Research

WORKING PAPERS

  • Heterogeneous Globalization: Offshoring and Reorganization

    June 2021

    NBER Working Paper 26854 (with Andrew B. Bernard, Valerie Smeets, and Frederic Warzynski)
    Link to paper 
    Occupations List 
    Survey

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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)
    Link to paper

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

    January 2020

    (with Xiang Ding, Stephen J. Redding, and Peter K. Schott) 
    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

  • 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

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WORK IN PROGRESS

  • Global Sourcing and Multinational Activity: A Unified Approach

    (with Pol Antràs, Evgenii Fadeev, and Felix Tintelnot)  

    slides

  • Import Tariffs and Global Sourcing

    (with Pol Antràs, Evgenii Fadeev, Agustín Gutiérrez, and Felix Tintelnot)  

    slides

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