SI 2025 Economic Fluctuations and Growth Program Meeting
Organized by Yueran Ma and Michael Peters
July 12, 2025
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
The format will be 20 minutes for the author, 20 minutes for the discussant, and 20 minutes for general discussion.
Saturday, July 12
8:30 am
Continental Breakfast
9:00 am

Artificial Intelligence and the Labor Market (slides)

Menaka Hampole, Yale School of Management
Dimitris Papanikolaou, Northwestern University and NBER
Lawrence D.W. Schmidt, Massachusetts Institute of Technology
Bryan Seegmiller, Northwestern University

Discussant:
Pascual Restrepo, Yale University and NBER
10:00 am
Break
10:15 am

The Long-Term Decline of the U.S. Job Ladder (slides)

Aniket Baksy, University of Melbourne
Daniele Caratelli, U.S. Department of the Treasury
Niklas Engbom, New York University and NBER

Discussant:
Laura Pilossoph, Duke University and NBER
11:15 am
Break
11:30 am

Asset Returns as Carbon Taxes

Lautaro Chittaro, Stanford University
Monika Piazzesi, Stanford University and NBER
Marcelo J. Sena, Stanford University
Martin Schneider, Stanford University and NBER

Discussant:
Lars P. Hansen, University of Chicago and NBER
12:30 pm
Lunch - Ballroom B
1:30 pm

Pricing Inequality (slides)

Simon Mongey, Federal Reserve Bank of Minneapolis and NBER
Michael E. Waugh, Federal Reserve Bank of Minneapolis and NBER

Discussant:
Ezra Oberfield, Cornell University and NBER
2:30 pm
Break
2:45 pm

Quotas in General Equilibrium (slides)

David Baqaee, University of California, Los Angeles and NBER
Kunal Sangani, Stanford University

Discussant:
Alireza Tahbaz-Salehi, Northwestern University
3:45 pm
Break
4:00 pm

Global Networks, Monetary Policy and Trade (slides)

Ṣebnem Kalemli-Özcan, Brown University and NBER
Muhammed A. Yildirim, Harvard University
Can Soylu, Brown University

Discussant:
Oleg Itskhoki, Harvard University and NBER
5:00 pm
Adjourn