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We model the production of complex goods in a large supply network. Each firm sources several essential inputs through relationships with other firms. Individual supply relationships are at risk of idiosyncratic failure, which threatens to…

理论经济学 · 经济学 2023-02-28 Matthew Elliott , Benjamin Golub , Matthew V. Leduc

We study a dynamical model of interconnected firms which allows for certain market imperfections and frictions, restricted here to be myopic price forecasts and slow adjustment of production. Whereas the standard rational equilibrium is…

经济学 · 定量金融 2015-06-22 Julius Bonart , Jean-Philippe Bouchaud , Augustin Landier , David Thesmar

In today's global economy, supply chain (SC) entities have become increasingly interconnected with demand and supply relationships due to the need for strategic outsourcing. Such interdependence among firms not only increases efficiency but…

物理与社会 · 物理学 2020-11-16 Qihui Yang , Caterina Scoglio , Don Gruenbacher

Supply chain disruptions constitute an often underestimated risk for financial stability. As in financial networks, systemic risks in production networks arises when the local failure of one firm impacts the production of others and might…

统计金融 · 定量金融 2025-02-25 Jan Fialkowski , Christian Diem , András Borsos , Stefan Thurner

We study how idiosyncratic firm-level shocks generate aggregate volatility and tail risk when they propagate through a production network under overlapping adjustment: new productivity draws arrive before the economy reaches the static…

理论经济学 · 经济学 2026-03-06 Antoine Mandel , Vipin P. Veetil

Why do capitalist economies recurrently generate crises whose severity is disproportionate to the size of the triggering shock? This paper proposes a structural answer grounded in the evolutionary geometry of production networks. As…

物理与社会 · 物理学 2026-04-16 Diego Vallarino

We study the conditions under which input-output networks can dynamically attain a competitive equilibrium, where markets clear and profits are zero. We endow a classical firm network model with minimal dynamical rules that reduce…

综合经济学 · 经济学 2021-11-04 Théo Dessertaine , José Moran , Michael Benzaquen , Jean-Philippe Bouchaud

Supply chain disruptions cause shortages of raw material and products. To increase resilience, i.e., the ability to cope with shocks, substituting goods in established supply chains can become an effective alternative to creating new…

综合经济学 · 经济学 2024-01-25 Ambra Amico , Luca Verginer , Giona Casiraghi , Giacomo Vaccario , Frank Schweitzer

Modern production systems are increasingly defined by dense networks of multi-tier sourcing dependencies, where localized upstream disruptions can cascade into system-wide collapses. While supply chain resilience has garnered significant…

社会与信息网络 · 计算机科学 2026-04-20 Marios Papachristou , M. Amin Rahimian , Arash Azadegan

The transient fluctuation of the prosperity of firms in a network economy is investigated with an abstract stochastic model. The model describes the profit which firms make when they sell materials to a firm which produces a product and the…

分子网络 · 定量生物学 2013-07-19 Yoshiharu Maeno

Common asset holdings are widely believed to have been the primary vector of contagion in the recent financial crisis. We develop a network approach to the amplification of financial contagion due to the combination of overlapping…

综合金融 · 定量金融 2012-11-06 Fabio Caccioli , Munik Shrestha , Cristopher Moore , J. Doyne Farmer

Socio-technical systems, where technological and human elements interact in a goal-oriented manner, provide important functional support to our societies. Here we draw attention to the underappreciated concept of timeliness -- i.e., system…

物理与社会 · 物理学 2025-02-27 José Moran , Frank P. Pijpers , Utz Weitzel , Jean-Philippe Bouchaud , Debabrata Panja

We study how product specialization choices affect supply chain resilience. We propose a theory of supply chain formation in which only compatible inputs can be used in final production. Intermediate producers choose how much to specialize…

综合经济学 · 经济学 2026-01-28 Alessandro Ferrari , Lorenzo Pesaresi

Recent crises like the COVID-19 pandemic and geopolitical tensions have exposed vulnerabilities and caused disruptions of supply chains, leading to product shortages, increased costs, and economic instability. This has prompted increasing…

物理与社会 · 物理学 2025-06-27 Anna Mancini , Balázs Lengyel , Riccardo Di Clemente , Giulio Cimini

I study the role of industries' position in supply chains in shaping the transmission of final demand shocks. First, I use a novel shift-share design leveraging destination-specific final demand shocks and a new measure of destination…

综合经济学 · 经济学 2025-04-08 Alessandro Ferrari

Motivated by the recently experienced systemic shocks (the COVID-19 pandemic and the full-fledged Russia's war of aggression against Ukraine) - that have created new forms of uncertainties to our supplies - this paper explores the supply…

综合经济学 · 经济学 2024-05-07 d'Artis Kancs

Empirical data reveals that the liquidity flow into the order book (depositions, cancellations andmarket orders) is influenced by past price changes. In particular, we show that liquidity tends todecrease with the amplitude of past…

交易与市场微观结构 · 定量金融 2020-06-24 Antoine Fosset , Jean-Philippe Bouchaud , Michael Benzaquen

National economies rest on networks of millions of customer-supplier relations. Some companies -- in the case of their default -- can trigger significant cascades of shock in the supply-chain network and are thus systemically risky. Up to…

综合经济学 · 经济学 2021-10-13 Tobias Reisch , Georg Heiler , Christian Diem , Stefan Thurner

Will a large economy be stable? Building on Robert May's original argument for large ecosystems, we conjecture that evolutionary and behavioural forces conspire to drive the economy towards marginal stability. We study networks of firms in…

物理与社会 · 物理学 2019-09-25 José Moran , Jean-Philippe Bouchaud

Supply networks are essential for modern production, yet their critical properties remain understudied. We present a stochastic model with random production capacities to analyze material flow to a root node, focusing on topology and buffer…

物理与社会 · 物理学 2025-06-02 Yannick Feld , Marc Barthelemy
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