Publications
Forthcoming at Journal of Political Economy
Selected media coverage: The Economist | Financial Times (1) | Financial Times (2) | Corriere della Sera | Financial Times (3) | Financial Times (4) | Financial Times (5) | The Korea Economic Daily | Economic Times | Financial Times (6) | Il Sole 24 Ore (English)
Econometrica, 2026, 94(1): 105–136
Selected media coverage: The Economic Times | Yale Insights
American Economic Review, 2025, 115(2): 448–490
American Economic Review, 2025, 115(3): 864–902
Selected media coverage: Bloomberg (1) | The Economist | Business Insider | Bloomberg (2)
Review of Financial Studies, 2025, 38(9): 2810–2843
Journal of Finance, 2025, 80(2): 875–910
Journal of Financial Economics, 2025, 165: 103996
Quarterly Journal of Economics, 2022, 137(3): 1681–1736
Other Publications
NBER Macroeconomics Annual, 2026, 40: 23–87
Selected media coverage: Financial Times | The Economist
AEA Papers and Proceedings, 2026, 116: 113–137
AEA Papers and Proceedings, 2026, 116: 41–46
AEA Papers and Proceedings, 2025, 115: 588–592
Selected media coverage: Central Banking | Corriere della Sera | Economic Times
AEA Papers and Proceedings, 2023, 113: 114–119
Selected media coverage: Bloomberg | NBER Digest | New York Times
Working Papers
Selected media coverage: Financial Times (1) | Financial Times (2) | The Washington Post | The Economist | The Chosunilbo
In preparation for the conference proceedings of the Centennial Celebration of the Central Bank of Chile
Selected media coverage: Stanford Report | BBC Future