Contact:

Economic Research,

Federal Reserve Bank of San Francisco,

101 Market Street, San Francisco, CA 94105

Position:

Research Advisor, FRB SF, since August 2021

Senior Economist, FRB SF, April 2019 - July 2021

Economist, FRB SF, May 2015 - April 2019

Education:

Ph.D. in Economics, Stanford University, 2015

M.A. in Economics, University of Tokyo, 2009

B.A. in Economics, University of Tokyo, 2007

Publications:

The Effect of Aging on Entrepreneurship and Aggregate Productivity

Journal of the Economics of Aging, 32, Dec 2025.

Special Issue on Economics of ageing: Japan in comparative perspective

with Takeo Hoshi and Naomi Kodama

Entry Costs Rise with Growth

Journal of Political Economy Macroeconomics, 3(1), Mar 2025.

with Pete Klenow

A Theory of Falling Growth and Rising Rents (online appendix)

Review of Economic Studies, 90(6), 2675–2702, Nov 2023.

with Philippe Aghion, Antonin Bergeaud, Timo Boppart, and Pete Klenow

The Impact of COVID on Productivity and Potential Output

The conference vol. of the Jackson Hole Economic Symposium, Sep 2022.

with John Fernald

Productivity Slowdown: Reducing the Measure of Our Ignorance

The Economics of Creative Destruction, a Festschrift in Honor of Aghion-Howitt, Harvard University Press, Apr 2022.

with Timo Boppart

Leverage and Productivity

Journal of Development Economics, Vol 154, Jan 2022.

BLP Estimation Using Laplace Transformation and Overlapping Simulation Draws (appendix)

Journal of Econometrics, 222 (1), Part A, 56-72, May 2021.

with Han Hong and Jessie Li

Innovative Growth Accounting (slides)

NBER Macroeconomics Annual, 2020.

with Pete Klenow

Missing Growth from Creative Destruction (online appendix)

American Economic Review, 109(8), 2795–2822, Aug 2019.

with Philippe Aghion, Antonin Bergeaud, Timo Boppart and Pete Klenow

Solving the Income Fluctuation Problem with Unbounded Reward

Journal of Economic Dynamics and Control, 45, 353-365, Aug 2014.

with John Stachurski

Generalized Look-Ahead Methods for Computing Stationary Densities

Mathematics of Operations Research, 37(3), 489-500, Aug 2012.

with R. Anton Braun and John Stachurski

Work in progress/Working papers:

Idea Rents and Firm Growth

(with Timo Boppart, Pete Klenow, and Reiko Laski), Feb 2026

Good Rents versus Bad Rents: R&D Misallocation and Growth Online Appendix

(with Philippe Aghion, Antonin Bergeaud, Timo Boppart, and Pete Klenow), Jan 2026

ChatMacro: Evaluating Inflation Forecasts of Generative AI CEPR Discussion Paper 21057

(with M. Jahangir Alam, Shane Boyle, and Tatevik Sekhposyan), Jan 2026

The Work-from-home Wage Premium CEPR Discussion Paper 20996

(with Julien Sauvagnat and Tom Schmitz), Jan 2026

Borrowing Constraints, Markup Dispersion and Misallocation

(with Chen Lian, Yueran Ma, and Emily Martell), Jun 2025

Fallow working papers:

The Asymptotic Distribution of Estimators with Overlapping Simulation Draws

Submitted to Econometric Review

(with Tim Armstrong, Ron Gallant and Han Hong), Aug 2018

Short publications:

Productivity During and Since the Pandemic video summary

FRBSF Economic Letter, 2024-31.

(with Fernald, Meisenbacher, and Yalcin)

Are Markups Driving the Ups and Downs of Inflation?

FRBSF Economic Letter, 2024-12.

(with Leduc and Liu)

Does Working from Home Boost Productivity Growth?

FRBSF Economic Letter, 2024-02.

(with Fernald, Goode, and Meisenbacher)

Labor Productivity in a Pandemic

FRBSF Economic Letter, 2021-22.

(with Fernald and Ochse)

Future Output Loss from COVID-Induced School Closures

FRBSF Economic Letter, 2021-04.

(with Fernald and Ochse)

Disruptions to Starting a Business during COVID-19

FRBSF Economic Letter, 2020-25.

(with Ochse)

Innovative Growth Accounting

Vox EU, August 2020.

(with Klenow)

Innovation by Young and Small Firms

Nikkei Newspaper, April 20 2020.

In Japanese

(with Klenow)

Is Rising Concentration Hampering Productivity Growth?

FRBSF Economic Letter, 2019-28.

(with Klenow and Naff)

Is Slow Still the New Normal for GDP Growth?

FRBSF Economic Letter, 2019-17.

(with Fernald)

Nonmanufacturing as an Engine of Growth

FRBSF Economic Letter, 2019-03.

Missing Growth from Creative Destruction

FRBSF Economic Letter, 2017-31.

(with Klenow)

Missing growth: How imputation and creative destruction affect TFP measurement

Vox EU, August 2017.

(with Aghion, Bergeaud, Boppart, and Klenow)

What’s Holding Back Business Formation?

FRBSF Economic Letter, 2017-20.

(with Kiernan)

Other professional activities:

* U.S. Census Bureau Special Sworn Status Researcher, since 2015

* Macro Finance Society member, since 2015

* Referee experience: Econometrica | Journal of Political Economy | Quarterly Journal of Economics | Review of Economic Studies | American Economic Review | AER Insights | AEJ Macro | JPE Macro | Journal of European Economic Association | Journal of Monetary Economics | Economic Journal | Journal of Financial Economics | Management Science | Journal of Development Economics | Journal of Economics Theory | Review of Economic Dynamics | Review of Economics and Statistics | European Economic Review | Journal of International Economics | Quantitative Economics | Journal of Economic Dynamics and Control | the B.E. Journal of Macroeconomics | Computational Economics | Economics Letters

Awards:

* 2021 Excellence in Refereeing Award, AER: Insights

* 2020 Excellence in Refereeing Award, AER: Insights

* 2014-15 Leonard W. Ely and Shirley R. Ely Graduate Student Fund Fellowship, SIEPR

* 2013-14 Dissertation Fellow, IRiSS Stanford

* 2013-14 Japan Fund Dissertation Fellowship, FSI

* 2012-13 Shultz Graduate Student Fellowship in Economic Policy, SIEPR

* 2012-13 Shorenstein Predoctoral Fellowship in Contemporary Asia

* 2009-10 Stanford Department Fellowship

* 2009 JSPS Research Fellowships for Young Scientists

* 2008 CEMANO-COE Distinguished TA Award for Core Graduate Macroeconomics II, The University of Tokyo

* 2007-09 Japanese Government Scholarship for Master Studies

* 2007 Presidential Award, The University of Tokyo

* 2002-06 Japanese Government Scholarship for Undergraduate Studies

Huiyu (Huey) Li