Trade (Tariff) Day - November 2025 | Yale Department of Economics

Location

87 Trumbull Street, Room B120

Date

Nov 07, 2025

12:30 pm — 5:15 pm

Friday, November 7, 2025

Topic: Tariffs

Organized by: Lorenzo Caliendo and Sam Kortum

Administrative support: Karina Ciulla

*Each presentation slot includes one hour allocated to the speaker, followed by 15 minutes dedicated to the discussant.

Time	Title	Presented by
12:00 PM	Lunch available
12:30 - 1:45 PM	“The Tariff Tax Cut: Tariffs as Revenue” Joint with: Jiaxiaomei Ding, Shafaat Khan, and Carter Mix	Presented by: George Alessandria (University of Rochester) Discussant: Ina Simonovska (UC Davis)
1:45 - 2:15 PM	Break
2:15 - 3:30 PM	“Tariffs and Trade Deficits” Joint with: Lorenzo Caliendo and Fernando Parro	Presented by: Sam Kortum (Yale University) Discussant: Robert Zymek (IMF)
3:30 - 4:00 PM	Break
4:00 - 5:15 PM	“Tariff Wars and Net Foreign Assets” Joint with: Mark Aguiar and Manuel Amador	Presented by: Doireann Fitzgerald (Federal Reserve Bank of Minneapolis) Discussant: Oleg Itshoki (Harvard University)
6:00 PM	Dinner for External Participants and Yale Faculty at Olea

Trade Day