Programa
10º Encontro Luso-Brasileiro de Macroeconomia
Salvador, Bahia
15 a 17 de setembro 2022
Programa
10º Encontro Luso-Brasileiro de Macroeconomia
Salvador, Bahia
15 a 17 de setembro 2022
Quinta-feira, 15 de setembro
18:00 Abertura
Sexta-feira, 16 de setembro
9:00 Tiago Tavares (ITAM)
The role of international reserves in sovereign debt restructuring under fiscal adjustment
Comentários: Miguel Bandeira (INSPER)
10:00 Marcel Peruffo (European Central Bank)
Secular Drivers of the Natural Rate of Interest in the United States
com Josef Platzer (Brown University)
Comentários: Inês Xavier (Federal Reserve Board)
11:00 Coffee Break
11:30 João Victor Issler (EPGE-FGV)
A No-Arbitrage Approach to Asset Pricing using Panel Data Asymptotics
Com Fábio Araujo (Banco Central do Brasil)
11:50 Thales Bastos (PUC-Rio)
Sovereign Domestic Debt Management under Fiscal Deterioration: the Brazilian Case
Com Marcio Garcia (PUC-Rio) e Yvan Bécard (PUC-Rio)
12:10 Natalia Quiroga Cotarelli (USP)
Welfare cost of international spillovers of monetary policy
Com Marcio Issao Nakane (USP)
12:30 Thiago Ferreira (Federal Reserve Board)
Firm Financial Conditions and the Transmission of U.S. Monetary Policy
Com Daniel A. Ostry (University of Cambridge) e John Rogers (Fudan University)
12:50 Fernando Nascimento (Banco Central do Brasil)
Measuring Financial Restrictions of Brazilian Private Firms with Microdata: Did Credit Policies of Banco Central do Brasil in Covid- 19 Pandemic Affect Investment Demand?
13:10 André Victor Luduvice (FRB Cleveland)
Optimal Unemployment Insurance Requirements
Com Gustavo de Souza (Stockholm University)
13:30 - 15:30 Almoço
15:30 Francisco Queiró (Universidade Nova de Lisboa)
Sovereign-bank links: the procurement channel
Com Diana Bonfim (Banco de Portugal e Universidade Católica Portuguesa), Miguel Ferreira (Universidade Nova de Lisboa) e Sujiao Zhao ((Banco de Portugal e Universidade do Porto)
Comentários: Felipe Iachan (EPGE-FGV)
16:30 Felipe Alves (Bank of Canada)
Some Like It Hot: A Distributional Analysis of Average Inflation Targeting
Com Giovanni Violante (Princeton University, CEPR, IFS, IZA and NBER )
16:50 Miguel Bandeira (Insper)
Disaggregated impulse response functions via the classifier-Lasso
17:10 Bernardino Adão (Banco de Portugal)
Labor shares and the monetary transmission
com João Gama (Universidade Nova de Lisboa) e André Silva (Universidade Nova de Lisboa)
17:30 Marina Tavares (FMI)
Understanding Growth Through Automation: The Neoclassical Perspective
com Lukasz A. Drozd (Federal Reserve Bank of Philadelphia) e Mathieu Taschereau-Dumouchel (Cornell University)
Comentários: Delfim Gomes Neto (Universidade de Vigo)
Sexta-feira, 17 de setembro
9:00 Cezar Santos (Banco de Portugal e EPGE, Fundação Getúlio Vargas)
Women and men at work: fertility, occupational choice and development
Com Tiago Cavalcanti (University of Cambridge), Leticia Fernandes (EPGE, Fundação Getúlio Vargas) e Laísa Rachter (IBRE, Fundação Getúlio Vargas)
Comentários: André Luduvice (FRB Cleveland)
10:00 Inês Xavier (Federal Reserve Board)
Wealth inequality in the US: the role of heterogeneous returns
Comentários: Yvan Bécard (PUC-Rio)
11:00 Coffee Break
11:30 Yvan Bécard (PUC-Rio)
Consumption Taxes vs. Stimulus Payments
11:50 Tiago Cavalcanti (University of Cambridge, EESP-FGV e CEPR)
Consumer Loans, Heterogeneous Interest Rates and Inequality
Com Marco Bonomo (Insper), Fernando Chertman (Banco Central do Brasil), Amanda Fantinatti (EESP-FGV), Andrew Hannon (University of Cambridge) e Cezar Santos (Banco de Portugal, EPGE-FGV e CEPR)
12:10 Gustavo de Souza (Stockholm University)
Robots, Tools, and Jobs: Evidence from Brazilian Labor Markets
Com Alexandre B. Sollaci (FMI)
12:30 Fernando Barros Jr (USP-RP)
The Welfare Costs of Business Cycles Unveiled: Measuring the Extent of Stabilization Policies
Com Fábio Augusto R. Gomes (USP-RP) e André Victor Luduvice (FRB Cleveland)
12:50 Felipe Iachan (EPGE-FGV)
Corruption and Firm Growth: Evidence from the Biggest Scandal in History
Com André M. Jablonski (EPGE)
13:10 Marcelo Santos (Insper)
Labor Market Effects of UBI in Developing Economies
Com Guilherme Gallego (Insper)
13:30 - 15:30 Almoço
15:30 Dejanir Silva (Purdue University)
Heterogeneous Beliefs and Business Cycles
Com Saki Bigio (UCLA) e Eduardo Zilberman (Gavea e PUC-Rio)
Comentários: Tiago Tavares (ITAM)
16:30 Marco Bonomo (Insper)
Price-Setting when Expectations are Unanchored
com Daniel Abib (EPGE-FGV), João Ayres (BID), Carlos Carvalho (Kapitalo Investimentos and PUC-Rio), Stefano Eusepi (University of Texas at Austin) e Sílvia Matos (IBRE-FGV)
16:50 Francisco Queirós (CSEF - University of Naples Federico II)
Firm heterogeneity, market power and macroeconomic fragility
com Alessandro Ferrari (University of Zurich)
17:10 Tomas Martinez (Universidade de Brasília e Pompeu Fabra)
Public Financing with Financial Frictions and Underground Economy
Com Andrés Arosa (Universidad Carlos III de Madrid) e Luisa Fuster (Universidad Carlos III de Madrid)
Comentários: Francisco Queirós (CSEF - University of Naples Federico II)
Organizadores:
Marco Bonomo, Insper (marcoacb@insper.edu.br)
Pedro Cavalcanti Ferreira, Fundação Getúlio Vargas (ferreira@fgv.br)
Delfim Gomes Neto, Universidade de Vigo (dgneto.email@gmail.com)
Pedro Teles, Banco de Portugal e Católica Lisbon School of Business and Economics (pteles@ucp.pt)