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Related papers: Reinterpreting demand estimation

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How to estimate heterogeneity, e.g. the effect of some variable differing across observations, is a key question in political science. Methods for doing so make simplifying assumptions about the underlying nature of the heterogeneity to…

Methodology · Statistics 2021-03-31 Max Goplerud

Causal inference from observational data requires assumptions. These assumptions range from measuring confounders to identifying instruments. Traditionally, causal inference assumptions have focused on estimation of effects for a single…

Machine Learning · Statistics 2019-03-04 Rajesh Ranganath , Adler Perotte

Sequential recommender systems have achieved state-of-the-art recommendation performance by modeling the sequential dynamics of user activities. However, in most recommendation scenarios, the popular items comprise the major part of the…

Information Retrieval · Computer Science 2023-08-08 Yi Ren , Xu Zhao , Hongyan Tang , Shuai Li

We formulate a general framework for building structural causal models (SCMs) with deep learning components. The proposed approach employs normalising flows and variational inference to enable tractable inference of exogenous noise…

Machine Learning · Statistics 2020-10-26 Nick Pawlowski , Daniel C. Castro , Ben Glocker

Explainable recommendation systems leverage transparent reasoning to foster user trust and improve decision-making processes. Current approaches typically decouple recommendation generation from explanation creation, violating causal…

Artificial Intelligence · Computer Science 2025-03-12 Guanrong Li , Haolin Yang , Xinyu Liu , Zhen Wu , Xinyu Dai

This paper develops a unified identification framework for counterfactual analysis in incomplete models characterized by support and moment restrictions. I demonstrate that identifying structural parameters and conducting counterfactual…

Econometrics · Economics 2026-03-10 Lixiong Li

Causal parameters may not be point identified in the presence of unobserved confounding. However, information about non-identified parameters, in the form of bounds, may still be recovered from the observed data in some cases. We develop a…

Methodology · Statistics 2020-07-02 Noam Finkelstein , Ilya Shpitser

We propose a novel method for modeling data by using structural models based on economic theory as regularizers for statistical models. We show that even if a structural model is misspecified, as long as it is informative about the…

Econometrics · Economics 2020-06-15 Jiaming Mao , Zhesheng Zheng

We introduce a generalization of team semantics which provides a framework for manipulationist theories of causation based on structural equation models, such as Woodward's and Pearl's; our causal teams incorporate (partial or total)…

Logic · Mathematics 2018-05-15 Fausto Barbero , Gabriel Sandu

Counterfactual distributions are important ingredients for policy analysis and decomposition analysis in empirical economics. In this article we develop modeling and inference tools for counterfactual distributions based on regression…

Methodology · Statistics 2017-11-23 Victor Chernozhukov , Ivan Fernandez-Val , Blaise Melly

Mathematical models of the real world are simplified representations of complex systems. A caveat to using mathematical models is that predicted causal effects and conditional independences may not be robust under model extensions, limiting…

Methodology · Statistics 2022-08-30 Tineke Blom , Joris M. Mooij

Current pre-trained language models have enabled remarkable improvements in downstream tasks, but it remains difficult to distinguish effects of statistical correlation from more systematic logical reasoning grounded on understanding of the…

Computation and Language · Computer Science 2022-12-08 Jiaxuan Li , Lang Yu , Allyson Ettinger

Many real-world systems can be usefully represented as sets of interacting components. Examples include computational systems, such as query processors and compilers, natural systems, such as cells and ecosystems, and social systems, such…

Artificial Intelligence · Computer Science 2025-03-18 Purva Pruthi , David Jensen

Counterfactual thinking is a crucial yet challenging topic for artificial intelligence to learn knowledge from data and ultimately improve performance for new scenarios. Many research works, including the Potential Outcome Model (POM) and…

Artificial Intelligence · Computer Science 2026-02-24 Mingyu Kang , Duxin Chen , Ziyuan Pu , Jianxi Gao , Wenwu Yu

We develop a novel method for counterfactual analysis based on observational data using prediction intervals for units under different exposures. Unlike methods that target heterogeneous or conditional average treatment effects of an…

Statistics Theory · Mathematics 2018-07-18 Dave Zachariah , Petre Stoica

This paper is about the general disconnect that we see, both in practice and in literature, between the disciplines of travel demand modeling and causal inference. In this paper, we assert that travel demand modeling should be one of the…

Applications · Statistics 2017-12-29 Timothy Brathwaite , Joan Walker

This study presents a novel framework for counterfactual user behavior forecasting that combines structural causal models with transformer-based generative artificial intelligence. To model fictitious situations, the method creates causal…

Machine Learning · Computer Science 2025-11-12 Dharmateja Priyadarshi Uddandarao , Ravi Kiran Vadlamani

Uplift modeling estimates the causal effect of an intervention as the difference between potential outcomes under treatment and control, whereas counterfactual identification aims to recover the joint distribution of these potential…

Machine Learning · Computer Science 2025-12-10 Théo Verhelst , Gianluca Bontempi

This paper introduces a novel decomposition framework to explain heterogeneity in causal effects observed across different studies, considering both observational and randomized settings. We present a formal decomposition of between-study…

Methodology · Statistics 2025-12-18 Brian Gilbert , Ivan Dıaz , Kara E. Rudolph , Nicholas Williams , Tat-Thang Vo

Can stated preferences inform counterfactual analyses of actual choice? This research proposes a novel approach to researchers who have access to both stated choices in hypothetical scenarios and actual choices, matched or unmatched. The…

Econometrics · Economics 2025-11-18 Romuald Meango , Marc Henry , Ismael Mourifie