Programa
12º Encontro Luso-Brasileiro de Macroeconomia
Natal - RN, Brasil
14 a 16 de junho de 2024
Dia 14 de junho (sexta-feira)
17h20 - 19h40
Yvan Becard (PUC-Rio)
Private Output Multipliers
Mehdi Bartal (Mohammed VI Polytechnic University - UM6P)
João Quelhas (Banco de Portugal)
A Temporary VAT Cut in Three Acts: Announcement, Implementation, and Reversal
com Tiago Bernardino (IIES – Stockholm University), Ricardo Duque Gabriel (Federal Reserve Board) e Márcia Silva-Pereira (Universidade Nova de Lisboa)
Marcos Sonnervig (EPGE-FGV)
Cyclical Employment Inequality
com Valerio Ercolani (Bank of Italy)
Felipe Iachan (EPGE-FGV)
A dynamic spatial theory of residential real estate returns
com Leandro Gorno (EPGE-FGV)
Rafael Gonçalves (Princeton University)
Expectations and Frictions: Lessons from a Quantitative Model with Dispersed Information
com Marcel Ribeiro (São Paulo School of Economics)
Christiano Penna (CAEN-UFC)
Brazil's growth decomposition: New data and methods
com Fabrício Linhares (CAEN-UFC)
Tiago Cavalcanti (Cambridge University and São Paulo School of Economics)
Forest Loss for Economic Gain? Deforestation and Structural Transformation in sub-Saharan Afric
com Kilian Kamkar (Cambridge University)
Dia 15 de junho (sábado)
9h - 11h
Pedro Portugal (Banco de Portugal e Universidade Nova de Lisboa)
On the Asymmetrical Sensitivity of the Distribution of Real Wages to Business CycleFluctuations
com Rodrigo Barrela (Banco de Portugal) e Eduardo Costa (CEGIST - Instituto Superior Técnico)
Comentários: Tomas Martinez (Insper)
Dejanir Silva (Purdue University)
Sticky Inflation: Some Unpleasant New Keynesian Arithmetic
com Saki Bigio (UCLA) e Nicolas Caramp (UC Davis)
Comentários: Pedro Teles (Banco de Portugal e Universidade Católica Portuguesa)
11h - 11h20 | Café
11:20 - 12:00
Carlos Eugênio Costa (EPGE-FGV)
Reassessing the Efficiency-Equity Trade-off: Progressivity’s Impact on Growth
Com Artur Rodrigues (EPGE-FGV)
Pedro Teles (Banco de Portugal e Universidade Católica Portuguesa)
Behavioral Sticky Prices
com Miguel Santana (Northwestern University) e Sérgio Rebelo (Northwestern University)
12h - 15h | Almoço
15h - 16h
Carlos Carvalho (Kapital Investimentos e PUC-Rio)
Leavers and Stayers after Mass Layoffs: Evidence from Brazil
com Natália Corado (PUC-Rio), Gustavo Gonzaga (PUC-Rio) e Bruno Perdigão (IMF e BCB)
Comentários: Paulo Rodrigues (Banco de Portugal e Universidade Nova de Lisboa)
16h - 16h40
Marco Bonomo (Insper)
Price-Setting when Expectations are Unanchored
com Daniel Abib (University of Western Ontario), João Ayres (IADB), Carlos Carvalho (Kapitalo Investimentos e PUC-Rio), Stefano Eusepi (University of Texas at Austin), Silvia Matos (IBRE-FGV) e Marina Perrupato (IADB)
João Victor Issler (EPGE-FGV)
The Language of Economic Cycles: A Real-Time Textual Approach to Recession Prediction
com Caio Vinícius Dianin (U.T.), Lucas Lucio Godeiro (U.T.), Luiz Renato Lima (U.T.)
16h40 - 17h40
Catarina Reis (Universidade Católica Portuguesa)
Optimal Prudential Taxation
com Daniel Belchior (University of Minnesota)
Comentários: Carlos Eugênio da Costa (EPGE-FGV)
Dia 16 de junho (domingo)
9h - 11h
Cezar Santos (Inter-American Development Bank e CEPR)
Consumer Loans, Heterogeneous Interest Rates, and Inequality
com Marco Bonomo (Insper), Tiago Cavalcanti (Cambridge University and São Paulo School of Economics) Fernando Chertman (BCB) Amanda Fantinatti (São Paulo School of Economics) Andrew Hannon (ECB)
Comentários: Izabel Correia (Universidade Católica Portuguesa)
Paulo Rodrigues (Banco de Portugal e Universidade Nova de Lisboa)
Saving for sunny days: The impact of climate (change) on consumer prices in the euro area
com Mirjam Salish (Oesterreichische Nationalbank) e Nazarii Salish (Universidad Carlos III, Madrid)
Comentários: Felipe Iachan (EPGE-FGV)
11h - 11h20 | Café
11h20 - 12h
Thiago Ferreira (Federal Reserve Board)
Foreign Economic Surprises and U.S. Firms Financial and Economic Conditions
com Mitch Lott (Federal Reserve Board) e Julio Ortiz (Federal Reserve Board)
Luciene Torres (São Paulo School of Economics)
Educational outcomes and enfranchisement
com Tiago Cavalcanti (Cambridge University and São Paulo School of Economics), Pedro Cavalcanti Ferreira (EPGE-FGV), Filipe Fiedler (UCLA) e Cezar Santos (IADB and CEPR)
12h - 15h | Almoço
15h - 16h
Fernando Mendo (PUC-Rio)
Central Bank Balance Sheet Policies: A Comparative Statics Approach
com Saki Bigio (UCLA and NBER), Tobias Linzert (ECB), Julian Schumacher (ECB), and Dominik Thaler (ECB)
Comentários: Bernardino Adão (Banco de Portugal)
16h - 16h40
Marcel Peruffo (University of Sidney)
Beyond the Initial Boost: Unraveling the Long-Term Implications of UBI and CCT in a Developing Context
com Pedro Cavalcanti Ferreira (EPGV) e André Cordeiro Valério (EPGE-FGV)
Thomas Martinez (Insper)
Minimum Wage, Business Dynamism, and the Life Cycle of Firms
com André Victor D. Luduvice (FRB Cleveland) e Alexandre B Solaci (IMF)
16h40 - 17:40
Nuno Lourenço (Banco de Portugal)
Evaluating the economy under different climate scenarios: the case of a small open economy
com António Antunes (Banco de Portugal) e Bernardino Adão (Banco de Portugal)
Comentários: Yvan Becard (PUC-Rio)
Organizadores:
Marco Bonomo, INSPER (marcoacb@insper.edu.br)
Pedro Cavalcanti Ferreira, Fundação Getúlio Vargas (pedro.ferreira@fgv.br)
Delfim Gomes Neto, Universidade de Vigo (dgneto.email@gmail.com)
Pedro Teles, Universidade Católica Portuguesa (pteles@ucp.pt)