reveals only part of the consequence for the treated of treating the entire market. When combined with economic theory, our … effects in the marketplace to the substitution and scale effects of demand theory. We show how treatment-effect estimators can …

The primary predictions of strategic-trade theory are not restricted to imperfectly-competitive markets. Indeed, these … predictions emerge in a natural three-country extension of the traditional theory of trade policy in competitive markets, once the … theory is augmented to allow for politically-motivated governments, so that the sign of export policy may be converted from …