Working Papers:
The Spatial Distribution of Income in Cities: New Global Evidence and Theory
with Peter Deffebach, David Lagakos, Eiji Yamada
[last update: November 2025] [slides]
Optimal Dynamic Spatial Policy
with Eric Donald, Masao Fukui
[last update: September 2025] [slides]
Production Network Formation, Trade, and Welfare
with Costas Arkolakis, Federico Huneeus
[last update: April 2025]
Interest Rate Caps, Corporate Lending, and Bank Market Power: Evidence from Bangladesh
with Yusuke Koroishi, Cameron LaPoint
[last update: May 2025]
Unpacking Aggregate Welfare in a Spatial Economy, revise and resubmit, Review of Economic Studies
with Eric Donald, Masao Fukui
[last update: July 2025]
Publications:
Supply Chain Disruption and Reorganization: Theory and Evidence from Ukraine's War
with Vasily Korovkin, Alexey Makarin
Review of Economic Studies, forthcoming
The Economics of Spatial Mobility: Theory and Evidence Using Smartphone Data
with Kentaro Nakajima, Steve Redding
Quarterly Journal of Economics, (2025) 140(4), 2507-2570. (lead article)
[final working paper version] [Online Appendix]
Matching and Agglomeration: Theory and Evidence from Japanese Firm-to-Firm Trade
Econometrica, (2024) 92.6: 1869-1905.
[codes] [final working paper version]
Measuring Commuting and Economic Activity inside Cities with Cell Phone Records
with Gabriel Kreindler
Review of Economics and Statistics, (2023) 105 (4): 899–909.
[codes] [final working paper version]
Structural estimation of pairwise stable networks with nonnegative externality
Journal of Econometrics, (2016) Volume 195, Issue 2, Pages 224–235
[codes] [final working paper version]