NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH
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Summer Institute Master Paper Schedule

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July 2020
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Monday, July 6
11:00 am ITI Mary Amiti, Federal Reserve Bank of New York
Sang Hoon Kong, Columbia University
David Weinstein, Columbia University and NBER
The Effect of the U.S.-China Trade War on U.S. Investment (slides)
11:00 am EFCE Veronica Guerrieri, University of Chicago and NBER
Guido Lorenzoni, Northwestern University and NBER
Ludwig Straub, Harvard University and NBER
Iván Werning, Massachusetts Institute of Technology and NBER
Macroeconomic Implications of COVID-19: Can Negative Supply Shocks Cause Demand Shortages? (slides)
11:45 am EFCE Callum J. Jones, International Monetary Fund
Thomas Philippon, New York University and NBER
Venky Venkateswaran, New York University and NBER
Optimal Mitigation Policies in a Pandemic
12:00 pm ITI Michael Blanga-Gubbay, E.C.A.R.E.S., Université Libre de Bruxelles
Paola Conconi, Université Libre de Bruxelles
Mathieu Parenti, ECARES, Université Libre de Bruxelles
Globalization for Sale (slides)
12:00 pm DAE Marcella Alsan, Harvard University and NBER
Katherine Eriksson, University of California at Davis and NBER
Gregory Niemesh, Miami University and NBER
Understanding the Success of the Know-Nothing Party (slides)
12:00 pm CF Kristian Blickle, Federal Reserve Bank of New York
Markus K. Brunnermeier, Princeton University and NBER
Stephan Luck, Federal Reserve Bank of New York
Micro-evidence from a System-wide Financial Meltdown: The German Crisis of 1931 (slides)
12:45 pm EFCE Dirk Krueger, University of Pennsylvania and NBER
Harald Uhlig, University of Chicago and NBER
Taojun Xie, National University of Singapore
Macroeconomic Dynamics and Reallocation in an Epidemic (slides)
12:50 pm CF Yiming Ma, Columbia University
Kairong Xiao, Columbia University
Yao Zeng, University of Pennsylvania
Bank Debt versus Mutual Fund Equity in Liquidity Provision (slides)
1:00 pm EFEL Xavier Gabaix, Harvard University and NBER
Ralph Koijen, University of Chicago and NBER
In Search of the Origins of Financial Fluctuations: The Inelastic Markets Hypothesis
1:00 pm DAE Brian Beach, Vanderbilt University and NBER
Walker Hanlon, New York University and NBER
Censorship, Family Planning, and the Historical Fertility Transition (slides)
1:30 pm EFCE Michael Woodford, Columbia University and NBER
Pandemic Shocks, Effective Demand, and Stabilization Policy
1:30 pm ME Annette Vissing-Jorgensen, University of California at Berkeley and NBER
Central Banking with Many Voices: The Communications Arms Race
1:50 pm EFEL Fotis Grigoris, University of North Carolina at Chapel Hill
Yunzhi Hu, University of North Carolina at Chapel Hill
Gill Segal, University of North Carolina at Chapel Hill
Counterparty Risk: Implications for Network Linkages and Asset Prices
2:00 pm DAE Philipp Ager, University of Southern Denmark
James J. Feigenbaum, Boston University and NBER
Casper Worm Hansen, University of Copenhagen
Hui Ren Tan, National University of Singapore
How the Other Half Dies: Immigration and Mortality in US Cities (slides)
2:00 pm CF Angelo D'Andrea, Bocconi University
Nicola Limodio, Bocconi University
High-Speed Internet, Financial Technology and Banking (slides)
2:15 pm ME Anna Cieslak, Duke University and NBER
Hao Pang, Duke University
Common Shocks in Stocks and Bonds
2:30 pm ITI George A. Alessandria, University of Rochester and NBER
Shafaat Y. Khan, The World Bank
Armen Khederlarian, University of Rochester
Taking Stock of Trade Policy Uncertainty: Evidence from China's Pre-WTO Accession (slides)
2:50 pm EFEL Hui Chen, Massachusetts Institute of Technology and NBER
Winston Wei Dou, University of Pennsylvania
Hongye Guo, University of Pennsylvania
Yan Ji, Hong Kong University of Science and Technology
Feedback and Contagion through Distressed Competition
2:50 pm CF João Granja, University of Chicago
