Policy Publications

IMF Publications

• "External Rebalancing in Turbulent Times",  IMF External Sector Report, Chapter1,  July 2023 (with Cian Allen, Camila Casas, Jiaqian Chen, Giovanni Ganelli, Luciana Juvenal, Jaewoo Lee and Cyril Rebillard ).

• "External Sector Implications of the Global Dollar Cycle",  IMF External Sector Report, Chapter 2, July 2023  (with Cian Allen, Rudolfs Bems, Allan Dizioli, Jaewoo Lee and Racha Moussa).

• "The Role of Critical Minerals for Energy Security and the Green Transition", in G20 Background Note on Macroeconomic Impact of Energy and Food Insecurity, IMF, March 2023 (with Andrea Pescatori and Martin Stuermer).

• "Special Feature: Commodity Market Developments and Forecasts: Clean Energy Transition and Metals: Blessing or Bottleneck”, IMF World Economic Outlook, October 2021 (with Andrea Pescatori, Martin Stuermer and Nico Valckx).

[Press coverage: Financial Times 1, Financial Times 2, Wall Street Jounal, The Economist]

DIW Publications

• "Steigende Metallpreise als mögliches Hindernis der Energiewende", DIW Wochenbericht 4, January 2022.

[Press coverage: Deutsche Welle TV Interview, rbb Radio Interview, Die Message Podcast Interview, Handelsblatt, Tagesschau, FAZ, Het Financieele Dagblad]

• “Restriktive US-Handelspolitik wirkt signifikant negativ auf Finanzmärkte”, DIW Wochenbericht 31, August 2021 (with Lukas Menkhoff and Malte Rieth).

(Englisch version:“Restrictive US Trade Policy Has a Significantly Negative Effect on Financial Markets”, DIW Weekly Report 31, August 2021.)

[Press coverage: Wirtschaftswoche]

• “Die globalisierte deutsche Wirtschaft: Im Wahlkampf vernachlässigt”, DIW Aktuell 68: Sonderausgaben zur Bundestagswahl, July 2021 (with Lukas Menkhoff).

• “Wechselkurse als Corona-Barometer: wie Währungsschwankungen die Krise spiegeln”, DIW Aktuell 40, May 2020 (with Lukas Menkhoff).

• “Measuring the Effect of Foreign Exchange Intervention Policies on Exchange Rates”, DIW Roundup 128, April 2019.