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No firm is an island? How industry conditions shape firms’ expectations
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- Anja Sebbesen & Harald Oberhofer, 2024.
"The propagation of business expectations within the European Union,"
Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 39(6), pages 1082-1103, September.
- Anja Kukuvec & Harald Oberhofer, 2020. "The Propagation of Business Expectations within the European Union," CESifo Working Paper Series 8198, CESifo.
- Zohar, Osnat, 2024.
"Cyclicality of uncertainty and disagreement,"
Journal of Monetary Economics, Elsevier, vol. 143(C).
- Osnat Zohar, 2021. "Cyclicality of Uncertainty and Disagreement," Bank of Israel Working Papers 2021.09, Bank of Israel.
- Frache, Serafin & Lluberas, Rodrigo & Turen, Javier, 2024.
"Belief-dependent pricing decisions,"
Economic Modelling, Elsevier, vol. 132(C).
- Serafín Frache & Rodrigo Lluberas & Javier Turen, 2021. "Belief-Dependent Pricing Decisions," Documentos de trabajo 2021007, Banco Central del Uruguay.
- Serafin Frache & Rodrigo Lluberas & Javier Turen, 2021. "Belief-Dependent Pricing Decisions," Documentos de Trabajo 564, Instituto de Economia. Pontificia Universidad Católica de Chile..
- Adams, Jonathan J. & Rojas, Eugenio, 2024.
"Household Consumption and Dispersed Information,"
Journal of Monetary Economics, Elsevier, vol. 147(C).
- Jonathan J Adams & Eugenio Rojas, 2023. "Household Consumption and Dispersed Information," Working Papers 001009, University of Florida, Department of Economics.
- Michael Weber & Yuriy Gorodnichenko & Olivier Coibion, 2023.
"The Expected, Perceived, and Realized Inflation of US Households Before and During the COVID19 Pandemic,"
IMF Economic Review, Palgrave Macmillan;International Monetary Fund, vol. 71(1), pages 326-368, March.
- Weber, Michael & Gorodnichenko, Yuriy & Coibion, Olivier, 2022. "The Expected, Perceived, and Realized Inflation of U.S. Households before and during the COVID-19 Pandemic," IZA Discussion Papers 15027, Institute of Labor Economics (IZA).
- Michael Weber & Yuriy Gorodnichenko & Olivier Coibion, 2022. "The Expected, Perceived, and Realized Inflation of U.S. Households before and during the COVID19 Pandemic," NBER Working Papers 29640, National Bureau of Economic Research, Inc.
- Weber, Michael & Gorodnichenko, Yuriy & Coibion, Olivier, 2022. "The Expected, Perceived, and Realized Inflation of U.S. Households before and during the COVID19 Pandemic," CEPR Discussion Papers 16930, C.E.P.R. Discussion Papers.
- Jonas Dovern & Alexander Glas & Geoff Kenny, 2024.
"Testing for differences in survey‐based density expectations: A compositional data approach,"
Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 39(6), pages 1104-1122, September.
- Jonas Dovern & Alexander Glas & Geoff Kenny, 2023. "Testing for Differences in Survey-Based Density Expectations: A Compositional Data Approach," CESifo Working Paper Series 10256, CESifo.
- Dovern, Jonas & Glas, Alexander & Kenny, Geoff, 2023. "Testing for differences in survey-based density expectations: a compositional data approach," Working Paper Series 2791, European Central Bank.
- Dovern, Jonas & Glas, Alexander & Kenny, Geoff, 2023. "Testing for differences in survey-based density expectations: A compositional data approach," Working Papers 39, German Research Foundation's Priority Programme 1859 "Experience and Expectation. Historical Foundations of Economic Behaviour", Humboldt University Berlin.
- Dovern, Jonas & Müller, Lena Sophia & Wohlrabe, Klaus, 2023.
"Local information and firm expectations about aggregates,"
Journal of Monetary Economics, Elsevier, vol. 138(C), pages 1-13.
- Jonas Dovern & Lena Sophia Müller & Klaus Wohlrabe, 2022. "Local Information and Firm Expectations about Aggregates," CESifo Working Paper Series 9826, CESifo.