Sara Moreira, Northwestern University
Product Innovation and Credit Market Disruptions (slides)
3:15 pm DAE Kilian Rieder, Oesterreichische Nationalbank (Eurosystem)
Should Monetary Policy Lean Against the Wind? Quasi-experimental Evidence from Federal Reserve Policies in 1920-21 (slides)
3:15 pm ME Yang You, Harvard University
Kenneth S. Rogoff, Harvard University and NBER
Redeemable Platform Currency (slides)
3:30 pm ITI Adrien Bilal, Princeton University
The Geography of Unemployment (slides)
3:40 pm EFEL Nickolay M. Gantchev, University of Warwick
Mariassunta Giannetti, Stockholm School of Economics
Rachel Li, University of Alabama
Does Money Talk? Market Discipline through Selloffs and Boycotts
4:00 pm ME Carolin Pflueger, University of Chicago and NBER
Gianluca Rinaldi, Harvard University
A Finance-Integrated New Keynesian Model (slides)
4:15 pm DAE Pooyan Amir-Ahmadi, University of Illinois at Urbana-Champaign
Gustavo S. Cortes, University of Florida
Marc D. Weidenmier, Chapman University and NBER
Regional Monetary Policies and the Great Depression (slides)

Tuesday, July 7
11:00 am EFCE Sylvain Leduc, Federal Reserve Bank of San Francisco
Zheng Liu, Federal Reserve Bank of San Francisco
Robots or Workers? A Macro Analysis of Automation and Labor Markets (slides)
11:00 am IFM Laura Castillo-Martinez, Princeton University
Sudden Stops, Productivity, and the Exchange Rate (slides)
11:00 am ITI Wolfgang Keller, University of Colorado at Boulder and NBER
Stephen Yeaple, Pennsylvania State University and NBER
Multinationals, Markets, and Markups (slides)
11:30 am MEFM Maryam Farboodi, Massachusetts Institute of Technology and NBER
Peter Kondor, London School of Economics
Rational Sentiments and Economic Cycles (slides)
11:45 am EFCE Olivier Coibion, University of Texas at Austin and NBER
Dimitris Georgarakos, European Central Bank
Yuriy Gorodnichenko, University of California at Berkeley and NBER
Michael Weber, University of Chicago and NBER
Forward Guidance and Household Expectations (slides)
11:45 am IFM Christopher D. Clayton, Yale University
Andreas J. Schaab, Harvard University
Multinational Banks and Financial Stability (slides)
12:00 pm ITI Esteban Mendez-Chacon, Central Bank of Costa Rica
Diana Van Patten, University of California at Los Angeles
Multinationals, Monopsony and Local Development: Evidence from the United Fruit Company (slides)
12:00 pm DAE Richard Hornbeck, University of Chicago and NBER
Martin Rotemberg, New York University
Railroads, Reallocation, and the Rise of American Manufacturing (slides)
12:00 pm CF Atif R. Mian, Princeton University and NBER
Ludwig Straub, Harvard University and NBER
Amir Sufi, University of Chicago and NBER
The Saving Glut of the Rich and the Rise in Household Debt (slides)
12:30 pm IFM Valentina Bruno, American University
Hyun Song Shin, Bank for International Settlements
Dollar and Exports (slides)
12:30 pm MEFM David Skeie, University of Warwick
Digital Currency Runs
12:45 pm EFCE Olivier Wang, New York University
Iván Werning, Massachusetts Institute of Technology and NBER
Dynamic Oligopoly and Price Stickiness (slides)
12:50 pm CF Manuel Adelino, Duke University and NBER
William B. McCartney, Purdue University
Antoinette Schoar, Massachusetts Institute of Technology and NBER
The Role of Government and Private Institutions in Credit Cycles in the U.S. Mortgage Market (slides)
1:00 pm EFEL Greg Buchak, Stanford University
Gregor Matvos, Northwestern University and NBER
Tomasz Piskorski, Columbia University and NBER
Amit Seru, Stanford University and NBER
Beyond the Balance Sheet Model of Banking: Implications for Bank Regulation and Monetary Policy
1:00 pm DAE Christian Dippel, University of California at Los Angeles and NBER
Dustin Frye, Vassar College
The Effect of Land Allotment on Native American Households during the Assimilation Era (slides)
1:30 pm MEFM Todd Keister, Rutgers University
Daniel Sanches, Federal Reserve Bank of Philadelphia
Should Central Banks Issue Digital Currency?
