Third Jackson Hole
International Finance and Macroeconomics conference

February 11-14, 2026. Snake River Lodge, Teton Village, WY

DAY 1

THREE PAPERS ON TARIFFS AND IMBALANCES

Paper 1: Lorenzo Caliendo (Yale SOM)
"Tariffs and Trade Deficits" (with Sam Kortum and Fernando Parro)

Paper 2: Roozbeh Hosseini (University of Georgia)
"Tariff Policy with an Exorbitant Privilege" (with David Andolfatto)

Paper 3: Oleg Itskhoki (Harvard)
"The Optimal Macro Tariff" (with Dmitry Mukhin)

BREAK

Paper 4: Ina Simonovska (UC Davis)
"Optimal Tariffs and Supply Chain Resilience: A Theory of Strategic Decoupling" (with Ahmad Lashkaripour)

Paper 5: Ariel Burstein (UCLA)
"Aggregate Productivity with Discrete Choice" (with David Baqaee)

Paper 6: Gianluca Violante (Princeton)
“Time-Consistent Public Policy in Heterogeneous Agent Economies ”

DAY 2

Paper 7: Emile Marin (UC Davis)
"U.S. Risk and Treasury Convenience" (with Giancarlo Corsetti, Simon Lloyd and Daniel Ostry)

Paper 8: Sanjay Singh (UC Davis)
"Nominal Anchors and Real Consequences: Inflation Targeting, Debt, and Investment"

Paper 9: Felipe Saffie (UVA Darden)
"Monetary Policy Without Borrowing: Capacity Constraints and Lumpy Investment"

POLICY PANEL "Current perspectives on the US economy: Trade, Inflation, Debt, and the Dollar"

Panelists:
George Alessandria (Rochester)
Carlos Garriga (St Louis Fed)
Sebnem Kalemli-Ozcan (Brown)
Fabrizio Perri (Minneapolis Fed)

Pre-dinner, February 11, 7pm: The Kitchen (Jackson)

Dinner 1, February 12, 7:30pm at Spur (Teton Village)

Dinner 2, February 13, 7:30pm at The Handle Bar (Teton Village)

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