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Subjective Models of the Macroeconomy: Evidence from Experts and Representative Samples

Citations

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Cited by:

  1. Carola Binder, 2020. "Coronavirus Fears and Macroeconomic Expectations," The Review of Economics and Statistics, MIT Press, vol. 102(4), pages 721-730, October.
  2. Oreffice, Sonia & Quintana-Domeque, Climent, 2021. "Gender inequality in COVID-19 times: evidence from UK prolific participants," Journal of Demographic Economics, Cambridge University Press, vol. 87(2), pages 261-287, June.
  3. Francesco D’Acunto & Daniel Hoang & Michael Weber, 2022. "Managing Households’ Expectations with Unconventional Policies," The Review of Financial Studies, Society for Financial Studies, vol. 35(4), pages 1597-1642.
  4. Christopher Roth & Sonja Settele & Johannes Wohlfart, 2022. "Risk Exposure and Acquisition of Macroeconomic Information," American Economic Review: Insights, American Economic Association, vol. 4(1), pages 34-53, March.
  5. Christopher Roth & Johannes Wohlfart, 2020. "How Do Expectations about the Macroeconomy Affect Personal Expectations and Behavior?," The Review of Economics and Statistics, MIT Press, vol. 102(4), pages 731-748, October.
  6. Cars Hommes & Julien Pinter & Isabelle Salle, 2023. "What People Believe About Monetary Finance and What We Can(’t) Do About It: Evidence from a Large-Scale, Multi-Country Survey Experiment," Staff Working Papers 23-36, Bank of Canada.
  7. Asger Lau Andersen & Niels Johannesen & Jens Brøndum Petersen & Sonja Settele & Johannes Wohlfart, 2026. "Household Behavior Below the Zero Lower Bound," ECONtribute Discussion Papers Series 418, University of Bonn and University of Cologne, Germany.
  8. Heiner Mikosch & Christopher Roth & Samad Sarferaz & Johannes Wohlfart, 2024. "Uncertainty and Information Acquisition: Evidence from Firms and Households," American Economic Journal: Macroeconomics, American Economic Association, vol. 16(2), pages 375-405, April.
  9. Chenyu Hou & Tao Wang, 2025. "Uncovering Subjective Models from Survey Expectations," Staff Working Papers 25-31, Bank of Canada.
  10. Ingar Haaland & Christopher Roth & Stefanie Stantcheva & Johannes Wohlfart, 2025. "Understanding Economic Behavior Using Open-Ended Survey Data," Journal of Economic Literature, American Economic Association, vol. 63(4), pages 1244-1280, December.
  11. Ingar Haaland & Christopher Roth & Johannes Wohlfart, 2023. "Designing Information Provision Experiments," Journal of Economic Literature, American Economic Association, vol. 61(1), pages 3-40, March.
  12. Bernardo Candia & James Mitchell & Damjan Pfajfar, 2026. "The Causal Effects of Tariff Uncertainty on Consumers' Macroeconomic Expectations and Spending Plans," Working Papers 26-05, Federal Reserve Bank of Cleveland.
  13. Binetti, Alberto & Nuzzi, Francesco & Stantcheva, Stefanie, 2024. "People’s understanding of inflation," Journal of Monetary Economics, Elsevier, vol. 148(S).
  14. Thomas Graeber & Christopher Roth & Florian Zimmermann, 2024. "Stories, Statistics, and Memory," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 139(4), pages 2181-2225.
  15. Ivan Yotzov & Nicholas Bloom & Philip Bunn & Paul Mizen & Gregory Thwaites, 2024. "The Speed of Firm Response to Inflation," Discussion Papers 2425, Centre for Macroeconomics (CFM).
  16. Yuriy Gorodnichenko & Dimitris Georgarakos & Geoff Kenny & Olivier Coibion, 2025. "The Impact of Geopolitical Risk on Consumer Expectations and Spending," NBER Working Papers 34195, National Bureau of Economic Research, Inc.
