SI 2022 Macro, Money and Financial Frictions

Markus K. Brunnermeier, Arvind Krishnamurthy, and Guillermo Ordoñez, Organizers

July 13-14, 2022

Ballroom A

Royal Sonesta Hotel, 40 Edwin H. Land Blvd., Cambridge, MA and zoom.us

Conference Code of Conduct

Wednesday, July 13
8:00 am
Coffee and Pastries
Morning Joint with International Finance & Macroeconomics and Monetary Economics (Ballroom A)
8:30 am
Jeremy Fouliard, London Business School
Hélène Rey, London Business School and NBER
Vania Stavrakeva, London Business School

Is this Time Different? Financial Follies across Centuries
Discussant: Barry Eichengreen, University of California, Berkeley and NBER
9:30 am
Break
9:45 am
Christoph Boehm, University of Texas at Austin and NBER
T. Niklas Kroner, Federal Reserve Board of Governors

The US, Economic News, and the Global Financial Cycle (slides)
Discussant: Jesse Schreger, Columbia University and NBER
10:45 am
Break
11:00 am
Lin William Cong, Cornell University and NBER
Simon Mayer, Carnegie Mellon University

The Coming Battle of Digital Currencies
Discussant: Harald Uhlig, University of Chicago and NBER
12:00 pm
Lunch and Adjourn
International Finance and Macroeconomic Data Sources follows at 5:00 pm
MEFM continues after lunch
1:00 pm
Zhiguo He, Stanford University and NBER
Jian Li, Columbia University

Intermediation via Credit Chains
2:00 pm
Break
2:15 pm
Priit Jeenas, Universitat Pompeu Fabra
Ricardo Lagos, New York University and NBER

Q-Monetary Transmission
3:15 pm
Break
3:30 pm
Marcin Kacperczyk, Imperial College London
Jaromir Nosal, Boston College
Tianyu Wang

Global Volatility and Firm-Level Capital Flows
4:30 pm
Adjourn
Thursday, July 14
8:00 am
Coffee and Pastries
Morning joint with Asset Pricing (Ballroom A)
8:30 am
Itamar Drechsler, University of Pennsylvania and NBER
Alexi Savov, New York University and NBER
Philipp Schnabl, New York University and NBER

Credit Crunches and the Great Stagflation
Discussant: Juliane Begenau, Stanford University and NBER
9:30 am
Break
9:45 am
Rohan Kekre, University of Chicago and NBER
Moritz Lenel, Princeton University and NBER
Federico Mainardi, University of Chicago

Monetary Policy, Segmentation, and the Term Structure
Discussant: Anna Cieslak, Duke University and NBER
10:45 am
Break
11:00 am
Benjamin Knox, Federal Reserve Board of Governors
Annette Vissing-Jorgensen, Federal Reserve Board of Governors and NBER

A Stock Return Decomposition Using Observables
Discussant: Jules H. van Binsbergen, University of Pennsylvania and NBER
12:00 pm
Lunch and Adjourn