Academic Publications
(1) Mandel, Benjamin R. (2022): "The Russia-Ukraine War as a Regressive Global Tax: The Effect of Commodity Terms of Trade on Developing Economies." Journal of International Affairs (Online Edition), May 25, 2022.
(2) Handbook of U.S. Consumer Economics (2019) Andrew Haughwout and Benjamin R. Mandel, eds., Elsevier.
(3) Mandel, Benjamin R. and Joe Seydl (2016): "Credit Conditions and Economic Growth: Recent Evidence from U.S. Banks." Economics Letters, 147(October): 63-67.
(4) Mandel, Benjamin R. (2015): "Risk and Uncertainty in the Art World." Quantitative Finance, 15(3): 395-397.
(5) Gagnon, Etienne, Benjamin R. Mandel and Robert J. Vigfusson (2014): "Missing Import Price Changes and Low Exchange Rate Pass-Through." American Economic Journal: Macroeconomics, 6(2): 156-206.
(6) Mandel, Benjamin R. (2013): "Investment in Visual Art: Evidence from International Transactions." Chapter in Handbook of the Economics of Art and Culture, Volume 2, Elsevier, Victor A. Ginsburgh and David Throsby eds.
(7) Feenstra, Robert C., Benjamin R. Mandel, Marshall Reinsdorf and Matthew Slaughter (2013): "Effects of Terms of Trade Gains and Tariff Changes on the Measurement of U.S. Productivity Growth." American Economic Journal: Economic Policy, 5(1): 1-38.
-NBER digest; NBER working paper; Wall Street Journal
(8) Mandel, Benjamin R. (2012): "Why is the U.S. Share of World Merchandise Exports Shrinking?" Current Issues in Economics and Finance, 18(1).
-Press release; Wall Street Journal blog
(9) Houseman, Susan, Christopher Kurz, Paul Lengermann and Benjamin R. Mandel (2011): "Offshoring Bias in U.S. Manufacturing." Journal of Economic Perspectives, 25(2): 111-32, Spring.
-Washington Post
(10) Mandel, Benjamin R. (2011): "Noah Horowitz: Art of the deal: contemporary art in a global financial market." Journal of Cultural Economics, 35(4): 309-313.
-NY Times Magazine; Die Zeit
(11) Mandel, Benjamin R. (2009): "Art as an Investment and Conspicuous Consumption Good." American Economic Review, 99(4): 1653–63.
(2) Handbook of U.S. Consumer Economics (2019) Andrew Haughwout and Benjamin R. Mandel, eds., Elsevier.
(3) Mandel, Benjamin R. and Joe Seydl (2016): "Credit Conditions and Economic Growth: Recent Evidence from U.S. Banks." Economics Letters, 147(October): 63-67.
(4) Mandel, Benjamin R. (2015): "Risk and Uncertainty in the Art World." Quantitative Finance, 15(3): 395-397.
(5) Gagnon, Etienne, Benjamin R. Mandel and Robert J. Vigfusson (2014): "Missing Import Price Changes and Low Exchange Rate Pass-Through." American Economic Journal: Macroeconomics, 6(2): 156-206.
(6) Mandel, Benjamin R. (2013): "Investment in Visual Art: Evidence from International Transactions." Chapter in Handbook of the Economics of Art and Culture, Volume 2, Elsevier, Victor A. Ginsburgh and David Throsby eds.
(7) Feenstra, Robert C., Benjamin R. Mandel, Marshall Reinsdorf and Matthew Slaughter (2013): "Effects of Terms of Trade Gains and Tariff Changes on the Measurement of U.S. Productivity Growth." American Economic Journal: Economic Policy, 5(1): 1-38.
-NBER digest; NBER working paper; Wall Street Journal
(8) Mandel, Benjamin R. (2012): "Why is the U.S. Share of World Merchandise Exports Shrinking?" Current Issues in Economics and Finance, 18(1).
