SI 2026 International Finance & Macroeconomics
Organized by Pablo Ottonello and Vincenzo Quadrini
July 14-16, 2026
Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA
Room: Charles AB
Format: 30 minutes for presentations, 15 minutes for discussants, 15 minutes for general discussion and questions from the audience
Tuesday, July 14
8:00 am
Coffee and Pastries
8:30 am

Unequal Decoupling

Federica Romei, University of Oxford
Sergio de Ferra, University of Oxford
Gabriel Fritsch, University of Oxford
Kurt Mitman, Institute for International Economic Studies

Discussant:
Matthew Rognlie, Northwestern University and NBER
9:30 am
Break
9:45 am

Unbalanced Financial Globalization

Damien Capelle, International Monetary Fund
Bruno Pellegrino, Columbia University and NBER

Discussant:
Felipe Saffie, University of Virginia and NBER
10:45 am
Break
11:00 am

A Model of U.S. Monetary Policy and the Global Financial Cycle

Rohan Kekre, University of California, Berkeley and NBER
Moritz Lenel, Princeton University and NBER

Discussant:
Andreas Stathopoulos, University of North Carolina at Chapel Hill
12:00 pm
Lunch and Adjourn
Wednesday, July 15
8:00 am
Coffee and Pastries
8:30 am

Borrowing in the Shadow of China

Illenin O. Kondo, Federal Reserve Bank of Minneapolis
César Sosa-Padilla, University of Notre Dame and NBER
Zachary J. Swaziek, University of Minnesota

Discussant:
Christoph Trebesch, Kiel Institute for the World Economy
9:30 am
Break
9:45 am

The Great Game: A Model of Geoeconomic Competition

Christopher Clayton, Yale University and NBER
Matteo Maggiori, Stanford University and NBER
Jesse Schreger, Columbia University and NBER

Discussant:
John Sturm Becko, Princeton University
10:45 am
Break
11:00 am

Tariff Uncertainty and the U.S. Dollar

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

Discussant:
Dmitry Mukhin, London School of Economics and Political Science (LSE)
12:00 pm
Lunch and Adjourn
Thursday, July 16
8:00 am
Coffee and Pastries
8:30 am

Financial Interdependence and Currency Internationalization (slides)

Zhengyang Jiang, Northwestern University and NBER

Discussant:
Chenzi Xu, University of California, Berkeley and NBER
9:30 am
Break
9:45 am

Tariffs, Automation, and Business Dynamism

Stéphane Auray, École Nationale de la Statistique et de l'Analyse de l'Information (ENSAI)
Michael B. Devereux, University of British Columbia and NBER
Aurélien Eyquem, University of Lausanne

Discussant:
Lukas Freund, Boston College
10:45 am
Break
11:00 am

Tariffs and Trade Deficits

Samuel S. Kortum, Yale University
Lorenzo Caliendo, Yale University and NBER
Fernando Parro, University of Rochester and NBER

Discussant:
Fabrizio Perri, Federal Reserve Bank of Minneapolis
12:00 pm
Lunch and Adjourn