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This paper develops a model of \textit{identification design} and applies it to robust causal inference in microeconometrics. The decision maker observes the population distribution of signals generated by an information structure and ranks…

Theoretical Economics · Economics 2026-04-20 Maxwell Rosenthal

We address a fundamental problem that is systematically encountered when modeling complex systems: the limitedness of the information available. In the case of economic and financial networks, privacy issues severely limit the information…

Physics and Society · Physics 2015-12-07 Giulio Cimini , Tiziano Squartini , Diego Garlaschelli , Andrea Gabrielli

In randomized controlled trials (RCTs) of infectious disease interventions, it is well recognized that unmeasured individual heterogeneity at baseline can induce selection bias over time, thereby complicating the interpretation of the…

Methodology · Statistics 2026-04-24 Hiroyasu Ando , A. James O'Malley , Akihiro Nishi

The vast majority of strategies aimed at controlling contagion processes on networks considers the connectivity pattern of the system as either quenched or annealed. However, in the real world many networks are highly dynamical and evolve…

Physics and Society · Physics 2015-06-17 Suyu Liu , Nicola Perra , Marton Karsai , Alessandro Vespignani

We address the problem of optimal Central Bank intervention in the exchange rate market when interventions create feedback in the rate dynamics. In particular, we extend the work done on optimal impulse control by Cadenillas and Zapatero to…

General Finance · Quantitative Finance 2009-09-08 Alec N. Kercheval , Juan F. Moreno

In our model, private actors with interbank cash flows similar to, but nore general than (Carmona, Fouque, Sun, 2013) borrow from the outside economy at a certain interest rate, controlled by the central bank, and invest in risky assets.…

Risk Management · Quantitative Finance 2018-10-09 Aditya Maheshwari , Andrey Sarantsev

The present paper introduces a structural framework to model dependent defaults, with a particular interest in their contagion.

Mathematical Finance · Quantitative Finance 2017-08-29 Jiro Akahori , Hai Ha Pham

This paper investigates the case of interference, when a unit's treatment also affects other units' outcome. When interference is at work, policy evaluation mostly relies on the use of randomized experiments under cluster interference and…

Methodology · Statistics 2023-06-13 Laura Forastiere , Davide Del Prete , Valerio Leone Sciabolazza

We study contagion and systemic risk in sparse financial networks with balance-sheet interactions on a directed random graph. Each institution has homogeneous liabilities and equity, and exposures along outgoing edges are split equally…

Mathematical Finance · Quantitative Finance 2026-01-08 Riley James Bendel

We consider the problem of governing systemic risk in a banking system model. The banking system model consists in an initial value problem for a system of stochastic differential equations whose dependent variables are the log-monetary…

Risk Management · Quantitative Finance 2018-12-19 Lorella Fatone , Francesca Mariani

The existence of asymmetric information has always been a major concern for financial institutions. Financial intermediaries such as commercial banks need to study the quality of potential borrowers in order to make their decision on…

Statistical Finance · Quantitative Finance 2017-07-05 Jinglun Yao , Maxime Levy-Chapira , Mamikon Margaryan

We investigate infectious disease spreading on scale-free networks using a heterogeneous mean-field approach applied to the susceptible-infected-susceptible model, incorporating a mitigation factor. Individual heterogeneity is incorporated…

Statistical Mechanics · Physics 2026-05-12 João Gabriel Simões Delboni , M. O. Hase

Epidemics of infectious diseases posing a serious risk to human health have occurred throughout history. During recent epidemics there has been much debate about policy, including how and when to impose restrictions on behaviour.…

Theoretical Economics · Economics 2024-04-08 Simon K. Schnyder , John J. Molina , Ryoichi Yamamoto , Matthew S. Turner

In this study, we investigate the under-explored intervention planning aimed at disseminating accurate information within dynamic opinion networks by leveraging learning strategies. Intervention planning involves identifying key nodes…

Machine Learning · Computer Science 2024-11-05 Bharath Muppasani , Protik Nag , Vignesh Narayanan , Biplav Srivastava , Michael N. Huhns

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 network interference model for causal inference places all experimental units at the vertices of an undirected exposure graph, such that treatment assigned to one unit may affect the outcome of another unit if and only if these two…

Statistics Theory · Mathematics 2022-03-18 Shuangning Li , Stefan Wager

Risk assessment is a substantial problem for financial institutions that has been extensively studied both for its methodological richness and its various practical applications. With the expansion of inclusive finance, recent attentions…

Risk Management · Quantitative Finance 2022-05-03 Zheng Zhang , Yingsheng Ji , Jiachen Shen , Xi Zhang , Guangwen Yang

Current understanding holds that financial contagion is driven mainly by the system-wide interconnectedness of institutions. A distinction has been made between systematic and idiosyncratic channels of contagion, with shocks transmitted…

Applications · Statistics 2018-01-04 Daniel Ahelegbey , Luis Carvalho , Eric Kolaczyk

In many applied fields, researchers are often interested in tailoring treatments to unit-level characteristics in order to optimize an outcome of interest. Methods for identifying and estimating treatment policies are the subject of the…

Methodology · Statistics 2020-04-06 Eli Sherman , David Arbour , Ilya Shpitser

We present results on simulations of a stock market with heterogeneous, cumulative information setup. We find a non-monotonic behaviour of traders' returns as a function of their information level. Particularly, the average informed agents…

Trading and Market Microstructure · Quantitative Finance 2008-12-02 Bence Toth , Enrico Scalas