Details about Matteo Maggiori

Access statistics for papers by Matteo Maggiori.

Last updated 2025-01-02. Update your information in the RePEc Author Service.

Short-id: pma2176

Working Papers

2025

1. Chokepoints: Identifying Economic Pressure
   SocArXiv, Center for Open Science
2. Putting Economics Back Into Geoeconomics
   NBER Working Papers, National Bureau of Economic Research, Inc
   Also in SocArXiv, Center for Open Science (2025)
   See also Chapter Putting Economics Back Into Geoeconomics, NBER Chapters, National Bureau of Economic Research, Inc (2025) (2025)
3. The Political Economy of Geoeconomic Power
   SocArXiv, Center for Open Science View citations (1)
   Also in NBER Working Papers, National Bureau of Economic Research, Inc (2025) View citations (1)

2024

4. A Framework for Geoeconomics
   Research Papers, Stanford University, Graduate School of Business View citations (2)
   Also in SocArXiv, Center for Open Science (2023) View citations (1)
   CEPR Discussion Papers, C.E.P.R. Discussion Papers (2023)
   NBER Working Papers, National Bureau of Economic Research, Inc (2023) View citations (11)
5. A Theory of Economic Coercion and Fragmentation
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
   Also in BIS Working Papers, Bank for International Settlements (2024)
   SocArXiv, Center for Open Science (2024) View citations (6)
6. The Geography of Capital Allocation in the Euro Area
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
   Also in Working Paper Series, European Central Bank (2024) View citations (1)
   Research Papers, Stanford University, Graduate School of Business (2023) View citations (6)
   SocArXiv, Center for Open Science (2023) View citations (11)
   See also Chapter The geography of capital allocation in the euro area, IFC Bulletins chapters, Bank for International Settlements (2024) (2024)

2023

7. China in Tax Havens
   CEPR Discussion Papers, C.E.P.R. Discussion Papers
   Also in NBER Working Papers, National Bureau of Economic Research, Inc (2023)
   SocArXiv, Center for Open Science (2023)
   See also Journal Article China in Tax Havens, AEA Papers and Proceedings, American Economic Association (2023) (2023)
8. Corporate Debt Structure with Home and International Currency Bias
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
9. FOUR FACTS ABOUT ESG BELIEFS AND INVESTOR PORTFOLIOS
   SocArXiv, Center for Open Science View citations (17)
   Also in NBER Working Papers, National Bureau of Economic Research, Inc (2023) View citations (17)
   CEPR Discussion Papers, C.E.P.R. Discussion Papers (2023)
   See also Journal Article Four facts about ESG beliefs and investor portfolios, Journal of Financial Economics, Elsevier (2025) (2025)
10. Global Capital Allocation
    CEPR Discussion Papers, C.E.P.R. Discussion Papers
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2023) View citations (3)
    SocArXiv, Center for Open Science (2023) View citations (3)
    See also Journal Article Global Capital Allocation, Annual Review of Economics, Annual Reviews (2024) View citations (1) (2024)
11. Internationalizing Like China
    CEPR Discussion Papers, C.E.P.R. Discussion Papers
    Also in Research Papers, Stanford University, Graduate School of Business (2022) View citations (9)
    SocArXiv, Center for Open Science (2022) View citations (7)
    NBER Working Papers, National Bureau of Economic Research, Inc (2022) View citations (7)
    See also Journal Article Internationalizing Like China, American Economic Review, American Economic Association (2025) (2025)

2022

12. International Macroeconomics With Imperfect Financial Markets
    CEPR Discussion Papers, C.E.P.R. Discussion Papers
    Also in SocArXiv, Center for Open Science (2021) View citations (8)

2021

13. FX policy when financial markets are imperfect
    BIS Working Papers, Bank for International Settlements

2020

14. Exchange Rate Reconnect
    CEPR Discussion Papers, C.E.P.R. Discussion Papers View citations (31)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2019) View citations (29)
    See also Journal Article Exchange Rate Reconnect, The Review of Economics and Statistics, MIT Press (2022) View citations (16) (2022)
15. Inside the Mind of a Stock Market Crash
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (24)
    Also in Papers, arXiv.org (2020) View citations (24)
    CEPR Discussion Papers, C.E.P.R. Discussion Papers (2020) View citations (24)
    CESifo Working Paper Series, CESifo (2020) View citations (24)
16. Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (31)
    Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2020) View citations (32)
    See also Journal Article Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens*, The Quarterly Journal of Economics, President and Fellows of Harvard College (2021) View citations (79) (2021)

