Papers Under Revision

The US, Economic News, and the Global Financial Cycle

with Christoph E. Boehm｜ February 2023｜ Conditionally Accepted, Review of Economic Studies

Presentations: Bocconi*; ESWM 2020; AEA 2021*; RES 2021; SED 2021; SMYE 2021; NASMES 2021; CEA 2021; EEA-ESAM 2021; BdF-BoE-BdI*; Carleton*; CFM Int. Macro*; Junior Macro*; NBER SI 2022; Maryland; Fed Board; Halle*; Leuven*; Stanford; Notre Dame; GEA 2022; HKUST*; Johns Hopkins; Midwest Macro; IMF; Brown*; Michigan*; Miami*; Richmond Fed*; Berkeley*; Rochester* 

Other versions: SSRN, Fed WP, NBER WP, NBER Digest

Press coverage: Bloomberg

Working Papers

Monetary Policy without Moving Interest Rates: The Fed Non-Yield Shock

with Christoph E. Boehm ｜ June 2024

Presentations: CBMMW 2021; AFA 2024; Maryland*; NBER SI 2024; Dallas Fed*; George Washington (scheduled); Bank of Israel* (scheduled); SEA 2024 (scheduled); AEA 2025 (scheduled)

Other versions: SSRN, Fed WP, NBER WP

Inflation and Attention: Evidence from the Market Reaction to Macro Announcements

March 2024

Presentations: CFE 2023; GEA 2023; NASMES 2024; SED 2024

Other versions: SSRN

Permanent Working Papers

Firm-Level Uncertainty and the Transmission of Forward Guidance to Investment 

October 2021

Presentations: SEA 2021; ESWM 2021; Ifo Macro & Survey 2022; Fed Board; Wake Forest; Rutgers; Exeter

Other versions: SSRN