzraP77
355Obiols-Homs, FrancescP134
356Ocampo-Diaz, SergioP134, C134
357Oh, RyunghaP66, C66
358Oh, HyunseungP84
359Olmstead-Rumsey, JaneP16, C16
360Onder, KursatP52
361Ottonello, PabloP156
362Ozkan, SerdarP48
363Paciello, LuigiP99, C99
364Paixao, NunoP21
365Pal Mustafi, UtsoP171
366Panageas, StavrosP61
367Pandalai-Nayar, NityaP77
368Papanikolaou, DimitrisP91
369Parra-Alvarez, Juan CarlosP27
370Passari, EvgeniaP161
371Pastorino, ElenaP32
372Payne, JonathanP19
373Pellegrini, ElenaP180
374Peralta-Alva, AdrianP165
375Pereira, LucieneP72
376Perez, LuisP36
377Perez-Reyna, DavidP154
378Perri, FabrizioP98
379Pesso, TomP112
380Peters, MichaelP136
381Petroulakis, FilipposP165
382Pfäuti, OliverP57, C57
383Phelan, GregoryP12
384Pike, TylerP103
385Pinardon-Touati, NoémieP170, C170
386Ponticelli, JacopoP167
387Poschke, MarkusP172
388Postel-Vinay, FabienP66
389Prato, MartaP76, C76
390Pröhl, ElisabethP43, C43
391Presno, IgnacioP160
392Pretnar, NickP102
393Proebsting, ChristianP68
394Qiu, ChristinaP88
395Qiu, XinchengP70
396Quadrini, VincenzoP156
397Queralto, AlbertP117, C117
398Rachel, LukaszP58, C58
399Ragot, XavierP178
400Ramondo, NataliaP6
401Rawling, LukeP22
402Reichardt, HugoP6, C6
403Reichlin, YannickP157
404Reiter, MichaelP14
405Rendon, SilvioP180
406Restrepo-Echavarria, PaulinaP101, C101
407Restuccia, DiegoP167
408Reyes-Heroles, RicardoP12, C12
409Richard, MorganeP1, C1
410Robin, Jean-MarcP110
411Rodriguez Mora, Jose V.P128
412Rogers, CiaranP19
413Roldan, FranciscoP89, C89
414Roldan-Blanco, PauP132
415Rong, MaxwellP46
416Rosenthal-Kay, JordanP148
417Rossi, FedericoP170
418Rossi-Hansberg, EstebanP2
419Rostam-Afschar, DavudP142, C142
420Rubinton, HannahP42
421Ruggieri, AlessandroP24
422Ruzzier, GianmarcoP5
423Saffie, FelipeP11
424Sagawa, TakaakiP59
425Saijo, HikaruP14
426Sakellaris, PlutarchosP34
427Salgado, SergioP46, C46
428Salomao, JulianaP53
429Samy Soliman, FelixP45
430Sangani, KunalP98, C98
431Santana, MiguelP159, C159
432Santos, CezarP36
433Sastry, KarthikP129, C129
434Schaab, AndreasP47, C47
435Scheuer, FlorianP152
436Schoellman, ToddP35
437Schott, ImmoP162, C162
438Schwartzman, MatthewP72
439Sedlacek, PetrP151
440Sena, MarceloP71
441Seo, JinyoungP90
442Sergeyev, DmitriyP68, C68
443Seyrich, FabianP126
444Shakhnov, KirillP15
445Shen, Leslie ShengP37
446Shepard, JacobP140
447Shimer, RobertP122
448Silva, AlvaroP26
449Silva, DejanirP27, C27
450Simonovska, InaP164
451Singh, SanjayP175, C175
452Sotelo, SebastianP33
453Souchier, MartinP86
454Spencer, AdamP7
455Spinella, SaverioP30
456Stangebye, ZacharyP85, C85
457Stevens, LuminitaP57
458Storesletten, KjetilP31
459Straub, LudwigP47
460Sun, YeP131
461Swanson, EricP38
462Talamas, EduardP120
463Tanaka, SatoshiP97
464Tang, YangP140
465Timmer, YannickP144
466Toda, Alexis AkiraP61
467Tohme, FarahP112
468Toledo, GabrielP162
469Tonetti, ChristopherP121
470Topa, GiovanniP82
471Trachter, NicholasP102, C102
472Tsujiyama, HitoshiP127
473Turen, JavierP8, C8
474Uras, BurakP78
475Ushchev, PhilipP129
476Valladares-Esteban, ArnauP52
477Van Patten, DianaP107, C107
478Vardishvili, OlikoP150, C150
479Vardishvili, IaP118, C118
480Vardoulakis, AlexandrosP55
481Varthalitis, PetrosP128, C128
482Vavra, JosephP1
483Veldkamp, LauraP18, C18
484Venkateswaran, VenkyP124
485Vereshchagina, GalinaP151
486Vergeat, ChiaraP162
487Verma, BipulP141, C141
488Villa, AlessandroP32
489Villalvazo, SergioP103, C103
490Villani, AntonioP19, C19
491Viratyosin, TasaneeyaP99
492Visschers, LudoP9, C9
493Vives, XavierP114
494vom Lehn, ChristianP131
495Wabitsch, AlenaP39
496Waldfogel, JoelP16
497Walsh, ConorP63, C63
498Wang, ChendongP51
499Wang, TaoP112, C112
500Wang, YichengP34
501Wangner, PhilippP155, C155
502Weber, HenningP144
503Weber, MichaelP80
504Wei, BinP26
505Weiß, MaximilianP105, C105
506Werquin, NicolasP56, C56
507Winton, SarahP22, C22
508Witheridge, WilliamP160
509Wolf, ChristianP92, C92
510Wolthoff, RonaldP82
511Wong, RussellP103
512Wu, Kai-JieP132
513Wu, XiP65
514Wu, LiangjieP120, C120
515Xiang, WeiP37
516Xu, LinchuanP35
517Xu, LeP163, C163
518Yang, DongchengP5
519Yang, YuchengP43
520Yannelis, ConstantineP71
521Yedid-Levi, YanivP93, C93
522Yi, ChengziP36, C36
523Yu, YangP28
524Yu, SijiaP30
525Yue, VivianP139
526Yum, MinchulP108
527Zago, RiccardoP172
528Zanella Cavallero, SimoneP180, C180
529Zaratiegui, EmilioP94
530Zaretski, AliaksandrP94, C94
531Züllig, GabrielP104
532Zhang, MengboP119
533Zhang, LichenP97
534Zhao, KaiP56
535Zheng, ZhongxiP125
536Zlate, AndreiP81
537Zoch, PiotrP153, C153
538Zorn, PeterP100, C100
539Zou, YimeiP67, C67

 

This program was last updated on 2026-06-23 03:33:30 EDT