Thibault Fally
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Working papers:

Consumer Demand with Price Aggregators and Low-Rank Cross-Price Effects   [pdf]
        (with Ethan Ligon)
           This draft: April 2025

Scaling Agricultural Policy Interventions: Theory and Evidence from Uganda   [pdf]
        (with Lauren Bergquist, Benjamin Faber, Matthias Hoelzlein, Edward Miguel, Andres Rodriguez-Clare)
          Revised and Resubmitted, Econometrica

           This draft: April 2025

Commodity Trade Matters   [pdf]   [data]
        (with James Sayre)
           This draft: July 2019

Production Staging: Measurement and Facts   [pdf]   [data]
          previously entitled: "On the Fragmentation of Production in the US"
           This draft: August 2012

Publications:

Measuring Welfare and Inequality with Incomplete Price Information   [pdf]
        (with David Atkin, Ben Faber and Marco Gonzalez-Navarro), Quarterly Journal of Economics, February 2024

  

Generalized Separability and Integrability: Consumer Demand with a Price Aggregator   [pdf]
        Journal of Economic Theory, July 2022

  

Firm Heterogeneity in Consumption Baskets: Evidence from Home and Store Scanner Data   [pdf]
        (with Ben Faber), Review of Economic Studies, May 2022

  

Per Capita Income, Consumption Patterns, and CO2 Emissions   [pdf]
        (with Justin Caron), Journal of the Association of Environmental and Resource Economists, March 2022

  

Per Capita Income and the Demand for Skills   [pdf]
        (with Justin Caron and Jim Markusen), Journal of International Economics, March 2020

  

Generalized Separability and the Gains from Trade   [pdf]
        Economics Letters, May 2019

 

A Coasian Model of International Production Chains   [pdf]
        (with Russell Hillberry), Journal of International Economics, September 2018

 

Structural Gravity and Fixed Effects   [pdf]
        Journal of International Economics, September 2015

 

International trade puzzles: a solution linking production factors and demand   [pdf]    [NBER WP]
        (with Justin Caron and Jim Markusen), The Quarterly Journal of Economics, August 2014

  

Foreign Entry and Spillovers with Technological Incompatibilities in the Supply Chain   [pdf]
        (with Juan Carluccio), Journal of International Economics, January 2013

 

A measure of upstreamness of production and trade flows    [long version]    [short]    [data]
        (with Pol Antras, Davin Chor and Russell Hillberry), The American Economic Review P&P, May 2012

       

Global Sourcing under Imperfect Capital Markets   [pdf]
        (with Juan Carluccio), The Review of Economics and Statistics, August 2012

       

Economics Geography and Wages in Brazil: Evidence from Micro-Data   [pdf]
        (with Rodrigo Paillacar and Cristina Terra), Journal of Development Economics, January 2010

       

Credit Constraints as a Barrier to the Entry and Post-Entry Growth of Firms   [pdf]
        (with Philippe Aghion and Stefano Scarpetta), Economic Policy, October 2007

       

Other:

Scaling up agricultural policy interventions: Evidence from Uganda   [link]
        VoxEU Policy Brief, http://cepr.org/voxeu/columns/scaling-agricultural-policy-interventions-evidence-uganda, 2023

       

The Skill-Premium Puzzle: Rediscovering the Demand Side of General Equilibrium   [link]
        VoxEU Policy Brief, http://voxeu.org/article/demand-and-skill-premium-puzzle, April 2020

       

Does Trade in Primary Commodities Matter?   [link]   [pdf]
        ARE Update, Vol. 23, No. 1, Sep/Oct, 2019

       

Per capita income, consumption patterns, and carbon dioxide emissions   [link]
        VoxEU Policy Brief, http://voxeu.org/article/capita-income-consumption-patterns-and-carbon-dioxide-emissions, 2018

       

Firm Heterogeneity in Consumption Baskets   [link]
        VoxEU Policy Brief, http://voxeu.org/article/firm-heterogeneity-consumption-baskets, August 2017

       

Has production become more fragmented? International vs domestic perspectives   [link]
        VoxEU Policy Brief, http://www.voxeu.org/index.php?q=node/7506, January 2012

       

In Favor of a Funds to Stabilize Commodity Exporters' Income   [pdf]
        (with Daniel Cohen and Sebastien Villemot), CEPR Working Paper No. 5550, 2006