Research

Publications

• "From Market Shares to Consumer Types: Duality in Differentiated Product Demand Estimation", 2012, Journal of Applied Econometrics, 27(2): 333-342

• "Time to Build and Fluctuations in Bulk Shipping", 2014, American Economic Review, 104(2): 564-608

  • Online Appendix

• “On the Non-Identification of Counterfactuals in Dynamic Discrete Games”, 2016, with Paul T. Scott and Eduardo Souza-Rodrigues, International Journal of Industrial Organization, Vol.50, 362-371 (Special Issue EARIE 2015 Munich)

• "Detection and Impact of Industrial Subsidies: The Case of Chinese Shipbuilding", 2018, Review of Economic Studies, 85(2), 1111–1158

  • • Online Appendix

    • Featured in:   The Economist in 2014,   VoxEU,   Microeconomic Insights,   LSE Business Review,  The Washington Post, The Economist in 2023

• "A Guide to Estimating Matching Functions in Spatial Models", 2019, with Giulia Brancaccio and Theodore Papageorgiou,  IJIO (Special Issue)

• "Geography, Transportation and Endogenous Trade Costs", 2020, with Giulia Brancaccio and Theodore Papageorgiou,  Econometrica, 88(2),657-691

  • Recipient of the Frisch Medal (for best paper published in Econometrica in the previous four years)

  • Featured in:   QUARTZ,     Microeconomic Insights,     Econofact,     MarketWatch

  • Supplemental material

  • This paper previously circulated under the title "Geography, Search Frictions and Endogenous Trade Costs" (NBER Working Paper 23581)

• "Linear IV Regression Estimators for Structural Dynamic Discrete Choice Models", 2020, with Paul Scott and Eduardo Souza-Rodrigues, Journal of Econometrics, 222(1C), 778-804

• "Identification of Counterfactuals in Dynamic Discrete Choice Models", 202, with Paul Scott and Eduardo Souza-Rodrigues, Quantitative Economics, 20(2)

  • Award for best econometrics paper, Brazilian Econometric Society Meetings

• "The Impact of Oil Prices on World Trade", 2022, with Giulia Brancaccio (NYU) and Theodore Papageorgiou (Boston College), Forthcoming, Review of International Economics

• "Search Frictions and Efficiency in Decentralized Transport Markets", 2023, with Giulia Brancaccio (NYU), Theodore Papageorgiou (Boston College) and Nicola Rosaia (Columbia) , NBER working paper 27300, Forthcoming, Quarterly Journal of Economic

Working Papers

• "Industrial Policy Implementation: Empirical Evidence from China's Shipbuilding Industry", 2023, with Panle Jia Barwick (Cornell) and Nahim Zahur (Queens), NBER Working Paper 26075, Accepted, Review of Economic Studies

  • Featured in:    LSE Business Review,   VoxEU,  VoxChina,  ChinaEconTalk,  The Economist,  Cato Institute, QUARTZ,  Project Syndicate

• "Counterfactual Analysis for Structural Dynamic Discrete Choice Models", 2023, with Yuichi Kitamura (Yale), Lucas Lima (Harvard) and Eduardo Souza-Rodrigues (Toronto), NBER Working Paper 26761, Conditionally Accepted, Review of Economic Studies

  • Online Appendix

Work in Progress

• "Investment in Infrastructure and Trade: The Case of Ports", with Giulia Brancaccio (NYU) and Theodore Papageorgiou (Boston College), coming soon!