-Press release; Wall Street Journal blog
(9) Houseman, Susan, Christopher Kurz, Paul Lengermann and Benjamin R. Mandel (2011): "Offshoring Bias in U.S. Manufacturing." Journal of Economic Perspectives, 25(2): 111-32, Spring.
-Washington Post
(10) Mandel, Benjamin R. (2011): "Noah Horowitz: Art of the deal: contemporary art in a global financial market." Journal of Cultural Economics, 35(4): 309-313.
-NY Times Magazine; Die Zeit
(11) Mandel, Benjamin R. (2009): "Art as an Investment and Conspicuous Consumption Good." American Economic Review, 99(4): 1653–63.
Other Publications
(1) Os Mercados de Capitais em 2037, Itaú Asset Management, August 2022.
(2) Inflacao e Seus Investimentos, Itaú Asset Management, July 2022.
(3) Brazil Through the Eyes of a Global Investor, Itaú Asset Management, March 2022.
(4) Why I'm moving to Brazil, Itaú Asset Management, April 2021.
-Valor Economico
-CNBC: Squawk on the Street
(5) The global 'work from home' labor force, Portfolio Insights, J.P. Morgan Asset Management, July 2020.
-Podcast
-Yahoo Finance: On the Move
(6) New economy, same old returns? The impact of e-commerce on the economy, 2020 Long-Term Capital Market Assumptions, October 2019. (w/ David Lebovitz, Christopher M. Sediqzad, Anthony Werley, Boqiu Lu and Emily Overton)
-Bloomberg Daybreak Americas
-Bloomberg The Open; Bloomberg The Open; Bloomberg The Open
-Yahoo Finance: On the Move; Yahoo Finance: On the Move
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Squawk Box; CNBC: Closing Bell; CNBC: Closing Bell
(7) Shifting fronts of the trade war, Portfolio Insights, J.P. Morgan Asset Management, April 2019.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Daybreak Americas
-Bloomberg Daybreak; Bloomberg Daybreak
-CNBC: Closing Bell
(8) Will debt be a drag? Dealing with the upward drift in government debt, 2019 Long-Term Capital Market Assumptions, J.P. Morgan Asset Management, October 2018. (w/ Karen Ward)
-CNBC: Closing Bell; CNBC: Squawk Box
-CNBC: The Exchange; CNBC: Squawk Box; Bloomberg Daybreak
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Futures Now
(9) What is a trade war, and are we in one? Portfolio Insights, J.P. Morgan Asset Management, July 2018. (w/ Hannah Anderson)
-FT byline; Bloomberg; WSJ
-Bloomberg Daybreak; Bloomberg Daybreak; Bloomberg Markets
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Power Lunch; CNBC: Power Lunch; CNBC: Power Lunch
-CNBC: Squawk Box Europe
(10) Connecting macro and market volatility, Portfolio Insights, J.P. Morgan Asset Management, May 2018. (w/ Michael Hood and Grace Koo)
-CNBC: Squawk on the Street; CNBC: Power Lunch
-CNBC: Santelli Exchange; CNBC: Squawk on the Street
-Bloomberg Daybreak
(11) The impact of global aging: How demographic change will affect savings, growth and interest rates, 2018 Long-Term Capital Market Assumptions, J.P. Morgan Asset Management, October 2017. (w/ Thushka Maharaj, Akira Kunikyo, Diego Gilsanz and Nika Mosenthal)
-CNBC: Squawk on the Street
(12) Investing in investment: Capex and financial markets, Portfolio Insights, J.P. Morgan Asset Management, August 2017. (w/ Michael Hood and Michael Albrecht)
-Bloomberg Daybreak; Bloomberg Daybreak
-CNBC: Santelli Exchange
(13) Inflation's next phase, Investment Insights, J.P. Morgan Asset Management, March 2017. (w/ Michael Hood)
-Short version
-CNBC: Squawk on the Street; CNBC: Power Lunch
-Bloomberg Daybreak Americas
(14) Is Goldilocks reflation just right for emerging markets?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, April 17, 2017
-CNBC: Squawk on the Street
(15) Is duration a good hedge in a reflationary world?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, February 20, 2017.
