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State-dependent local projections (LPs) are widely used to estimate how impulse responses to exogenous aggregate shocks vary as a function of observable state variables, yet their causal interpretation remains unclear. We show that LPs…

Econometrics · Economics 2026-05-19 Joel M. David , Raffaella Giacomini , Xiyu Jiao , Weining Wang

What should applied macroeconomists know about local projection (LP) and vector autoregression (VAR) impulse response estimators? The two methods share the same estimand, but in finite samples lie on opposite ends of a bias-variance…

Econometrics · Economics 2025-05-26 José Luis Montiel Olea , Mikkel Plagborg-Møller , Eric Qian , Christian K. Wolf

Local projections (LP) and vector autoregressions (VAR) are the two standard tools for impulse response analysis, but they often display a finite-sample trade-off: LP is typically less biased but more volatile, while VAR is more precise but…

Econometrics · Economics 2026-05-08 Chaoyi Chen , Elena Pesavento , Balazs Vonnak

We conduct a simulation study of Local Projection (LP) and Vector Autoregression (VAR) estimators of structural impulse responses across thousands of data generating processes, designed to mimic the properties of the universe of U.S.…

Econometrics · Economics 2024-01-24 Dake Li , Mikkel Plagborg-Møller , Christian K. Wolf

We use quadratic vector autoregressions, motivated by pruned second-order perturbation solutions to DSGE models, as a laboratory to evaluate how well popular local projection (LP) specifications recover true impulse responses in nonlinear…

General Economics · Economics 2026-04-20 Zhiheng You

Local projection (LP) and structural vector autoregression (SVAR) are commonly employed to estimate dynamic causal effects of macroeconomic policies at multiple horizons. With enough lags as controls, LP estimators have little bias but…

Econometrics · Economics 2026-03-03 Aleksei Nemtyrev , Otilia Boldea

A local projection model is defined by a set of linear regressions that account for the associations between exogenous variables and an endogenous variable observed at different time points. While it is standard practice to separately…

Methodology · Statistics 2020-07-14 Masahiro Tanaka

Estimating causal effects from nonexperimental data is a fundamental problem in many fields of science. A key component of this task is selecting an appropriate set of covariates for confounding adjustment to avoid bias. Most existing…

Machine Learning · Computer Science 2025-10-28 Zheng Li , Xichen Guo , Feng Xie , Yan Zeng , Hao Zhang , Zhi Geng

Applied macroeconomists often compute confidence intervals for impulse responses using local projections, i.e., direct linear regressions of future outcomes on current covariates. This paper proves that local projection inference robustly…

Econometrics · Economics 2026-01-15 José Luis Montiel Olea , Mikkel Plagborg-Møller

We develop a Bayesian framework for the efficient estimation of impulse responses using Local Projections (LPs) with instrumental variables. It accommodates multiple shocks and instruments, accounts for autocorrelation in multi-step…

Econometrics · Economics 2025-08-11 Florian Huber , Christian Matthes , Michael Pfarrhofer

We consider impulse response inference in a locally misspecified vector autoregression (VAR) model. The conventional local projection (LP) confidence interval has correct coverage even when the misspecification is so large that it can be…

Econometrics · Economics 2026-01-14 José Luis Montiel Olea , Mikkel Plagborg-Møller , Eric Qian , Christian K. Wolf

In many domains, the exploration process of reinforcement learning will be too costly as it requires trying out suboptimal policies, resulting in a need for off-policy evaluation, in which a target policy is evaluated based on data…

Machine Learning · Computer Science 2024-05-07 David M. Bossens , Philip S. Thomas

The local projection-instrumental variable (LP-IV) literature has been largely silent on cases in which impulse responses are set-identified, arising when the shock of interest is composite and instruments are correlated with multiple…

Econometrics · Economics 2026-01-23 Bonsoo Koo , Seojeong Lee , Myung Hwan Seo , Masaya Takano

Local projections (LPs) are widely used for impulse response analysis, but Bayesian methods face challenges due to the absence of a likelihood function. Existing approaches rely on pseudo-likelihoods, which often result in poorly calibrated…

Econometrics · Economics 2026-05-19 Masahiro Tanaka

State-space models effectively model multivariate time series by updating over time a representation of the system state from which predictions are made. The state representation is usually a vector without any explicit structure.…

Machine Learning · Computer Science 2026-04-07 Daniele Zambon , Andrea Cini , Cesare Alippi

Non-equilibrium systems have long-ranged spatial correlations even far away from critical points. This implies that the likelihoods of spatial steady state profiles of physical observables are nonlocal functionals. In this letter, it is…

Statistical Mechanics · Physics 2015-05-14 Otto Pulkkinen

Area-level models for small area estimation typically rely on areal random effects to shrink design-based direct estimates towards a model-based predictor. Incorporating the spatial dependence of the random effects into these models can…

Methodology · Statistics 2024-04-22 Sho Kawano , Paul A. Parker , Zehang Richard Li

This paper proposes an identification inspired from the SVAR-IV literature that uses external instruments to identify PVARs, and discusses associated issues of identification, estimation, and inference. I introduce a form of local average…

Econometrics · Economics 2025-11-25 Raimondo Pala

This paper discusses the different contemporaneous causal interpretations of Panel Vector Autoregressions (PVAR). I show that the interpretation of PVARs depends on the distribution of the causing variable, and can range from average…

Econometrics · Economics 2025-10-28 Raimondo Pala

We propose a clustered local projection (clustered LP) method to estimate impulse response functions in a class of time-varying models where parameter variation is linked to a low-dimensional matrix of observables. We show that the…

Econometrics · Economics 2026-05-04 Ana Maria Herrera , Elena Pesavento , Alessia Scudiero
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