From my window today: a falcon and its prey.

International Trade and Investment Program Meeting, Spring 2026

www.nber.org/conferences/...

Many thanks to my host Hyunju Lee and the faculty at the University of Houston for the invitation and warm welcome. It was a pleasure to present my recent work and to engage in great conversations with colleagues.

happy to hear today's Supreme Court decision!

Prof. Dr. Şemsa Özar hayatını kaybetti Şemsa Özar'ın cenazesi yarın İzmir'de defnedilecek.

I am deeply saddened to learn of the loss of my dear professor Şemsa Özar. An inspiring academic and the kindest mentor I ever had. Her intellectual generosity and encouragement left a lasting mark on my academic journey.

bianet.org/haber/prof-d... @iaffe.bsky.social

🚨 New paper 🚨 #TradePolicy
Elsewhere in North America: How U.S. Tariffs on China Boosted Mexico's Manufacturing Employment and Output

Did U.S. tariffs on China Make America Great Again?

www.ifo.de/cesifo/Agz @cesifo.org

🌍 Foreign multinationals—especially 🇺🇸-headquartered firms—drove the expansion via their Mexican subsidiaries.

🏭 Firms adjusted through the expansion of existing plants and the creation of new plants by multinationals.

Tariffs boosted factory-floor jobs in tech-intensive sectors (machinery, electronics, autos)—precisely the middle-skill factory jobs they were meant to protect—elsewhere in North America.

I show they increased manufacturing output and employment in North America—but in Mexico, not the U.S.

🚨 New paper 🚨 #TradePolicy
Elsewhere in North America: How U.S. Tariffs on China Boosted Mexico's Manufacturing Employment and Output

Did U.S. tariffs on China Make America Great Again?

www.ifo.de/cesifo/Agz @cesifo.org

Grinnell College Mourns Passing of Trailblazing Alumna Edith Renfrow Smith at 111 The granddaughter of enslaved people, Edith Renfrow Smith made history in 1937 as Grinnell's first Black female graduate, earning a degree in psychology with a minor in economics.

Grinnell College is marking the loss of its oldest and one of its most celebrated alumni, Edith Renfrow Smith.

Looking forward to taking part in "Trade Shocks and Adjustments" session tomorrow (Jan 4 at 2:30) ! #ASSA2026
#EconSky

Forthcoming: Paper on the distortions caused by the electoral college, with Xiangjun Ma and Karim Chalak: "A Swing-State Theorem, with Evidence."

#tariffs #econsky

authors.elsevier.com/a/1m8cU5330m...

(Free download until 1/10/25.)

(1/6)

Thanks so much, that means a lot! Yes, you saw the version focused on firms’ trade (accepted at ReStat). This project takes the natural next step into real economic outcomes like output and jobs.

Looking forward to this! Final program:
#econsky

Our department is growing!
Grinnell College is hiring a tenure-track (Assistant/Associate) faculty member in Game Theory or IO.
Come and join our dynamic, collegial department
Details 👉 apply.interfolio.com/174787
#EconSky #econjobmarket

We are thrilled to welcome our new Assistant Professor, Minseog Kim. 🎉 He joins us from UT Austin, where he earned his PhD in Economics. His research spans Macro-Finance, Corporate Finance & Labor Economics.
Learn more about his exciting work here: minseogkim.github.io
#Econ #EconSky

Thank you for the wonderful hospitality!🙂

It was wonderful being part of the InsTED Workshop in Edmonton and reconnecting with friends and colleagues. Many thanks to the organizers for putting together such a thoughtful and engaging program!

SI 2025 International Trade & Investment

Looking forward to presenting at the NBER ITI tomorrow morning. The session will be live-streamed on YouTube for those interested www.nber.org/conferences/...

It was a pleasure to speak at the Regulation of Multi-Firm Groups conference in beautiful Venice and to learn from outstanding talks. Many thanks to the organizers for an inspiring program bridging trade and public economics! @cesifo.org

International Trade and Industrial Policy in a Changing World | Banque de France The Banque de France (BdF) is organizing a conference entitled “International Trade and Industrial Policy in a Changing World” on May 26, 2025. The conference will take place at the headquarters of th...

I’m looking forward to speaking at the upcoming “International Trade and Industrial Policy in a Changing World” conference!
Check out the exciting program and register here: www.banque-france.fr/en/events/in...

Thank you!

2021 Grinnell College Endowed Chairs and Professorships Installation Ceremony YouTube video by Grinnell College

It's now official! I'm promoted to full professor.
I'm grateful to co-authors, colleagues, advisors, friends, and family who supported me along this journey.
Here’s a 3-min talk from the 2021 chair ceremony (starts at 45’) reflecting on that journey.
www.youtube.com/watch?v=6Gav...

Joint BIS, BoE, ECB and IMF Spillover Conference 2025 The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the purch...

Excited to present my research in the upcoming Spillover Conference at the European Central Bank!
Check out the fantastic program and register to join online: www.ecb.europa.eu/press/confer...

Joint BIS, BoE, ECB and IMF Spillover Conference 2025 The European Central Bank (ECB) is the central bank of the European Union countries which have adopted the euro. Our main task is to maintain price stability in the euro area and so preserve the purch...

Together with the Bank of England, BIS and IMF, the ECB will host the 2025 edition of our Joint Annual Spillover Conference. Papers centre on “Policy challenges in a fragmenting world: Global trade, exchange rates, and capital flows”. Virtual registration is open: www.ecb.europa.eu/press/confer...

The president is invoking IEEPA to impose measures that affect the livelihoods and welfare of millions—without a real emergency, other than created by the administration itself through a series of executive actions.

This Wednesday (March 26), we're thrilled to welcome Peter Morrow (petermorrow.bsky.social) from the University of Toronto (econuoft.bsky.social) for our research seminar! #EconSky

Grinnell was delighted to host a liberal arts economic history conference this weekend organized by @mmpaker.bsky.social
and colleagues. Scholars from liberal arts colleagues across the US came to present their research and connect on new methods and teaching in liberal arts environments!

Mexico, the top avocado producer, supplies 89% of U.S. avocado imports, yet fruits and vegetables are under 2% of U.S. imports. High-tech industries—autos, machinery, electronics, and instruments—make up 70% and cross the border multiple times before final assembly, compounding tariff impacts.