Stanford GSB Faculty Publications

The Faculty Publications collection allows you to explore a growing corpus of GSB research in one place, with the ability to perform searches by title, author, abstract, supplied keywords, and (when available) full text. The collection indexes journal articles, case studies, working papers, books and book chapters, and white papers published by GSB faculty members from 2000 to the present. Output from the Corporate Governance Research Initiative, the Corporations and Society Initiative, and the Value Chain Innovation Initiative is also included.

This collection will grow over time as new publications are continually added, additional Research Hub Labs and Initiatives are incorporated, and librarians add entries for pre-2000 articles and other content.

Photo: Monuments to the Unknown Variables by Peter Wegner. Located in the McCoy Family Courtyard of Knight Management Center at the GSB, the ‘x’ structure offers a place to ponder indefinite change—and plan new discoveries.

Showing 1 - 25 of 57 Records

Miniature of What Does It Take? Quantifying Cross-Country Transfers in the Eurozone
What Does It Take? Quantifying Cross-Country Transfers in the Eurozone
  • GSB Authors: Hanno Lustig
  • Date: 2025-10-06
  • Publication Type: Working Papers


Miniature of Japan's Debt Puzzle: Sovereign Wealth Fund from Borrowed Money
Japan's Debt Puzzle: Sovereign Wealth Fund from Borrowed Money
  • GSB Authors: Hanno Lustig
  • Date: 2025-10-01
  • Publication Type: Articles
  • Publication: Journal of Economic Perspectives


Miniature of Dollar Upheaval: This Time Is Different
Dollar Upheaval: This Time Is Different
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2025-04-16
  • Publication Type: Working Papers


Miniature of Government Debt in Mature Economies. Safe or Risky?
Government Debt in Mature Economies. Safe or Risky?
  • GSB Authors: Hanno Lustig
  • Date: 2024-08-20
  • Publication Type: Working Papers


Miniature of Can U.s. Treasury Markets Add and Subtract?
Can U.s. Treasury Markets Add and Subtract?
  • GSB Authors: Hanno Lustig
  • Date: 2024-08-16
  • Publication Type: Working Papers


Miniature of The U.s. Public Debt Valuation Puzzle
The U.s. Public Debt Valuation Puzzle
  • GSB Authors: Hanno Lustig
  • Date: 2024-07-30
  • Publication Type: Articles
  • Publication: Econometrica


Miniature of What Drives Variation in the U.s. Debt‐to‐output Ratio? The Dogs That Did Not Bark
What Drives Variation in the U.s. Debt‐to‐output Ratio? The Dogs That Did Not Bark
  • GSB Authors: Hanno Lustig
  • Date: 2024-06-11
  • Publication Type: Articles
  • Publication: The Journal of Finance


Miniature of Spending Less After (Seemingly) Bad News
Spending Less After (Seemingly) Bad News
  • GSB Authors: Hanno Lustig
  • Date: 2024-04-29
  • Publication Type: Articles
  • Publication: The Journal of Finance


Miniature of Can U.S. Treasury Markets Add and Subtract?
Can U.S. Treasury Markets Add and Subtract?
  • GSB Authors: Hanno Lustig
  • Date: 2024-01-28
  • Publication Type: Working Papers


Miniature of Convenience Yields and Exchange Rate Puzzles
Convenience Yields and Exchange Rate Puzzles
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2024-01-24
  • Publication Type: Working Papers


Miniature of What About Japan?
What About Japan?
  • GSB Authors: Hanno Lustig
  • Date: 2023-11-29
  • Publication Type: Working Papers


Miniature of Dollar Safety and the Global Financial Cycle
Dollar Safety and the Global Financial Cycle
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2023-11-26
  • Publication Type: Articles
  • Publication: The Review of Economic Studies


Miniature of The Rest of the World’s Dollar-Weighted Return on U.s. Treasurys
The Rest of the World’s Dollar-Weighted Return on U.s. Treasurys
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2023-11-23
  • Publication Type: Articles
  • Publication: IMF Economic Review


Miniature of What About Japan?
What About Japan?
  • GSB Authors: Hanno Lustig
  • Date: 2023-11-01
  • Publication Type: Working Papers


Miniature of Implications of Asset Market Data for Equilibrium Models of Exchange Rates
Implications of Asset Market Data for Equilibrium Models of Exchange Rates
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2023-11-01
  • Publication Type: Working Papers


Miniature of What Drives Variation in the U.s. Debt/output Ratio? The Dogs That Didn’t Bark
What Drives Variation in the U.s. Debt/output Ratio? The Dogs That Didn’t Bark
  • GSB Authors: Hanno Lustig
  • Date: 2023-10-11
  • Publication Type: Working Papers


Miniature of Complex Asset Markets
Complex Asset Markets
  • GSB Authors: Hanno Lustig
  • Date: 2023-07-20
  • Publication Type: Articles
  • Publication: The Journal of Finance


Miniature of Fiscal Capacity: An Asset Pricing Perspective
Fiscal Capacity: An Asset Pricing Perspective
  • GSB Authors: Hanno Lustig
  • Date: 2023-06-20
  • Publication Type: Articles
  • Publication: Annual Review of Financial Economics


Miniature of Exorbitant Privilege Gained and Lost: Fiscal Implications
Exorbitant Privilege Gained and Lost: Fiscal Implications
  • GSB Authors: Hanno Lustig
  • Date: 2022-05-05
  • Publication Type: Working Papers


Miniature of Measuring U.S. Fiscal Capacity Using Discounted Cash Flow Analysis
Measuring U.S. Fiscal Capacity Using Discounted Cash Flow Analysis
  • GSB Authors: Hanno Lustig
  • Date: 2022-04-06
  • Publication Type: Working Papers


Miniature of Convenience Yields and Exchange Rate Puzzles
Convenience Yields and Exchange Rate Puzzles
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2021-05-25
  • Publication Type: Working Papers


Money Market Funds, Comment Letter to the Securities and Exchange Commission
  •   PDF
  • GSB Authors: Anat Admati | Peter DeMarzo | Hanno Lustig | Paul Pfleiderer | Amit Seru
  • Date: 2021-04-12
  • Subject: Government | Policy
  • Publication Type: Other


Miniature of Bond Convenience Yields in the Eurozone Currency Union
Bond Convenience Yields in the Eurozone Currency Union
  • GSB Authors: Hanno Lustig
  • Date: 2021-03-30
  • Publication Type: Working Papers


Miniature of What Determines the Government's Funding Costs When R=g? Unpleasant Fiscal Asset Pricing Arithmetic
What Determines the Government's Funding Costs When R=g? Unpleasant Fiscal Asset Pricing Arithmetic
  • GSB Authors: Hanno Lustig
  • Date: 2021-03-01
  • Publication Type: Working Papers


Miniature of Financial and Total Wealth Inequality with Declining Interest Rates
Financial and Total Wealth Inequality with Declining Interest Rates
  • GSB Authors: Hanno Lustig
  • Date: 2021-03-01
  • Publication Type: Working Papers