Chenzi Xu

Assistant professor @BerkeleyEcon. Previously @StanfordGSB. Ph.D. in economics @harvard. Research in finance, history, and trade. From Athens, GA.

[Adrien Matray @AdrienMatray]

I wrote a full guide for economists who have never used Claude. Mental model, setup, hard rules, FAQ on the Dropbox mistake, common failures.

Take a look and tell me what is still missing.

https://t.co/98FD3Hhbo7

[Adrien Matray @AdrienMatray]

📢📢Public good alert: a short guide on using claude code for economists, aimed at pre-doc RAs. feedback welcome!

https://t.co/bhLxy31LPQ

[Adrien Matray @AdrienMatray]

📢 Call for papers! SITE 2026 Session 15: "Causes & Consequences of Misallocation" at Stanford GSB, Aug 31–Sep 1. Theory + empirics welcome.

Deadline: June 15 Submit: https://t.co/d5YRxEyLzl
w/ @TheMichaelBlank @PeteKlenow @sarapfmoreira

[Adrien Matray @AdrienMatray]

1/7 Industrial Policies in a Globalized and Financialized World starts at the Federal Reserve Bank of Atlanta on May 7.

Co-organized with @chenzix and Tim Schmidt-Eisenlohr of @federalreserve.

Full program: https://t.co/kRxZEZltSW @AtlantaFed

[Adrien Matray @AdrienMatray]

#EconTwitter #IndustrialPolicy #InternationalTrade #Macroeconomics #CallForPapersSubmit to: [email protected] 🔗 https://t.co/RDHsTWoTMN Organizers:@AdrienMatray,@eisenlohr_tim,@chenzix

[Chenzi Xu @chenzix]

📢 Very excited to organize this conference on trade & industrial policy at #AtlantaFRB. We started this @Stanford for #SITE and loved it.

Submission deadline in 1 month, conf in May.

Please submit!

[Adrien Matray @AdrienMatray]

Submit to: [email protected]
🔗 https://t.co/RDHsTWoTMN

Organizers: @AdrienMatray, @eisenlohr_tim, @chenzix
#EconTwitter #IndustrialPolicy #InternationalTrade #Macroeconomics #CallForPapers

[Chenzi Xu @chenzix]

I am hiring a full-time RA at Berkeley, please apply here: https://t.co/48hqO2Ghl2

[NBER @nberpubs]

1930s US bank branching reforms improved credit allocation and raised productivity as internal capital markets directed funds to financially constrained regions, from Sarah Quincy and @chenzix https://t.co/bDA0Lcmgqm

[Matteo Maggiori @m_maggiori]

Free, publicly available data on security level holdings of US mutual funds. Clean, ready for research. Very excited about this public good

Downloaded it on my laptop. 15GB compressed, 140GB of overall data

Lots of open research questions on domestic and cross-border positions

[Chenzi Xu @chenzix]

@InaSimonovska @TradeDiversion both on the list already :)

[Chenzi Xu @chenzix]

📣Continuing the tradition: this year's list of JMCs in International Finance and Economic History (inspired by
@TradeDiversion's list in Trade + Spatial).

Check out the candidates here, and let me know if any are missing: https://t.co/herO5lMr8N

#JMCs #EconTwitter

[Global Capital Allocation Project @GCAProject]

Program chairs: @m_maggiori (@Stanford), @JSchreger (@Columbia), @chris_d_clayton (@Yale), and @chenzix (@UCBerkeley)

[Journal of International Economics @JIntlEcon]

📢 Call for Papers
Global Spillovers Amid Shifting Policies
Joint BIS • BoE • ECB • IMF • JIE Conference
📍 Washington, D.C. | 🗓 April 28–29, 2026

📝 Submit by Nov 30, 2025

@BIS_org @BankofEngland @ECB @IMFNews

[Hanno Lustig @HannoLustig]

What can we learn from the high-frequency response in bond and currency markets to the tariff announcement about the status of the US dollar as the global reserve currency?

Short paper.
https://t.co/qtkgKIBGnU
joint work with Arvind Krishnamurthy, Zhengyang Jiang (@ProfJiang ), Rob Richmond (@rrichmond ), and Chenzi Xu (@chenzix)

We conclude that the tariff announcements have led investors to question the role of the dollar as the reserve currency. This explains why the dollar has depreciated by 3.4% between April 4 and April 14 in spite of rising US rates. As a result, the willingness of foreign investors to pay extra for the safety of dollar safe assets has declined. Our measure of this willingness to pay is the 1-year US Treasury basis, measured against the German Bund, plotted in black in the Figure below. The basis (left vertical axis) is the yield on the synthetic Treasury constructed from the German bund minus the yield on the actual Treasury. The decline in the Treasury basis explains the depreciation of the dollar over the past few weeks, in spite of rising rates.

🧵 below.

Plot of 1-year Treasury basis against German Bund. Defined as German yield (hedged into USD) minus US Treasury yield (left vertical axis). Euro/USD exchange rate (right vertical axis).

[Guo Xu @guoxu_econ]

Very excited about the first installment of the Berkeley Econ History Mini Conference — first edition being on econ history x political economy. Looking forward to seeing everyone tomorrow!

[Joshua Rauh @joshrauh]

Wow, great resource here

[Chenzi Xu @chenzix]

I'm very proud of this and excited to finally put it out there for everyone to use! See the full thread by @KarstenMueIIer for more details of our coverage and 2 applications to financial crises and global temperature shocks

[Karsten Müller @KarstenMueIIer]

🚨 New Paper and Public Good🚨

"The Global Macro Database: A New International Macroeconomic Dataset", joint with @chenzix, Mohammed Lehbib, and Ziliang Chen.

We built the most comprehensive macro database ever—covering 243 countries from 1086-today, integrating 110 sources. 🧵

[CEPR @cepr_org]

New CEPR Discussion Paper - DP19894
Currency Development Through Liquidity Provision
Antonio Coppola @acoppola4 @StanfordGSB @SIEPR @Stanford, Arvind Krishnamurthy @ProfArvindKrish @StanfordGSB, Chenzi Xu @chenzix @UCBerkeley
https://t.co/wFYEJkIQ0Y
#CEPR_IO #CEPR_PE #Econtwitter

[NBER @nberpubs]

Modeling how an alternate dollar system may emerge outside Western control, first driven by sanctions fears, but ultimately sustained by the currency's self-reinforcing liquidity, from @acoppola4, @ProfArvindKrish, and @chenzix https://t.co/EjhBNzwzRS

[Matteo Maggiori @m_maggiori]

I was waiting for this public good to appear ;)

Looking forward to reading the papers and meeting the people. On the list, my co-author @_amandads_ Amanda Dos Santos coming out of Columbia has a great paper

@JSchreger is the main advisor, I also wrote a letter