  17. Grigoli, Francesco & Sandri, Damiano, 2024. "Public debt and household inflation expectations," Journal of International Economics, Elsevier, vol. 152(C).
  18. Bucher-Koenen, Tabea & Fessler, Pirmin & Silgoner, Maria Antoinette, 2023. "Households' financial resilience, risk perceptions, and financial literacy: Evidence from a survey experiment," ZEW Discussion Papers 23-074, ZEW - Leibniz Centre for European Economic Research.
  19. Aidala, Felix & Armantier, Olivier & Koşar, Gizem & Somerville, Jason & Topa, Giorgio & van der Klaauw, Wilbert, 2024. "Gasoline price changes and consumer inflation expectations: Experimental evidence," Journal of Economic Behavior & Organization, Elsevier, vol. 220(C), pages 66-80.
  20. Peter Andre & Philipp Schirmer & Johannes Wohlfart, 2023. "Mental Models of the Stock Market," CESifo Working Paper Series 10691, CESifo.
  21. Link, Sebastian & Peichl, Andreas & Roth, Christopher & Wohlfart, Johannes, 2023. "Information frictions among firms and households," Journal of Monetary Economics, Elsevier, vol. 135(C), pages 99-115.
  22. 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.
  23. Moritz A. Drupp & Frikk Nesje & Robert C. Schmidt & Robert Christian Schmidt, 2022. "Pricing Carbon," CESifo Working Paper Series 9608, CESifo.
  24. Guo, Junjie & Tang, Li & Xie, Shihan & Yin, Penghui, 2025. "Navigating fiscal fog: Household expectations in an uncertain fiscal environment," Journal of Economic Behavior & Organization, Elsevier, vol. 240(C).
  25. Ina Hajdini & Edward S. Knotek & John Leer & Mathieu Pedemonte & Robert W. Rich & Raphael Schoenle, 2022. "Low Passthrough from Inflation Expectations to Income Growth Expectations: Why People Dislike Inflation," Working Papers 22-21R, Federal Reserve Bank of Cleveland, revised 27 Mar 2023.
  26. Conrad, Christian & Lahiri, Kajal, 2023. "Heterogeneous expectations among professional forecasters," ZEW Discussion Papers 23-062, ZEW - Leibniz Centre for European Economic Research.
  27. Olivier Coibion & Yuriy Gorodnichenko & Michael Weber, 2022. "Monetary Policy Communications and Their Effects on Household Inflation Expectations," Journal of Political Economy, University of Chicago Press, vol. 130(6), pages 1537-1584.
  28. Huang, Xuesong & Lin, Jianhao & Zhang, Yifan, 2026. "The social value of strategic public information," Journal of Economic Dynamics and Control, Elsevier, vol. 183(C).
  29. Metiu, Norbert & Stockerl, Valentin, 2024. "What moves households' expectations during a crisis? Evidence from a randomized information experiment," Discussion Papers 42/2024, Deutsche Bundesbank.
  30. Olivier Coibion & Yuriy Gorodnichenko & Michael Weber, 2022. "Does Policy Communication during COVID Work?," International Journal of Central Banking, International Journal of Central Banking, vol. 18(1), pages 3-39, March.
  31. Hoffmann, Mathias & Moench, Emanuel & Pavlova, Lora & Schultefrankenfeld, Guido, 2026. "A KISS for central bank communication in times of high inflation," Journal of International Money and Finance, Elsevier, vol. 165(C).
  32. repec:osf:socarx:9pr34_v1 is not listed on IDEAS
  33. Elizaveta Zvezdina, 2026. "Narratives and the Household Inflation Expectations," Russian Journal of Money and Finance, Bank of Russia, vol. 85(1), pages 63-94, March.
  34. Trebbi, Giovanni, 2025. "Inflation narratives and expectations," Working Paper Series 3158, European Central Bank.
  35. Eleonora Alabrese & Francesco Capozza & Prashant Garg, 2024. "Politicized Scientists: Credibility Cost of Political Expression on Twitter," CESifo Working Paper Series 11254, CESifo.