-CNBC: Power Lunch, CNBC: Squawk Alley
-Investment Week
(16) U.S. policy spillovers under Trump, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, January 9, 2017.
-CNBC: Power Lunch
-Forbes
(17) What's in store for the late stage of the cycle?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, October 3, 2016.
-CNBC: Squawk on the Street
(18) Fiscal therapy: Prospects for a policy-driven boost to growth, Investment Insights, J.P. Morgan Asset Management, September 2016. (w/ Michael Hood)
-Press release
-Bloomberg Markets
(19) Opportunities and Threats in Negative Bond Yields, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, July 25, 2016.
-Bloomberg Markets; Bloomberg Markets
(20) The Future of Monetary Policy, Investment Insights, J.P. Morgan Asset Management, May 2016. (w/ Thushka Maharaj, Michael Albrecht and Stephanie Flanders)
-Press release
-Institutional Investor
-Barron's
(21) The Chinese Economy: Dragon or Just Dragging?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, May 16, 2016.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Markets
(22) Recession Risk By the Numbers, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, February 29, 2016.
-Bloomberg Markets
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Markets; Bloomberg Markets; Bloomberg What'd You Miss?
(23) Four Facts About the Strong Dollar, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, January 18, 2016.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
(24) Fed Policy in the Medium Term: Anchor or Weight? Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, December 21, 2015.
-CNBC: Squawk on the Street
(25) In Search of a Global Business Cycle, Investment Insights, J.P. Morgan Asset Management, November 2015. (w/ Michael Hood)
-CNBC: Squawk on the Street
(26) The Global Art Market in 2030, Chapter 1 in 'The Global Art Market: Perspectives on Current Drivers and Future Trends,' Citi GPS, November 2015.
-FT; NYT; Art Market Monitor; Barron's; HuffPost; Bloomberg Business
(27) The Long and Short of Baby Boomer Balance Sheets, Investment Insights, J.P. Morgan Asset Management, October 2015. (w/ Livia Wu)
-Press release
-On Wall Street; Investment News
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-PBS: Nightly Business Report
(28) The Case for September: The FOMC's Choice from a Multi-Asset Perspective, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, September 14, 2015.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-PBS: Nightly Business Report
-CNBC: Power Lunch; CNBC: Power Lunch
-Fox Business: Closing Bell
(29) Credit Where it is Due: Bank Lending and the Disappointing U.S. Recovery, Perspectives, Citi Research, December 1, 2014. (w/ Joe Seydl)
(30) Bull Markets to Supermarkets? Wealth as a Driver of Consumer Spending, U.S. Economic Views, Citi Research, October 24, 2014. (w/ Joe Seydl)
-Bloomberg TV
(31) NYC's Job Market: Recovery Incomplete, Op-Ed in City Limits, October 6, 2014. (w/ Joe Seydl)
(32) How Demography is Transforming Consumer Spending: Evidence from the United States, Perspectives, Citi Research, September 4, 2014. (w/ Joe Seydl)
-Bloomberg Surveillance, Other: (1) (2)
-Business News Network
-National Post article
(33) The Impending Acceleration in U.S. Business Investment, U.S. Economics Weekly: Market and Policy Comments, Citi Research, August 8, 2014.
-Valor; Estadao
(34) Pick Your Horse: Fed Prognostication or Investment Stagnation, U.S. Economics Weekly: Market and Policy Comments, Citi Research, June 13, 2014.
-FT; Il Sole
(35) How Important are New Free Trade Areas for the United States? Evidence from the Trans-Pacific Partnership, U.S. Macro Focus, Citi Research, May 15, 2014.
