NBER 2026 Working paper
Capital, Ideas, and the Costs of Financial Frictions
Pablo Ottonello and Thomas Winberry
Research & publications
Ideas become evidence.
Explore research using NL Analytics and the academic work behind our methods.
36 publications
·Newest firstSelected publications
View paper: Capital, Ideas, and the Costs of Financial Frictions (opens in a new tab or window)
BSE · 2026 · Working paper
Industrial Policies, Global Imbalances and Technological Hegemony
Ambrogio Cesa-Bianchi, Andrea Ferrero, Luca Fornaro and Martin Wolf
Bank of England · 2026 · Discussion paper
Rethinking global imbalances: drivers, risks, and policy priorities
Ambrogio Cesa-Bianchi, Dan Christen, Peter Denton, Will Dison, Aydan Dogan, Ida Hjortsoe, Mark Joy, Jeremy Martin, Daniel Ostry, Roger Vicquery and Simon Whitaker
European Commission · 2026 · Research brief
Monitoring Uncertainty in Europe
Giuseppe Mangione and William Connell
ECB · 2026 · Blog analysis
Demand or supply-driven? How firms view inflation right now
Niccolò Battistini and Giovanni Trebbi
ECB · 2026 · Working paper
Supply Chain Uncertainty, Energy Prices, and Inflation
Alfonso Merendino and Tommaso Monacelli
University of Oxford · 2026 · Dissertation
Three Essays on Financial Economics: Legal, Political, and Behavioral Forces in Asset Pricing
Dean Ryu
ECB · 2026 · Bulletin box
Barriers to green investment according to businesses
Clémence Descubes
Federal Reserve · 2025 · Research note
Measuring Geopolitical Risk Exposure Across Industries: A Firm-Centered Approach
Isabel Culver, Friederike Niepmann and Leslie Sheng Shen
Journal of Economic Perspectives · 2025
Journal articleFrom our teamText as Data in Economic Analysis
Tarek A. Hassan, Stephan Hollander, Aakash Kalyani, Laurence van Lent, Markus Schwedeler and Ahmed Tahoun
Federal Reserve · 2025 · Working paper
Geopolitical Risk and Global Banking
Friederike Niepmann and Leslie Sheng Shen
Author manuscript · 2025 · Working paper
Customer Capital and the Aggregate Effects of Short-Termism
Marco Errico, Alessandro Dario Lavia and Luigi Pollio
NBER · 2025 · Working paper
An Anatomy of Firms’ Political Speech
Pablo Ottonello, Wenting Song and Sebastian Sotelo
Journal of International Economics · 2025
Journal articleChanging Global Linkages: A New Cold War?
Gita Gopinath, Pierre-Olivier Gourinchas, Andrea F. Presbitero and Petia Topalova
Federal Reserve Bank of Boston · 2025 · Research note
How Firms’ Perceptions of Geopolitical Risk Affect Investment
Leslie Sheng Shen
ECB · 2025 · Bulletin article
What are the economic signals from uncertainty measures?
Malin Andersson, Alina Bobasu and Roberto A. De Santis
IMF · 2025 · Report chapter
Potential Growth in Poland
International Monetary Fund staff
Boston University · 2025 · Dissertation
Essays on the Economics of Decarbonization: Investment, Technical Change, and Uncertainty
Ian Anderson Kieffer
Review of Economic Studies · 2024
Journal articleFrom our teamSources and Transmission of Country Risk
Tarek A. Hassan, Jesse Schreger, Markus Schwedeler and Ahmed Tahoun
BIS · 2024 · Working paper
CEO turnover risk and firm environmental performance
Giulio Cornelli, Magdalena Erdem and Egon Zakrajšek
Banca d’Italia · 2024 · Working paper
ESG risks and corporate viability: Insights from default probability term structure analysis
Fabrizio Ferriani and Marcello Pericoli
Banca d’Italia · 2024 · Working paper
Geoeconomic fragmentation and firms’ financial performance
Alessandro D’Orazio, Fabrizio Ferriani and Andrea Gazzani
European Journal of Political Economy · 2024
Journal articleInvesting in Friends: The Role of Geopolitical Alignment in FDI Flows
Shekhar Aiyar, Davide Malacrino and Andrea F. Presbitero
Banca d’Italia · 2024 · Working paper
Trade Fragmentation Unveiled: Five Facts on the Reconfiguration of Global, US and EU Trade
Francesco Paolo Conteduca, Simona Giglioli, Claire Giordano, Michele Mancini and Ludovic Panon
ECB · 2024 · Bulletin article
Insights from earnings calls – what can we learn from corporate risk perceptions and sentiment?
Malin Andersson, Juliette Guillotin and Pedro Neves
IMF · 2024 · Report box
Industrial Policies in Asia
International Monetary Fund staff
VoxEU · 2024 · Online analysis
A new index to measure geopolitical fragmentation in global greenfield foreign direct investment
Lukas Boeckelmann, Isabella Moder and Tajda Spital
IMF · 2023 · Working paper
Mining the Gap: Extracting Firms’ Inflation Expectations From Earnings Calls
Silvia Albrizio, Allan Gloe Dizioli and Pedro Vitale Simon
IMF · 2023 · Report chapter
Managing Expectations: Inflation and Monetary Policy
International Monetary Fund, Research Department
ECB · 2023 · Bulletin article
Earnings Calls: New Evidence on Corporate Profits, Investment and Financing Conditions
Malin Andersson, Pedro Neves and Carolina Nunes
Harvard Business School · 2023 · Working paper
Global Supply Chains: The Looming “Great Reallocation”
Laura Alfaro and Davin Chor
IMF · 2023 · Working paper
Trading with Friends in Uncertain Times
Adam Jakubik and Michele Ruta
British Accounting Review · 2023
Journal articlePolitical sentiment and corporate social responsibility
Mostafa Monzur Hasan and Haiyan Jiang
IMF · 2023 · Report chapter
Geoeconomic Fragmentation and Foreign Direct Investment
JaeBin Ahn, Benjamin Carton, Ashique Habib, Davide Malacrino, Dirk Muir and Andrea Presbitero
EBRD · 2022 · Report chapter
Global supply chains in turbulence
European Bank for Reconstruction and Development
Quarterly Journal of Economics · 2019
Journal articleFrom our teamFirm-Level Political Risk: Measurement and Effects
Tarek A. Hassan, Stephan Hollander, Laurence van Lent and Ahmed Tahoun
Showing 10 of 36 publications
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