Research classified by Journal of Economic Literature (JEL) codes

2026

• Ming Gu & David Hirshleifer & Siew Hong Teoh & Shijia Wu, 2026, "GIFfluence: A Visual Approach to Investor Sentiment and the Stock Market," NBER Working Papers, National Bureau of Economic Research, Inc, number 34636, Jan.
• Philip Bunn & Nicholas Bloom & Craig Menzies & Paul Mizen & Gregory Thwaites & Ivan Yotzov, 2026, "State and Time-Dependent Pricing," NBER Working Papers, National Bureau of Economic Research, Inc, number 34666, Jan.
• David Hirshleifer & Lin Peng & Qiguang Wang & Weichen Zhang & Xiaoyan Zhang, 2026, "AI, Opinion Ecosystems, and Finance," NBER Working Papers, National Bureau of Economic Research, Inc, number 34807, Feb.
• Daron Acemoglu & Georgy Egorov & Konstantin Sonin, 2026, "Multidimensional Signaling and the Rise of Cultural Politics," NBER Working Papers, National Bureau of Economic Research, Inc, number 34909, Feb.
• Philipp Roderweis & Alexander Toplitsch, 2026, "From traits to rates: How personality shapes inflation expectations (Philipp Roderweis, Alexander Toplitsch)," Working Papers, Oesterreichische Nationalbank (Austrian Central Bank), number 272, Feb.
• Zigang Li & Stijn Van Nieuwerburgh & Wang Renxuan, 2026, "Understanding Rationality and Disagreement in House Price Expectations," The Review of Financial Studies, Society for Financial Studies, volume 39, issue 2, pages 297-342.
• Dario Bonciani & Riccardo M. Masolo & Silvia Sarpietro, 2026, "How Food Prices Shape Inflation Expectations and the Monetary Policy Response," Working Papers in Public Economics, Department of Economics and Law, Sapienza University of Rome, number 274, Feb.
• Wanderson Schmoeller Monteiro & Jaylson Jair da Silveira & Gilberto Tadeu Lima, 2026, "Persistent Heterogeneity in Working Households` Expectations Regarding Economic Conditions and Macroeconomic Dynamics," Working Papers, Department of Economics, University of São Paulo (FEA-USP), number 2026_04, Feb.
• Emanuele Citera & Francesco De Pretis, 2026, "Analyzing financial markets dynamics: a statistical equilibrium framework for stocks and cryptocurrencies," Annals of Operations Research, Springer, volume 357, issue 1, pages 11-43, February, DOI: 10.1007/s10479-024-06451-1.
• Krishna Sharma & Pritam Basnet & Khem Raj Bhatt, 2026, "Social media discussion and short-horizon stock returns: evidence from a retail coordination episode," Digital Finance, Springer, volume 8, issue 1, pages 1-17, March, DOI: 10.1007/s42521-026-00184-5.
• Doğuhan Sündal, 2026, "Investment–saving equilibrium in reliable markets," Journal of Evolutionary Economics, Springer, volume 36, issue 1, pages 1-20, April, DOI: 10.1007/s00191-025-00935-4.
• Georgy Lukyanov & Anastasia Makhmudova, 2026, "Public communication in regime change games," International Journal of Game Theory, Springer;Game Theory Society, volume 55, issue 1, pages 1-20, June, DOI: 10.1007/s00182-026-00980-8.
• Carlos Madeira, 2026, "Predicting your children’s returns to schooling," Portuguese Economic Journal, Springer;Instituto Superior de Economia e Gestao, volume 25, issue 1, pages 5-35, January, DOI: 10.1007/s10258-025-00275-y.
• Yuxi Chen & Luís Santos-Pinto, 2026, "Overconfidence and strategic behavior in elimination contests: implications for CEO selection," Review of Economic Design, Springer;Society for Economic Design, volume 30, issue 1, pages 1-44, February, DOI: 10.1007/s10058-025-00381-5.
• Alistair Macaulay, 2026, "The Causal Effects of Heterogeneous Expectation Formation in General Equilibrium," School of Economics Discussion Papers, School of Economics, University of Surrey, number 0226, Feb.
• Kim Ristolainen, 2026, "Quantifying Minsky Cycles," Discussion Papers, Aboa Centre for Economics, number 173, Jan.
• Lukyanov, Georgy & Makhmudova, Anastasia, 2026, "Public Communication in Regime Change games," TSE Working Papers, Toulouse School of Economics (TSE), number 26-1713, Feb.
• Lukyanov, Georgy & Safaryan, Samuel, 2026, "Public Persuasion with Endogenous Fact-Checking," TSE Working Papers, Toulouse School of Economics (TSE), number 26-1714, Feb.
• Harold Glenn A. Valera & Cymon Kayle Lubangco & Mark J. Holmes, 2026, "Does repeated cross-section data help explain consumer inflation expectations revisions?," Working Papers in Economics, University of Waikato, number 26/03, Feb.
• Leibing, Andreas, 2026, "Skill Substitution, Expectations, and the Business Cycle," EconStor Preprints, ZBW - Leibniz Information Centre for Economics, number 335943, DOI: 10.48550/arXiv.2602.02483.
• Roth, Felix, 2026, "Inflation and Public Support for the Euro," Hamburg Discussion Papers in International Economics, University of Hamburg, Department of Economics, number 21.
• Almut Balleer & Georg Duernecker & Susanne Forstner & Johannes Goensch, 2026, "The Effects of Biased Labor Market Expectations on Consumption, Wealth Inequality, and Welfare," American Economic Journal: Macroeconomics, American Economic Association, volume 18, issue 1, pages 297-335, January, DOI: 10.1257/mac.20220128.
• Steffen Altmann & Robert Mahlstedt & Malte Jacob Rattenborg & Alexander Sebald & Sonja Settele & Johannes Wohlfart, 2026, "Wage Expectations and Job Search," ECONtribute Discussion Papers Series, University of Bonn and University of Cologne, Germany, number 386, Jan.
• Theresa Hübsch & Robert Mahlstedt & Pia Pinger & Sonja Settele & Helene Willadsen, 2026, "Mental Models of High School Success," ECONtribute Discussion Papers Series, University of Bonn and University of Cologne, Germany, number 392, Feb.
