SI 2023 International Finance & Macroeconomics

Fabrizio Perri and Stephanie Schmitt-Grohé, Organizers

July 11-14, 2023

Charles Room AB

Format for this workshop: 30 minutes for presentations, 15 minutes for discussants, 15 minutes for general discussion and questions from the audience

Conference Code of Conduct

Tuesday, July 11
8:00 am
Coffee and Pastries
8:30 am

Monetary Policy Cyclicality in Emerging Economies
Discussant: Anusha Chari, University of North Carolina at Chapel Hill and NBER
9:30 am
Break
9:45 am

International Portfolio Frictions (slides)
Discussant: Matteo Maggiori, Stanford University and NBER
10:45 am
Break
11:00 am

Demand Imbalances, Global Inflation and Monetary Policy Coordination
Discussant: Ludwig Straub, Harvard University and NBER
12:00 pm
Lunch and Adjourn
International Trade & Macroeconomics follows at 12:30 pm
Wednesday, July 12
8:00 am
Coffee and Pastries
Morning joint with Monetary Economics and Macro, Money and Financial Frictions
8:30 am

Anatomy of a Run: The Terra Luna Crash
Discussant: Gary B. Gorton, Yale University and NBER
9:30 am
Break
9:45 am
Panel Discussion on Banking Solvency and Monetary Policy
Janice C. Eberly, Northwestern University and NBER, Moderator
Kristin Forbes, Massachusetts Institute of Technology and NBER
Neel Kashkari, Federal Reserve Bank of Minneapolis
Philip Lane, European Central Bank
Slides
10:45 am
Break
11:00 am

What do Financial Markets say about the Exchange Rate?
Discussant: Hanno Lustig, Stanford University and NBER
12:00 pm
Lunch and Adjourn
International Finance and Macroeconomic Data Sources follows at 1:00 pm
Thursday, July 13
8:00 am
Coffee and Pastries
8:30 am

The Global (Mis)Allocation of Capital (slides)
Discussant: Thomas Philippon, New York University and NBER
9:45 am

Collateral Advantage: Exchange Rates, Capital Flows, and Global Cycles
Discussant: Rohan Kekre, University of California, Berkeley and NBER
10:45 am
Break
11:00 am

Real Exchange Rate and Net Trade Dynamics: Financial and Trade Shocks
Discussant: Felipe Saffie, University of Virginia and NBER
12:00 pm
Lunch and Adjourn
Friday, July 14
8:00 am
Coffee and Pastries
8:30 am

Emerging Market Business Cycles with Heterogeneous Agents
Discussant: Diego J. Perez, New York University and NBER
9:30 am
Break
9:45 am

International Diversification, Reallocation, and the Labor Share
Discussant: Matthias Kehrig, Duke University and NBER
10:45 am
Break
11:00 am

The Macroeconomic Consequences of Exchange Rate Depreciations
Discussant: Dmitry Mukhin, London School of Economics and Political Science (LSE)
12:00 pm
Lunch and Adjourn