-Bloomberg Surveillance (Radio)
(36) Will the United States Benefit from the Trans-Pacific Partnership? (2014), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Mary Amiti)
(37) Missing Inflation? Explaining the Behavior of U.S. Consumer Prices, Perspectives, Citi Research, May 1, 2014. (w/ Joe Seydl)
-CNN: Quest Means Business
-Wall Street Journal, FT
(38) How much slack is there in the U.S. labor market? Implications of the shadow unemployment rate, Perspectives, Citi Research, February 18, 2014. (w/ Robert Sockin)
-Fox Business: Lou Dobbs Tonight
-Bloomberg TV; Bloomberg Surveillance (Radio)
-Barron's article
(39) How high are long rates likely to go? A medium-term perspective, Perspectives, Citi Research, January 21, 2014. (w/ Nathan Sheets and Robert Sockin)
-FT article
(40) When will the Fed start hiking rates? Hints from the FOMC's forecasts, Perspectives, Citi Research, January 6, 2014. (w/ Robert Sockin)
-CNBC: Squawk Box
-The Economist, Bloomberg View, WSJ MarketWatch articles
(41) Yen and Yang: The Response of the Nikkei to the Yen (2013), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Andrew Howland)
-Bloomberg article
(42) Global rates: converging or drifting apart?, Global Rates Strategy, Citi Research, October 17, 2013. (w/ Amitabh Arora, Nathan Sheets, Robert Sockin and Kevin Shapiro)
(43) Abenomics and the Yen - Implications of Yen Depreciation for Japanese Equities and the Policy's Success, Perspectives, Citi Research, September 19, 2013.
-CNBC: Asia Squawk Box
(44) Japanese Inflation Expectations, Revisited (2013), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Geoffrey Barnes)
-Krugman blog
-Translation into Japanese
(45) Location, Location, and Pacification: The Effect of Crime Reduction on Residential Property Value (2012), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Claudio Frischtak)
(46) What Falling Export Share Says about U.S. Export Competitiveness (2012), Liberty Street Economics Blog, Federal Reserve Bank of New York.
(47) Recovery and Beyond: Lessons for Trade Adjustment and Competitiveness (2011), European Central Bank e-Book. (w/ Filippo di Mauro)
-VoxEU article
(2) Inflacao e Seus Investimentos, Itaú Asset Management, July 2022.
(3) Brazil Through the Eyes of a Global Investor, Itaú Asset Management, March 2022.
(4) Why I'm moving to Brazil, Itaú Asset Management, April 2021.
-Valor Economico
-CNBC: Squawk on the Street
(5) The global 'work from home' labor force, Portfolio Insights, J.P. Morgan Asset Management, July 2020.
-Podcast
-Yahoo Finance: On the Move
(6) New economy, same old returns? The impact of e-commerce on the economy, 2020 Long-Term Capital Market Assumptions, October 2019. (w/ David Lebovitz, Christopher M. Sediqzad, Anthony Werley, Boqiu Lu and Emily Overton)
-Bloomberg Daybreak Americas
-Bloomberg The Open; Bloomberg The Open; Bloomberg The Open
-Yahoo Finance: On the Move; Yahoo Finance: On the Move
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Squawk Box; CNBC: Closing Bell; CNBC: Closing Bell
(7) Shifting fronts of the trade war, Portfolio Insights, J.P. Morgan Asset Management, April 2019.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Daybreak Americas
-Bloomberg Daybreak; Bloomberg Daybreak
-CNBC: Closing Bell
(8) Will debt be a drag? Dealing with the upward drift in government debt, 2019 Long-Term Capital Market Assumptions, J.P. Morgan Asset Management, October 2018. (w/ Karen Ward)
-CNBC: Closing Bell; CNBC: Squawk Box
-CNBC: The Exchange; CNBC: Squawk Box; Bloomberg Daybreak
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Futures Now
(9) What is a trade war, and are we in one? Portfolio Insights, J.P. Morgan Asset Management, July 2018. (w/ Hannah Anderson)
-FT byline; Bloomberg; WSJ
-Bloomberg Daybreak; Bloomberg Daybreak; Bloomberg Markets
