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What Do Management Earnings Forecasts Convey About the Macroeconomy?

Citations

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Cited by:

  1. Mirko S. Heinle & Robert E. Verrecchia, 2016. "Bias and the Commitment to Disclosure," Management Science, INFORMS, vol. 62(10), pages 2859-2870, October.
  2. Steve Crawford & Garen Markarian & Volkan Muslu & Richard Price, 2021. "Oil prices, earnings, and stock returns," Review of Accounting Studies, Springer, vol. 26(1), pages 218-257, March.
  3. Dong, Yashu & Young, Danqing, 2021. "Foreign macroeconomic and industry-related information transfers around earnings announcements: Evidence from U.S.-listed non-U.S. firms," Journal of Accounting and Economics, Elsevier, vol. 71(2).
  4. Kitagawa, Norio, 2021. "Macroeconomic uncertainty and management forecast accuracy," Journal of Contemporary Accounting and Economics, Elsevier, vol. 17(3).
  5. Ahsan Habib & Mabel D' Costa & Hedy Jiaying Huang & Md. Borhan Uddin Bhuiyan & Li Sun, 2020. "Determinants and consequences of financial distress: review of the empirical literature," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 60(S1), pages 1023-1075, April.
  6. Xia Chen & Qiang Cheng & Ying Hao & Qiang Liu, 2020. "GDP growth incentives and earnings management: evidence from China," Review of Accounting Studies, Springer, vol. 25(3), pages 1002-1039, September.
  7. Xanthi Gkougkousi, 2014. "Aggregate Earnings and Corporate Bond Markets," Journal of Accounting Research, John Wiley & Sons, Ltd., vol. 52(1), pages 75-106, March.
  8. Shanshan Yang & Xiaohan Li & Zhenhua Jiang & Man Xiao, 2023. "Common institutional investors and the quality of management earnings forecasts—Empirical and machine learning evidences," PLOS ONE, Public Library of Science, vol. 18(10), pages 1-16, October.
  9. Bonsall, Samuel B. & Green, Jeremiah & Muller, Karl A., 2020. "Market uncertainty and the importance of media coverage at earnings announcements," Journal of Accounting and Economics, Elsevier, vol. 69(1).
  10. Yu, Wei & Wang, Chenglong & Zhu, Keying & Kang, Hainan, 2025. "Can value-added tax refund policy alleviate corporate financial distress? Evidence from China," International Review of Economics & Finance, Elsevier, vol. 103(C).
  11. Jeremy Bertomeu & Edwige Cheynel, 2016. "Disclosure and the Cost of Capital: A Survey of the Theoretical Literature," Abacus, Accounting Foundation, University of Sydney, vol. 52(2), pages 221-258, June.
  12. Cao, Min & Schaberl, Philipp D., 2026. "Yielding to relevance: How treasury yields impact accounting relevance," Economics Letters, Elsevier, vol. 260(C).
  13. Binz, Oliver & Ferracuti, Elia & Joos, Peter, 2023. "Investment, inflation, and the role of internal information systems as a transmission channel," Journal of Accounting and Economics, Elsevier, vol. 76(2).
  14. Landsman, Wayne R. & Peña-Romera, F. Dimas & Zhao, Jianxin (Donny), 2025. "The value of lending to bellwether firms by institutional investors," Journal of Accounting and Economics, Elsevier, vol. 79(2).
  15. Jiaxin Duan & Lei Lu & Yixin Wei & Fangyi Yin, 2025. "The leaders' shadow: Excessive information spillover in the Chinese stock market," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 65(3), pages 2454-2486, September.
  16. Wiesen, Taylor, 2023. "Aggregate earnings and market expectations in United States presidential election prediction markets," Advances in accounting, Elsevier, vol. 60(C).
  17. Haiyan Jiang & Ahsan Habib & Rong Gong, 2015. "Business Cycle and Management Earnings Forecasts," Abacus, Accounting Foundation, University of Sydney, vol. 51(2), pages 279-310, June.
  18. Han, Hongling & Mao, Yidan & Liu, Qiang, 2024. "The information externality of public firms’ employment in the municipal corporate bond market in China," Journal of Asian Economics, Elsevier, vol. 95(C).
  19. Christensen, Dane M. & Jin, Hengda & Lee, Joshua A. & Sridharan, Suhas A. & Wellman, Laura A., 2023. "Corporate political activism and information transfers," Working Papers 334, The University of Chicago Booth School of Business, George J. Stigler Center for the Study of the Economy and the State.
