SI 2026 International Trade & Investment
Organized by Treb Allen and Natalia Ramondo
July 13-15, 2026
Hotel Marlowe, 25 Edwin H. Land Blvd., Cambridge, MA
The format will be 40 minutes for presentations, 15 minutes for discussants and 5 minutes for general questions
Monday, July 13
9:00 am
Coffee and Pastries
10:00 am

De Minimis as a Constraint on Local Retail Market Power

David Argente, Yale University and NBER
Esteban Méndez, Central Bank of Costa Rica
Diana Van Patten, Yale University and NBER

Discussant:
Monica Morlacco, University of Southern California
11:00 am
Break
11:15 am

Trade and Technology Compatibility in General Equilibrium

Weili Chen, Pennsylvania State University
Jingting Fan, Cheung Kong Graduate School of Business
Wenlan Luo, Tsinghua University

Discussant:
Lorenzo Caliendo, Yale University and NBER
12:15 pm
Lunch
1:15 pm

Do Foreigners Pay for Tariffs?

Rodrigo Adão, The University of Chicago and NBER
Keelan Beirne, Massachusetts Institute of Technology
Arnaud Costinot, Massachusetts Institute of Technology and NBER
Dave Donaldson, Massachusetts Institute of Technology and NBER

Discussant:
Mary Amiti, Federal Reserve Bank of New York
2:15 pm
Break
2:30 pm

Tariff Pass-through into Retail Prices: Measurement, Replacement, and Shrink-flation

Liang Bai, King's College London
Torsten S. Jaccard, University of British Columbia
Sebastian Stumpner, Banque de France

Discussant:
Ina Simonovska, University of California, Davis and NBER
3:30 pm
Break
3:45 pm

Did Foreigners Pay America's Tariffs? Quantity Discounts, Scale Economies and Incomplete Pass-Through

Sharat Ganapati, Georgetown University and NBER
Colin J. Hottman, Federal Reserve Board of Governors

Discussant:
Teresa C. Fort, Dartmouth College and NBER
4:45 pm
Adjourn
Tuesday, July 14
8:30 am
Coffee and Pastries
9:30 am

Granular Origins of Agglomeration

Daniel G. O'Connor, University of Michigan
Shinnosuke Kikuchi, University of California, San Diego

Discussant:
Jonathan I. Dingel, Columbia University and NBER
10:30 am
Break
10:45 am

Zoning and the Dynamics of Urban Redevelopment

Vincent Rollet, Massachusetts Institute of Technology

Discussant:
Rebecca Diamond, Harvard University and NBER
11:45 am
Lunch
12:45 pm
International Trade & Macroeconomics Meeting at the Royal Sonesta Hotel
Wednesday, July 15
8:00 am
Coffee and Pastries
9:00 am

Geopolitical Risk and Foreign Dependence in Global Shipping

Simon Fuchs, Federal Reserve Bank of Atlanta
Fernando Leibovici, Federal Reserve Bank of St. Louis
Woan Foong Wong, University of Oregon and NBER

Discussant:
Theodore Papageorgiou, Boston College
10:00 am
Break
10:15 am

Strategic Trade Infrastructure: Understanding China's Belt and Road Initiative

Pablo D. Fajgelbaum, University of California, Los Angeles and NBER
Amit Khandelwal, Yale University and NBER
Theodore Naff, University of California, Los Angeles
Edouard Schaal, Pompeu Fabra University

Discussant:
Michele Ruta, International Monetary Fund
11:15 am
Break
11:30 am

The Macroeconomic Effects of Supply Chain Shocks: Evidence from Global Shipping Disruptions

Diego R. Känzig, Northwestern University and NBER
Ramya Raghavan, Northwestern University

Discussant:
Joaquin Blaum, Boston University
12:30 pm
Lunch
1:30 pm

Credit Constraints, Learning, and Spatial Misallocation

Elena Aguilar, Princeton University

Discussant:
Levi Crews, University of California, Los Angeles
2:30 pm
Break
2:45 pm

Learning in Firm-to-Firm Trade

Xianglong Kong, The University of Chicago
Emmanuel Dhyne, National Bank of Belgium

Discussant:
Ana Cecília Fieler, Yale University and NBER
3:45 pm
Break
4:00 pm
Panel: The Future of the Geoeconomic Environment
Emily Blanchard, Dartmouth College
Chad Bown, Peterson Institute
Matteo Maggiori, Stanford University
5:00 pm
Adjourn