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-CNBC: Power Lunch; CNBC: Power Lunch; CNBC: Power Lunch
-CNBC: Squawk Box Europe
(10) Connecting macro and market volatility, Portfolio Insights, J.P. Morgan Asset Management, May 2018. (w/ Michael Hood and Grace Koo)
-CNBC: Squawk on the Street; CNBC: Power Lunch
-CNBC: Santelli Exchange; CNBC: Squawk on the Street
-Bloomberg Daybreak
(11) The impact of global aging: How demographic change will affect savings, growth and interest rates, 2018 Long-Term Capital Market Assumptions, J.P. Morgan Asset Management, October 2017. (w/ Thushka Maharaj, Akira Kunikyo, Diego Gilsanz and Nika Mosenthal)
-CNBC: Squawk on the Street
(12) Investing in investment: Capex and financial markets, Portfolio Insights, J.P. Morgan Asset Management, August 2017. (w/ Michael Hood and Michael Albrecht)
-Bloomberg Daybreak; Bloomberg Daybreak
-CNBC: Santelli Exchange
(13) Inflation's next phase, Investment Insights, J.P. Morgan Asset Management, March 2017. (w/ Michael Hood)
-Short version
-CNBC: Squawk on the Street; CNBC: Power Lunch
-Bloomberg Daybreak Americas
(14) Is Goldilocks reflation just right for emerging markets?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, April 17, 2017
-CNBC: Squawk on the Street
(15) Is duration a good hedge in a reflationary world?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, February 20, 2017.
-CNBC: Power Lunch, CNBC: Squawk Alley
-Investment Week
(16) U.S. policy spillovers under Trump, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, January 9, 2017.
-CNBC: Power Lunch
-Forbes
(17) What's in store for the late stage of the cycle?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, October 3, 2016.
-CNBC: Squawk on the Street
(18) Fiscal therapy: Prospects for a policy-driven boost to growth, Investment Insights, J.P. Morgan Asset Management, September 2016. (w/ Michael Hood)
-Press release
-Bloomberg Markets
(19) Opportunities and Threats in Negative Bond Yields, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, July 25, 2016.
-Bloomberg Markets; Bloomberg Markets
(20) The Future of Monetary Policy, Investment Insights, J.P. Morgan Asset Management, May 2016. (w/ Thushka Maharaj, Michael Albrecht and Stephanie Flanders)
-Press release
-Institutional Investor
-Barron's
(21) The Chinese Economy: Dragon or Just Dragging?, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, May 16, 2016.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Markets
(22) Recession Risk By the Numbers, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, February 29, 2016.
-Bloomberg Markets
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-Bloomberg Markets; Bloomberg Markets; Bloomberg What'd You Miss?
(23) Four Facts About the Strong Dollar, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, January 18, 2016.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
(24) Fed Policy in the Medium Term: Anchor or Weight? Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, December 21, 2015.
-CNBC: Squawk on the Street
(25) In Search of a Global Business Cycle, Investment Insights, J.P. Morgan Asset Management, November 2015. (w/ Michael Hood)
-CNBC: Squawk on the Street
(26) The Global Art Market in 2030, Chapter 1 in 'The Global Art Market: Perspectives on Current Drivers and Future Trends,' Citi GPS, November 2015.
-FT; NYT; Art Market Monitor; Barron's; HuffPost; Bloomberg Business
(27) The Long and Short of Baby Boomer Balance Sheets, Investment Insights, J.P. Morgan Asset Management, October 2015. (w/ Livia Wu)
-Press release
-On Wall Street; Investment News
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-PBS: Nightly Business Report
(28) The Case for September: The FOMC's Choice from a Multi-Asset Perspective, Multi-Asset Solutions Weekly Strategy Report, J.P. Morgan Asset Management, September 14, 2015.