1:30 pm ME Atif R. Mian, Princeton University and NBER
Ludwig Straub, Harvard University and NBER
Amir Sufi, University of Chicago and NBER
Indebted Demand
1:50 pm EFEL Seong Byun, Virginia Commonwealth University
Valery Polkovnichenko, Federal Reserve Board
Michael J. Rebello, University of Texas at Dallas
The Long and Short of Cash Flow Shocks and Debt Financing
2:00 pm DAE Cory B. Smith, Massachusetts Institute of Technology
Land Concentration and Long-Run Development in the Frontier United States (slides)
2:00 pm ITM Emmanuel Farhi, Harvard University
David Baqaee, University of California at Los Angeles and NBER
Entry vs. Rents (slides)
2:00 pm CF Paul Goldsmith-Pinkham, Yale University
Kelly Shue, Yale University and NBER
The Gender Gap in Housing Returns (slides)
2:15 pm ME Gee Hee Hong, International Monetary Fund
Matthew T. Klepacz, College of William and Mary
Ernesto Pastén, Central Bank of Chile
Raphael Schoenle, Brandeis University
The Real Effects of Monetary Shocks: Evidence from Micro Pricing Moments
2:50 pm EFEL Refet S. Gürkaynak, Bilkent University
Gokce Karasoy-Can, Central Bank of Turkey
Sang Seok Lee, Bilkent University
Stock Market's Assessment of Monetary Policy Transmission: The Cash Flow Effect
2:50 pm CF Allen Hu, Yale University
Song Ma, Yale University
Human Interactions and Financial Investment: A Video-Based Approach (slides)
3:00 pm ITM Julian di Giovanni, Federal Reserve Bank of New York
Galina Hale, University of California at Santa Cruz
Stock Market Spillovers via the Global Production Network: Transmission of U.S. Monetary Policy (slides)
3:15 pm ME Sebastian Heise, Federal Reserve Bank of New York
Fatih Karahan, Federal Reserve Bank of New York
Ayşegül Şahin, University of Texas at Austin and NBER
The Missing Inflation Puzzle: The Role of the Wage-Price Pass-Through (slides)
3:15 pm DAE Karen Clay, Carnegie Mellon University and NBER
Joshua A. Lewis, University of Montreal
Edson R. Severnini, Carnegie Mellon University
Xiao Wang, Carnegie Mellon University
The Value of Health Insurance during a Crisis: Effects of Medicaid Implementation on Pandemic Influenza Mortality (slides)
3:40 pm EFEL Alexandre Corhay, University of Toronto
Howard Kung, London Business School
Lukas Schmid, University of Southern California
Q: Risk, Rents, or Growth? (slides)
4:00 pm ME Christoph Boehm, University of Texas at Austin
Nitya Pandalai-Nayar, University of Texas at Austin and NBER
Convex Supply Curves (slides)
4:10 pm ITM Binyamin Kleinman, Princeton University
Ernest Liu, Princeton University
Stephen J. Redding, Princeton University and NBER
International Friends and Enemies (slides)
4:31 pm DAE Jesús Fernández-Villaverde, University of Pennsylvania and NBER
Mark Koyama, George Mason University
Youhong Lin, Guangdong University of Foreign Studies
Tuan-Hwee Sng, National University of Singapore
Fractured-Land and Political Fragmentation (slides)
4:32 pm DAE Ellora Derenoncourt, UC Berkeley
Claire Montialoux, University of California at Berkeley
Minimum Wages and Racial Inequality (slides)
4:33 pm DAE William J. Collins, Vanderbilt University and NBER
Ariell Zimran, Vanderbilt University and NBER
Working Their Way Up? US Immigrants' Changing Labor Market Assimilation in the Age of Mass Migration (slides)
4:34 pm DAE Theodore F. Figinski, U.S. Department of the Treasury
Erin E. Troland, Federal Reserve Board of Governors
Health Insurance and Hospital Supply: Evidence from 1950s Coal Country (slides)
4:35 pm DAE Andrew Garin, University of Illinois at Urbana-Champaign
Jonathan L. Rothbaum, U.S. Census Bureau
Was the Arsenal of Democracy an Engine of Mobility? Public Investment and the Roots of Mid-century Manufacturing Opportunity (slides)
5:10 pm ITM Alberto Cavallo, Harvard University and NBER
Gita Gopinath, Harvard University and NBER
Brent Neiman, University of Chicago and NBER
Jenny Tang, Federal Reserve Bank of Boston
Tariff Passthrough at the Border and at the Store: Evidence from US Trade Policy (slides)
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