Exchange Rate Disconnect Revisited (with Ryan Chahrour, Pierre De Leo, Pablo Guerron, Rosen Valchev) NBER WP [Last revised, November 2025] Revise & Resubmit, American Economic Review
Exchange Rate Narratives (with Kim Ristolainen) [Last revised, May 2025] Revise & Resubmit, Journal of International Money and Finance
Shocks and Exchange Rates in Small Open Economies (with Pierre De Leo) [Last revised, July 2024] Forthcoming, American Economic Journal: Macroeconomics
Expectation-Driven Boom-Bust Cycles (with Marco Brianti) Working Paper Online Appendix Journal of Monetary Economics, September 2024