  36. Laura Arnemann & Kai A Konrad & Niklas Potrafke, 2021. "Collective memories on the 2010 European debt crisis," European Union Politics, , vol. 22(4), pages 762-784, December.
  37. Hanna Brosch & Elisabeth Grewenig & Philipp Lergetporer & Katharina Werner & Helen Zeidler, 2026. "Are Gender Norms Shaped by Who Earns More?," CESifo Working Paper Series 12674, CESifo.
  38. Peter Andre & Armin Falk, 2021. "What’s Worth Knowing? Economists’ Opinions about Economics," ECONtribute Discussion Papers Series 102, University of Bonn and University of Cologne, Germany.
  39. Rupal Kamdar & Walker Ray, 2024. "Attention-Driven Sentiment and the Business Cycle," CAEPR Working Papers 2024-003 Classification-, Center for Applied Economics and Policy Research, Department of Economics, Indiana University Bloomington.
  40. Grewenig, Elisabeth & Gründler, Klaus & Lergetporer, Philipp & Potrafke, Niklas & Werner, Katharina & Zeidler, Helen, 2026. "Expertise and Prediction Accuracy," IZA Discussion Papers 18453, IZA Network @ LISER.
  41. Sarah Kiesl-Reiter & Melanie Lührmann & Jonathan Shaw & Joachim Winter, 2025. "The formation of subjective house price expectations: the role of perceptions and local economic conditions," IFS Working Papers W25/58, Institute for Fiscal Studies.
  42. Schnorpfeil, Philip & Weber, Michael & Hackethal, Andreas, 2025. "Inflation and Trading," Journal of Financial Economics, Elsevier, vol. 173(C).
  43. Goldfayn-Frank, Olga & Wohlfart, Johannes, 2020. "Expectation formation in a new environment: Evidence from the German reunification," Journal of Monetary Economics, Elsevier, vol. 115(C), pages 301-320.
  44. Frikk Nesje & Robert C. Schmidt & Moritz A. Drupp, 2025. "Designing Carbon Pricing Policies Across the Globe," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 88(12), pages 3585-3616, December.
  45. Lukas Buchheim & Sebastian Link & Sascha Möhrle, 2024. "Inflation and Wage Expectations of Firms and Employees," CESifo Working Paper Series 11329, CESifo.
  46. Sebastian Link & Andreas Peichl & Oliver Pfäuti & Christopher Roth & Johannes Wohlfart, 2023. "Attention to the Macroeconomy," ECONtribute Discussion Papers Series 256, University of Bonn and University of Cologne, Germany.
  47. Olivier Coibion & Dimitris Georgarakos & Yuriy Gorodnichenko & Michael Weber, 2023. "Forward Guidance and Household Expectations," Journal of the European Economic Association, European Economic Association, vol. 21(5), pages 2131-2171.
  48. Dmitri V. Vinogradov & Michael J. Lamla & Yousef Makhlouf, 2024. "Survey-based expectations and uncertainty attitudes," Working Papers 2024_02, Business School - Economics, University of Glasgow.
  49. Li, Geng & Sinha, Nitish Ranjan, 2025. "Gauging inflation aversion through the lens of consumer sentiment," Economics Letters, Elsevier, vol. 256(C).
  50. Max Lobeck & Morten Nyborg Støstad, 2023. "The Consequences of Inequality: Beliefs and Redistributive Preferences," Working Papers halshs-04423608, HAL.
  51. Rüdiger Weber & Annika Weber & Christine Laudenbach & Johannes Wohlfart, 2021. "Beliefs About the Stock Market and Investment Choices: Evidence from a Field Experiment," CEBI working paper series 21-17, University of Copenhagen. Department of Economics. The Center for Economic Behavior and Inequality (CEBI).
  52. Coibion, Olivier & Gorodnichenko, Yuriy & Weber, Michael, 2020. "Does Policy Communication during COVID-19 Work?," IZA Discussion Papers 13355, IZA Network @ LISER.