-CNBC: Squawk on the Street; CNBC: Squawk on the Street
-PBS: Nightly Business Report
-CNBC: Power Lunch; CNBC: Power Lunch
-Fox Business: Closing Bell
(29) Credit Where it is Due: Bank Lending and the Disappointing U.S. Recovery, Perspectives, Citi Research, December 1, 2014. (w/ Joe Seydl)
(30) Bull Markets to Supermarkets? Wealth as a Driver of Consumer Spending, U.S. Economic Views, Citi Research, October 24, 2014. (w/ Joe Seydl)
-Bloomberg TV
(31) NYC's Job Market: Recovery Incomplete, Op-Ed in City Limits, October 6, 2014. (w/ Joe Seydl)
(32) How Demography is Transforming Consumer Spending: Evidence from the United States, Perspectives, Citi Research, September 4, 2014. (w/ Joe Seydl)
-Bloomberg Surveillance, Other: (1) (2)
-Business News Network
-National Post article
(33) The Impending Acceleration in U.S. Business Investment, U.S. Economics Weekly: Market and Policy Comments, Citi Research, August 8, 2014.
-Valor; Estadao
(34) Pick Your Horse: Fed Prognostication or Investment Stagnation, U.S. Economics Weekly: Market and Policy Comments, Citi Research, June 13, 2014.
-FT; Il Sole
(35) How Important are New Free Trade Areas for the United States? Evidence from the Trans-Pacific Partnership, U.S. Macro Focus, Citi Research, May 15, 2014.
-Bloomberg Surveillance (Radio)
(36) Will the United States Benefit from the Trans-Pacific Partnership? (2014), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Mary Amiti)
(37) Missing Inflation? Explaining the Behavior of U.S. Consumer Prices, Perspectives, Citi Research, May 1, 2014. (w/ Joe Seydl)
-CNN: Quest Means Business
-Wall Street Journal, FT
(38) How much slack is there in the U.S. labor market? Implications of the shadow unemployment rate, Perspectives, Citi Research, February 18, 2014. (w/ Robert Sockin)
-Fox Business: Lou Dobbs Tonight
-Bloomberg TV; Bloomberg Surveillance (Radio)
-Barron's article
(39) How high are long rates likely to go? A medium-term perspective, Perspectives, Citi Research, January 21, 2014. (w/ Nathan Sheets and Robert Sockin)
-FT article
(40) When will the Fed start hiking rates? Hints from the FOMC's forecasts, Perspectives, Citi Research, January 6, 2014. (w/ Robert Sockin)
-CNBC: Squawk Box
-The Economist, Bloomberg View, WSJ MarketWatch articles
(41) Yen and Yang: The Response of the Nikkei to the Yen (2013), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Andrew Howland)
-Bloomberg article
(42) Global rates: converging or drifting apart?, Global Rates Strategy, Citi Research, October 17, 2013. (w/ Amitabh Arora, Nathan Sheets, Robert Sockin and Kevin Shapiro)
(43) Abenomics and the Yen - Implications of Yen Depreciation for Japanese Equities and the Policy's Success, Perspectives, Citi Research, September 19, 2013.
-CNBC: Asia Squawk Box
(44) Japanese Inflation Expectations, Revisited (2013), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Geoffrey Barnes)
-Krugman blog
-Translation into Japanese
(45) Location, Location, and Pacification: The Effect of Crime Reduction on Residential Property Value (2012), Liberty Street Economics Blog, Federal Reserve Bank of New York. (w/ Claudio Frischtak)
(46) What Falling Export Share Says about U.S. Export Competitiveness (2012), Liberty Street Economics Blog, Federal Reserve Bank of New York.