• Andreas Leibing, 2026, "Skill Substitution, Expectations, and the Business Cycle," Papers, arXiv.org, number 2602.02483, Feb.
• Daron Acemoglu & Georgy Egorov & Konstantin Sonin, 2026, "Multidimensional Signaling and the Rise of Cultural Politics," Working Papers, Becker Friedman Institute for Research In Economics, number 2026-34.
• Benjamin Born & Nora Lamersdorf & Jana-Lynn Schuster & Sascha Steffen, 2026, "From Tweets to Transactions: High-Frequency Inflation Expectations, Consumption, and Stock Returns," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_724, Jan.
• Ursula Berresheim & David Koll, 2026, "Staying Together Forever? Life-Cycle Effects of Overoptimistic Couples," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_734, Mar.
• Luckner Katharina & Álvarez-Benjumea Amalia & Freund Lars & Winter Fabian, 2026, "When Public Information Backfires: Heterogeneous Groups (Un)coordinate on a Fairness Norm," Review of Law & Economics, De Gruyter, volume 21, issue 4, pages 793-831, DOI: 10.1515/rle-2024-0037.
• Emin Dinlersoz & Yueyuan Ma, 2026, "Expectations versus Reality in Business Formation," Working Papers, Center for Economic Studies, U.S. Census Bureau, number 26-11, Feb.
• Negar Khaliliaraghi & Petter Lundborg & Johan Vikström, 2026, "Gender Gaps Under Comparable Tasks: Evidence from Quasi-Random Assignment," CESifo Working Paper Series, CESifo, number 12413.
• Steffen Altmann & Robert Mahlstedt & Malte Rattenborg & Alexander Sebald & Sonja Settele & Johannes Wohlfart, 2026, "Wage Expectations and Job Search," CESifo Working Paper Series, CESifo, number 12420.
• Lars Behlen & Raphael Brade & Oliver Himmler & Robert Jäckle, 2026, "Information Framing and Student Decisions: Evidence from an Opportunity Cost Intervention," CESifo Working Paper Series, CESifo, number 12487.
• Theresa Hübsch & Robert Mahlstedt & Pia Pinger & Sonja Settele & Helene Willadsen, 2026, "Mental Models of High School Success," CESifo Working Paper Series, CESifo, number 12497.
• Klaus Abberger & Arbërim Bibaj & Hans Gersbach & Alexis Perakis & Alexander Rathke & Samad Sarferaz & Kieran Walsh, 2026, "Tariffs and Firm Expectations," CESifo Working Paper Series, CESifo, number 12510.
• Petter Lundborg & Johan Vikström & Negar Khaliliaraghi, 2026, "Gender Gaps Under Comparable Tasks: Evidence from Quasi-Random Assignment," RFBerlin Discussion Paper Series, ROCKWOOL Foundation Berlin (RFBerlin), number 26028, Jan.
• Dimou, Maria & Flaccadoro, Marco & Gareis, Johannes, 2026, "The household saving rate revisited: recent dynamics and underlying drivers," Economic Bulletin Boxes, European Central Bank, volume 8.
• Battistini, Niccolò & Baumann, Adam & Gareis, Johannes & Rusinova, Desislava, 2026, "Has housing regained its allure? Insights from a new survey-based housing Sharpe ratio," Economic Bulletin Boxes, European Central Bank, volume 8.
• Bodnár, Katalin & Botelho, Vasco & Lebastard, Laura & Weißler, Marco, 2026, "Holding on: labour hoarding and firms’ expectations," Economic Bulletin Boxes, European Central Bank, volume 8.
• Bates, Colm & Kuik, Friderike & Wieland, Elisabeth & Zekaite, Zivile, 2026, "Inside the food basket: what is behind recent food inflation?," Economic Bulletin Boxes, European Central Bank, volume 8.
• J․ Adams, Jonathan, 2026, "Equilibrium determinacy with behavioral expectations," Journal of Economic Dynamics and Control, Elsevier, volume 183, issue C, DOI: 10.1016/j.jedc.2026.105255.
• Liu, Feng, 2026, "A simple higher-order rational email-game bubble model," Journal of Economic Dynamics and Control, Elsevier, volume 185, issue C, DOI: 10.1016/j.jedc.2026.105284.
• Bousselmi, Wael & Peia, Oana & Vranceanu, Radu, 2026, "Rollover and insolvency risk in sovereign debt pricing: An experimental study," Journal of Economic Dynamics and Control, Elsevier, volume 185, issue C, DOI: 10.1016/j.jedc.2026.105295.
• Asencio, Felipe & Bernales, Alejandro & González, Daniel & Holowczak, Richard & Verousis, Thanos, 2026, "Decomposing informed trading in equity options," Journal of Econometrics, Elsevier, volume 253, issue C, DOI: 10.1016/j.jeconom.2025.106131.
• Kuang, Pei & Mitra, Kaushik & Tang, Li & Xie, Shihan, 2026, "Macroprudential policy and housing market expectations," European Economic Review, Elsevier, volume 181, issue C, DOI: 10.1016/j.euroecorev.2025.105191.
• Aastveit, Knut Are & Bjørnland, Hilde C. & Cross, Jamie L. & Kalstad, Helene O., 2026, "Unveiling inflation: Oil shocks, supply chain pressures, and expectations," European Economic Review, Elsevier, volume 181, issue C, DOI: 10.1016/j.euroecorev.2025.105192.
• Bhatiya, Apurav Yash & Chakravorty, Bhaskar & Imbert, Clément & Rathelot, Roland, 2026, "How do beliefs and preferences over jobs affect enrollment in vocational training: Experimental evidence from India," European Economic Review, Elsevier, volume 184, issue C, DOI: 10.1016/j.euroecorev.2025.105238.
• Srivastava, Prachi & Bloom, Nicholas & Bunn, Philip & Mizen, Paul & Thwaites, Gregory & Yotzov, Ivan, 2026, "Firm climate investment: A glass half-full," Energy Economics, Elsevier, volume 154, issue C, DOI: 10.1016/j.eneco.2025.109097.
