Research
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Published and Accepted Papers
with Olivier Coibion, Dimitris Georgarakos, and Yuriy Gorodnichenko
Other Versions: NBER, IZA, BFI, SSRN
American Economics Review, accepted for publication
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with Ernesto Pasten and Raphael Schoenle
Other versions: ECB, NBER, CES-ifo, BFI, SSRN
AEJ: Macroeconomics, accepted for publication
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with Yuriy Gorodnichenko and Olivier Coibion
IMF Economic Review (Polak Annual Research Conference Issue), forthcoming
Other Versions: SSRN
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Business Economics, forthcoming
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with Frances D'Acunto and Ulrike Malmendier
Handbook of Subjective Expectations, published
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non-refereed publications
Working Papers
Winner of the Top Finance Graduate Award
UBS Best Conference Paper Prize at the EFA Annual Meeting 2014
2014 EFA Best Doctoral Student Conference Paper Prize
Best Finance PhD Award in Honor of Prof. Greenbaum (Finalist)
Cubist Systematic Strategies PhD Candidate Award for Outstanding Research
Best PhD Student Paper Award, FMA European Conference 2014
revise and resubmit, Journal of Political Economy
Other versions: SSRN
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with Ali Ozdagli
Other versions: SSRN, NBER, CES-ifo, BFI
revise and resubmit, Journal of Finance
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with Francesco D'Acunto and Alberto Rossi
revise and resubmit, Journal of Financial Economics
Other Versions: CES-ifo, BFI
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with Johannes Beutel
Quarterly Journal of Economics
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with Lydia Cox, Gernot J. Müller, Ernesto Pasten, and Raphael Schoenle
Other Versions: NBER, CES-ifo, BFI, SSRN
revise and resubmit, Journal of Political Economy
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with Bernardo Candia, Tiziano Ropele,, Rodrigo Lluberas, Serafin Frache, Brent Meyer, Saten Kumar, Yuriy Gorodnichenko, Dimitris Georgarakos, Olivier Coibion, Geoff Kenny, and Jorge Ponce
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Other Publications
ChatGPT and Corporate Policies
with Baozhong Yang
Harvard Law School Forum on Corporate Governance, (August 9,2023)
Shaping Expectations
IMF Finance & Development, (March 1, 2023)
IQ, expectations, and choice
with Daniel Hoang, Maritta Paloviita, and Francesco D'Acunto
VoxEU, (2022)
Learning about inflation expectations from the data
with Ulrike M. Malmendier and Francesco D'Acunto
VoxEU, (2022)
Wie soll der Staat Klimaschutzmaßnahmen finanzieren? Eine repräsentative Befragung deutscher Haushalte
with Francesco D'Acunto, Sascha Möhrle, Florian Neumeier, and Andreas Peichl
IFO Schnelldienst (2022), 75(5), 11-14.
Rising inflation is worrisome. But not for the reasons you think
with Francesco D'Acunto
VoxEU, (2022)
A temporary VAT cut as unconventional fiscal policy
with Ralph Luetticke, Georgi Kocharakov, Olga Goldfayn-Frank, Benjamin Born, and Ruediger Bachmann
VoxEU, (2021)
The effect of macroeconomic uncertainty on household spending
with Geoff Kenny, Dimitris Georgarakos, Yuriy Gorodnichenko, and Olivier Coibion
VoxEU, (2021)
Expected Post-Pandemic Consumption and Scarred Expectations from COVID-19 with
with Edward S. Knotek II, Raphael S. Schoenle, Alexander M. Dietrich, Keith Kuester, Gernot J. Muller, and Kristian Ove R. Myrseth
Federal Reserve Bank of Cleveland, (2021)
How inflation expectations affect households’ spending decisions
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2021)
Political polarisation and expected economic outcomes
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2020)
How US consumers use their stimulus payments
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2020)
Consumers and COVID-19: Survey Results on Mask-Wearing Behaviors and Beliefs
with Edward S. Knotek II, Raphael S. Schoenle, Alexander M. Dietrich, Keith Kuester, Gernot J. Muller, and Kristian Ove R. Myrseth
Federal Reserve Bank of Cleveland, (2020)
Policy communication during COVID
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2020)
Unconventional fiscal policy to exit the COVID-19 crisis
with Daniel Hoang and Francesco D'Acunto
VoxEU, (2020)
The cost of the COVID-19 crisis: Lockdowns, macroeconomic expectations, and consumer spending
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2020)
Consumers and COVID-19: A Real-Time Survey
with Edward S. Knotek II, Raphael S. Schoenle, Alexander M. Dietrich, Keith Kuester, Gernot J. Muller, and Kristian Ove R. Myrseth
Federal Reserve Bank of Cleveland, (2020)
Labour markets during the Covid-19 crisis: A preliminary view
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2020)
Exposure to frequent price changes shapes inflation expectations
with Ulrike M. Malmendier and Francesco D'Acunto
VoxEU, (2019)
Monetary policy communications and their effects on household inflation expectations
with Yuriy Gorodnichenko and Olivier Coibion
VoxEU, (2019)
Predictable movements in asset prices around FOMC meetings
with Andreas Neuhierl
VoxEU, (2018)
The Information Content of Dividends: Safer Profits, Not Higher Profits
with Roni Michaely and Stefano Rossi
Harvard Law School Forum on Corporate Governance (December 24, 2017)
The Effect of Unconventional Fiscal Policy on Consumption Expenditure
with Francesco D'Acunto and Daniel Hoang
ifo DICE Report (2017), 15(1): 9-11.
Other Versions: CES-ifo, BFI, SSRN
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Fighting deflation with unconventional fiscal policy
with Daniel Hoang and Francesco D'Acunto
VoxEU, (2015)
Inflation expectations spur consumption
With Daniel Hoang and Francesco D'Acunto
VoxEU, (2015)
Distrust in finance lingers: Jewish persecution and investments
With Marcel Procopczuk and Francesco D'Acunto
VoxEU, (2015)