Working Papers

The Incidence of Tariffs: Rates and Reality

Gita Gopinath and Brent Neiman

2025

An Integrated Policy Framework (IPF) Diagram for International Economics

Susan S. Basu and Gita Gopinath

IMF Working Paper No. 038, 2024

Monetary Policy and the Short-Rate Disconnect in Emerging Economies

Pierre De Leo, Gita Gopinath, and Sebnem Kalemli-Ozcan

2024

Preemptive Policies and Risk-Off Shocks in Emerging Markets

Mitali Das, Gita Gopinath, and Sebnem Kalemli-Ozcan

2022

A Global Strategy to Manage the Long-Term Risks of COVID-19

Ruchir Agarwal, Gita Gopinath, Jeremy Farrar, Richard Hatchett, and Peter Sands

IMF Working Paper No. 068, 2022

A Conceptual Model for the Integrated Policy Framework

Suman Basu, Emine Boz, Gita Gopinath, Francisco Roch, and Filiz Unsal

IMF Working Paper, 2020

Global Trade and the Dollar

Emine Boz, Gita Gopinath, and Mikkel Plagborg-Moller

2017

Forthcoming

Central Banks As Dollar Lenders of Last Resort: Implications for Regulation and Reserve Holdings

Mitali Das, Gita Gopinath, Helene Hall, Taehoon Kim, and Jeremy Stein

American Economic Journal: Macroeconomics (forthcoming)

2025

Integrated Monetary and Financial Policies for Small Open Economies

Susan S. Basu, Emine Boz, Gita Gopinath, Francisco Roch, and Filiz D. Unsal

Econometrica, 2025, 93

Sovereign Vs. Corporate Debt and Default: More Similar Than You Think

Gita Gopinath, Josefin Meyer, Christoph Trebesch, and Carmen Reinhart

Journal of International Economics, 2025, 155

Changing Global Linkages: A New Cold War?

Gita Gopinath, Pierre-Olivier Gourinchas, Andrea F. Presbitero, and Petia Topalova

Journal of International Economics, 2025, 153

2022

Seven Finance and Trade Lessons from Covid-19 for Future Pandemics

Ruchir Agarwal and Gita Gopinath

Oxford Review of Economic Policy, 2022, 38(4)

Patterns of Invoicing Currency in Global Trade: New Evidence

Emine Boz, Camila Casas, Georgios Georgiadis, Gita Gopinath, Helena Le Mezo, Arnaud Mehl, and Tra Nguyen

Journal of International Economics, 2022

2021

Banking, Trade, and the Making of a Dominant Currency

Gita Gopinath and Jeremy Stein

Quarterly Journal of Economics, 2021, 136(2): 783-830

Tariff Passthrough at the Border and at the Store: Evidence from US Trade Policy

Alberto Cavallo, Gita Gopinath, Brent Neiman, and Jenny Tang

American Economic Review: Insights, 2021

2020

Cash and the Economy: Evidence from India's Demonetization

Gabriel Chodorow-Reich, Gita Gopinath, Prachi Mishra, and Abhinav Narayan

Quarterly Journal of Economics, 2020, 135(1): 57-103

Dominant Currency Paradigm

Gita Gopinath, Emine Boz, Camila Casas, Federico Diez, Pierre-Olivier Gourinchas, and Mikkel Plagborg-Moller

American Economic Review, 2020, 110(3): 677-719

2019

Dollar Invoicing and the Heterogeneity of Exchange Rate Pass-Through

Emine Boz, Gita Gopinath, and Mikkel Plagborg-Moller

American Economic Review, Papers & Proceedings, 2019, 109: 527-32

What the Economy Needs Now

Abhijit Banerjee, Gita Gopinath, Raghuram Rajan, and Mihir Sharma (Editors)

Juggernaut, 2019

2018

The Macroeconomics of Border Taxes

Omar Barbiero, Emmanuel Farhi, Gita Gopinath, and Oleg Itskhoki

NBER Macroeconomics Annual, 2018

Trade Invoicing, Bank Funding, and Central Bank Reserve Holdings

Gita Gopinath and Jeremy C. Stein

American Economic Review, Papers and Proceedings, 2018, 108: 542-46

2017

Capital Allocation and Productivity in South Europe

Gita Gopinath, Sebnem Kalemli-Ozcan, Loukas Karabarbounis, and Carolina Villegas-Sanchez

