Deficits and Inflation: HANK meets FTPL (with George-Marios Angeletos and Christian Wolf).

Why do Workers Dislike Inflation? Wage Erosion and Conflict Costs (with Joao Guerreiro, Jonathon Hazell and Christina Patterson).

Can Deficits Finance Themselves? (with George-Marios Angeletos and Christian Wolf), conditionally accepted, Econometrica  [Slides]

Determinacy without the Taylor Principle (with George-Marios Angeletos), August 2023, Journal of Political Economy [Slides] 

Confidence and the Propagation of Demand Shocks (with George-Marios Angeletos), May 2022, Review of Economic Studies [Slides] [Online Appendix]

Low Interest Rates and Risk Taking: Evidence from Individual Investment Decisions (with Yueran Ma and Carmen Wang), June 2019, Review of Financial Studies (Lead Article) [Survey Appendix] 

Forward Guidance without Common Knowledge (with George-Marios Angeletos), September 2018, American Economic Review [Online Appendix]

Beliefs about the Economy are Excessively Sensitive to Household-level Shocks: Evidence from Linked Survey and Administrative Data (with Dmitry Taubinsky, Luigi Butera and Matteo Saccarola).

The Economics of Financial Stress (with Dmitriy Sergeyev and Yuriy Gorodnichenko) [Slides], conditionally accepted, Review of Economic Studies 

Mistakes in Future Consumption, High MPCs Now, December 2023, American Economic Review: Insights [NBER version] [Slides]

Determinacy without the Taylor Principle (with George-Marios Angeletos), August 2023, Journal of Political Economy [Slides] 

Dampening General Equilibrium: Incomplete Information and Bounded Rationality (with George-Marios Angeletos), January 2023, Handbook of Economic Expectations.

Confidence and the Propagation of Demand Shocks (with George-Marios Angeletos), May 2022, Review of Economic Studies [Slides] [Online Appendix]

Low Interest Rates and Risk Taking: Evidence from Individual Investment Decisions (with Yueran Ma and Carmen Wang), June 2019, Review of Financial Studies (Lead Article) [Survey Appendix] 

Forward Guidance without Common Knowledge (with George-Marios Angeletos), September 2018, American Economic Review [Online Appendix]

Incomplete Information in Macroeconomics: Accommodating Frictions in Coordination (with George-Marios Angeletos), October 2016, Handbook of Macroeconomics, Volume 2

Bankruptcy Resolution and Credit Cycles (with Martin Kornejew, Yueran Ma, Pablo Ottonello, and Diego Perez). Forthcoming in the NBER Macroeconomics Annual 2024. 

The Economics of Financial Stress (with Dmitriy Sergeyev and Yuriy Gorodnichenko) [Slides], conditionally accepted, Review of Economic Studies 

Anatomy of Corporate Borrowing Constraints (with Yueran Ma), February 2021, Quarterly Journal of Economics [Online Appendix]

Low Interest Rates and Risk Taking: Evidence from Individual Investment Decisions (with Yueran Ma and Carmen Wang), June 2019, Review of Financial Studies (Lead Article) [Survey Appendix] 

Beliefs about the Economy are Excessively Sensitive to Household-level Shocks: Evidence from Linked Survey and Administrative Data (with Dmitry Taubinsky, Luigi Butera and Matteo Saccarola).

The Economics of Financial Stress (with Dmitriy Sergeyev and Yuriy Gorodnichenko) [Slides], conditionally accepted, Review of Economic Studies 

Mistakes in Future Consumption, High MPCs Now, December 2023, American Economic Review: Insights [NBER version] [Slides]

Dampening General Equilibrium: Incomplete Information and Bounded Rationality (with George-Marios Angeletos), January 2023, Handbook of Economic Expectations.

A Theory of Narrow Thinking, October 2021, Review of Economic Studies (Feature Article) [Online Appendix] [Short Slides]

Low Interest Rates and Risk Taking: Evidence from Individual Investment Decisions (with Yueran Ma and Carmen Wang), June 2019, Review of Financial Studies (Lead Article) [Survey Appendix]