• Singhal, Puja & Kaestner, Kathrin & Schwarz, Antonia & Pahle, Michael, 2026, "How do households react to a real cost shock? Evidence from the energy price crisis in Germany," Energy Economics, Elsevier, volume 155, issue C, DOI: 10.1016/j.eneco.2026.109142.
• Brouwer, Nils & De Haan, Jakob, 2026, "The impact of public knowledge about central bank independence on trust and inflation expectations," Journal of Economic Behavior & Organization, Elsevier, volume 241, issue C, DOI: 10.1016/j.jebo.2025.107329.
• Beckmann, Joscha & Brunne, Jennifer & Heinrich, Timo, 2026, "Inflation expectations and cognitive uncertainty," Journal of Economic Behavior & Organization, Elsevier, volume 244, issue C, DOI: 10.1016/j.jebo.2026.107437.
• Liu, Haoyang & Palmer, Christopher, 2026, "Implicit extrapolation and the beliefs channel of investment demand," Journal of Financial Economics, Elsevier, volume 175, issue C, DOI: 10.1016/j.jfineco.2025.104172.
• Zarifhonarvar, Ali, 2026, "Generating inflation expectations with large language models," Journal of Monetary Economics, Elsevier, volume 157, issue C, DOI: 10.1016/j.jmoneco.2025.103859.
• Gemmi, Luca & Valchev, Rosen, 2026, "Biased surveys," Journal of Monetary Economics, Elsevier, volume 157, issue C, DOI: 10.1016/j.jmoneco.2025.103868.
• Goldfayn-Frank, Olga & Kieren, Pascal & Trautmann, Stefan, 2026, "A choice-based approach to the measurement of inflation expectations," Journal of Monetary Economics, Elsevier, volume 157, issue C, DOI: 10.1016/j.jmoneco.2025.103882.
• Rychalovska, Yuliya & Slobodyan, Sergey & Wouters, Rafael, 2026, "Professional survey forecasts and expectations in DSGE models," Journal of Monetary Economics, Elsevier, volume 158, issue C, DOI: 10.1016/j.jmoneco.2025.103885.
• Lei, Xun & Huang, Jiexiang & Ruan, Xinfeng, 2026, "Sentiment and uncertainty: Evidence from China," Pacific-Basin Finance Journal, Elsevier, volume 96, issue C, DOI: 10.1016/j.pacfin.2025.102993.
• Lee, Seohyun, 2026, "Forecast disagreement about firm-level profitability and uncertainty," Pacific-Basin Finance Journal, Elsevier, volume 97, issue C, DOI: 10.1016/j.pacfin.2026.103092.
• Kevin Lee & Kalvinder Shields, 2026, "Monitoring Macroeconomic Prospects with a Meta VAR-E Dashboard," CAMA Working Papers, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University, number 2026-10, Feb.
• Besley, Timothy & Dann, Chris & Dray, Sacha, 2026, "Growth experiences and trust in government," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 129614, Feb.
• Alberto Ciancio & Camilo Garcia-Jimeno, 2026, "Anticipating State Action: Risk Perceptions and Consumption under Immigration Enforcement," Working Papers, Business School - Economics, University of Glasgow, number 2026_02, Feb.
• Barro, Tjantana & Marencak, Michal & Nghiem, Giang, 2026, "The Green Transition and Households' Macroeconomic Expectations: A Survey Experiment," Hannover Economic Papers (HEP), Leibniz Universität Hannover, Wirtschaftswissenschaftliche Fakultät, number dp-743, Jan.
• Ludolph, Melina & Nghiem, Giang & Tonzer, Lena, 2026, "Fiscal Expansion and Households' Income Inequality Expectations: A Survey Experiment," Hannover Economic Papers (HEP), Leibniz Universität Hannover, Wirtschaftswissenschaftliche Fakultät, number dp-744, Feb.
• Pamela Giustinelli & Edwin Leuven, 2026, "Getting In and Getting Through: Ex Ante Beliefs and Counterfactual Outcomes in Centralized College Admissions," Working Papers, Human Capital and Economic Opportunity Working Group, number 2026-002, Mar.
• Khaliliaraghi, Negar & Lundborg, Petter & Vikström, Johan, 2026, "Gender Gaps Under Comparable Tasks: Evidence from Quasi-Random Assignment," IZA Discussion Papers, IZA Network @ LISER, number 18379, Feb.
• Hübsch, Theresa & Mahlstedt, Robert & Pinger, Pia & Settele, Sonja & Willadsen, Helene, 2026, "Mental Models of High School Success," IZA Discussion Papers, IZA Network @ LISER, number 18433, Mar.
• TANAKA,Kiyoyasu & UEKI,Yasushi, 2026, "Who Fears Job Losses from U.S. Tariff Hikes? Evidence from Cambodia," IDE Discussion Papers, Institute of Developing Economies, Japan External Trade Organization(JETRO), number 985, Jan.

2025

• Felix Chopra & Christopher Roth & Johannes Wohlfart, 2025, "Home Price Expectations and Spending: Evidence from a Field Experiment," American Economic Review, American Economic Association, volume 115, issue 7, pages 2267-2305, July, DOI: 10.1257/aer.20240022.
• Nicolas Bottan & Ricardo Perez-Truglia, 2025, "Betting on the House: Subjective Expectations and Market Choices," American Economic Journal: Applied Economics, American Economic Association, volume 17, issue 1, pages 459-500, January, DOI: 10.1257/app.20230641.
• George W. Evans & Christopher G. Gibbs & Bruce McGough, 2025, "A Unified Model of Learning to Forecast," American Economic Journal: Macroeconomics, American Economic Association, volume 17, issue 2, pages 101-133, April, DOI: 10.1257/mac.20220205.
• Andreas Dibiasi & Heiner Mikosch & Samad Sarferaz, 2025, "Uncertainty Shocks, Adjustment Costs, and Firm Beliefs: Evidence from a Representative Survey," American Economic Journal: Macroeconomics, American Economic Association, volume 17, issue 3, pages 36-73, July, DOI: 10.1257/mac.20220318.
• Claudia Bruschi & Francesco D'Acunto & Saten Kumar & Michael Weber, 2025, "Subjective Models of Workers and Managers for Macroeconomic Expectations," AEA Papers and Proceedings, American Economic Association, volume 115, pages 248-253, May, DOI: 10.1257/pandp.20251016.
