Finance
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Working Paper
Market Participants Neither Commit Predictable Errors nor Conform to REH
Sep 2021
Evidence from Survey Data of Inflation Forecasts
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How Intel Financialized and Lost Leadership in Semiconductor Fabrication
Jul 7, 2021
Stock buybacks come at the cost of technological innovation
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Debt Talks Episode 8 | Public Debt: How Much is Too Much?
Webinarwith Rüdiger Bachmann, Claudia Sahm, Ludwig Straub; moderated by Moritz Schularick
Hosted by Private Debt
Jun 29, 2021
Where are the US and Europe now and where could they be going?
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What Earnings Calls Tell Us About Financial Risk
May 3, 2021
Analyzing corporate conference calls reveals the way that countries perceive and spread risk through the global financial system
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Working Paper Series
Country Risk
May 2021
Analyzing corporate conference calls reveals the way that countries perceive and spread risk through the global financial system
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Debt Talks Episode 7 | The Case for Household Debt Relief
Webinarwith Erica Jiang, Johnna Montgomerie, and Jialan Wang; moderated by Moritz Schularick
Hosted by Private Debt
Apr 20, 2021
Large-sale debt relief for indebted households could be a game changer.
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Debt Talks Episode 6 | Who’s Afraid of European Banks?
Webinarwith Martin Arnold, Elena Carletti and Richard Vague; moderated by Thomas Fricke and Moritz Schularick
Hosted by Private Debt
Feb 23, 2021
Does the COVID recession still have the potential to turn into a broader financial meltdown?
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The Big Squeeze
Feb 12, 2021
Is r/wallstreetbets really leading a financial revolution?
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Bonds or Bust!
George Soros: Proposal for Perpetual Bonds — A Discussion on the Future of European Fiscal Capacity
YSI
DiscussionDec 4, 2020
George Soros’ latest op-ed in the Project Syndicate reasserts his view how perpetual bonds could help the European Union overcome its deadlock on fiscal spending.
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YSI 2020 Plenary: New Economic Questions
Young Scholars Initiative Virtual Plenary
YSI
PlenaryNov 6–15, 2020
What are the 100 most pertinent economic questions facing our global societ?
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Debt Talks Episode 3 | How Bad Can It Still Get? Credit Risks, Debt Overhang, and the COVID-19 Recession
WebinarClick to Register | moderated by Moritz Schularick with Megan Greene, Anatole Koletsky and Yueran Ma
Hosted by Private Debt
Oct 20, 2020
What is the current situation in credit markets? Will an overhang of debt on corporate balance sheets slow down the recovery from the COVID recession and be a drag on investment going forward? Does the COVID recession still have the potential to turn into a broader financial meltdown?
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How Bankers Hide Losses
Sep 24, 2020
Like master illusionists, bank accountants conceal losses from federal regulators, putting the whole economy at risk
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Working Paper Series
Masters of Illusion: Bank and Regulatory Accounting for Losses in Distressed Banks
Sep 2020
The study seeks to explain why the instruments of central banking inevitably break down over time.
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Why International Financial Regulation Still Falls Short
Aug 5, 2020
Despite post-2008 regulations, the boom-bust credit cycle continues to run wild
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Working Paper Series
International Financial Regulation: Why It Still Falls Short
Aug 2020
Despite post-2008 regulations, the boom-bust credit cycle continues to run wild