Applied Microeconomics & Computational Methods
Shujie XU
Incoming Kellogg Research Fellow, Summer 2026.
MSc from CUHK and Northwestern, 2025.
I study how information design and institutional constraints shape firm and household behavior. Across urban, corporate finance, and political economy settings, I build large-scale text pipelines—property listings, annual reports, earnings calls, political speeches—and fuse them with administrative data to test economic mechanisms directly.
Right now I lead the measurement agenda for a housing bargaining project with Franklin Qian, build political-institution datasets with Letian Zhang, and extend supply-chain risk work with Yue Tang. I’m especially interested in bringing text-based evidence into models of bargaining, sorting, and organizational choice.
Starting Summer 2026, I will join Kellogg as a Research Fellow to keep scaling these measurement-driven projects before doctoral study. I plan to apply to Finance PhD programs and welcome conversations about research and collaborations.
- Training
- MSc in Applied Economics, CUHK (2025) · MSc in Social & Economic Policy, Northwestern (2025)
- Fields
- Applied micro · political economy · urban and regional · organizational behavior
- Methods
- Text-based measurement, causal inference, network + matching, computational RA workflows
- Perspective
- Curious about how information design, institutions, and incentives rewrite bargaining stories

Research Focus I combine applied microeconomics with text-based measurement to study markets, institutions, and firm behavior.
Current Work
Leading applied micro projects with text-based evidence
- I
Housing bargaining under listing price formats
Designing seller sorting indices and heterogeneity tests with large-scale proprietary housing transaction and mortgage reporting data.
- II
Political leadership & firm strategy
Building political leader and speech datasets to study human-capital investment under institutional shocks.
- III
Supply-chain risk propagation
Mining Chinese corporate reports to link network position with exposure to trade and policy disruptions.