• Silvia Albrizio & Allan Dizioli & Pedro Simon & Yifan Zhang, 2025, "Attention, Please! Listening to the Central Bank in Uncertain Times," AEA Papers and Proceedings, American Economic Association, volume 115, pages 254-260, May, DOI: 10.1257/pandp.20251017.
• Lukas Buchheim & Sebastian Link & Sascha Möhrle, 2025, "The Accuracy of Firms' Wage Inflation Expectations," AEA Papers and Proceedings, American Economic Association, volume 115, pages 261-265, May, DOI: 10.1257/pandp.20251018.
• Ursel Baumann & Annalisa Ferrando & Dimitris Georgarakos & Yuriy Gorodnichenko & Timo Reinelt, 2025, "Do Inflation Expectations Become More Anchored during a Disinflation Episode? Evidence for Euro Area Firms," AEA Papers and Proceedings, American Economic Association, volume 115, pages 266-270, May, DOI: 10.1257/pandp.20251019.
• Stefano Fiorin & Joseph Hall & Martin Kanz, 2025, "Discrimination Expectations in the Credit Market: Survey Evidence from India," AEA Papers and Proceedings, American Economic Association, volume 115, pages 351-356, May, DOI: 10.1257/pandp.20251098.
• Irina ZINOVIEVA & George MENGOV, 2025, "Work motivation and professional life in turbulent times," Access Journal, Access Press Publishing House, volume 6, issue 1, pages 202-216, November, DOI: 10.46656/access.2025.6.1(11).
• Lisa Keding & Marten C. Ritterrath, 2025, "Inventors' Personal Experience of Natural Disasters and Green Innovation," ECONtribute Discussion Papers Series, University of Bonn and University of Cologne, Germany, number 380, Nov.
• Anahit Matinyan & Ardash Kilejian & Gevorg Minasyan & Aleksandr Shirkhanyan, 2025, "The Role of Information in Shaping Inflation Expectations and Perceptions: A Survey Experiment," Working Papers, Central Bank of Armenia, number WP-2025-02, Oct.
• Spyros Galanis, 2025, "No Trade Under Verifiable Information," Papers, arXiv.org, number 2506.04944, Jun.
• Eduard Brull & Samuel Maurer & Davud Rostam-Afschar, 2025, "Beliefs about Bots: How Employers Plan for AI in White-Collar Work," Papers, arXiv.org, number 2510.21959, Oct.
• Eric Vansteenberghe, 2025, "Monetary Policy, Uncertainty, and Credit Supply," Papers, arXiv.org, number 2512.12255, Dec.
• Ming Gu & David Hirshleifer & Siew Hong Teoh & Shijia Wu, 2025, "GIFfluence: A Visual Approach to Investor Sentiment and the Stock Market," Papers, arXiv.org, number 2512.20027, Dec.
• Ethan Struby & Christina Farhart, 2025, "Knowledgeable Partisans and Inflation Expectations," Working Papers, Carleton College, Department of Economics, number 2025-02, Jan.
• Naveen Rai & Hayley Touchburn & Matt West, 2025, "Inflation Expectations in Action: Exploring Agents’ Behaviour in a Period of High Inflation," Discussion Papers, Bank of Canada, number 2025-18, Dec, DOI: 10.34989/sdp-2025-18.
• Chenyu Hou & Tao Wang, 2025, "Uncovering Subjective Models from Survey Expectations," Staff Working Papers, Bank of Canada, number 25-31, Nov, DOI: 10.34989/swp-2025-31.
• Olena Kostyshyna & Isabelle Salle & Hung Truong, 2025, "Anchored Inflation Expectations: What Recent Data Reveal," Staff Working Papers, Bank of Canada, number 25-5, Jan, DOI: 10.34989/swp-2025-5.
• José Elías Gallegos & Esteban García-Miralles & Iván Kataryniuk & Susana Párraga Rodríguez, 2025, "Fiscal Announcements and Households’ Beliefs: Evidence from the Euro Area," Working Papers, Banco de España, number 2543, Nov, DOI: https://doi.org/10.53479/41485.
• Gioia M. Mariani & Eleonora Porreca & Concetta Rondinelli, 2025, "How do households adjust house price expectations in an era of high inflation? Experimental evidence," Questioni di Economia e Finanza (Occasional Papers), Bank of Italy, Economic Research and International Relations Area, number 940, Jun.
• Elisa Guglielminetti & Alessandro Lin & Andrea Tiseno, 2025, "The many shades of uncertainty and monetary policy," Questioni di Economia e Finanza (Occasional Papers), Bank of Italy, Economic Research and International Relations Area, number 978, Nov.
• Elisa Guglielminetti & Michele Loberto, 2025, "Inflation expectations and price-setting decisions: insights from the housing market," Temi di discussione (Economic working papers), Bank of Italy, Economic Research and International Relations Area, number 1507, Nov.
• Vincenzo Cuciniello & Giuseppe Ferrero & Alessandro Notarpietro & Sergio Santoro, 2025, "Uncertainty, data dependence and interest rate volatility," Temi di discussione (Economic working papers), Bank of Italy, Economic Research and International Relations Area, number 1513, Dec.
• Winnie Coleman & Dieter Nautz, 2025, "Asymmetric Inflation Target Credibility," Berlin School of Economics Discussion Papers, Berlin School of Economics, number 0060, Jan, DOI: 10.48462/opus4-5725.
• Peter Haan & Chen Sun & Felix Weinhardt & Georg Weizsäcker, 2025, "Measuring Long-Run Expectations that Correlate with Investment Decisions," Berlin School of Economics Discussion Papers, Berlin School of Economics, number 0070, Jul, DOI: 10.48462/opus4-5904.
• Erwan Gautier & Jérémi Montornès, 2025, "Measuring Households' Inflation Expectations in the Euro Area: The Effect of Panel Conditioning," Working papers, Banque de France, number 1007.
• Eric Vansteenberghe, 2025, "Monetary Policy, Uncertainty, and Credit Supply," Working papers, Banque de France, number 1025.
• Isaac Baley & Javier Turén, 2025, "Lumpy Forecasts," Working Papers, Barcelona School of Economics, number 1476, Jan.