  53. Filippin, Antonio & Mantovani, Marco, 2025. "Moral preferences over health-wealth trade-offs," Journal of Economic Behavior & Organization, Elsevier, vol. 235(C).
  54. Breunig, Christoph & Grabova, Iuliia & Haan, Peter & Weinhardt, Felix & Weizsäcker, Georg, 2021. "Long-run expectations of households," EconStor Open Access Articles and Book Chapters, ZBW - Leibniz Information Centre for Economics, vol. 31, pages 1-1.
  55. Blesse, Sebastian & Gruendler, Klaus & Heil, Philipp & Hermes, Henning, 2025. "The Demand for Economic Narratives," CEPR Discussion Papers 20759, Centre for Economic Policy Research.
  56. Jonathan Adams & Philip Barrett, 2024. "Shocks to Inflation Expectations," Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 54, October.
  57. Klaus Gründler & Michael Lamla & Niklas Potrafke & Timo Wochner, 2026. "Experts as Intermediaries," CESifo Working Paper Series 12492, CESifo.
  58. Lena Dräger & Michael J. Lamla, 2024. "Consumers' macroeconomic expectations," Journal of Economic Surveys, Wiley Blackwell, vol. 38(2), pages 427-451, April.
  59. Peter Andre, 2025. "Shallow Meritocracy," The Review of Economic Studies, Review of Economic Studies Ltd, vol. 92(2), pages 772-807.
  60. Mahlstedt, Robert & Settele, Sonja & Wohlfart, Johannes, 2026. "Unemployment Narratives," IZA Discussion Papers 18532, IZA Network @ LISER.
  61. Sandro Ambuehl & Rahul Bhui & Heidi C. Thysen, 2026. "Mental Models of Causal Structure in Economics and Psychology," Papers 2603.29070, arXiv.org, revised Apr 2026.
  62. Ambrocio, Gene & Hasan, Iftekhar, 2022. "Belief polarization and Covid-19," Bank of Finland Research Discussion Papers 10/2022, Bank of Finland.
  63. Schnorpfeil, Philip & Weber, Michael & Hackethal, Andreas, 2023. "Households' response to the wealth effects of inflation," SAFE Working Paper Series 400, Leibniz Institute for Financial Research SAFE.
  64. Barrios, John M. & Hochberg, Yael V., 2021. "Risk perceptions and politics: Evidence from the COVID-19 pandemic," Journal of Financial Economics, Elsevier, vol. 142(2), pages 862-879.
  65. Dmitriy Sergeyev & Chen Lian & Yuriy Gorodnichenko, 2023. "The Economics of Financial Stress," NBER Working Papers 31285, National Bureau of Economic Research, Inc.
  66. Luisa Dörr & Klaus Gründler & Philipp Heil & Niklas Potrafke & Timo Wochner, 2024. "Experteneinschätzungen zum globalen Standortwettbewerb," ifo Forschungsberichte, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 142, February.
  67. Carvajal, Daniel & Franco, Catalina & Isaksson, Siri, 2024. "Will Artificial Intelligence Get in the Way of Achieving Gender Equality?," Discussion Paper Series in Economics 3/2024, Norwegian School of Economics, Department of Economics, revised 28 Apr 2025.
  68. Aktuğ, Emrehan & Rezghi, Abolfazl, 2025. "Asymmetric overreaction," European Economic Review, Elsevier, vol. 180(C).
  69. repec:ecb:ecbdps:202424 is not listed on IDEAS
  70. Anthony Brassil & Yahdullah Haidari & Jonathan Hambur & Gulnara Nolan & Callum Ryan, 2024. "How Do Households Form Inflation and Wage Expectations?," RBA Research Discussion Papers rdp2024-07, Reserve Bank of Australia.
  71. Dimitris Georgarakos & Kwang Hwan Kim & Oliver Coibion & Myungkyu Shim & Myunghwan Andrew Lee & Yuriy Gorodnichenko & Geoff Kenny & Seowoo Han & Michael Weber, 2025. "How Costly Are Business Cycle Volatility And Inflation? A Vox Populi Approach," Working papers 2025rwp-241, Yonsei University, Yonsei Economics Research Institute.
