Conference Agenda
Overview and details of the sessions of this conference.
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Some information on the session logistics:
If not stated otherwise, the discussant is the following speaker, with the first speaker being the discussant of the last paper. The last speaker of each session is the session chair. (Exception: invited sessions)
Presenters should speak for no more than 20 minutes, and discussants should limit their remarks to no more than 5 minutes. The remaining time should be reserved for audience questions and the presenter’s responses. We suggest following these guidelines also in the (less common) 3-paper sessions in a 2-hour slot, to allow participants to move between sessions. Discussants are encouraged to avoid summarizing the paper. By focusing on a few questions and comments, the discussants can help start a broader discussion with the audience.
Only registered participants can attend this conference. Further information available on the congress website https://www.iseg.ulisboa.pt/en/event/iipf/ .
Venue address: ISEG - Lisbon School of Economics & Management, R. Francesinhas 21, 1200-675 Lisboa, Portugal
Please note that all times are shown in the time zone of the conference. The current conference time is: 17th Sept 2026, 11:38:51am WEST
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Daily Overview |
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G02: Tariffs, Subsidies, and Industrial Policy in a Fragmented World Location: Room 102 (Francesinhas 1) | |
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Tariffs and the Natural Rate Deutsche Bundesbank, Germany This paper studies whether tariffs can affect the equilibrium world real interest rate by redistributing income across regions and cohorts with different propensities to save. We analyze this question in a parsimoniously calibrated three-region Blanchard-Yaari overlapping-generations model with trade in differentiated goods, endogenous net foreign asset positions, and a world real interest rate determined by global asset-market clearing. The long-run response of r* depends critically on how tariff revenue is recycled across domestic cohorts. Recycling tariff revenue more strongly toward retired households lowers aggregate saving and raises r*, whereas recycling it more strongly toward working-age households attenuates this effect and can reverse it.
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