SI 2024 International Finance & Macroeconomics

Stephanie Schmitt-Grohé and Pablo Ottonello, Organizers

July 9-12, 2024

Charles AB/Ballroom A

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

Conference Code of Conduct

Tuesday, July 9
8:00 am
Coffee and Pastries
8:30 am
Jonathan Federle, Kiel Institute for the World Economy
Andre Meier, Tudor Capital Europe LLP
Gernot Müller, University of Tuebingen
Willi Mutschler, University of Tuebingen
Moritz Schularick, Kiel Institute for the World Economy & Sciences Po

The Price of War
Discussant: Valerie A. Ramey, Stanford University and NBER
9:30 am
Break
9:45 am
Wenxin Du, Harvard University and NBER
Kristin Forbes, Massachusetts Institute of Technology and NBER

Quantitative Tightening Around the Globe: What Have We Learned?
Discussant: Ṣebnem Kalemli-Özcan, Brown University and NBER
10:45 am
Break
11:00 am
Pablo Cuba Borda, Federal Reserve Board
Martin Bodenstein, Fedral Reserve Board
Nils Gornemann, Federal Reserve Board
Ignacio Presno, Federal Reserve Board

Exchange Rate Disconnect and the Trade Balance
Discussant: Federica Romei, University of Oxford
12:00 pm
Lunch and Adjourn
Wednesday, July 10
Joint meeting with MEFM in Ballroom A in the morning
8:00 am
Coffee and Pastries
8:30 am
Ballroom A
Adrien Matray, Princeton University and NBER
Karsten Müller, National University of Singapore
Chenzi Xu, University of California, Berkeley and NBER
Poorya Kabir, National University of Singapore

EXIM’s Exit: The Real Effects of Trade Financing by Export Credit Agencies
Discussant: Kilian Huber, University of Chicago and NBER
9:30 am
Break
9:45 am
Ballroom A
Mauricio Ulate, Federal Reserve Bank of San Francisco
Pascal Paul, Federal Reserve Bank of San Francisco
Jing Cynthia Wu, University of Illinois Urbana-Champaign and NBER

A Macroeconomic Model of Central Bank Digital Currency
Discussant: Todd Keister, Rutgers University
10:45 am
Break
11:00 am
Ballroom A
Dmitry Livdan, University of California, Berkeley
Norman Schurhoff, University of Lausanne
Vladimir Sokolov, ICEF Higher School of Economics

The Economic Impact of Payment System Stress: Evidence from Russia
Discussant: Thomas M. Eisenbach, Federal Reserve Bank of New York
12:00 pm
Lunch and Adjourn
International Finance and Macroeconomics Data Session follows in the afternoon in the Parkview Room
Thursday, July 11
8:00 am
Coffee and Pastries
8:30 am
Tarek Alexander Hassan, Boston University and NBER
Thomas Mertens, Federal Reserve Bank of San Francisco
Jingye Wang, Renmin University of China

A Currency Premium Puzzle
Discussant: Hanno Lustig, Stanford University and NBER
9:30 am
Break
9:45 am
Seunghoon Na, Purdue University
Yinxi Xie, Bank of Canada

Expectations and the UIP Puzzles when Foresight is Limited
Discussant: Rosen Valchev, Boston College and NBER
10:45 am
Break
11:00 am
Stelios S. Fourakis, Johns Hopkins University
Loukas Karabarbounis, University of Minnesota and NBER

The Puzzling Behavior of Spreads during Covid
Discussant: Laura Castillo-Martinez, Duke University
12:00 pm
Lunch and Adjourn
Friday, July 12
8:00 am
Coffee and Pastries
8:30 am
Christopher Clayton, Yale University and NBER
Matteo Maggiori, Stanford University and NBER
Jesse Schreger, Columbia University and NBER

A Theory of Economic Coercion and Fragmentation
Discussant: Ricardo Reis, London School of Economics
9:30 am
Break
9:45 am
Aleksei Oskolkov, University of Chicago

Heterogeneous Impact of the Global Financial Cycle
Discussant: Matias Moretti, University of Rochester
10:45 am
Break
11:00 am
Carlos Carvalho, Kapitalo Investimentos and PUC-Rio
Andrea Ferrero, University of Oxford
Fernanda Nechio, Federal Reserve Bank of San Francisco
Felipe R. Mazin, University of Pennsylvania

Demographics and Real Interest Rates Across Countries and Over Time
Discussant: Moritz Lenel, Princeton University and NBER
12:00 pm
Lunch and Adjourn