  72. Okan Akarsu & Emrehan Aktug & Huzeyfe Torun, 2025. "Inflation Expectations and Firms' Decisions in High Inflation: Evidence from a Randomized Control Trial," Working Papers 2512, Research and Monetary Policy Department, Central Bank of the Republic of Turkey.
  73. Peter Andre & Ingar Haaland & Christopher Roth & Mirko Wiederholt & Johannes Wohlfart, 2021. "Narratives about the Macroeconomy," ECONtribute Discussion Papers Series 127, University of Bonn and University of Cologne, Germany.
  74. Conrad, Christian & Enders, Zeno & Glas, Alexander, 2022. "The role of information and experience for households’ inflation expectations," European Economic Review, Elsevier, vol. 143(C).
  75. Roth, Christopher & Settele, Sonja & Wohlfart, Johannes, 2022. "Beliefs about public debt and the demand for government spending," Journal of Econometrics, Elsevier, vol. 231(1), pages 165-187.
  76. Fofana, Salome & Patzelt, Paula & Reis, Ricardo, 2024. "Household Disagreement about Expected Inflation," CEPR Discussion Papers 18956, Centre for Economic Policy Research.
  77. Klaus Gründler & Philipp Heil & Niklas Potrafke & Timo Wochner, 2023. "The US-Inflation Reduction Act: Global Assessments of Economic Experts," ifo Forschungsberichte, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 138, February.
  78. Katharina Allinger & Fabio Rumler, 2025. "Inflation Expectations in Central, Eastern and Southeastern Europe: The Role of Sentiment and Experiences," Comparative Economic Studies, Palgrave Macmillan;Association for Comparative Economic Studies, vol. 67(2), pages 426-451, June.
  79. Born, Benjamin & Enders, Zeno & Müller, Gernot, 2023. "On FIRE, news, and expectations," CEPR Discussion Papers 18259, Centre for Economic Policy Research.
    • Born, Benjamin & Enders, Zeno & Müller, Gernot J., 2023. "On FIRE, news, and expectations," Working Papers 42, German Research Foundation's Priority Programme 1859 "Experience and Expectation. Historical Foundations of Economic Behaviour", Humboldt University Berlin.
  80. Kirpson, Gerda & Staehr, Karsten, 2024. "Do individuals expect the Phillips curve? Evidence from the European Consumer Expectations Survey," Economics Letters, Elsevier, vol. 234(C).
  81. Camille Cornand & Paul Hubert, 2021. "Information frictions in inflation expectations among five types of economic agents," Working Papers halshs-03351632, HAL.
  82. Felix Chopra & Christopher Roth & Johannes Wohlfart, 2025. "Home Price Expectations and Spending: Evidence from a Field Experiment," American Economic Review, American Economic Association, vol. 115(7), pages 2267-2305, July.
  83. Alan S. Blinder & Michael Ehrmann & Jakob de Haan & David-Jan Jansen, 2024. "Central Bank Communication with the General Public: Promise or False Hope?," Journal of Economic Literature, American Economic Association, vol. 62(2), pages 425-457, June.
  84. Agranov, M. & Elliott, M. & Ortoleva, P., 2024. "I know best: Scepticism about the Knowledge of Experts and Peers on Economics Predictions," Cambridge Working Papers in Economics 2423, Faculty of Economics, University of Cambridge.
  85. Crump, Richard K. & Eusepi, Stefano & Tambalotti, Andrea & Topa, Giorgio, 2022. "Subjective intertemporal substitution," Journal of Monetary Economics, Elsevier, vol. 126(C), pages 118-133.
  86. Pei Kuang & Li Tang & Renbin Zhang & Tongbin Zhang, 2025. "Are survey stock price forecasts anchored by fundamental forecasts? A long-run perspective," Economic Theory, Springer;Society for the Advancement of Economic Theory (SAET), vol. 79(2), pages 657-685, March.