• Alexander Kohlhas & Vladimir Asriyan, 2025, "The Macroeconomics of Data: Scale, Product Choice, and Pricing in the Information Age," Working Papers, Barcelona School of Economics, number 1486, Apr.
• Mishel Ghassibe & Boromeus Wanengkirtyo & Ivan Yotzov, 2025, "Intertemporal Pass-Through," Working Papers, Barcelona School of Economics, number 1524, Oct.
• Carlos Madeira, 2025, "The life experience of central bankers and monetary policy decisions: a cross-country dataset," BIS Working Papers, Bank for International Settlements, number 1304, Nov.
• Fiorella De Fiore & Marco Jacopo Lombardi & Giacomo Mangiante, 2025, "The asymmetric and heterogeneous pass-through of input prices to firms' expectations and decisions," BIS Working Papers, Bank for International Settlements, number 1305, Nov.
• Long Cuu Hoang & Hoan Phuc Ho & Hung Xuan Dao & Binh Gia Nguyen & Giang Vu Chau Le & Ha Nhu Ngoc Nguyen, 2025, "How playable advertisements affect Gen Z’s intention to download apps in Ho Chi Minh City," HO CHI MINH CITY OPEN UNIVERSITY JOURNAL OF SCIENCE - ECONOMICS AND BUSINESS ADMINISTRATION, HO CHI MINH CITY OPEN UNIVERSITY JOURNAL OF SCIENCE, HO CHI MINH CITY OPEN UNIVERSITY, volume 15, issue 2, pages 51-66, DOI: 10.46223/HCMCOUJS.econ.en.15.2.3154.
• Maria Lymar & Alena Nelyubina, 2025, "Overview of the Bank of Russia, NES, and HSE University Workshop 'Monetary Policy and Inflation: Effects of Asymmetry and Behavioural Aspects'," Russian Journal of Money and Finance, Bank of Russia, volume 84, issue 4, pages 101-120, December.
• Vadim Grishchenko & Maria Lymar & Andrei Sinyakov, 2025, "What information is important for households’ inflation expectations: evidence from a randomized controlled trial," Bank of Russia Working Paper Series, Bank of Russia, number wps148, Apr.
• Sergey Ivashchenko & Andrey Sinyakov, 2025, "Heterogeneous Inflation Expectations Across Economic Agents: Implications for Monetary Policy," Bank of Russia Working Paper Series, Bank of Russia, number wps152, Jul.
• Philip Bunn & Lena Anayi & Nicholas Bloom & Paul Mizen & Gregory Thwaites & Ivan Yotzov, 2025, "How curvy is the Phillips curve?," Bank of England working papers, Bank of England, number 1107, Jan.
• Nikoleta Anesti & Vania Esady & Matthew Naylor, 2025, "Food prices matter most: sensitive household inflation expectations," Bank of England working papers, Bank of England, number 1125, Apr.
• Athanasios Angelis & Athanasios Tagkalakis, 2025, "Formation, heterogeneity and theory consistency of inflation expectations in the euro area," Working Papers, Bank of Greece, number 343, Jun, DOI: 10.52903/wp2025343.
• Klaus Adam & Pei Kuang & Shihan Xie, 2025, "Overconfidence in Private Information Explains Biases in Professional Forecasts," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_617, Jan.
• Benjamin Christoffersen & Arvid Hoffmann & Zwetelina Iliewa & Lena Jaroszek, 2025, "Experience Effects on Wall Street vs. Main Street: Field and Lab Evidence of Context Dependence," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_684, Apr.
• Husnu C. Dalgic, 2025, "When Is Liquidity Bad?," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_723, Dec.
• Di Bartolomeo Giovanni & Serpieri Carolina, 2025, "Robust Optimal Monetary Policies in Behavioral New Keynesian DSGE Models," The B.E. Journal of Macroeconomics, De Gruyter, volume 25, issue 1, pages 147-189, DOI: 10.1515/bejm-2024-0093.
• Ardakani Omid M., 2025, "Information Content of Inflation Expectations: A Copula-Based Model," Studies in Nonlinear Dynamics & Econometrics, De Gruyter, volume 29, issue 1, pages 71-93, DOI: 10.1515/snde-2023-0075.
• Boyd, Laura & McIndoe-Calder, Tara & Zekaite, Zivile, 2025, "Great expectations: the role of experiences in Irish house price expectations formation," Research Technical Papers, Central Bank of Ireland, number 7/RT/25, Jul.
• Nicholas Bloom & Philip Bunn & Paul Mizen & Prachi Srivastava & Gregory Thwaites & Ivan Yotzov, 2025, "Firm climate investment: A glass half-full," CEP Discussion Papers, Centre for Economic Performance, LSE, number dp2077, Feb.
• Volha Audzei & Sergey Slobodyan, 2025, "Dynamic Sparse Adaptive Learning," CERGE-EI Working Papers, The Center for Economic Research and Graduate Education - Economics Institute, Prague, number wp797, Jun.
• Julia Le Blanc & Jiri Slacalek & Matthew N. White, 2025, "Housing Wealth Across Countries: The Role of Expectations, Institutions and Preferences," CESifo Working Paper Series, CESifo, number 11621.
• Pei Kuang & Michael Weber & Shihan Xie & Michael Weber, 2025, "Central Bank Communication with the Polarized Public," CESifo Working Paper Series, CESifo, number 11708.
• Francesco D'Acunto & Janet Gao & Lu Liu & Kai Lu & Zhengwei Wang & Jun Yang, 2025, "Subjective Expectations and Financial Intermediation," CESifo Working Paper Series, CESifo, number 11780.
• Gizem Kosar & Davide Melcangi, 2025, "Subjective Uncertainty and the Marginal Propensity to Consume," CESifo Working Paper Series, CESifo, number 11792.
• Manuel Menkhoff, 2025, "The Devil Is in the Tail: Macroeconomic Tail Risk Expectations of Firms," CESifo Working Paper Series, CESifo, number 11848.
• Lena Dräger & Klaus Gründler & Niklas Potrafke, 2025, "Peer Effects in Macroeconomic Expectations," CESifo Working Paper Series, CESifo, number 11892.
• Yu Awaya & Jihwan Do & Makoto Watanabe, 2025, "Bubbles and Collateral," CESifo Working Paper Series, CESifo, number 11894.
