Striking While the Iron Is Cold: Fragility after a Surge of Lumpy Investments [appendix] [RePEc] [JMP ver.]
- Conditionally accepted at Journal of the European Economic Association

• Winner of the Best Paper Award for Early Career Academics at the Econometric Society Australasia Meeting 2022

• Winner of the Hiram C. Haney Fellowship Award in Economics

• Winner of the Thomas J. Sargent Dissertation Fellowship at the Federal Reserve Bank of San Francisco.

Global Nonlinear Solutions in Sequence Space and the Generalized Transition Function
[appendix] [sample codes] [slides] [RePEc]
- R&R at The Review of Economic Studies

Disclosure Regulation, Intangible Capital and the Disappearance of Public Firms
(with Sara Casella and Sergio Villalvazo) [appendix] [feds working paper] [slides]

Dancing on the Saddles: A Geometric Framework for Stochastic Equilibrium Dynamics [appendix]

The Inefficient Corporate Cash Buffer and the Nonlinear Business Cycle (with Miguel H. Ferreira and Timo Haber)  

Bridging Micro and Macro Production Functions: The Fiscal Multiplier of Infrastructure Investment
(with Minsu Chang) [appendix]
- Journal of Monetary Economics, Volume 157, January 2026

Rising Intangibles and Technology-Biased Technical Change (with Jesús Fernández-Villaverde) 

An Analytic Theory of Frictional Firm Dynamics (with Vasco M. Carvalho) 

From Spreads to Spirals: How Financial Frictions Drive Lumpy Investments
(with Miguel H. Ferreira and Timo Haber) 

Heterogeneous Households and Aggregate Dynamics: Analytical Moment Recursion

Endogenous Job Separation and the Nonlinear Nature of the Beveridge Curve
(with Philip Schnattinger and Francesco Zanetti)

Global Nonlinear Equilibrium Dynamics and the Zero Lower Bound (with Kao Nomura) 

The Macroeconomic Effects of Cash Transfers: Evidence from Brazil (by Arthur Mendes, Wataru Miyamoto, Thuy Lan Nguyen, Steven Pennings, and Leo Feler), Financial and Economic Developments: New Challenges and Policy Solutions (Oxford-CEPR-BoJ-Waseda) at the Waseda University, 2024 [slides]

Evergreening (by Miguel Faria-e-Castro, Pascal Paul, and Juan M. Sánchez), Workshop on Financial Frictions, Zombie Firms and the Macroeconomy at the University of Oxford, 2023 [slides]