  87. Francesco D’Acunto & Daniel Hoang & Maritta Paloviita & Michael Weber, 2023. "IQ, Expectations, and Choice," The Review of Economic Studies, Review of Economic Studies Ltd, vol. 90(5), pages 2292-2325.
  88. Huang, Ruichen, 2025. "Non-response bias in expectation surveys: Different perceptions and expectations of financial matters from “early quitters”," Finance Research Letters, Elsevier, vol. 82(C).
  89. Stefano Neri & Guido Bulligan & Sara Cecchetti & Francesco Corsello & Andrea Papetti & Marianna Riggi & Concetta Rondinelli & Alex Tagliabracci, 2022. "On the anchoring of inflation expectations in the euro area," Questioni di Economia e Finanza (Occasional Papers) 712, Bank of Italy, Economic Research and International Relations Area.
  90. Lu, Kelin & Wang, Chao, 2026. "Understanding Fertility Today: Young Couples’ Expectations about the Consequences of Childbearing," MPRA Paper 128947, University Library of Munich, Germany.
  91. Christine Laudenbach & Annika Weber & Rüdiger Weber & Johannes Wohlfart, 2021. "Beliefs about the Stock Market and Investment Choices: Evidence from a Survey and a Field Experiment," CESifo Working Paper Series 9427, CESifo.
  92. D'Acunto, Francesco & Hoang, Daniel & Paloviita, Maritta & Weber, Michael, 2023. "Cognitive constraints and economic incentives," Bank of Finland Research Discussion Papers 9/2023, Bank of Finland.
  93. Francesco D'Acunto & Daniel Hoang & Maritta Paloviita & Michael Weber, 2020. "Effective Policy Communication: Targets versus Instruments," Working Papers 2020-148, Becker Friedman Institute for Research In Economics.
  94. Robert Mahlstedt & Sonja Settele & Johannes Wohlfart, 2026. "Unemployment Narratives," ECONtribute Discussion Papers Series 399, University of Bonn and University of Cologne, Germany.
  95. Tukiainen, Janne & Blesse, Sebastian & Bohne, Albrecht & Giuffrida, Leonardo M. & Jääskeläinen, Jan & Luukinen, Ari & Sieppi, Antti, 2024. "What are the priorities of bureaucrats? Evidence from conjoint experiments with procurement officials," Journal of Economic Behavior & Organization, Elsevier, vol. 227(C).
  96. Fries, Tilman & Barron, Kai, 2023. "Narrative Persuasion," VfS Annual Conference 2023 (Regensburg): Growth and the "sociale Frage" 277691, Verein für Socialpolitik / German Economic Association.
  97. Dietrich, Alexander M. & Kuester, Keith & Müller, Gernot J. & Schoenle, Raphael, 2022. "News and uncertainty about COVID-19: Survey evidence and short-run economic impact," Journal of Monetary Economics, Elsevier, vol. 129(S), pages 35-51.
  98. Heeb, Florian & Kölbel, Julian & Weder, Camilla, 2025. "Beliefs about the climate impact of green investing," SAFE Working Paper Series 463, Leibniz Institute for Financial Research SAFE.
  99. Gaurav Kumar Singh & Tathagata Bandyopadhyay, 2024. "Determinants of disagreement: Learning from inflation expectations survey of households," Journal of Forecasting, John Wiley & Sons, Ltd., vol. 43(2), pages 326-343, March.
  100. Bocar A. Ba & Abdoulaye Ndiaye & Roman G. Rivera & Alexander Whitefield, 2024. "Mispricing Narratives after Social Unrest," Opportunity and Inclusive Growth Institute Working Papers 096, Federal Reserve Bank of Minneapolis.
  101. Bartscher, Alina & Duernecker, Georg & Goensch, Johannes & Wehrhöfer, Nils, 2026. "Causal Effects of Interest Rate Beliefs on Firm Decisions and their Aggregate Implications," CEPR Discussion Papers 21123, Centre for Economic Policy Research.
