Friday, July 16

10:00 am

Fiscal Policy at the Zero Lower Bound without Rational Expectations

Martin S. Eichenbaum, Northwestern University and NBER
Joao Guerreiro, University of California, Los Angeles
Riccardo Bianchi Vimercati, Northwestern University

Discussant:
George-Marios Angeletos, Northwestern University and NBER

11:00 am

The Long Shadows of the Great Inflation: Evidence from Residential Mortgages

Matthew J. Botsch, Bowdoin College
Ulrike Malmendier, University of California, Berkeley and NBER

Discussant:
Hassan Afrouzi, Columbia University and NBER

12:00 pm

Expectations and Bank Lending

Yueran Ma, University of Chicago and NBER
Teodora K. Paligorova, Federal Reserve Board of Governors
Jose-Luis Peydro, Universitat Pompeu Fabra

Discussant:
Kathrin Schlafmann, Copenhagen Business School

1:00 pm

Break

2:00 pm

Why Working from Home Will Stick (slides)

Jose M. Barrero, Instituto Tecnológico Autónomo de México (ITAM)
Nicholas Bloom, Stanford University and NBER
Steven J. Davis, Stanford University and NBER

Discussant:
Andrew Caplin, New York University and NBER

3:00 pm

Cognitive Imprecision and Strategic Behavior

Cary Frydman, University of Southern California
Salvatore Nunnari, Bocconi University

Discussant:
Michael Woodford, Columbia University and NBER

4:00 pm

Adjourn

The format will be: 30 minutes for the presenter, 10 minutes for the discussant, and 20 minutes for general discussion.