Research

Working Papers

1. Managing Emerging Market Currency Risk, with Haonan Zhou, [SSRN]

Presentations: CEPR International Macro & Finance Program (2025, Scheduled), IMF (2025, Scheduled), Cambridge SFX (2025), CICF (2025), SED (2025), PKU IMFC9 (2025), HKU-CUHK IFS (2025), JHU SAIS (2025), Columbia Business School (2023, 2024, 2025), Princeton University (2023)

2. From Banks to Nonbanks: Macroprudential and Monetary Policy Effects on Corporate Lending, with Bruno Albuquerque, Eugenio Cerutti, and Melih Firat, [IMF WP]

Presentations:  European Stability Mechanism (2025), Central Bank Research Association Annual Conference (2025), EEA (2025), Fed Board (2025), Midwest Macro (2025), IMF (2024, 2025).

Policy Writings

1.  From Banks to Nonbanks: Macroprudential and Monetary Policy Effects on Corporate Lending, with Bruno Albuquerque, Eugenio Cerutti, and Melih Firat,  [VOXEU]