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When observations are independent, formulae and software are readily available to plan and design studies of appropriate size and power to detect important associations. When observations are correlated or clustered, results obtained from…

Applications · Statistics 2021-03-15 David M. Thompson

The main goal of the paper is to extract the aggregate demand and aggregate supply shocks in Greece, Ireland, Italy and Portugal, as well as to examine the correlation among the two types of shocks. The decomposition of the shocks was…

General Economics · Economics 2020-07-23 Ionut Jianu

Existing research on the static effects of the manipulation of welfare program benefit parameters on labor supply has allowed only restrictive forms of heterogeneity in preferences. Yet preference heterogeneity implies that the marginal…

General Economics · Economics 2022-02-08 Robert A. Moffitt , Matthew V. Zahn

Based on the quarterly data from 26 advanced economies (AEs) and 18 emerging market economies (EMs) over the past two decades, this paper estimates the short- and medium-term impacts of financial cycles on the duration and amplitude of…

General Economics · Economics 2024-04-29 Tianbao Zhou , Zhixin Liu , Yingying Xu

For centuries, national economies created wealth by engaging in international trade and production. The resulting international supply networks not only increase wealth for countries, but also create systemic risk: economic shocks,…

General Economics · Economics 2021-12-02 Abhijit Chakraborty , Tobias Reisch , Christian Diem , Stefan Thurner

This systematic review with narrative synthesis examines the social impacts of International Monetary Fund (IMF) programs. We systematically searched five academic databases and grey literature following PRISMA guidelines and included 53…

General Economics · Economics 2025-11-13 Ricardo Alonzo Fernández Salguero

External-instrument identification leads to biased responses when the shock is not invertible and the measurement error is present. We propose to use this identification strategy in a structural Dynamic Factor Model, which we call Proxy…

Econometrics · Economics 2023-07-13 Davide Brignone , Alessandro Franconi , Marco Mazzali

This paper studies the transmission of US monetary policy shocks into Emerging Markets emphasizing the role of investment and financial heterogeneity. First, we use a panel SVAR model to show that a US interest tightening leads to a…

General Economics · Economics 2022-09-23 Santiago Camara , Sebastian Ramirez Venegas

We propose a regularized factor-augmented vector autoregressive (FAVAR) model that allows for sparsity in the factor loadings. In this framework, factors may only load on a subset of variables which simplifies the factor identification and…

Econometrics · Economics 2019-12-13 Maurizio Daniele , Julie Schnaitmann

Economic growth is conventionally analyzed at the national level, yet cities generate the bulk of global output. Here we construct GDP trajectories for 8,808 functional urban areas (FUAs) across 165 countries over 1993-2019 using…

General Economics · Economics 2026-03-18 Isaak Mengesha , Debraj Roy

In normal times, it is assumed that financial institutions operating in non-overlapping sectors have complementary and distinct outcomes, typically reflected in mostly uncorrelated outcomes and asset returns. Such is the reasoning behind…

General Economics · Economics 2021-01-19 Sayuj Choudhari , Richard Licheng Zhu

The empirical literature on the relationship between income inequality and economic growth has produced highly heterogeneous and often conflicting results. This paper investigates the sources of this heterogeneity using a meta-analytic…

Econometrics · Economics 2026-02-23 Lisa Capretti , Lorenzo Tonni

We show that a simple and intuitive three-parameter equation fits remarkably well the evolution of the gross domestic product (GDP) in current and constant dollars of many countries during times of recession and recovery. We then argue that…

General Finance · Quantitative Finance 2009-08-22 Damien Challet , Sorin Solomon , Gur Yaari

As a quantitative characterization of the complicated economy, Macroeconomic Variables (MEVs), including GDP, inflation, unemployment, income, spending, interest rate, etc., are playing a crucial role in banks' portfolio management and…

Risk Management · Quantitative Finance 2024-05-22 Garvit Arora , Shubhangi Tiwari , Ying Wu , Xuan Mei

We propose an optimal-transport-based matching method to nonparametrically estimate linear models with independent latent variables. The method consists in generating pseudo-observations from the latent variables, so that the Euclidean…

Econometrics · Economics 2020-01-01 Manuel Arellano , Stephane Bonhomme

Studies of micro-level price datasets find more frequent small price increases than decreases, which can be explained by consumer inattention because time-constrained shoppers might ignore small price changes. Recent empirical studies of…

General Economics · Economics 2025-06-27 Daniel Levy , Haipeng , Chen , Sourav Ray , Elliot Charette , Xiao Ling , Weihong Zhao , Mark Bergen , Avichai Snir

A stochastic model with a continuum of economic agents often involves shocks at both macro and micro levels. This can be formalized by a continuum of random variables that are conditionally independent given the macro level shocks. Based on…

Probability · Mathematics 2014-10-07 Lei Qiao , Yeneng Sun , Zhixiang Zhang

We consider forecast comparison in the presence of instability when this affects only a short period of time. We demonstrate that global tests do not perform well in this case, as they were not designed to capture very short-lived…

Econometrics · Economics 2024-05-21 Fabrizio Iacone , Luca Rossini , Andrea Viselli

We provide precise conditions for nonparametric identification of causal effects by high-frequency event study regressions, which have been used widely in the recent macroeconomics, financial economics and political economy literatures. The…

Econometrics · Economics 2025-07-24 Alessandro Casini , Adam McCloskey

A microscopic dynamic model is here constructed and analyzed, describing the evolution of the income distribution in the presence of taxation and redistribution in a society in which also tax evasion and auditing processes occur. The focus…

General Finance · Quantitative Finance 2017-05-03 M. L. Bertotti , G. Modanese