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Calculation, Adaptation And Rational Expectations

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Author Info
Evans, George W.
Ramey, Garey

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Abstract

We propose an active cognition approach to bounded rationality, inwhich agents use a calculation algorithm to improve on the forecastsprovided by a purely adaptive learning rule such as least-squareslearning. Agents choices of calculation intensity depend on theirestimates of the benefits of improved forecasts relative tocalculation costs. Using an asset-pricing model, we show how morerapid adjustment to rational expectations and forward-lookingbehavior arise naturally when there are large anticipated structuralchanges such as policy shifts. We also give illustrative applicationsin which the severity of asset price bubbles and the intensity ofhyperinflationary episodes are related to the cognitive ability ofthe agents.

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File URL: http://journals.cambridge.org/abstract_S1365100598007020
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Publisher Info
Article provided by Cambridge University Press in its journal Macroeconomic Dynamics.

Volume (Year): 2 (1998)
Issue (Month): 02 (June)
Pages: 156-182
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Handle: RePEc:cup:macdyn:v:2:y:1998:i:02:p:156-182_00

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  1. Granato, J. & Guse, E. & Sunny Wong, M.C., 2006. "Learning from the Expectations of Others," Cambridge Working Papers in Economics 0605, Faculty of Economics, University of Cambridge. [Downloadable!]
    Other versions:
  2. James Bullard & John Duffy, 1994. "A model of learning and emulation with artificial adaptive agents," Working Papers 1994-014, Federal Reserve Bank of St. Louis. [Downloadable!]
    Other versions:
  3. Evans , George W. & Honkapohja, Seppo, 2002. "Policy interaction, learning and the fiscal theory of prices," Research Discussion Papers 18/2002, Bank of Finland. [Downloadable!]
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  4. Guse, E., 2005. "Learning with Heterogeneous Expectations in an Evolutionary World," Cambridge Working Papers in Economics 0547, Faculty of Economics, University of Cambridge. [Downloadable!]
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  5. Michael Woodford, 2001. "Fiscal Requirements for Price Stability," NBER Working Papers 8072, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  6. Albert Marcet & Juan P. Nicolini, 2003. "Recurrent Hyperinflations and Learning," American Economic Review, American Economic Association, vol. 93(5), pages 1476-1498, December. [Downloadable!]
    Other versions:
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