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Do Corporate Executives Have Rational Expectations?

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Author Info
Levine, David I

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Abstract

This article presents tests of rational expectations using the Profit Impact of Market Strategy survey of executives of large corporations. Unlike past surveys, the respondents have a financial interest in being accurate. Executives do not have rational expectations concerning output prices, input prices, wages, or product demand. For example, executives predicting price increases 5 percent above the average of other companies had actual price increases only about 0.5 percent above the mean. Executives' expectations also give too much weight to their own recent experience and do not use all available information. Expectations are difficult to predict; nevertheless, simple adaptive models do almost as well as more complicated specifications. Copyright 1993 by University of Chicago Press.

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Publisher Info
Article provided by University of Chicago Press in its journal Journal of Business.

Volume (Year): 66 (1993)
Issue (Month): 2 (April)
Pages: 271-93
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Handle: RePEc:ucp:jnlbus:v:66:y:1993:i:2:p:271-93

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  1. Blecherman, Barry, 1996. "Is There a Winner's Curse In The Market For Baseball Players? Evidence From The Field," Working Papers 966, California Institute of Technology, Division of the Humanities and Social Sciences. [Downloadable!]
  2. David Neumark & Jonathan S. Leonard, 1992. "Inflation Expectations and the Structural Shift in Aggregate Labor-Cost Determination in the 1980s," NBER Working Papers 4018, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  3. Theresa Lant & Zur Shapira, 2009. "Managerial Reasoning about Aspirations and Expectations," Discussion Paper Series dp498, Center for Rationality and Interactive Decision Theory, Hebrew University, Jerusalem. [Downloadable!]
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