SI 2026 Economic Fluctuations and Growth Program Meeting
Organized by Mark Gertler and Peter J. Klenow
July 18, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
Format: 20 minutes for the author, 20 minutes for the discussant, and 20 minutes for general discussion.
Saturday, July 18
8:30 am
Continental Breakfast
9:00 am

The Spatial Concentration of Innovation over the (Very) Long Run

Francisco J. Buera, Washington University in St. Louis and NBER
Martin Kornejew, Bocconi University
Yueran Ma, The University of Chicago and NBER
Ezra Oberfield, Cornell University and NBER
Nicholas Trachter, Federal Reserve Bank of Richmond

Discussant:
Michael Peters, Yale University and NBER
10:00 am
Break
10:15 am

Why Are Firms More Productive in the US than in the EU?

Hugo Reichardt, Centre de Recerca en Economia Internacional (CREI)
Ricardo Reis, London School of Economics and Political Science (LSE)

Discussant:
Benny Kleinman, Stanford University and NBER
11:15 am
Break
11:30 am

Earnings Instability

Peter Ganong, The University of Chicago and NBER
Pascal J. Noel, The University of Chicago and NBER
Christina Patterson, The University of Chicago and NBER
Joseph S. Vavra, The University of Chicago and NBER
Alexander S. Weinberg, The University of Chicago

Discussant:
Corina Boar, New York University and NBER
12:30 pm
Lunch
1:30 pm

Ricardian Non-Equivalence

Martin S. Eichenbaum, Northwestern University and NBER
Joao Guerreiro, University of California, Los Angeles and NBER
Jana Obradović, Northwestern University

Discussant:
Adrien Auclert, Stanford University and NBER
2:30 pm
Break
2:45 pm

How Does Monetary and Fiscal Policy Affect the Economy in the Face of Large Shocks?

Greg Kaplan, The University of Chicago and NBER
Ken Miyahara, The University of Chicago

Discussant:
Ludwig Straub, Harvard University and NBER
3:45 pm
Break
4:00 pm

Past Automation and Future A.I.: How Weak Links Tame the Growth Explosion

Charles I. Jones, Stanford University and NBER
Christopher Tonetti, Stanford University and NBER

Discussant:
Pascual Restrepo, Yale University and NBER
5:00 pm
Adjourn