Sunday, July 19th, 2026 - Fundação Getulio Vargas

Welcoming Remarks 

9.00-10.00 Tâtonnement and Price Setting in General Equilibrium 
Ivan Werning, Massachusetts Institute of Technology
Co-authors: Guido Lorenzoni (University of Chicago)

10.00-11.00 Sticky Prices for Inflationary Economies: A Tractable Linear Approximation to Menu Cost Models with Trend Inflation 
Jonathan Adams, Federal Reserve Bank of Kansas City

11:00 – 11:15 Coffee Break

11.15-12.15 Pricing Mistakes and the (Non)-Neutrality of Money
Tomás Caravello
, Massachusetts Institute of Technology

12:15 – 1:25   Lunch

1:25-2:25 A General Equilibrium Trade Model with the Least-Traded Products Margin
Timothy Kehoe, University of Minnesota
Co-authors: Kim J. Ruhl, Xing Xu

2:25 – 2:30 Break

2:30-3:30 Cross-sectional Identification with Heterogeneous Exposure to General Equilibrium Effects
Paula Donaldson, UC San Diego / Brown University


Monday, July 20th, 2026 - Fundação Getulio Vargas

9-10 Policy Session

10:00-11:00 Firm Dynamics and Sectoral Reallocation
Hugo Hopenhayn, University of California, Los Angeles
Co-authors: Julian Neira, Rish Singhania

11:00 – 11:15 Coffee Break

11:15-12:15 From Skills to Occupations: Comparative Advantage and Cross-Country Income Differences
Alexander Monge-Naranjo, Federal Reserve Bank of Atlanta, Emory University & CEPR
Co-authors: Charles Gottlieb, Jan Grobovsek

12:15 – 1:25   Lunch

1:25-2:25 The Growth and Fiscal Cost of Late Aging: Demographic Drag and Compressed Fiscal Adjustment
Selahattin Imrohoroglu, USC Marshall School of Business

2:25-3:25 Inflation Targeting under Fiscal Fragility
Rafael Santos, EPGE / Fundação Getulio Vargas
Co-authors: Aloisio Araujo (EPGE/FGV & IMPA), Vitor Costa (IMPA), Paulo Lins (University of Rochester), Serge de Valk (EPGE/FGV)

3:25 – 3:45 Break

3:45-4:45 Mussa meets Backus-Smith: The Role of Primary Commodities
Joao Ayres, Inter-American Development Bank
Co-authors: Constantino Hevia (UTDT), Juan Pablo Nicolini (UTDT)

4:45.6:00 PLENARY LECTURE
Lars Peter Hansen, University of Chicago