  20. Ryan T. Ball & Lindsey Gallo & Eric Ghysels, 2019. "Tilting the evidence: the role of firm-level earnings attributes in the relation between aggregated earnings and gross domestic product," Review of Accounting Studies, Springer, vol. 24(2), pages 570-592, June.
  21. Chang, Liang & Tan, Na & Zhang, Xinyue & Yuan, Yiyun, 2023. "Does peer firms’ tone affect corporate investment? Evidence from China," International Review of Financial Analysis, Elsevier, vol. 90(C).
  22. Neeraj J. Gupta & Vitaliy Strohush & Reilly White, 2019. "Investor reaction to simultaneous news releases: unemployment vs. earnings," Journal of Economics and Finance, Springer;Academy of Economics and Finance, vol. 43(4), pages 735-749, October.
  23. Yingzhao Ni, 2024. "Media coverage and disclosure of short‐termism tone: Evidence from China," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 64(S1), pages 5107-5131, December.
  24. Tarek Elkalla, 2025. "Auditor Opinion, IFRS Adoption and Macro Determinants of Financial Distress," Accounting and Finance Research, Sciedu Press, vol. 14(2), pages 1-40, May.
  25. Brian J. Bushee & Thomas Keusch & Jessica Kim-Gina, 2024. "Co-Opetition and the Firm’s Information Environment," Management Science, INFORMS, vol. 70(10), pages 6917-6941, October.
  26. Yang, Xiaohui & Chen, Wei, 2021. "The joint effects of macroeconomic uncertainty and cyclicality on management and analyst earnings forecasts," Journal of Economics and Business, Elsevier, vol. 116(C).
  27. Yingxue Si & Tusheng Xiao & Chun Yuan & Yanyu Zhang, 2025. "Government tax collection incentives and corporate taxation behaviour: Evidence from China," Accounting and Finance, Accounting and Finance Association of Australia and New Zealand, vol. 65(3), pages 2306-2338, September.
  28. Binz, Oliver & Mayew, William J. & Nallareddy, Suresh, 2022. "Firms’ response to macroeconomic estimation errors," Journal of Accounting and Economics, Elsevier, vol. 73(2).
  29. Fahd Alduais, 2020. "An empirical study of the earnings–returns association: an evidence from China’s A-share market," Future Business Journal, Springer, vol. 6(1), pages 1-12, December.
  30. Bergsma, Kelley & Tayal, Jitendra, 2020. "Quarterly earnings announcements and intra-industry information transfer from the Pacific to the Atlantic," International Review of Financial Analysis, Elsevier, vol. 70(C).
  31. Richard Cazier & Rosemond Desir & Ray J. Pfeiffer & Lumina Albert, 2020. "Intra-industry information transfer effects of leading firms’ earnings narratives," Review of Quantitative Finance and Accounting, Springer, vol. 54(1), pages 29-49, January.
  32. Sinha, Rajesh Kumar, 2021. "Macro disagreement and analyst forecast properties," Journal of Contemporary Accounting and Economics, Elsevier, vol. 17(1).
  33. Choi, Hae Mi, 2019. "Market uncertainty and trading volume around earnings announcements," Finance Research Letters, Elsevier, vol. 30(C), pages 14-22.
  34. Jiang, Lunan & Chen, Yinghui & Zhang, Lin, 2024. "Monetary policy shocks and firm investment decisions: Evidence from China," International Review of Financial Analysis, Elsevier, vol. 95(PB).
  35. Stephanie F. Cheng, 2021. "The Information Externality of Public Firms’ Financial Information in the State‐Bond Secondary Market," Journal of Accounting Research, John Wiley & Sons, Ltd., vol. 59(2), pages 529-574, May.
  36. Dayong Huang & Lijun Lei & Mengmeng Wang & Yuhang Xing, 2025. "Managerial Overextrapolation: Who and When," Management Science, INFORMS, vol. 71(6), pages 5328-5350, June.
  37. Roychowdhury, Sugata & Shroff, Nemit & Verdi, Rodrigo S., 2019. "The effects of financial reporting and disclosure on corporate investment: A review," Journal of Accounting and Economics, Elsevier, vol. 68(2).
  38. Li, Yumin & Zhu, Lei & Ke, Yanrong & Wu, Xiaohui, 2024. "Does common institutional ownership restrain corporate financialization?," International Review of Economics & Finance, Elsevier, vol. 95(C).
