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 includes links to all available journal articles dating back to 2012, and we have added case studies, working papers, books and book chapters, and white papers published since 2023. Output from the Corporate Governance Research Initiative, the Corporations and Society Initiative, and the Value Chain Innovation Initiative is also included.

The collection’s scope currently encompasses:

  • Journal Articles - 2012 to present
  • Working Papers - 2023 to present
  • Books - 2023 to present
  • Case Studies - 2023 to present

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-2012 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 40 Records

Title (A-Z) Title (Z-A) Date (Ascending) Date (Descending)
25 50 100
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 The U.s. Public Debt Valuation Puzzle
The U.s. Public Debt Valuation Puzzle
  • GSB Authors: Hanno Lustig
  • Date: 2024-07-01
  • 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 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 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
Miniature of Money Market Funds, Comment Letter to the Securities and Exchange Commission
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 Foreign Safe Asset Demand and the Dollar Exchange Rate
Foreign Safe Asset Demand and the Dollar Exchange Rate
  • GSB Authors: Arvind Krishnamurthy | Hanno Lustig
  • Date: 2021-02-02
  • Publication Type: Articles
  • Publication: The Journal of Finance
Miniature of Firm Volatility in Granular Networks
Firm Volatility in Granular Networks
  • GSB Authors: Hanno Lustig
  • Date: 2020-10-05
  • Publication Type: Articles
  • Publication: Journal of Political Economy
Miniature of Firm Volatility in Granular Networks
Firm Volatility in Granular Networks
  • GSB Authors: Hanno Lustig
  • Date: 2020-10-05
  • Publication Type: Articles
  • Publication: Journal of Political Economy
Miniature of Equity Is Cheap for Large Financial Institutions
Equity Is Cheap for Large Financial Institutions
  • GSB Authors: Hanno Lustig
  • Date: 2020-01-25
  • Publication Type: Articles
  • Publication: The Review of Financial Studies
Miniature of Equity Is Cheap for Large Financial Institutions
Equity Is Cheap for Large Financial Institutions
  • GSB Authors: Hanno Lustig
  • Date: 2020-01-25
  • Publication Type: Articles
  • Publication: The Review of Financial Studies
Active filters
GSB Authors: Hanno Lustig   Remove all  

About this Collection

Collection Name:
Stanford GSB Faculty Publications
Collection Type:
GSB Publications and Research

40 Finance

7 fiscal policy 6 foreign exchange rates 5 market volatility 4 bond pricing 4 business size 4 investors 4 monetary policy 3 asset pricing 3 bonds (finance) 3 convenience yield 3 convenience yields 3 financial markets 3 incomplete markets 3 international finance 3 risk exposure 3 term structure 2 American business enterprises 2 asset management 2 big business 2 capital 2 carry trades (foreign exchange) 2 commerce 2 corporate governance 2 dollar 2 economic geography 2 endogeneity (econometrics) 2 equity (real property) 2 exchange rate puzzles 2 exchange rates 2 federal budget 2 financial bailouts 2 financial crises 2 financial repression 2 financial services industry 2 foreign exchange 2 households 2 insurance policies 2 interest rate risk 2 interest rates 2 location theory (geography) 2 market capitalization 2 network effect 2 options (finance) 2 power law (mathematics) 2 price inflation 2 public debt sustainability 2 public debts 2 rate of return on stocks 2 rent (economic theory) 2 risk 2 risk premiums 2 space in economics 2 statistical correlation 2 stockholders 2 time series analysis 2 workers' compensation 1 2008-2009 1 E62 fiscal policy 1 G12 1 JEL codes: G12 1 Sharpe ratio 1 U.S. dollar 1 US monetary policy 1 aggregation 1 aggregation (statistics) 1 arbitrage 1 assets (accounting) 1 banking 1 banking industry 1 bond risk premium 1 budget 1 business cycles 1 business cycles and asset pricing 1 consumer confidence 1 consumer preferences 1 consumers 1 consumption (economics) 1 credit 1 crises 1 cross section of stock returns 1 cross-sectional method 1 current account 1 debt 1 debt maturity 1 debt sustainability 1 decision making in investments 1 demand 1 demand for money 1 discounted cash flow 1 e13 1 e32 1 economic forecasting 1 economic shock 1 endowments 1 exchange rate 1 expertise 1 f44 1 finance 1 financial economics 1 financial ratios 1 financial risk 1 firm volatility 1 g11 1 g12 1 g17 1 g21 1 global financial crisis 1 government budget constraint 1 government securities 1 gross domestic product 1 heterogeneous beliefs 1 idiosyncratic risk 1 idiosyncratic risk (securities) 1 international economics 1 international finance and macroeconomics 1 international investment 1 international risk sharing 1 investment 1 investment risk 1 macroeconomics 1 marginal utility 1 market pricing 1 market segmentation 1 market value 1 mispricing 1 monetary economics 1 policy 1 poor people 1 portfolio choice 1 portfolio management (investments) 1 portfolio restrictions 1 portfolio selection and asset pricing 1 price deflation 1 public spending 1 rate of return 1 rate of return on bonds 1 rate of return on government securities 1 return on assets 1 risk sharing 1 safe asset demand 1 sharpe ratio 1 shopping 1 stock market participation 1 suretyship & guaranty 1 surplus (economics) 1 swaps (finance) 1 unemployment statistics 1 united states economic policy 1 united states economy 1 valuation 1 value premium