  102. Fiorella De Fiore & Marco Jacopo Lombardi & Johannes Schuffels, 2021. "Are households indifferent to monetary policy announcements?," BIS Working Papers 956, Bank for International Settlements.
  103. Binder, Carola Conces & Campbell, Jeffrey R. & Ryngaert, Jane M., 2024. "Consumer inflation expectations: Daily dynamics," Journal of Monetary Economics, Elsevier, vol. 145(S).
  104. Geiger, Martin & Gründler, Daniel & Scharler, Johann, 2023. "Monetary policy shocks and consumer expectations in the euro area," Journal of International Economics, Elsevier, vol. 140(C).
  105. Laudenbach, Christine & Loos, Benjamin & Pirschel, Jenny & Wohlfart, Johannes, 2021. "The trading response of individual investors to local bankruptcies," Journal of Financial Economics, Elsevier, vol. 142(2), pages 928-953.
  106. Little, Andrew T. & Moore, Don A & Augenblick, Ned & Backus, Matthew, 2025. "Assumptions, Disagreement, and Overprecision: Theory and Evidence," OSF Preprints mnv4k_v1, Center for Open Science.
  107. Giuseppe Matera, 2025. "Corporate Earnings Calls and Analyst Beliefs," Papers 2511.15214, arXiv.org, revised Nov 2025.
  108. Forestra, Alessandra & Megalokonomou, Rigissa & Vlassopoulos, Michael, 2026. "Crisis Narratives and Judicial Enforcement: Evidence from the Greek Fiscal Crisis," IZA Discussion Papers 18489, IZA Network @ LISER.
  109. Francesco Capozza & Krishna Srinivasan & Mattie Toma, 2025. "Science by Consensus: Eliciting Citizens’ and Experts’ R&D Spending Priorities," CESifo Working Paper Series 12235, CESifo.
  110. Alistair Macaulay, 2026. "The Causal Effects of Heterogeneous Expectation Formation in General Equilibrium," School of Economics Discussion Papers 0326, School of Economics, University of Surrey.
  111. Bachmann, Rüdiger & Born, Benjamin & Goldfayn-Frank, Olga & Kocharakov, Georgi & Luetticke, Ralph & Weber, Michael, 2021. "A Temporary VAT Cut as Unconventional Fiscal Policy," CEPR Discussion Papers 16690, Centre for Economic Policy Research.
  112. Okan Akarsu & Emrehan Aktug & Kubra Yildiz Ozertas & Huzeyfe Torun, 2025. "Inflation Expectations and Information Rigidity: A Randomized Control Trial," CBT Research Notes in Economics 2514, Research and Monetary Policy Department, Central Bank of the Republic of Turkey.
  113. Kuang, Pei & Luca, Davide & Wei, Zhiwu, 2025. "Ballots, Budgets and Bricks: Brexit and the Polarisation of Individual Economic Behaviours," MPRA Paper 125104, University Library of Munich, Germany.
  114. Tsegay Tekleselassie & Marc Witte & Jonas Radbruch & Lukas Hensel & Ingo E. Isphording, 2025. "Feedback, Confidence and Job Search Behavior," CESifo Working Paper Series 11746, CESifo.
  115. Kuang, Pei & Mitra, Kaushik & Tang, Li & Xie, Shihan, 2026. "Macroprudential policy and housing market expectations," European Economic Review, Elsevier, vol. 181(C).
  116. Benjamin Moll, 2025. "The Trouble with Rational Expectations in Heterogeneous Agent Models: A Challenge for Macroeconomics," Papers 2508.20571, arXiv.org.
  117. Georgarakos, Dimitris & Kenny, Geoff & Meyer, Justus & van Rooij, Maarten, 2025. "How do rising temperatures affect inflation expectations?," Working Paper Series 3132, European Central Bank.
  118. Felix Chopra & Ingar Haaland & Christopher Roth & Andreas Stegmann, 2024. "The Null Result Penalty," The Economic Journal, Royal Economic Society, vol. 134(657), pages 193-219.
