The Real-time Information Content of Macroeconomic News: Implications for Firm-level Earnings Expectations. Review of Accounting Studies 23 (1): 136-166

From Accounting to Economics: The Role of Special Items in Gauging the State of the Economy (with Ahmed M. Abdalla). The Accounting Review (Forthcoming)

The Real-Time Macro Content of Corporate Financial Reports: A Dynamic Factor Model Approach (with Ahmed M. Abdalla and Panos N. Patatoukas). Journal of Monetary Economics (Forthcoming)