@JSchreger

Professor at Columbia Business School. Mostly international finance and macro.

Joined October 2019
  • Tweets311
  • Following1.2K
  • Followers4.8K
25Media
Very excited to share this. One of the big challenges in studying geoeconomics is measuring how firms respond to pressure. The new GCAP Geoeconomic Monitor uses earnings calls + LLMs to track firm exposure and responses to tariffs, sanctions, and export controls in real time.
Global Capital Allocation Project
@GCAProjectApr 29
Introducing the GCAP Geoeconomic Monitor, tracking how firms around the world are responding to tariffs, sanctions, and export controls in real time. 👉Explore the Monitor globalcapitalallocation.com/… 👉User Guide globalcapitalallocation.s3.u… 1/4
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CEPR
@cepr_orgOct 21
New CEPR Discussion Paper - DP22058 The Great Game: A Model of Geoeconomic Competition Christopher Clayton @YaleSOM, @m_maggiori @StanfordGSB, @JSchreger @Columbia_Biz @Columbia ow.ly/vBgv50ZYRzL #CEPR_EH #CEPR_IMF #CEPR_ITRE #CEPR_PoE #EconTwitter
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Arpit Gupta
@arpitrageOct 19
If you are voting in AFA elections, please vote for Stijn Van Nieuwerburgh as Second Vice President! There are few people in the profession who have invested more in training and mentoring, or in communication and impact in research. He will upgrade what the AFA does here.
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北川梨津
@ritsueconOct 13
ウッドフォード先生のノーベル経済学賞を祝う内部の会
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Great piece! All our estimates of the U.S. Treasury Premium now available to download at cip.jesseschreger.com/ as well as an interactive data explorer.

CIP / Convenience-Yield Data

Interactive Du–Keerati–Schreger CIP / convenience-yield dataset.

cip.jesseschreger.com
Hanno Lustig
@HannoLustigAug 21
Replying to @HannoLustig
1/US Treasurys used to be expensive to close substitutes, like foreign government bonds. Below I do an apples-to-apples comparison of foreign yields to US Treasury yields. The US Treasury is now borrowing at a higher yield than other G-10 governments, at all tenors. (based on data generously provided by Wenxin Du and Jesse Schreger)
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Kunal Sangani@ksangani8Aug 20
“Cheapflation” as equal absolute price changes in disguise
NBER
@nberpubsAug 20
Featured in the latest Digest: When Input Prices Rise, Cheaper Varieties See Higher Inflation nber.org/digest/202608/when-…
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Jeff Frieden@jafriedenMay 26
Political economy of geoeconomics. In a comment on Clayton Maggiori Schreger, “Putting Economics Back Into Geoeconomics,” I argue we cannot understand geoeconomics without political economy. Now in the NBER Macroeconomics Annual 2026, available here. blogs.cuit.columbia.edu/jaf8…
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Jesse Schreger
@JSchregerMay 1
Very excited to share this. One of the big challenges in studying geoeconomics is measuring how firms respond to pressure. The new GCAP Geoeconomic Monitor uses earnings calls + LLMs to track firm exposure and responses to tariffs, sanctions, and export controls in real time.
Global Capital Allocation Project
@GCAProjectApr 29
Introducing the GCAP Geoeconomic Monitor, tracking how firms around the world are responding to tariffs, sanctions, and export controls in real time. 👉Explore the Monitor globalcapitalallocation.com/… 👉User Guide globalcapitalallocation.s3.u… 1/4
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Introducing the GCAP Geoeconomic Monitor, tracking how firms around the world are responding to tariffs, sanctions, and export controls in real time. 👉Explore the Monitor globalcapitalallocation.com/… 👉User Guide globalcapitalallocation.s3.u… 1/4
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Chris Moser@economoserApr 30
So indescribably happy to see this in print in the May edition of the AER (and in good company)! Sincere thanks to everyone who helped along the way 👇🏼💡🎊🤩
AEA Journals@AEAjournalsApr 30
The May 2026 issue of the American Economic Review (116, 5) is now available. aeaweb.org/issues/845

American Economic Review

Vol. 116 No. 5 May 2026

aeaweb.org
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Annie Lee@anniesoyeanleeApr 18
Day 1 of Hopkins-Georgetown Geoeconomics Conference ✨ Excellent keynote by @JSchreger followed by a very interesting panel discussion🙌🙌
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Soumaya Keynes@SoumayaKeynesMar 12
In economic warfare, which weapon wins? My attempt at an answer...
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Soumaya Keynes@SoumayaKeynesMar 12
Thanks to @edwardfishman, @JSchreger and Lincoln Pratson for their help. 1st 300 clicks free to read... as.ft.com/r/0770e3d7-c270-4b…

Which chokepoint wins in a game of geoeconomic Top Trumps?

It depends on its damage to the target, potential for blowback and durability

ft.com
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NBER
@nberpubsFeb 10
Using fund-level microdata to show US holdings of Chinese Renminbi (RMB) bonds fell sharply after 2021, with a large decline in the share of US funds holding any Chinese RMB debt, from @brunocavani_, @chris_d_clayton, @_amandads_ , @m_maggiori, and @jschreger nber.org/papers/w34792
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The agenda for the RFS-GCAP-GSB Conference on The Geoeconomics of Financial Markets on May 15 is now available. View it here: globalcapitalallocation.s3.u… Organized by @m_maggiori, @JSchreger, @chris_d_clayton, @chenzix Hosted by the RFS,@GCAProject, and @StanfordGSB
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New working paper+data! With @kat_bergant, K. Teoh and @MartinUribeEcon, we study a new dataset on cross-border flow restrictions from the 1950s, from official text using LLMs. nber.org/papers/w34615#:~:te…. Github: github.com/kteoh37/bftu_cros…. Please RT if interested. Brief thread on it.

Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives

nber.org
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Here is our recorded AEA session aeaweb.org/webcasts/2026/dol… at #ASSA2026 on tariffs and the dollar w/ @itskhoki , @JSchreger , @krogoff , @MartinUribeEcon. Interesting conversations w/presenters, discussants and the audience on understanding tariffs' impact on the economy: what happened, can tariffs be good, models and reality, how countries compete, why the dollar went the wrong way and what the future may hold for the dollar and the U.S.
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🎓 Call for Applications | JIE Summer School 2026 📍 Milan (Bocconi University) | 🗓 July 6–8, 2026 Lectures by Cécile Gaubert, Christoph Trebesch, David Hémous, Federica Romei, Christopher Clayton & Natalia Ramondo. 🗓 Deadline: Jan 25, 2026 👉 sciencedirect.com/journal/jo…
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MSU Economics@MSUEconomics16 Dec 2025
Congratulations to Oren Ziv on his appointment to Associate Professor with Tenure! #MSUEconomics #MSUSocialScience
Headshot of Oren Ziv, Ph.D., against a brick wall, with the Michigan State University Department of Economics logo. Text says, "Congratulations to Oren Ziv, Ph.D., appointed to Associate Professor with Tenure."

ALT Headshot of Oren Ziv, Ph.D., against a brick wall, with the Michigan State University Department of Economics logo. Text says, "Congratulations to Oren Ziv, Ph.D., appointed to Associate Professor with Tenure."

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Here is the agenda for the JIE-GCAP-GSB Conference on Geoeconomics from February 27-28 Organized by @jafrieden, @juhreka13, @CarolinPflueger, @JSchreger and @Ch_Trebesch and hosted by @JIntlEcon, @GCAProject , and @StanfordGSB Get it here: globalcapitalallocation.s3.u…
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