Research

Publications

18) Trade Credit and Relationships

with Alvaro Garcia-Marin and Tim Schmidt-Eisenlohr.

Journal of Financial Economics, Vol. 183, September 2026.

17) How to Grow an Invoicing Currency: Micro Evidence from Argentina

with Dennis Novy.

NBER International Seminar on Macroeconomics 2025. Journal of International Economics, 2026.

16) Spatial Linkages and the Uneven Effects of a Commodity Boom

with Felipe Saffie and Shihangyin Zhang.

Journal of International Economics, Vol. 162, August 2026.

15) Trade Policy Uncertainty

Forthcoming, Oxford Research Encyclopedia of Economics and Finance.

14) Escaping the Trade War: Finance and Relational Supply Chains in the Adjustment to Trade Policy Shocks

with Felipe Saffie.

Journal of International Economics, Vol. 152, November 2024.

13) Trade Invoicing Currencies and Exchange Rate Pass-through: The Introduction of the Euro as a Natural Experiment

with Rodrigo Wagner.

Journal of International Economics, Vol. 150, July 2024.

12) The Transmission of Commodity Price Super-Cycles

with Felipe Saffie and Sergio Urzua.

Review of Economic Studies, Vol. 91, Issue 4, July 2024.

11) The Impact of NAFTA on U.S. Local Labor Market Employment

Journal of Human Resources, Vol. 61, Issue 1, January 2026.

10) The Global Impact of the U.S.-China Trade War: Firm-Level Evidence

Review of World Economics, Vol. 159, Issue 4, November 2023.

9) Decomposing the Effect of Trade on the Gender Wage Gap

with Josh Ederington.

Canadian Journal of Economics, Vol. 56, Issue 3, August 2023.

8) Productivity and Trade Dynamics in Sudden Stops

with Felipe Saffie and Hidehiko Matsumoto.

Journal of International Economics, Vol. 139, November 2022.

7) Do US Exporters Take Advantage of Free Trade Agreements? Evidence from the US-Colombia FTA

Review of International Economics, Vol. 30, Issue 4, September 2022.

6) Anxiety or Pain? The Impact of Tariffs and Uncertainty on Chinese Firms in the Trade War

with Jaerim Choi, Deborah Swenson, and Mingzhi Xu.

Journal of International Economics, Vol. 137, July 2022.

5) The 2020 Trade Collapse: Exporters Amid the Pandemic

Economics Letters, Vol. 205, August 2021.

4) The Matching and Sorting of Exporting and Importing Firms: Theory and Evidence

Journal of International Economics, Vol. 131, July 2021.

3) After the Panic: Do Financial Crises Cause Demand or Supply Shocks? Evidence from International Trade

with Alan M. Taylor.

American Economic Review: Insights, Vol. 2, No. 4, December 2020.

2) Labor Earnings Inequality in Manufacturing during the Great Depression

with Chris Vickers and Nicolas Ziebarth.

Journal of Economic History, Vol. 80, Issue 2, June 2020.

1) Firms and the Decline in Earnings Inequality in Brazil

with Jorge Alvarez, Niklas Engbom, and Christian Moser.

American Economic Journal: Macroeconomics, Vol. 10, No. 1, January 2018.

Working Papers

Geopolitical Fragmentation, Sovereign Debt, and Dollar Dominance

with Eugenio Rojas and Felipe Saffie.

Rounding Up the Effect of Tariffs on Financial Markets: Evidence from April 2, 2025

with Felipe Saffie.

Beyond Tariffs: How Did China’s State-Owned Enterprises Shape the U.S.-China Trade War?

with Felipe Saffie.

The Impact of the 2018-2019 Trade War on U.S. Local Labor Markets

with Felipe Saffie.