Working papers


Inflation since the Pandemic: Lessons and Challenges

with Adam Shapiro, A. Lee Smith, and Daniel Villar


Supply Chain Networks and the Macroeconomic Expectations of Firms [Cleveland Fed WP], [IADB WP]

with Saten Kumar, Samreen Malik, Jordan J. Norris, and Mathieu Pedemonte


The Expectations of Others [Cleveland Fed WP] [Research [in] Brief]

with Ezequiel Garcia-Lembergman, John Leer, Mathieu Pedemonte, and Raphael Schoenle

Revised and resubmitted, American Economic Journal: Macroeconomics


Predictable Forecast Errors in Full-Information Rational Expectations Models with Regime Shifts 

with André Kurmann 


Low Passthrough from Inflation Expectations to Income Growth Expectations: Why People Dislike Inflation [Cleveland Fed WP], [Media coverage: Bloomberg, CNN, Brookings]

with Edward Knotek, John Leer, Mathieu Pedemonte, Robert Rich, Raphael Schoenle


Publications

April 2026, American Economic Journal: Macroeconomics, 18(2), 188-226

Online Appendix, Replication package


Indirect Consumer Inflation Expectations: Theory and Evidence [Cleveland Fed WP]

with Edward Knotek, John Leer, Mathieu Pedemonte, Robert Rich, Raphael Schoenle

July 2024, Journal of Monetary Economics, 145, 103568.


Wealth Effects, Price Markups, and the Neo-Fisherian Hypothesis [Cleveland Fed WP], [Online Appendix]

with Marco Airaudo, August 2023, European Economic Review, 157, 104482.


Consistent Expectations Equilibria in Markov Regime Switching Models and Inflation Dynamics

with Marco Airaudo, November 2021, International Economic Review, 62(4), 1401-1430.


Work in progress

Consumers' Attention to Monetary Policy: The Importance of Having "Skin in the Game"

with Edward Knotek, James Mitchell, Mathieu Pedemonte, and Taylor Shiroff


Inflation Inattention on the Production Network: Firm-Level Evidence and Macro Implications

with Rafael Gonçalves




Other publications


The Fundamental Group of SO(n) Via Quotients of Braid Groups

with Orlin Stoytchev

accepted for publication, Rendiconti dell'Istituto di Matematica dell'Università di Trieste