• Irene Iodice, 2025, "Transparency as Trade Policy: The Value of Advance Notifications in Technical Regulations," CESifo Working Paper Series, CESifo, number 12015.
• Sebastian Blesse & Klaus Gründler & Philipp Heil & Henning Hermes, 2025, "The Demand for Economic Narratives," CESifo Working Paper Series, CESifo, number 12204.
• Stefano Fasani & Giuseppe Pagano Giorgianni & Valeria Patella & Lorenza Rossi, 2025, "Belief Distortions and Uncertainty About Inflation," CESifo Working Paper Series, CESifo, number 12209.
• Maximilian Boeck & Zeno Enders & Michael Kleemann & Gernot Müller, 2025, "Dancing in the Dark: Sentiment Shocks and Economic Activity," CESifo Working Paper Series, CESifo, number 12252.
• Charlotte Cordes & Jana Friedrichsen & Simeon Schudy, 2025, "Motivated Beliefs Under Delayed Uncertainty Resolution," CESifo Working Paper Series, CESifo, number 12286.
• Manuel Menkhoff, 2025, "Belief Updating and AI Adoption: Experimental Evidence from Firms," CESifo Working Paper Series, CESifo, number 12291.
• Jing Cynthia Wu & Shihan Xie & Yinxi Xie & Ji Zhang, 2025, "Fiscal Policy: Financing and Indebtedness," CESifo Working Paper Series, CESifo, number 12321.
• Evan Friedman & Jeremy Ward, 2025, "Stochastic Choice and Noisy Beliefs in Games," CESifo Working Paper Series, CESifo, number 12338.
• Benjamin Born & Nora Lamersdorf & Jana-Lynn Schuster & Sascha Steffen, 2025, "From Tweets to Transactions: High-Frequency Inflation Expectations, Consumption, and Stock Returns," CESifo Working Paper Series, CESifo, number 12361.
• Bryan T. Kelly & Semyon Malamud & Emil Siriwardane & Hongyu Wu, 2025, "Behavioral Impulse Responses," Swiss Finance Institute Research Paper Series, Swiss Finance Institute, number 25-04, Jan.
• Can Gao & Brandon Yueyang Han, 2025, "When No News is Good News: Multidimensional Heterogeneous Beliefs in Financial Markets," Swiss Finance Institute Research Paper Series, Swiss Finance Institute, number 25-61, Jul.
• Etienne Briand & Massimiliano Marcellino & Dalibor Stevanovic, 2025, "Inflation, Attention and Expectations," CIRANO Working Papers, CIRANO, number 2025s-01, Jan.
• Volha Audzei & Sergey Slobodyan, 2025, "Dynamic Sparse Adaptive Learning," Working Papers, Czech National Bank, Research and Statistics Department, number 2025/9, Jun.
• Makoto WATANABE & Yu Awaya & Jihwan Do, 2025, "Bubbles and Collateral," CIGS Working Paper Series, The Canon Institute for Global Studies, number 25-013E, May.
• Boccanfuso, Jérémy & Neri, Luca, 2025, "Uncovering attention heterogeneity," LIDAM Discussion Papers CORE, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE), number 2025009, Apr.
• Meeks, Roland & Monti, Francesca, 2025, "Heterogeneous beliefs and the Phillips curve," LIDAM Reprints CORE, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE), number 3332, Jan, DOI: https://doi.org/10.1016/j.jmoneco.2.
• Palestrini, A. & Gatti, D. Delli & Gallegati, M. & Greenwald, B., 2025, "Adaptive agents may be smarter than you think: unbiasedness in adaptive expectations," Macroeconomic Dynamics, Cambridge University Press, volume 29, issue , pages 1-1, January.
• Lee, Kevin & Shields, Kalvinder & Turnip, Guido, 2025, "Shock persistence, uncertainty, and news-driven business cycles," Macroeconomic Dynamics, Cambridge University Press, volume 29, issue , pages 1-1, January.
• Hiroaki HAYAKAWA, 2025, "Legacies of rational expectations, Lucas’s contributions, and philosophy of time and existence," Journal of Economics Bibliography, EconSciences Journals, volume 12, issue 1, pages 21-70, March.
• Dirk Bergemann & Tibor Heumann & Stephen Morris, 2025, "Screening with Persuasion," Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University, number 2338R3, Mar.
• Peter Haan & Chen Sun & Felix Weinhardt & Georg Weizsäcker, 2025, "Measuring Long-Run Expectations that Correlate with Investment Decisions," Discussion Papers of DIW Berlin, DIW Berlin, German Institute for Economic Research, number 2130.
• Fulvia Marotta & Maria Sole Pagliari & Jasper de Winter, 2025, "Commitment vs Credibility: Macroeconomic Effects of Climate Policy Uncertainty," Working Papers, DNB, number 840, Sep.
• Andrade, Philippe & Gautier, Erwan & Mengus, Eric & Moench, Emanuel & Schmidt, Tobias, 2025, "Household Beliefs about Fiscal Dominance," HEC Research Papers Series, HEC Paris, number 1535, Jan, DOI: 10.2139/ssrn.5097443.
• Mengus, Eric & Mönch, Emanuel & Gautier, Erwan & Andrade, Philippe, 2025, "Household Beliefs about Fiscal Dominance," HEC Research Papers Series, HEC Paris, number 1603, Mar, revised 25 Mar 2025, DOI: 10.2139/ssrn.5192275.
• Sellier, Anne-Laure & Harrewijn, Inge & Leguen, Christele Gras & Chalumeau, Martin & Plancoulaine, Sabine & Kanits, Floortje & Moon, Rachel Y. & Cohen, Jeremie F. & Pinhas, Yaël & de Visme, Sophie, 2025, "Inconsistency of Infant Caretakers’ Visual Exposome with Safe Infant Sleep Recommendations," HEC Research Papers Series, HEC Paris, number 1611, Mar, DOI: 10.2139/ssrn.5181670.
• Baumann, Adam & Caprari, Luca & Kocharkov, Georgi & Kouvavas, Omiros, 2025, "Are real incomes increasing or not? Household perceptions and their role for consumption," Economic Bulletin Boxes, European Central Bank, volume 1.