  119. Jain, Monica & Kostyshyna, Olena & Zhang, Xu, 2024. "How do people view wage and price inflation?," Journal of Monetary Economics, Elsevier, vol. 145(C).
  120. Ingar Haaland & Christopher Roth & Stefanie Stantcheva & Johannes Wohlfart, 2024. "Measuring What Is Top of Mind," ECONtribute Discussion Papers Series 298, University of Bonn and University of Cologne, Germany.
  121. Volha Audzei & Sergey Slobodyan, 2025. "Dynamic Sparse Adaptive Learning," Working Papers 2025/9, Czech National Bank, Research and Statistics Department.
  122. Camille Cornand & Paul Hubert, 2021. "Information frictions in inflation expectations among five types of economic agents," Working Papers hal-03468918, HAL.
  123. Chaewon Baek & Vitaliia Yaremko, 2026. "The Puzzle of a Missing Wage‐Price Spiral: Experimental Evidence on Inflation Expectations and Labor Supply," Trinity Economics Papers tep0926, Trinity College Dublin, Department of Economics.
  124. Sarah Kiesl-Reiter & Melanie Lührmann & Jonathan Shaw & Joachim Winter, 2024. "The Formation of Subjective House Price Expectations," Rationality and Competition Discussion Paper Series 491, CRC TRR 190 Rationality and Competition.
  125. Voloshchenko-Holda Lada & Niedziółka Paweł, 2024. "Central bank communication in unconventional times: Some evidence from a textual analysis of the National Bank of Poland communication during the COVID-crisis," Economics and Business Review, Sciendo, vol. 10(1), pages 101-124, April.
  126. Kuang, Pei & Luca, Davide & Wei, Zhiwu, 2026. "Ballots, budgets and bricks: Brexit and the polarisation of individual economic behaviours," LSE Research Online Documents on Economics 138681, London School of Economics and Political Science, LSE Library.
  127. Natalie Burr, 2025. "Do inflation expectations respond to monetary policy? An empirical analysis for the United Kingdom," Bank of England working papers 1109, Bank of England.
  128. Peter Andre, 2021. "Shallow Meritocracy: An Experiment on Fairness Views," CRC TR 224 Discussion Paper Series crctr224_2021_318v1, University of Bonn and University of Mannheim, Germany.
  129. Akesson, Jesper & Hahn, Robert W. & Metcalfe, Robert D. & Rasooly, Itzhak, 2026. "Race and redistribution in the United States: An experimental analysis," Journal of Public Economics, Elsevier, vol. 255(C).
  130. Elfsbacka-Schmöller, Michaela & Goldfayn-Frank, Olga & Schmidt, Tobias, 2025. "Beyond the short run: monetary policy and innovation investment," Working Paper Series 3080, European Central Bank.
  131. Damjan Pfajfar & Fabian Winkler, 2024. "Households' Preferences Over Inflation and Monetary Policy Tradeoffs," Finance and Economics Discussion Series 2024-036, Board of Governors of the Federal Reserve System (U.S.).
  132. Ben Knox & Yannick Timmer, 2024. "Stagflationary Stock Returns," CESifo Working Paper Series 11236, CESifo.
  133. Katharina Allinger & Fabio Rumler, 2023. "Inflation Expectations in CESEE: The Role of Sentiment and Experiences (Katharina Allinger, Fabio Rumler)," Working Papers 247, Oesterreichische Nationalbank (Austrian Central Bank).
  134. Starkov, Egor, 2023. "Only time will tell: Credible dynamic signaling," Journal of Mathematical Economics, Elsevier, vol. 109(C).
  135. Bernardo Candia & Olivier Coibion & Yuriy Gorodnichenko, 2020. "Communication and the Beliefs of Economic Agents," NBER Working Papers 27800, National Bureau of Economic Research, Inc.
  136. Robert Mahlstedt & Sonja Settele & Johannes Wohlfart, 2026. "Unemployment Narratives," CEBI working paper series 26-06, University of Copenhagen. Department of Economics. The Center for Economic Behavior and Inequality (CEBI).
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