- Hack, Lukas & Rostam-Afschar, Davud, 2024.
"Understanding Firm Dynamics with Daily Data,"
VfS Annual Conference 2024 (Berlin): Upcoming Labor Market Challenges
302376, Verein für Socialpolitik / German Economic Association.
- Lukas Hack & Davud Rostam-Afschar, 2024. "Understanding Firm Dynamics with Daily Data," CRC TR 224 Discussion Paper Series crctr224_2024_593, University of Bonn and University of Mannheim, Germany.
- Hack, Lukas & Rostam-Afschar, Davud, 2025. "Understanding Firm Dynamics with Daily Data," IZA Discussion Papers 17882, Institute of Labor Economics (IZA).
- Xu, Xiangyun & Li, Xing & Meng, Jie & Hu, Xueqi & Ge, Yingfan, 2024. "The impact of the tail risk of demand on corporate investment: Evidence from Chinese manufacturing firms," Pacific-Basin Finance Journal, Elsevier, vol. 85(C).
- Tatsushi Okuda & Tomohiro Tsuruga & Francesco Zanetti, 2021.
"Imperfect information, heterogeneous demand shocks, and inflation dynamics,"
CAMA Working Papers
2021-29, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University.
- Tatsushi Okuda & Tomohiro Tsuruga & Francesco Zanetti, 2021. "Imperfect Information, Heterogeneous Demand Shocks,and Inflation Dynamics," Economics Series Working Papers 934, University of Oxford, Department of Economics.
- Tatsushi Okuda & Tomohiro Tsuruga & Francesco Zanetti, 2021. "Imperfect Information, Heterogenous Demand Shocks, and Inflation Dynamics," BCAM Working Papers 2104, Birkbeck Centre for Applied Macroeconomics.
- Tatsushi Okuda & Tomohiro Tsuruga & Francesco Zanetti, 2021. "Imperfect Information, Heterogeneous Demand Shocks, and Inflation Dynamics," Discussion Papers 2108, Centre for Macroeconomics (CFM).
- Hensel, Jannik & Mangiante, Giacomo & Moretti, Luca, 2024.
"Carbon pricing and inflation expectations: Evidence from France,"
Journal of Monetary Economics, Elsevier, vol. 147(C).
- Jannik Hensel & Giacomo Mangiante & Luca Moretti, 2023. "Carbon pricing and inflation expectations: evidence from France," ECON - Working Papers 434, Department of Economics - University of Zurich.
- Jannik Hensel & Giacomo Mangiante & Luca Moretti, 2023. "Carbon Pricing and Inflation Expectations: Evidence from France," CESifo Working Paper Series 10552, CESifo.
- Hodbod, Alexander & Hommes, Cars & Huber, Stefanie J. & Salle, Isabelle, 2021.
"The COVID-19 consumption game-changer: Evidence from a large-scale multi-country survey,"
European Economic Review, Elsevier, vol. 140(C).
- Hodbod, Alexander & Hommes, Cars & Huber, Stefanie J. & Salle, Isabelle, 2021. "The COVID-19 consumption game-changer: evidence from a large-scale multi-country survey," Working Paper Series 2599, European Central Bank.
- Alexander Hodbod & Cars Hommes & Stefanie J. Huber & Isabelle Salle, 2021. "The COVID-19 Consumption Game-Changer: Evidence from a Large-Scale Multi-Country Survey," Staff Working Papers 21-57, Bank of Canada.
- Frédérique Savignac & Erwan Gautier & Yuriy Gorodnichenko & Olivier Coibion, 2024.
"Firms’ Inflation Expectations: New Evidence from France,"
Journal of the European Economic Association, European Economic Association, vol. 22(6), pages 2748-2781.
- Frédérique Savignac & Erwan Gautier & Yuriy Gorodnichenko & Olivier Coibion, 2021. "Firms' Inflation Expectations: New Evidence from France," NBER Working Papers 29376, National Bureau of Economic Research, Inc.
- Savignac, Frédérique & Gautier, Erwan & Gorodnichenko, Yuriy & Coibion, Olivier, 2022. "Firms' Inflation Expectations: New Evidence from France," IZA Discussion Papers 15069, Institute of Labor Economics (IZA).
