学术沙龙|宏观金融讨论班（97期）：带有金融摩擦的最优发展政策 研讨论文Optimal Development Policies with Financial Frictions (Econometrica. Itskhoki and Moll. 2019)主讲人马展泽（北大光华管理学院23级博士生）内容简介Is there a role for governments in emerging countries to accelerate economic development by intervening in product and factor markets? To address this question, we study optimal dynamic Ramsey policies in a standard growth model with financial fr...

13 2024-04

讲座预告 | Social Networks and Corporate Environmental Policy 1.讲座嘉宾：石玉坤，副教授、博士生导师2.时间：2023年12月13日，周三，10:00-11:303.地点：学术会堂7024.讲座论文题目：Social Networks and Corporate Environmental Policy5.摘要：This paper documents the spillover effects of corporate environmental policy through directors’ social networks. We find that the degree of similarity in environmental policy between the two firms is positively associated wi...

12 2024-04

学术沙龙|应用微观理论与实证讨论班（2024年春季学期第5期） 01报告论文子女升学压力和父母心理健康：基于CFPS2010的微观证据02主讲人陈煜杉（中经管2021级本科生）03内容简介在中国激烈的学业竞争背景下，义务教育阶段的竞争压力日益突显，子女的升学压力使得孩子和家长成为了“焦虑共同体”。基于上述现象，本研究利用中国家庭追踪调查（CFPS）2010年的截面数据，以子女就读毕业班所产生的升学压力作为外生冲击，探究子女升学压力对父母心理健康的影响。实证发现：子女面临升学压力会导...

09 2024-04

学术沙龙|微观理论讨论班（第4期）： Information Design: A Unified Perspective 研讨论文Information Design: A Unified Perspective (Journal of Economic Literature. Dirk Bergemann and Stephen Morris. 2019) 主讲人姜渭（北京大学2021级博士生） 论文简介Given a game with uncertain payoffs, information design analyzes the extent to which the provision of information alone can influence the behavior of the players. Information design has a literal interpretation, under which there ...

30 2024-03

学术沙龙DSGE讨论班（第56期）：新凯恩斯主义模型：异质性个体与最优货币政策 研讨论文Optimal Monetary Policy and Liquidity with Heterogeneous Households （Florin O. Bilbiie , Xavier Ragot，2021 RED）主讲人李佳鑫（金融学院2021级硕士生）论文摘要A liquidity-insurance motive for monetary policy operates when heterogeneous households use government-provided liquidity (“money”) to insure idiosyncratic risk. In our tractable sticky-price model this changes the central bank’...

27 2024-03

学术沙龙|应用微观理论与实证讨论班（2024年春季学期第3期） 主讲人：夏雨涵 熊芷琦 王丹枫（中经管2022级本科生）报告论文：New metro and housing price and rent premiums: A natural experiment in China论文摘要：Causal evidence of housing premiums of new metro lines is indispensable for financing and governing infrastructure investments. Previous studies have investigated the housing effects of urban rail transit with varying methods, while causality remains ...

26 2024-03

讲座预告 | 债券与跨股票回报可预测性的经济联系 讲座嘉宾：刘昕时间：2024年3月27日，周三，10:00-11:30地点：学术会堂603讲座论文题目：Economic Links from Bonds and Cross-Stock Return Predictability摘要：Identifying firms’ bond-market-specific economic links through credit-rating comovement of their corporate bonds, a long-short strategy for stocks based on these links generates a risk-adjusted alpha of 0.45% per month, which cannot be explaine...

24 2024-03

学术沙龙|宏观金融讨论班（第96期）：变分法及其在经济学中的应用 报告主题Calculus of Variations and Its Application in Economics主讲人明洋（中经管助理教授）内容简介Dynamic optimization problems are frequently used in economic models, especially in the fields of economic growth and financial economics, where agents choose a continuous function to maximize or minimize an objective functional under constraints. Calculus of variations is a powerful and easy-to-p...

22 2024-03

讲座预告|李翊良：The Causal Effects of Global Supply Chain Disruptions on Macroeconomic Outcomes: Evidence and Theory 理悦CEMA•知与行系列研讨会2024年第二讲将于3月21日（周四）中午12:00-13:30在学术会堂712会议室举行，由外经济贸易大学助理教授李翊良报告 “The Causal Effects of Global Supply Chain Disruptions on Macroeconomic Outcomes: Evidence and Theory”，欢迎感兴趣的师生参加。【题目】：The Causal Effects of Global Supply Chain Disruptions on Macroeconomic Outcomes: Evidence and Theory【摘要】：We study the caus...

19 2024-03

讲座预告 | 由内而外的行动主义： 来自世界各地强制劳动力政策采纳情况的证据 讲座嘉宾：李东旭时间：2024年3月20日，周三，10:00-11:30地点：学术会堂702讲座论文题目：Activism from the Inside Out: Evidence from Mandatory Workforce Policy Adoptions around the World摘要：We investigate how firms balance between labor costs and employees’ social preferences. Exploiting a comprehensive data of freight shipment records, we show that U.S. firms increase import from the supplier c...

19 2024-03