Money and Finance

Garg, Sandhya, and Ashish Sedai. “The Triple Engine Effect: Does Full Vertical Alignment Unlock the State?∗”.

Bernstein, Jared, Ryan Cummings, Neale Mahoney, and Erika McEntarfer. “The U.S. Economy in 2026: What to Watch for”.

Giglio, Stefano, Matteo Maggiori, Joachim Rillo, Johannes Stroebel, Stephen Utkus, and Xiao Xu. “Investor Beliefs and Expectation Formation”.

Bloom, Nicholas, Philip Bunn, Paul Mizen, Pawel Smietanka, and Gregory Thwaites. “The Economic Impact of Brexit”.

Hornung, Daniel, and Ben Sampson. “The ABCs of the GSEs: How Changes to Fannie and Freddie Could Impact Mortgage Rates and Homebuyers”.

Kazinnik, Sophia, and Erik Brynjolfsson. “AI and the Fed”.

Jiang, Zhengyang, Arvind Krishnamurthy, Hanno Lustig, Robert Richmond, and Chenzi Xu. “Dollar Upheaval: This Time Is Different”.

Clayton, Christopher, Antonio Coppola, Matteo Maggiori, and Jesse Schreger. “Geoeconomic Pressure”.

Antill, Samuel, Ashvin Gandhi, Jessica Bai, and Adrienne Sabety. “Healthcare Provider Bankruptcies”.

Clayton, Christopher, Matteo Maggiori, and Jesse Schreger. “Putting Economics Back Into Geoeconomics”.

Auclert, Adrien, Matthew Rognlie, and Ludwig Straub. “The Macroeconomics of Tariff Shocks”.

Seru, Amit. “Fixing the Fracture: Reforming Fragmented US Banking Regulation”.

Davis, Steven, Dingqian Liu, Xuguang Sheng, and Yan Wang. “Policy Interventions and China’s Stock Market in the Early Stages of the COVID-19 Pandemic”.

Mahoney, Neale, and Ryan Cummings. “Framing the Next Four Years: Tariffs, Tax Cuts and Other Uncertainties in the Trump Administration”.

Clayton, Christopher, Matteo Maggiori, and Jesse Schreger. “The Political Economy of Geoeconomic Power”.

Clayton, Christopher, Matteo Maggiori, and Jesse Schreger. “A Theory of Economic Coercion and Fragmentation”.

DeMarzo, Peter, Stefan Nagel, and Arvind Krishnamurthy. “Interest Rate Risk in Banking”.

Srivastava, Prachi, Nicholas Bloom, Philip Bunn, Paul Mizen, Gregory Thwaites, and Ivan Yotzov. “Firm Climate Investment: A Glass Half-Full”.

Auclert, Adrien, Matthew Rognlie, and Ludwig Straub. “Fiscal and Monetary Policy With Heterogeneous Agents”.

Hess, Ryan, Emily Black, Zaynah Javed, Jonathan Hennessy, Rebecca Lester, Jacob Goldin, Daniel Ho, and Annette Portz. “The Spiderweb of Partnership Tax Structures”.