• Baptista, Pedro & Bates, Colm & Kouvavas, Omiros & Meyer, Justus & Werkmeister, Katia, 2025, "Long-term inflation expectations of consumers: an overview," Economic Bulletin Boxes, European Central Bank, volume 3.
• Martorana, Giulia & Mistak, Jakub, 2025, "Financial market volatility and economic policy uncertainty: bridging the gap," Economic Bulletin Boxes, European Central Bank, volume 4.
• Baumann, Adam & Caprari, Luca & Dossche, Maarten & Kocharkov, Georgi & Kouvavas, Omiros, 2025, "Consumer expectations and actions during the recent trade tensions," Economic Bulletin Boxes, European Central Bank, volume 6.
• Andersson, Malin & Bobasu, Alina & De Santis, Roberto A., 2025, "What are the economic signals from uncertainty measures?," Economic Bulletin Boxes, European Central Bank, volume 8.
• Bobasu, Alina & Gareis, Johannes & Stoevsky, Grigor, 2025, "What explains the high household saving rate in the euro area?," Economic Bulletin Boxes, European Central Bank, volume 8.
• Le Blanc, Julia & Slacalek, Jiri & White, Matthew N., 2025, "Housing wealth across countries: the role of expectations, institutions and preferences," Working Paper Series, European Central Bank, number 3021, Feb.
• Christoffel, Kai & Farkas, Mátyás, 2025, "Managing the risks of inflation expectation de-anchoring," Working Paper Series, European Central Bank, number 3082, Jul.
• Albertazzi, Ugo & Ferrando, Annalisa & Gori, Sofia & Rariga, Judit, 2025, "The cost channel of monetary policy: evidence from euro area firm-level survey data," Working Paper Series, European Central Bank, number 3097, Aug.
• Jung, Alexander & Mongelli, Francesco Paolo, 2025, "Central bank communication with non-experts: insights from a randomized field experiment," Working Paper Series, European Central Bank, number 3103, Aug.
• Cantarella, Michele & Kavonius, Ilja Kristian, 2025, "The heterogeneous impact of labor market shifts on household mortgage-taking," Working Paper Series, European Central Bank, number 3109, Sep.
• Gallegos, José-Elías & García-Miralles, Esteban & Kataryniuk, Ivan & Parraga Rodriguez, Susana, 2025, "Fiscal announcements and households’ beliefs: evidence from the euro area," Working Paper Series, European Central Bank, number 3139, Oct.
• Gerda Kirpson, 2025, "Consumer inflation expectations before and after the 2022 inflation spike: the role of perceived and realised inflation," Bank of Estonia Working Papers, Bank of Estonia, number wp2024-7, Jan, revised 09 Jan 2025.
• Lee, Seojin & Kim, Young Min, 2025, "The inflationary impact of oil price shock in Korea: The role of inflation expectations," Journal of Asian Economics, Elsevier, volume 96, issue C, DOI: 10.1016/j.asieco.2024.101861.
• Matta, Rafael & Rocha, Sergio H. & Vaz, Paulo, 2025, "Predation by stock price manipulation," Journal of Corporate Finance, Elsevier, volume 92, issue C, DOI: 10.1016/j.jcorpfin.2025.102770.
• Bao, Te & Dai, Yun & Duffy, John, 2025, "Least squares learning? Evidence from the laboratory," Journal of Economic Dynamics and Control, Elsevier, volume 172, issue C, DOI: 10.1016/j.jedc.2024.104980.
• Kronick, Jeremy & Petersen, Luba, 2025, "Is monetary and fiscal policy conflict that dire?," Journal of Economic Dynamics and Control, Elsevier, volume 172, issue C, DOI: 10.1016/j.jedc.2024.104982.
• Evans, George & McGough, Bruce, 2025, "Social learning and expectational stability," Journal of Economic Dynamics and Control, Elsevier, volume 172, issue C, DOI: 10.1016/j.jedc.2024.104990.
• Hatcher, Michael & Hellmann, Tim, 2025, "Networks, beliefs, and asset prices," Journal of Economic Dynamics and Control, Elsevier, volume 173, issue C, DOI: 10.1016/j.jedc.2025.105059.
• Guo, Junjie & Han, Zhao, 2025, "Time-varying government spending foresight," Journal of Economic Dynamics and Control, Elsevier, volume 173, issue C, DOI: 10.1016/j.jedc.2025.105067.
• Di Francesco, Tommaso & Hommes, Cars, 2025, "Sentiment-driven speculation in financial markets with heterogeneous beliefs: A machine learning approach," Journal of Economic Dynamics and Control, Elsevier, volume 175, issue C, DOI: 10.1016/j.jedc.2025.105092.
• Carvajal, A. & Zhou, H., 2025, "Learning to bet (rationally) with logs," Journal of Economic Dynamics and Control, Elsevier, volume 180, issue C, DOI: 10.1016/j.jedc.2025.105181.
• Michail, Nektarios A. & Louca, Kyriaki G., 2025, "Inflation expectations and house prices in the euro area," Economic Analysis and Policy, Elsevier, volume 85, issue C, pages 383-391, DOI: 10.1016/j.eap.2024.12.010.
• Lim, Hyunjoon, 2025, "Do firm and lender characteristics matter in monetary policy transmission? Evidence from Korean loan-level data," Economic Analysis and Policy, Elsevier, volume 87, issue C, pages 256-268, DOI: 10.1016/j.eap.2025.05.045.
• Sordi, Serena & Naimzada, Ahmad & Davila-Fernandez, Marwil J., 2025, "A dynamic model of real-financial markets interaction," Economic Modelling, Elsevier, volume 149, issue C, DOI: 10.1016/j.econmod.2025.107103.
• Kotłowski, Jacek, 2025, "The role of central bank forecasts in uncertain times," Economic Modelling, Elsevier, volume 151, issue C, DOI: 10.1016/j.econmod.2025.107143.
• Moučka, Jakub & Němec, Daniel, 2025, "Improving macroeconomic model credibility: Reducing reliance on frictions through observed inflation expectations," Economic Modelling, Elsevier, volume 153, issue C, DOI: 10.1016/j.econmod.2025.107300.
