Daniel Yi Xu

Roles & Affiliations

Current positions, editorial roles, and research networks.

David Rubenstein Distinguished Professor of Economics

Duke University

Research Associate

NBER — Productivity, International Trade, Development

Research Fellow

CEPR — Climate Change & Environment

Senior Fellow

Asian Bureau of Finance and Economic Research

Research Affiliate

International Growth Centre

Editorial Roles

Co-editor, American Economic Journal: Micro· Associate editor, RAND Journal of Economics

Selected papers

Full publications list organized by topic; links open PDFs where available.

Environmental Regulation and Productivity

The Geographic Leakages of Environmental Regulations: Evidence from the Clean Air Act

March 2025 · with M. Curtis, W. Miao, F. Soliman, and J.C. Suárez Serrato

Firm Selection and Growth in Carbon Offset Markets: Evidence from the Clean Development Mechanism in China

March 2025 · Conditionally accepted at American Economic Review · with Q. Chen and N. Ryan

Regulating Conglomerates: Evidence from an Energy Conservation Program in China

American Economic Review (Feb 2025) · with Q. Chen, Z. Chen, Z. Liu, and J.C. Suárez Serrato

Globalization and Technology Upgrading

Market Congestion and Information Frictions on Global E-Commerce Platforms

Aug 2025 · Conditionally accepted at ReStat · with J. Bai, M. Chen, J. Liu, and X. Mu

Notching R&D Investment with Corporate Income Tax Cuts in China

American Economic Review (July 2021) · with Z. Chen, Z. Liu, and J.C. Suárez Serrato

Trade, Quality Upgrading, and Input Linkages: A Theory with Evidence from Colombia

American Economic Review (Jan 2018) · with A. Fieler and M. Eslava

The Role of Firm Factors in Demand, Cost, and Export Market Selection for Chinese Footwear Producers

Review of Economic Studies (Oct 2018) · with M. Roberts, X. Fan, and S. Zhang

R&D Investment, Exporting, and Productivity Dynamics

American Economic Review (June 2011) · with B.Y. Aw and M. Roberts

Trade War and Trade Networks

Strategic Avoidance and the Welfare Impacts of U.S. Solar Panel Tariffs

Nov 2025 · R&R at American Economic Review · with T. Gerarden, B. Bollinger, and K. Gillingham

Who Pays for Tariffs Along the Supply Chain

Jan 2026 · R&R at American Economic Review · with A. Flaaen, A. Hortaçsu, F. Tintelnot, and N. Urdaneta

Two-Sided Search in International Markets

Feb 2026 · Accepted at Journal of Political Economy · with J. Eaton, D. Jinkins, and J. Tybout

O-Ring Production Networks

Journal of Political Economy (Jan 2024) · with B. Demir, A. Fieler, and K. Yang

Market Distortions and Misallocation

The Spatial Distribution of Markups

(coming soon) · with J. Becker, C. Edmond, and V. Midrigan

How Costly Are Markups

Journal of Political Economy (July 2023) · with C. Edmond and V. Midrigan

Competition, Markups, and the Gains from International Trade

American Economic Review (Oct 2015) · with C. Edmond and V. Midrigan

Finance and Misallocation: Evidence from Plant-level Data

American Economic Review (Feb 2014) · with V. Midrigan

Macroeconomic Implications of Size-Dependent Policies

Review of Economic Dynamics (Oct 2008) · with N. Guner and G. Ventura