2019

17. China vs. U.S.: IMS Meets IPS
    CEPR Discussion Papers, C.E.P.R. Discussion Papers
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2019)
18. Five Facts About Beliefs and Portfolios
    CEPR Discussion Papers, C.E.P.R. Discussion Papers View citations (41)
    Also in CESifo Working Paper Series, CESifo (2019) View citations (41)
    NBER Working Papers, National Bureau of Economic Research, Inc (2019) View citations (41)
    See also Journal Article Five Facts about Beliefs and Portfolios, American Economic Review, American Economic Association (2021) View citations (79) (2021)

2018

19. International Currencies and Capital Allocation
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (40)
    Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2018) View citations (39)
    See also Journal Article International Currencies and Capital Allocation, Journal of Political Economy, University of Chicago Press (2020) View citations (85) (2020)
20. The Rise of the Dollar and Fall of the Euro as International Currencies
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2018) View citations (5)
    See also Journal Article The Rise of the Dollar and Fall of the Euro as International Currencies, AEA Papers and Proceedings, American Economic Association (2019) View citations (44) (2019)

2017

21. Unpacking Global Capital Flows
    2017 Meeting Papers, Society for Economic Dynamics View citations (1)

2016

22. A Model of the International Monetary System
    Working Paper, Harvard University OpenScholar View citations (13)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2016) View citations (13)
    Working Paper, Harvard University OpenScholar (2015) View citations (1)
    2016 Meeting Papers, Society for Economic Dynamics (2016) View citations (13)
    CEPR Discussion Papers, C.E.P.R. Discussion Papers (2016) View citations (13)
    Working Paper, Harvard University OpenScholar (2016) View citations (13)
    See also Journal Article A Model of the International Monetary System, The Quarterly Journal of Economics, President and Fellows of Harvard College (2018) View citations (65) (2018)

2015

23. Climate Change and Long-Run Discount Rates: Evidence from Real Estate
    Working Paper, Harvard University OpenScholar View citations (40)
    Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2015) View citations (40)
    CESifo Working Paper Series, CESifo (2015) View citations (42)
    NBER Working Papers, National Bureau of Economic Research, Inc (2015) View citations (40)
    See also Journal Article Climate Change and Long-Run Discount Rates: Evidence from Real Estate, The Review of Financial Studies, Society for Financial Studies (2021) View citations (71) (2021)
24. Exchange Rates and Firm Level Behavior
    Working Paper, Harvard University OpenScholar

2014

25. International Liquidity and Exchange Rate Dynamics
    CEPR Discussion Papers, C.E.P.R. Discussion Papers View citations (41)
    Also in Working Paper, Harvard University OpenScholar View citations (259)
    2014 Meeting Papers, Society for Economic Dynamics (2014) View citations (34)
    NBER Working Papers, National Bureau of Economic Research, Inc (2014) View citations (41)
    See also Journal Article International Liquidity and Exchange Rate Dynamics, The Quarterly Journal of Economics, President and Fellows of Harvard College (2015) View citations (404) (2015)
26. No-Bubble Condition: Model-Free Tests in Housing Markets
    CEPR Discussion Papers, C.E.P.R. Discussion Papers View citations (29)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2014) View citations (12)
    Working Paper, Harvard University OpenScholar View citations (29)
    See also Journal Article No‐Bubble Condition: Model‐Free Tests in Housing Markets, Econometrica, Econometric Society (2016) View citations (35) (2016)
27. Very Long Run Discount Rates
    2014 Meeting Papers, Society for Economic Dynamics View citations (23)
    Also in Globalization Institute Working Papers, Federal Reserve Bank of Dallas (2014) View citations (24)
    NBER Working Papers, National Bureau of Economic Research, Inc (2014) View citations (28)

2013

28. Conditional Risk Premia in Currency Markets and Other Asset Classes
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
    Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2013) View citations (16)
    See also Journal Article Conditional risk premia in currency markets and other asset classes, Journal of Financial Economics, Elsevier (2014) View citations (177) (2014)
29. Financial Intermediation, International Risk Sharing, and Reserve Currencies
    Working Paper, Harvard University OpenScholar View citations (49)
    Also in 2012 Meeting Papers, Society for Economic Dynamics (2012) View citations (19)
    See also Journal Article Financial Intermediation, International Risk Sharing, and Reserve Currencies, American Economic Review, American Economic Association (2017) View citations (152) (2017)
30. The U.S. Dollar Safety Premium
    2013 Meeting Papers, Society for Economic Dynamics View citations (6)

Journal Articles

2025

1. Four facts about ESG beliefs and investor portfolios
   Journal of Financial Economics, 2025, 164, (C)
   See also Working Paper FOUR FACTS ABOUT ESG BELIEFS AND INVESTOR PORTFOLIOS, SocArXiv (2023) View citations (17) (2023)
2. Internationalizing Like China
   American Economic Review, 2025, 115, (3), 864-902
   See also Working Paper Internationalizing Like China, CEPR Discussion Papers (2023) (2023)