(47) Recovery and Beyond: Lessons for Trade Adjustment and Competitiveness (2011), European Central Bank e-Book. (w/ Filippo di Mauro)
-VoxEU article
Working Papers
1) New economy, same old consumption? E-commerce and implications for economic measurement (2019). (w/ Christopher Kurz and Paul Lengermann)
(2) The unemployment rate using alternative data: Estimating labor market status with consumer bank flows (2019). (w/ Boqiu Lu)
(3) Undoing China's savings glut: The role of demographics (2017)
(4) Chinese Exports and US Import Prices (2013). Federal Reserve Bank of New York Staff Report #591.
(5) Going Global: Markups and Product Quality in the Chinese Art Market (2013). (w/ Jennie Bai and Jia Guo) Federal Reserve Bank of New York Staff Report #614.
-The Art Newspaper; Asia Week Guide
(6) Crime, House Prices and Inequality: the Effect of UPPs in Rio (2012).
(w/ Claudio Frischtak) Federal Reserve Bank of New York Staff Report #542.
-Estimates of the response of property prices to the Vidigal UPP
(UPP date: Jan. 2012; shown are prices in Q1 2012 relative to 2011)
-O Globo (2013); Brazilian Economy; O Estado de Sao Paulo
-O Globo (2012); O Dia; Rio Real Blog
(7) The Dynamics and Differentiation of CIS Metal Exports (2012).
(8) The Dynamics and Differentiation of Latin American Agricultural Exports (2012). (w/ Greg Wright)
(9) The Revealed Competitiveness of U.S. Exports (2011); w/ Massimo Del Gatto, Joseph Gruber and Filippo di Mauro; FRB International Finance Discussion Paper #1026.
(10) Offshoring Bias: The Effect of Import Price Mismeasurement on Manufacturing Productivity (2010); FRB International Finance Discussion Paper #1007. (w/ Susan Houseman, Christopher Kurz and Paul Lengermann)
(11) Heterogeneous Firms and Import Quality: Evidence from Transaction-Level Prices (2009). FRB International Finance Discussion Paper #991.
(12) The Dynamics and Differentiation of Latin American Metal Exports (2009). F.R.E.I.T. Working Paper #141.
(2) The unemployment rate using alternative data: Estimating labor market status with consumer bank flows (2019). (w/ Boqiu Lu)
(3) Undoing China's savings glut: The role of demographics (2017)
(4) Chinese Exports and US Import Prices (2013). Federal Reserve Bank of New York Staff Report #591.
(5) Going Global: Markups and Product Quality in the Chinese Art Market (2013). (w/ Jennie Bai and Jia Guo) Federal Reserve Bank of New York Staff Report #614.
-The Art Newspaper; Asia Week Guide
(6) Crime, House Prices and Inequality: the Effect of UPPs in Rio (2012).
(w/ Claudio Frischtak) Federal Reserve Bank of New York Staff Report #542.
-Estimates of the response of property prices to the Vidigal UPP
(UPP date: Jan. 2012; shown are prices in Q1 2012 relative to 2011)
-O Globo (2013); Brazilian Economy; O Estado de Sao Paulo
-O Globo (2012); O Dia; Rio Real Blog
(7) The Dynamics and Differentiation of CIS Metal Exports (2012).
(8) The Dynamics and Differentiation of Latin American Agricultural Exports (2012). (w/ Greg Wright)
(9) The Revealed Competitiveness of U.S. Exports (2011); w/ Massimo Del Gatto, Joseph Gruber and Filippo di Mauro; FRB International Finance Discussion Paper #1026.
(10) Offshoring Bias: The Effect of Import Price Mismeasurement on Manufacturing Productivity (2010); FRB International Finance Discussion Paper #1007. (w/ Susan Houseman, Christopher Kurz and Paul Lengermann)
(11) Heterogeneous Firms and Import Quality: Evidence from Transaction-Level Prices (2009). FRB International Finance Discussion Paper #991.
(12) The Dynamics and Differentiation of Latin American Metal Exports (2009). F.R.E.I.T. Working Paper #141.
