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Panel data models with unobserved heterogeneity in the form of interactive effects standardly assume that the time effects -- or ``common factors'' -- enter linearly. This assumption is restrictive because it concerns an unobserved…

Econometrics · Economics 2026-05-29 Christina Maschmann , Joakim Westerlund

We study estimation of factor models in a fixed-T panel data setting and significantly relax the common correlated effects (CCE) assumptions pioneered by Pesaran (2006) and used in dozens of papers since. In the simplest case, we model the…

Econometrics · Economics 2021-12-03 Nicholas L. Brown , Peter Schmidt , Jeffrey M. Wooldridge

This paper focuses on estimating the coefficients and average partial effects of observed regressors in nonlinear panel data models with interactive fixed effects, using the common correlated effects (CCE) framework. The proposed two-step…

Econometrics · Economics 2023-04-27 Liang Chen , Minyuan Zhang

We consider linear non-Gaussian structural equation models that involve latent confounding. In this setting, the causal structure is identifiable, but, in general, it is not possible to identify the specific causal effects. Instead, a…

Machine Learning · Statistics 2024-08-12 Daniela Schkoda , Elina Robeva , Mathias Drton

In recent years, the field of causal inference from observational data has emerged rapidly. The literature has focused on (conditional) average causal effect estimation. When (remaining) variability of individual causal effects (ICEs) is…

Methodology · Statistics 2025-04-10 Richard Post , Edwin van den Heuvel

The use of Bayesian information criterion (BIC) in the model selection procedure is under the assumption that the observations are independent and identically distributed (i.i.d.). However, in practice, we do not always have i.i.d. samples.…

Applications · Statistics 2021-05-03 Nan Shen , Bárbara González

Causal inference is difficult in the presence of unobserved confounders. We introduce the instrumented common confounding (ICC) approach to (nonparametrically) identify causal effects with instruments, which are exogenous only conditional…

Econometrics · Economics 2022-09-20 Christian Tien

In observational studies, potential unobserved confounding is a major barrier in isolating the average causal effect (ACE). In these scenarios, two main approaches are often used: confounder adjustment for causality (CAC) and instrumental…

Methodology · Statistics 2024-11-26 Roy S. Zawadzki , Daniel L. Gillen

We study model selection by the Bayesian information criterion (BIC) in fixed-dimensional exploratory factor analysis over a fixed finite family of compact covariance classes. Our main result shows that the BIC is strongly consistent for…

Statistics Theory · Mathematics 2026-04-10 Hien Duy Nguyen , Kei Hirose

We seek to narrow the gap between parametric and nonparametric modelling of stationary time series processes. The approach is inspired by recent advances in focused inference and model selection techniques. The paper generalises and extends…

Methodology · Statistics 2026-02-20 Gudmund Hermansen , Nils Lid Hjort , Martin Jullum

In several observational contexts where different raters evaluate a set of items, it is common to assume that all raters draw their scores from the same underlying distribution. However, a plenty of scientific works have evidenced the…

Methodology · Statistics 2023-09-27 Giuseppe Mignemi , Antonio Calcagnì , Andrea Spoto , Ioanna Manolopoulou

Information coefficient (IC) is a widely used metric for measuring investment managers' skills in selecting stocks. However, its adequacy and effectiveness for evaluating stock selection models has not been clearly understood, as IC from a…

Computational Finance · Quantitative Finance 2020-10-20 Feng Zhang , Ruite Guo , Honggao Cao

Model selection is a ubiquitous problem that arises in the application of many statistical and machine learning methods. In the likelihood and related settings, it is typical to use the method of information criteria (IC) to choose the most…

Statistics Theory · Mathematics 2024-08-13 Hien Duy Nguyen

We prove the main rules of causal calculus (also called do-calculus) for i/o structural causal models (ioSCMs), a generalization of a recently proposed general class of non-/linear structural causal models that allow for cycles, latent…

Machine Learning · Statistics 2022-08-31 Patrick Forré , Joris M. Mooij

The information criterion for determining the number of explanatory variables in a subset regression modeling is discussed. Information criterion such as AIC is effective and frequently used in model selection for ordinary regression models…

Methodology · Statistics 2023-09-18 Genshiro Kitagawa

Confidence intervals (CIs) are instrumental in statistical analysis, providing a range estimate of the parameters. In modern statistics, selective inference is common, where only certain parameters are highlighted. However, this selective…

Methodology · Statistics 2025-09-17 Tzviel Frostig , Yoav Benjamini , Ruth Heller

It has been shown that AIC-type criteria are asymptotically efficient selectors of the tuning parameter in non-concave penalized regression methods under the assumption that the population variance is known or that a consistent estimator is…

Machine Learning · Statistics 2017-03-02 Cheryl J. Flynn , Clifford M. Hurvich , Jeffrey S. Simonoff

Causal effects may vary among individuals and can even be of opposite signs. When significant effect heterogeneity exists, the population average causal effect might be uninformative for an individual. Due to the fundamental problem of…

Methodology · Statistics 2022-12-12 Richard Post , Zhuozhao Zhan , Edwin van den Heuvel

While the Bayesian Information Criterion (BIC) and Akaike Information Criterion (AIC) are powerful tools for model selection in linear regression, they are built on different prior assumptions and thereby apply to different data generation…

Methodology · Statistics 2017-12-15 MB de Kock , HC Eggers

We study the model selection problem in conditional average treatment effect (CATE) prediction. Unlike previous works on this topic, we focus on preserving the rank order of the performance of candidate CATE predictors to enable accurate…

Machine Learning · Statistics 2020-07-20 Yuta Saito , Shota Yasui
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