Research

WORKING PAPERS

  • Heterogeneous Globalization: Offshoring and Reorganization

    January 2024

    NBER Working Paper 26854 (with Andrew B. Bernard, Valerie Smeets, and Frederic Warzynski)
    Link to paper 
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  • Exporting, Global Sourcing, and Multinational Activity: Theory and Evidence from the United States

    December 2023

    NBER Working Paper 31488 (with Pol Antràs, Evgenii Fadeev, and Felix Tintelnot)   
    Accepted by The Review of Economics and Statistics
    Link to paper
    Slides
    BFI Summary
    This is an updated version of "Global Sourcing and Multinational Activity: A Unified Approach," NBER WP 30450.  See longer version for model with demand complementarities or substitutes across plants.

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  • Structural Change Within Versus Across Firms: Evidence from the United States

    May 2022

    NBER Working Paper 30127 (with Xiang Ding, Stephen J. Redding, and Peter K. Schott) 
    Link to paper
    Online Appendix
    Vox-EU

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  • Redesigning the Longitudinal Business Database

    May 2021

    CES Working Paper 21-08 (with Melissa Chow, Christopher Goetz, Nathan Goldschlag, James Lawrence, Elisabeth Ruth Perlman, Martha Stinson, and T. Kirk White)

    Link to paper

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  • Imputing Missing Values in the US Census Bureau's County Business Patterns

    January 2021

    NBER Working Paper 26632 (with Fabian Eckert, Peter Schott, and Natalie Yang)
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  • Colocation of Production and Innovation: Evidence from the United States

    December 2020

    (with Wolfgang Keller, Peter K. Schott, Stephen Yeaple, and Nikolas Zolas) 
    Link to paper

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  • The Effects of Industry Classification Changes on US Employment Composition

    June 2018

    CES Working Paper 18-28 (with Shawn Klimek)

    Link to paper

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PUBLICATIONS

  • Export-Platform FDI: Cannibalization or Complementarity?

    January 2024

    AEA Papers and Proceedings, forthcoming.
    (with Pol Antràs, Evgenii Fadeev, and Felix Tintelnot)  
    Link to paper

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  • Trade Policy and Global Sourcing: An Efficiency Rationale for Tariff Escalation

    November 2023

    Journal of Political Economy Macroeconomics, forthcoming. (with Pol Antràs, Agustín Gutiérrez, and Felix Tintelnot)  
    Link to paper
    Online Appendix

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  • The Changing Firm and Country Boundaries of US Manufacturers in Global Value Chains

    August 2023

    Journal of Economic Perspectives, 2023. 37(3): 31-58. 
    Link to Paper
    Slides
    Online Appendix

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  • New Perspectives on the Decline of US Manufacturing Employment

    March 2018

    Journal of Economic Perspectives, 2018. 32(2): 47-72. (with Justin Pierce and Peter Schott)
    Featured in the Financial Times, Jan 2019 (link).
    Published Version  
    Link to paper  
    Online appendix
    Slides  
    Vox-EU  
    2018 Globalization and Inequality BFI Conference

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  • The Margins of Global Sourcing: Theory and Evidence From US Firms

    September 2017

    American Economic Review, 2017. 107(9): 2514-64. (with Pol Antràs and Felix Tintelnot) 

    Published Version
    Link to paper
    Online appendix 
    Vox-EU

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  • Factoryless Goods Producers in the US

    May 2017

    in L. Fontagne and A. Harrison (eds.), The Factory-Free Economy (chapter 5). Oxford University Press, 2017. (with Andrew Bernard) Featured in the Washington Post's Wonkblog,  Sep 2013 (link); the Wallstreet Journal, Mar 2014 (link).
    Link to paper

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  • Technology and Production Fragmentation: Domestic versus Foreign Sourcing

    April 2017

    Review of Economic Studies, 2017. 84(2): 650-687.  Previously circulated asBreaking up is hard to do: Why firms fragment production across locations.”
    Published Version  
    NBER WP  
    Online appendix   

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  • Factoryless Goods Producing Firms

    May 2015

    American Economic Review, Papers and Proceedings, 2015. 105, 518-23. (with Andrew Bernard)
    Link to Paper

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  • How Firms Respond to Business Cycles: The Role of Firm Age and Firm Size

    October 2013

    IMF Economic Review, 2013. 61, 520-559.  (with John Haltiwanger, Ron Jarmin, and Javier Miranda) Featured in The NBER Digest, Oct 2013 (link).
    Link to paper
    Online Appendix

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OTHER WRITING

  • A Satellite Account to Measure the Retail Transformation: Organizational, Conceptual, and Data Foundations

    April 2021

    Consensus Study Report for the National Academies of Science, Engineering, Medicine 

    Prepublication Report