Research

Papers

Exchange Rate Disconnect Revisited (with Ryan Chahrour, Pierre De Leo, Pablo Guerron, Rosen Valchev) NBER WP [Last revised, November 2025] Revise & Resubmit (2nd Round), American Economic Review

Exchange Rate Narratives (with Kim Ristolainen), Journal of International Money and Finance, 2026

Shocks and Exchange Rates in Small Open Economies (with Pierre De Leo) Working Paper American Economic Journal: Macroeconomics, 2026

Expectation-Driven Boom-Bust Cycles (with Marco Brianti) Working Paper Online Appendix Journal of Monetary Economics, 2024

Inventories and Monetary Policy (with Marco Brianti and Jianlin Wang) [Work in progress]

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