28.04.2026: Carmen Reinhart – International lending in war and peace

Presenter: Carmen Reinhart Affiliation: Harvard University, Harvard Kennedy School. Paper | Slides Date: April 28, 2026. Time: 15:00 Israel Time. Abstract: We study international capital flows across 200 years. A major novelty is our analysis on official flows (government-to-government lending), which are routinely neglected in the vast literature on private capital flows. To trace official … Read more

26.05.2026: Álvaro Ortiz – Geopolitics, geoeconomics, and sovereign risk with texts

Presenter: Álvaro Ortiz Affiliation: BBVA Research and CRIW (NBER). VIMM Lab Seminar Date: May 26, 2026. Time: 15:00 Israel Time. Paper | Data Abstract: Geopolitical and geoeconomic shocks reprice sovereign credit risk through different transmission channels. Using a daily panel of 42 advanced and emerging economies over 2018–2025, we show that geopolitical shocks raise sovereign … Read more

06.02.2024: Maddie Penn – Do geopolitical risks raise or lower inflation?

Presenter: Maddie Penn. Affiliation: Yale University, Department of Economics. Paper: Do Geopolitical Risks Raise or Lower Inflation? Date: February 06, 2024. Time: 13:00 GMT (15:00 Israel Time) Abstract: Using historical annual data since 1900 for 44 countries, we find that geopolitical risks foreshadow high inflation and are accompanied by lower economic activity, an increase in … Read more