  39. Kexin Zhang & Simon Trimborn, 2024. "Influential assets in Large-Scale Vector AutoRegressive Models," Tinbergen Institute Discussion Papers 24-080/III, Tinbergen Institute.
  40. Ling Tuo & Ji Yu & Yu Zhang, 2020. "How do industry peers influence individual firms’ voluntary disclosure strategies?," Review of Quantitative Finance and Accounting, Springer, vol. 54(3), pages 911-956, April.
  41. Nakazono, Yoshiyuki & Koga, Maiko & Sugo, Tomohiro, 2020. "Private information and analyst coverage: Evidence from firm survey data," Journal of Economic Behavior & Organization, Elsevier, vol. 174(C), pages 284-298.
  42. Al-Thaqeb, Saud Asaad & Algharabali, Barrak Ghanim, 2019. "Economic policy uncertainty: A literature review," The Journal of Economic Asymmetries, Elsevier, vol. 20(C).
  43. Melissa Martin & Oscar Timmermans, 2026. "Disclosure Costs of Relative Performance Evaluation," Management Science, INFORMS, vol. 72(6), pages 5000-5026, June.
  44. Park, Jihwon & Sani, Jalal & Shroff, Nemit & White, Hal, 2019. "Disclosure incentives when competing firms have common ownership," Journal of Accounting and Economics, Elsevier, vol. 67(2), pages 387-415.
  45. Wang, Sean, 2019. "Informational environments and the relative information content of analyst recommendations and insider trades," Accounting, Organizations and Society, Elsevier, vol. 72(C), pages 61-73.
  46. Xiong, Yuhao & Wang, Yonghai, 2024. "Research on the risk effects of accounting information disclosure," International Review of Economics & Finance, Elsevier, vol. 95(C).
  47. Wei Chen & Lili Dai & Hun‐Tong Tan, 2023. "When does analyst reputation matter? Evidence from analysts’ reliance on management guidance," Journal of Business Finance & Accounting, Wiley Blackwell, vol. 50(7-8), pages 1305-1337, July.
  48. Daniel Aobdia & Judson Caskey & N. Bugra Ozel, 2014. "Inter-industry network structure and the cross-predictability of earnings and stock returns," Review of Accounting Studies, Springer, vol. 19(3), pages 1191-1224, September.
  49. Alon Kalay & Suresh Nallareddy & Gil Sadka, 2018. "Uncertainty and Sectoral Shifts: The Interaction Between Firm-Level and Aggregate-Level Shocks, and Macroeconomic Activity," Management Science, INFORMS, vol. 64(1), pages 198-214, January.
  50. Liu, Junjun, 2024. "Macroeconomic uncertainty and non-GAAP disclosure," Finance Research Letters, Elsevier, vol. 60(C).
  51. Heater, John C. & Nallareddy, Suresh & Venkatachalam, Mohan, 2021. "Aggregate accruals and market returns: The role of aggregate M&A activity," Journal of Accounting and Economics, Elsevier, vol. 72(2).
  52. Zheng, Jing & Zou, Mengqi, 2025. "Can industry-specific information disclosure regulation mitigate the bullwhip effect in supply chain? Evidence from Chinese listed companies," International Review of Financial Analysis, Elsevier, vol. 103(C).
  53. Tyler K. Jensen & Marlene A. Plumlee, 2020. "Measuring News in Management Range Forecasts," Contemporary Accounting Research, John Wiley & Sons, vol. 37(3), pages 1687-1719, September.
  54. Binz, Oliver & Schipper, Katherine & Standridge, Kevin R., 2025. "Estimating profitability decomposition frameworks via machine learning: Implications for earnings forecasting and financial statement analysis," Journal of Accounting and Economics, Elsevier, vol. 80(2).
  55. Choi, Jung Ho & Kalay, Alon & Sadka, Gil, 2016. "Earnings news, expected earnings, and aggregate stock returns," Journal of Financial Markets, Elsevier, vol. 29(C), pages 110-143.
  56. Ball, Ray & Sadka, Gil, 2015. "Aggregate earnings and why they matter," Journal of Accounting Literature, Elsevier, vol. 34(C), pages 39-57.
  57. Lin, K.C. & Dong, Xiaobo, 2025. "Climate policy uncertainty and analyst forecast quality for greenhouse gas-intensive firms," Advances in accounting, Elsevier, vol. 68(C).
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