General Information

Schedule

There will probably be three sessions: One on modalities, the other two with presentations.

Meetings

The first session takes place on July 29 from 15:00 to 16:00 in room W8-107. Sessions 2 and 3 take place in late September; the exact date and room will be announced.

Module description

The course is a “Masterseminar” and part of multiple modules. More information here.

Questions

Don’t hesitate to contact me in case you have questions: julian.hinz@uni-bielefeld.de or mail@julianhinz.com.

Deadlines

Seminar paper and presentation slides due just before the second session (date to be announced) via email as PDF.

List of possible papers

Sanctions and Isolation

“The Sword and the Shield: The Economics of Targeted Sanctions,” Rod Ludema and Daniel Ahn. European Economic Review, Volume 130, November 2020. Link to paper
“International Isolation and Regional Inequality: Evidence from Sanctions on North Korea,” Yong Suk Lee. Journal of Urban Economics, Vol. 103, 2018. Link to paper
“Bearing the cost of politics: Consumer prices and welfare in Russia,” Julian Hinz and Evgenii Monastyrenko. Journal of International Economics, Volume 137, July 2022. Link to paper
“When trade stops: Lessons from the Gaza blockade 2007–2010,” Haggay Etkes and Assaf Zimring. Journal of International Economics, Volume 95, Issue 1, January 2015. Link to paper
“Smart Sanctions” (formerly titled “Sanctions and Misallocation: How Sanctioned Firms Won and Russia Lost”), Dzhamilya Nigmatulina. Working paper. Link to paper
“On the Design of Effective Sanctions: The Case of Bans on Exports to Russia,” Ricardo Hausmann, Ulrich Schetter, and Muhammed A. Yildirim. Economic Policy, Volume 39, Issue 117, January 2024. Link to paper
“The Eurasian Roundabout: Trade Flows into Russia through the Caucasus and Central Asia,” Maxim Chupilkin, Beata Javorcik, and Alexander Plekhanov. European Economic Review, Volume 187, 2026. Link to paper

Trade Wars and Protectionism

“The Return to Protectionism,” Pablo Fajgelbaum, Pinelopi Goldberg, Patrick Kennedy, and Amit Khandelwal. The Quarterly Journal of Economics, Volume 135, Issue 1, February 2020. Link to paper
“Tariffs and Politics: Evidence from Trump’s Trade Wars,” Thiemo Fetzer and Carlo Schwarz. The Economic Journal, Volume 131, Issue 636, May 2021. Link to paper
“Illuminating the Effects of the US-China Tariff War on China’s Economy,” Davin Chor and Bingjing Li. Journal of International Economics, Volume 150, 2024. Link to paper
“Tariff Pass-Through at the Border and at the Store: Evidence from US Trade Policy,” Alberto Cavallo, Gita Gopinath, Brent Neiman, and Jenny Tang. American Economic Review: Insights, Volume 3, Issue 1, March 2021. Link to paper
“Rising Import Tariffs, Falling Exports: When Modern Supply Chains Meet Old-Style Protectionism,” Kyle Handley, Fariha Kamal, and Ryan Monarch. American Economic Journal: Applied Economics, Volume 17, Issue 1, January 2025. Link to paper

Geoeconomic Fragmentation and Power

“Changing global linkages: A new Cold War?,” Gita Gopinath, Pierre-Olivier Gourinchas, Andrea F. Presbitero, and Petia Topalova. Journal of International Economics, Volume 153, January 2025. Link to paper
“International Power,” Ernest Liu and David Y. Yang. Working paper. Link to paper

Decoupling, Friend-shoring and Reshoring

“Is US Trade Policy Reshaping Global Supply Chains?,” Caroline Freund, Aaditya Mattoo, Alen Mulabdic, and Michele Ruta. Journal of International Economics, Volume 152, 2024. Link to paper

Export Controls and Technology Restrictions

“Securing Technological Leadership? The Cost of Export Controls on Firms,” Matteo Crosignani, Lina Han, Marco Macchiavelli, and André F. Silva. Journal of Financial Economics, Volume 175, 2026. Link to paper
“Industrial Policy in the Global Semiconductor Sector,” Pinelopi K. Goldberg, Réka Juhász, Nathan J. Lane, Giulia Lo Forte, and Jeff Thurk. NBER Working Paper 32651, July 2024. Link to paper
“Trade Sanctions Against Russia: Stylized Facts,” Konstantin Egorov, Vasily Korovkin, Alexey Makarin, and Dzhamilya Nigmatulina. BOFIT Discussion Papers 11/2025, 2025. Link to paper

Weaponized Interdependence and Geoeconomics

“A Framework for Geoeconomics,” Christopher Clayton, Matteo Maggiori, and Jesse Schreger. Econometrica, Volume 94, Issue 1, January 2026. Link to paper
“What if? The Macroeconomic and Distributional Effects for Germany of a Stop of Energy Imports from Russia,” Rüdiger Bachmann, David Baqaee, Christian Bayer, Moritz Kuhn, Andreas Löschel, Benjamin Moll, Andreas Peichl, Karen Pittel, and Moritz Schularick. Economica, Volume 91, Issue 364, October 2024. Link to paper

Political Economy and Conflict

“Make Trade Not War?,” Philippe Martin, Thierry Mayer and Mathias Thoenig. The Review of Economic Studies, Volume 75, Issue 3, July 2008. Link to paper
“This Mine Is Mine! How Minerals Fuel Conflicts in Africa,” Nicolas Berman, Mathieu Couttenier, Dominic Rohner and Mathias Thoenig. American Economic Review, Vol 107, No. 6, June 2017. Link to paper
“Brexit Vote, Inflation and UK Living Standards,” Thomas Sampson, Holger Breinlich, Elsa Leromain and Dennis Novy. International Economic Review, Vol. 63, No. 1, 2022. Link to paper
“Did Austerity Cause Brexit?,” Thiemo Fetzer. American Economic Review, Vol. 109, No. 11, November 2019. Link to paper
“Global Competition and Brexit,” Italo Colantone and Piero Stanig. American Political Science Review, Volume 112, Issue 2, May 2018. Link to paper
“Importing Political Polarization? The Electoral Consequences of Rising Trade Exposure,” David Autor, David Dorn, Gordon Hanson, and Kaveh Majlesi. American Economic Review, Volume 110, Issue 10, October 2020. Link to paper
“The Price of War,” Jonathan Federle, André Meier, Gernot J. Müller, Willi Mutschler, and Moritz Schularick. American Economic Review, Volume 116, Issue 3, March 2026. Link to paper