Quarterly Journal of Economics, 2017, 132(4): 1915-67

Rethinking International Macroeconomic Policy

Gita Gopinath

2017

A Macroeconomic Perspective on Border Taxes

Gita Gopinath

Brookings Papers on Economic Activity, 2017

Comments on "The Reallocation Myth" by Chang-Tai Hsieh and Pete Klenow

Gita Gopinath

Proceedings of the Jackson Hole Symposium, 2017

2016

The International Price System

Gita Gopinath

Jackson Hole Symposium Proceedings, 2016

A Comment on "From Chronic Inflation to Chronic Deflation" by Guillermo Calvo

Gita Gopinath

In The State of Economics, The State of the World. MIT Press, 2016

2015

Coordination and Crisis in Monetary Unions

Mark Aguiar, Manuel Amador, Emmanuel Farhi, and Gita Gopinath

Quarterly Journal of Economics, 2015, 130(4): 1727-79

2014

Sovereign Debt Booms in Monetary Unions

Mark Aguiar, Manuel Amador, Emmanuel Farhi, and Gita Gopinath

American Economic Review P&P, 2014, 104(5): 101-06

Fiscal Devaluations

Emmanuel Farhi, Gita Gopinath, and Oleg Itskhoki

Review of Economic Studies, 2014, 81(2): 725-60

International Prices and Exchange Rates

Ariel Burstein and Gita Gopinath

In Handbook of International Economics, Vol. 4, pp. 391-451. Elsevier, 2014

Trade Adjustment and Productivity in Large Crises

Gita Gopinath and Brent Neiman

American Economic Review, 2014, 104(3): 793-831

Handbook of International Economics, Vol. 4

Gita Gopinath, Elhanan Helpman, and Ken Rogoff (Editors)

Amsterdam: Elsevier, 2014

2013

Crisis and Commitment: Inflation Credibility and the Vulnerability to Sovereign Debt Crises

Mark Aguiar, Manuel Amador, Emmanuel Farhi, and Gita Gopinath

Working Paper, 2013

Comment on "Individual Price Adjustment Along the Extensive Margin"

Gita Gopinath

In NBER Macroeconomics Annual 2012, Vol. 27. University of Chicago Press, 2013

2012

Trade Prices and the Global Trade Collapse of 2008-09

Gita Gopinath, Oleg Itskhoki, and Brent Neiman

IMF Economic Review, 2012, 60(3): 303-28

2011

International Prices, Costs and Mark-up Differences

Gita Gopinath, Pierre-Olivier Gourinchas, Chang-Tai Hsieh, and Nicholas Li

American Economic Review, 2011, 101(6): 2450-86

In Search of Real Rigidities

Gita Gopinath and Oleg Itskhoki

In NBER Macroeconomics Annual 2010, Vol. 25. University of Chicago Press, 2011

2010

Frequency of Price Adjustment and Pass-through

Gita Gopinath and Oleg Itskhoki

Quarterly Journal of Economics, 2010, 125(2): 675-727

Currency Choice and Exchange Rate Pass-through

Gita Gopinath, Oleg Itskhoki, and Roberto Rigobon

American Economic Review, 2010, 100(1): 304-36

2009

Expropriation Dynamics

Mark Aguiar, Manuel Amador, and Gita Gopinath

American Economic Review, 2009, 99(2): 473-79

Investment Cycles and Sovereign Debt Overhang

Mark Aguiar, Manuel Amador, and Gita Gopinath

Review of Economic Studies, 2009, 76(1): 1-31

2008

Sticky Borders

Gita Gopinath and Roberto Rigobon

Quarterly Journal of Economics, 2008, 123(2): 531-75

2007

Emerging Market Business Cycles: The Cycle Is the Trend

Mark Aguiar and Gita Gopinath

Journal of Political Economy, 2007, 115(1): 69-102

Book Review: Other People's Money: Debt Denomination and Financial Instability in Emerging Market Economies

Gita Gopinath

Journal of International Economics, 2007, 71(1): 260-63

Comment: South Korea's Experience With International Capital Flows

Gita Gopinath

In Capital Controls and Capital Flows in Emerging Economies. University of Chicago Press, 2007

2006

The Role of Interest Rates and Productivity Shocks in Emerging Market Fluctuations

Mark Aguiar and Gita Gopinath

In Tenth Annual Conference on the Central Bank of Chile, 2006

Defaultable Debt, Interest Rates and the Current Account

Mark Aguiar and Gita Gopinath

Journal of International Economics, 2006, 69(1): 64-83

Book Review: Dollar Adjustment: How Far? Against Whom?

Gita Gopinath

Journal of Economic Literature, 2006, 44(1): 155-56

Efficient Expropriation: Sustainable Fiscal Policy in a Small Open Economy

Mark Aguiar, Manuel Amador, and Gita Gopinath

Working Paper, 2006

2005

Fire-Sale Foreign Direct Investment and Liquidity Crises

Mark Aguiar and Gita Gopinath

Review of Economics and Statistics, 2005, 87(3): 439-52

Comment: When It Rains, It Pours: Procyclical Capital Flows and Macroeconomic Policies

Gita Gopinath

In NBER Macroeconomics Annual 2004, Vol. 19, pp. 54-61. MIT Press, 2005

2004

Lending Booms, Sharp Reversals and Real Exchange Rate Dynamics

Gita Gopinath

Journal of International Economics, 2004, 62(1): 1-23

1998

Workbook for the Foundation of International Economics

Gita Gopinath, Maurice Obstfeld, and Kenneth Rogoff

Cambridge: MIT Press, 1998