- Frédérique Savignac & Erwan Gautier & Yuriy Gorodnichenko & Olivier Coibion, 2021. "Firms Inflation Expectations: New Evidence from France," Working papers 840, Banque de France.
- Balleer, Almut & Noeller, Marvin, 2023. "Monetary policy in the presence of supply constraints: Evidence from German firm-level data," Ruhr Economic Papers 1060, RWI - Leibniz-Institut für Wirtschaftsforschung, Ruhr-University Bochum, TU Dortmund University, University of Duisburg-Essen.
- Gemmi, Luca, 2024. "Rational overoptimism and limited liability," Journal of Monetary Economics, Elsevier, vol. 143(C).
- Candia, Bernardo & Coibion, Olivier & Gorodnichenko, Yuriy, 2024.
"The inflation expectations of U.S. firms: Evidence from a new survey,"
Journal of Monetary Economics, Elsevier, vol. 145(S).
- Bernardo Candia & Olivier Coibion & Yuriy Gorodnichenko, 2021. "The Inflation Expectations of U.S. Firms: Evidence from a new survey," NBER Working Papers 28836, National Bureau of Economic Research, Inc.
- Gorodnichenko, Yuriy & Candia, Bernardo, 2021. "The Inflation Expectations Of U.S. Firms: Evidence From A New Survey," CEPR Discussion Papers 16161, C.E.P.R. Discussion Papers.
- Candia, Bernardo & Coibion, Olivier & Gorodnichenko, Yuriy, 2021. "The Inflation Expectations of U.S. Firms: Evidence from a New Survey," IZA Discussion Papers 14378, Institute of Labor Economics (IZA).
- Almut Balleer & Marvin Noeller, 2023. "Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-Level Data," CESifo Working Paper Series 10261, CESifo.
- Zhao Han & Xiaohan Ma & Ruoyun Mao, 2023.
"The Role of Dispersed Information in Inflation and Inflation Expectations,"
Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 48, pages 72-106, April.
- Zhao Han & Xiaohan Ma & Ruoyun Mao, 2022. "Code and data files for "The Role of Dispersed Information in Inflation and Inflation Expectations"," Computer Codes 20-423, Review of Economic Dynamics.
- Wehrhöfer, Nils, 2023. "Energy prices and inflation expectations: Evidence from households and firms," Discussion Papers 28/2023, Deutsche Bundesbank.
- Adams, Jonathan J., 2023. "Moderating noise-driven macroeconomic fluctuations under dispersed information," Journal of Economic Dynamics and Control, Elsevier, vol. 156(C).
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- Nöller, Marvin & Balleer, Almut, 2023. "Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-level Data," VfS Annual Conference 2023 (Regensburg): Growth and the "sociale Frage" 277638, Verein für Socialpolitik / German Economic Association.
- Gondhi, Naveen, 2023. "Rational inattention, misallocation, and the aggregate economy," Journal of Monetary Economics, Elsevier, vol. 136(C), pages 50-75.
- Cornand, Camille & Hubert, Paul, 2022.
"Information frictions across various types of inflation expectations,"
European Economic Review, Elsevier, vol. 146(C).
- Camille Cornand & Paul Hubert, 2022. "Information Frictions Across Various Types of Inflation Expectations," Working papers 873, Banque de France.
- Gautier, Erwan & Karadi, Peter & Conflitti, Cristina & Fabo, Brian & Fadejeva, Ludmila & Fuss, Catherine & Kosma, Theodora & Jouvanceau, Valentin & Martins, Fernando & Menz, Jan-Oliver & Messner, Tere, 2023. "Price adjustment in the euro area in the low-inflation period: evidence from consumer and producer micro price data," Occasional Paper Series 319, European Central Bank.
- Angelico, Cristina, 2024. "The green transition and firms' expectations on future prices: Survey evidence," Journal of Economic Behavior & Organization, Elsevier, vol. 221(C), pages 519-543.
- Francesco D'Acunto & Janet Gao & Lu Liu & Kai Lu & Zhengwei Wang & Jun Yang, 2025. "Subjective Expectations and Financial Intermediation," CESifo Working Paper Series 11780, CESifo.