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
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
9:30 am
Break
9:45 am

Unbalanced Financial Globalization

Damien Capelle, International Monetary Fund
Bruno Pellegrino, Columbia University 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
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
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
10:45 am
Break
11:00 am

Financial Interdependence and Currency Internationalization

Zhengyang Jiang, Northwestern University and NBER

Discussant:
TBA
12:00 pm
Lunch and Adjourn
Thursday, July 16
8:00 am
Coffee and Pastries
8:30 am

Global Trade, Tariff Uncertainty and the U.S. Dollar

Ṣebnem Kalemli-Özcan, Brown University and NBER
Can Soylu, Brown University
Muhammed A. Yildirim, Harvard University
9:30 am
Break
9:45 am

Tariffs, Automation, and Business Dynamism

Stéphane Auray, CREST-Ensai and ULCO
Michael B. Devereux, University of British Columbia and NBER
Aurélien Eyquem, University of Lausanne
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
12:00 pm
Lunch and Adjourn