2024

3. Global Capital Allocation
   Annual Review of Economics, 2024, 16, (1), 623-53 View citations (1)
   See also Working Paper Global Capital Allocation, CEPR Discussion Papers (2023) (2023)

2023

4. China in Tax Havens
   AEA Papers and Proceedings, 2023, 113, 114-19
   See also Working Paper China in Tax Havens, CEPR Discussion Papers (2023) (2023)

2022

5. Exchange Rate Reconnect
   The Review of Economics and Statistics, 2022, 104, (4), 845-855 View citations (16)
   See also Working Paper Exchange Rate Reconnect, CEPR Discussion Papers (2020) View citations (31) (2020)

2021

6. Climate Change and Long-Run Discount Rates: Evidence from Real Estate
   (Abrupt climate change)
   The Review of Financial Studies, 2021, 34, (8), 3527-3571 View citations (71)
   See also Working Paper Climate Change and Long-Run Discount Rates: Evidence from Real Estate, Working Paper (2015) View citations (40) (2015)
7. Five Facts about Beliefs and Portfolios
   American Economic Review, 2021, 111, (5), 1481-1522 View citations (79)
   See also Working Paper Five Facts About Beliefs and Portfolios, CEPR Discussion Papers (2019) View citations (41) (2019)
8. Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens*
   The Quarterly Journal of Economics, 2021, 136, (3), 1499-1556 View citations (79)
   See also Working Paper Redrawing the Map of Global Capital Flows: The Role of Cross-Border Financing and Tax Havens, NBER Working Papers (2020) View citations (31) (2020)
9. The joint dynamics of investor beliefs and trading during the COVID-19 crash
   Proceedings of the National Academy of Sciences, 2021, 118, (4), e2010316118 View citations (20)

2020

10. International Currencies and Capital Allocation
    Journal of Political Economy, 2020, 128, (6), 2019 - 2066 View citations (85)
    See also Working Paper International Currencies and Capital Allocation, NBER Working Papers (2018) View citations (40) (2018)
11. Reply to “Rational Bubbles in UK Housing Markets”
    Econometrica, 2020, 88, (4), 1767-1770 View citations (1)

2019

12. China versus the United States: IMS Meets IPS
    AEA Papers and Proceedings, 2019, 109, 476-81 View citations (13)
13. The Rise of the Dollar and Fall of the Euro as International Currencies
    AEA Papers and Proceedings, 2019, 109, 521-26 View citations (44)
    See also Working Paper The Rise of the Dollar and Fall of the Euro as International Currencies, NBER Working Papers (2018) View citations (5) (2018)

2018

14. A Model of the International Monetary System
    The Quarterly Journal of Economics, 2018, 133, (1), 295-355 View citations (65)
    See also Working Paper A Model of the International Monetary System, Working Paper (2016) View citations (13) (2016)

2017

15. Financial Intermediation, International Risk Sharing, and Reserve Currencies
    American Economic Review, 2017, 107, (10), 3038-71 View citations (152)
    See also Working Paper Financial Intermediation, International Risk Sharing, and Reserve Currencies, Working Paper (2013) View citations (49) (2013)

2016

16. No‐Bubble Condition: Model‐Free Tests in Housing Markets
    Econometrica, 2016, 84, 1047-1091 View citations (35)
    See also Working Paper No-Bubble Condition: Model-Free Tests in Housing Markets, CEPR Discussion Papers (2014) View citations (29) (2014)

2015

17. Editor's Choice Very Long-Run Discount Rates
    The Quarterly Journal of Economics, 2015, 130, (1), 1-53 View citations (43)
18. International Liquidity and Exchange Rate Dynamics
    The Quarterly Journal of Economics, 2015, 130, (3), 1369-1420 View citations (404)
    See also Working Paper International Liquidity and Exchange Rate Dynamics, CEPR Discussion Papers (2014) View citations (41) (2014)

2014

19. Conditional risk premia in currency markets and other asset classes
    Journal of Financial Economics, 2014, 114, (2), 197-225 View citations (177)
    See also Working Paper Conditional Risk Premia in Currency Markets and Other Asset Classes, NBER Working Papers (2013) View citations (14) (2013)

Chapters

2025

1. Putting Economics Back Into Geoeconomics
   A chapter in NBER Macroeconomics Annual 2025, volume 40, 2025
   See also Working Paper Putting Economics Back Into Geoeconomics, National Bureau of Economic Research, Inc (2025) (2025)

2024

2. The geography of capital allocation in the euro area
   A chapter in External statistics in a fragmented and uncertain world, 2024, vol. 62
   See also Working Paper The Geography of Capital Allocation in the Euro Area, National Bureau of Economic Research, Inc (2024) View citations (3) (2024)