• Aguilar, Pablo & Vázquez, Jesús, 2025, "Multi-period Euler-equation learning and term structure," Economic Modelling, Elsevier, volume 153, issue C, DOI: 10.1016/j.econmod.2025.107346.
• Vázquez, Jesús, 2025, "Misaligned expectations and bond term premium measures," The North American Journal of Economics and Finance, Elsevier, volume 79, issue C, DOI: 10.1016/j.najef.2025.102442.
• Brunello, Giorgio & Crocè, Clementina & Giustinelli, Pamela & Rocco, Lorenzo, 2025, "Teacher personality and the perceived socioeconomic gap in student outcomes," Economics Letters, Elsevier, volume 247, issue C, DOI: 10.1016/j.econlet.2024.112096.
• Jain, Monica & Kostyshyna, Olena & Zhang, Xu, 2025, "Expectations of inflation, wages and spending: Evidence from a consumer survey," Economics Letters, Elsevier, volume 256, issue C, DOI: 10.1016/j.econlet.2025.112629.
• Guirola, Luis, 2025, "Economic expectations under the shadow of party polarization: Evidence from 135 government changes," European Economic Review, Elsevier, volume 171, issue C, DOI: 10.1016/j.euroecorev.2024.104910.
• Huck, Steffen & Szech, Nora & Wenner, Lukas M., 2025, "More effort with less pay: On information avoidance, optimistic beliefs, and performance," European Economic Review, Elsevier, volume 174, issue C, DOI: 10.1016/j.euroecorev.2025.104965.
• Dias da Silva, António & Rusinova, Desislava & Weißler, Marco, 2025, "Consumption effects of job loss expectations—New evidence for the euro area," European Economic Review, Elsevier, volume 179, issue C, DOI: 10.1016/j.euroecorev.2025.105080.
• Rychalovska, Yuliya & Slobodyan, Sergey & Wouters, Raf, 2025, "Survey expectations, learning and inflation dynamics," European Economic Review, Elsevier, volume 180, issue C, DOI: 10.1016/j.euroecorev.2025.105118.
• Zhang, Renbin & Zhang, Tongbin, 2025, "The AH premium: A tale of “siamese twin” stocks," Journal of Empirical Finance, Elsevier, volume 81, issue C, DOI: 10.1016/j.jempfin.2025.101599.
• Ellwanger, Reinhard, 2025, "The tail risk premium in the oil market," Energy Economics, Elsevier, volume 141, issue C, DOI: 10.1016/j.eneco.2024.108041.
• Lin, Xiang & Li, Xiaoying, 2025, "A study on anchoring Swedish inflation expectations in times of turbulence," Energy Economics, Elsevier, volume 144, issue C, DOI: 10.1016/j.eneco.2025.108416.
• Szyszko, Magdalena & Kliber, Agata, 2025, "The asymmetric impact of fuel and oil prices on inflation and inflation expectations in emerging economies," Energy Economics, Elsevier, volume 147, issue C, DOI: 10.1016/j.eneco.2025.108519.
• Veenstra, Arjen T. & Mulder, Machiel, 2025, "Profitability of batteries in day-ahead and intraday electricity markets: Assessment of operation strategies with endogenous prices," Energy Economics, Elsevier, volume 148, issue C, DOI: 10.1016/j.eneco.2025.108608.
• Gardini, Laura & Radi, Davide & Schmitt, Noemi & Sushko, Iryna & Westerhoff, Frank, 2025, "On the limits of informationally efficient stock markets: New insights from a chartist-fundamentalist model," International Review of Financial Analysis, Elsevier, volume 105, issue C, DOI: 10.1016/j.irfa.2025.104436.
• Biktimirov, Ernest N. & Babalola, Moyosore J., 2025, "From headlines to pipelines: Unpacking the impact of the Russia-Ukraine conflict through sentiment and topics," Finance Research Letters, Elsevier, volume 78, issue C, DOI: 10.1016/j.frl.2025.107136.
• Goldstein, Nathan, 2025, "The attention of the Fed," Finance Research Letters, Elsevier, volume 82, issue C, DOI: 10.1016/j.frl.2025.107561.
• Huang, Ruichen, 2025, "Non-response bias in expectation surveys: Different perceptions and expectations of financial matters from “early quitters”," Finance Research Letters, Elsevier, volume 82, issue C, DOI: 10.1016/j.frl.2025.107624.
• Bonaparte, Yosef, 2025, "Global FOMO: The pulse of financial markets worldwide," Finance Research Letters, Elsevier, volume 85, issue PA, DOI: 10.1016/j.frl.2025.107920.
• Luu, Thu Thanh & Tran, Minh Quang, 2025, "When the FED speaks their tone, do international financial markets respond?," Finance Research Letters, Elsevier, volume 86, issue PB, DOI: 10.1016/j.frl.2025.108418.
• Kim, Hyeonjun & Ryu, Doojin, 2025, "Decomposing momentum: Fundamentals versus persistent mispricing," Finance Research Letters, Elsevier, volume 86, issue PF, DOI: 10.1016/j.frl.2025.108752.
• Herings, P. Jean-Jacques & Khan, Abhimanyu, 2025, "Network stability under limited foresight," Games and Economic Behavior, Elsevier, volume 152, issue C, pages 62-92, DOI: 10.1016/j.geb.2025.04.002.
• Galanis, Spyros, 2025, "No trade under verifiable information," Games and Economic Behavior, Elsevier, volume 153, issue C, pages 1-9, DOI: 10.1016/j.geb.2025.05.007.
• Sekeris, Petros G., 2025, "Propaganda and conflict," Games and Economic Behavior, Elsevier, volume 153, issue C, pages 569-585, DOI: 10.1016/j.geb.2025.08.006.
• Pham, Hien, 2025, "Disclosure and pricing with heterogeneous priors," International Journal of Industrial Organization, Elsevier, volume 103, issue PB, DOI: 10.1016/j.ijindorg.2025.103207.
• Dräger, Lena & Gründler, Klaus & Potrafke, Niklas, 2025, "Political shocks and inflation expectations: Evidence from the 2022 Russian invasion of Ukraine," Journal of International Economics, Elsevier, volume 153, issue C, DOI: 10.1016/j.jinteco.2024.104029.