This document has not been cited yet.

1. Andrade, P. ; Coibion, O. ; Gautier, E. ; Gorodnichenko, Y. No firm is an Island? How industry conditions shape firms’ expectations. 2022 J. Monetary Econ.. 125 40-56

2. Angeletos, G.M. ; Lian, C. Dampening General Equilibrium: From Micro to Macro. 2017 National Bureau of Economic Research:

3. Armstrong, C. ; Nicoletti, A. ; Zhou, F.S. Executive stock options and systemic risk. 2022 J. Financ. Econ.. 146 256-276

4. Asriyan, V. ; Laeven, L. ; Martin, A. Collateral booms and information depletion. 2022 Rev. Econom. Stud.. 89 517-555

5. Baron, M. ; Xiong, W. Credit expansion and neglected crash risk. 2017 Q. J. Econ.. 132 713-764

6. Bebchuk, L.A. ; Cohen, A. ; Spamann, H. The wages of failure: Executive compensation at bear stearns and Lehman 2000–2008. 2010 Yale J. Reg.. 27 257-
   Paper not yet in RePEc: Add citation now
   

7. Benhima, K. Booms and busts with dispersed information. 2019 J. Monetary Econ.. 107 32-47

8. Bianchi, J. ; Mendoza, E.G. A fisherian approach to financial crises: Lessons from the sudden stops literature. 2020 Rev. Econ. Dyn.. 37 S254-S283

9. Blinder, A.S. Crazy compensation and the crisis. 2009 Wall Street J.. -
   Paper not yet in RePEc: Add citation now
   

10. Bordalo, P. ; Gennaioli, N. ; Shleifer, A. Diagnostic expectations and credit cycles. 2018 J. Finance. 73 199-227

11. Bordalo, P. ; Gennaioli, N. ; Shleifer, A. ; Terry, S.J. Real Credit Cycles. 2021 National Bureau of Economic Research:
    Paper not yet in RePEc: Add citation now
    
12. Bordalo, P., Gennaioli, N., Shleifer, A., Terry, S., 2019. Real Credit Cycles. Technical Report, Mimeo, Harvard University.
    Paper not yet in RePEc: Add citation now
    

13. Born, B. ; Ehrmann, M. ; Fratzscher, M. Central bank communication on financial stability. 2014 Econ. J.. 124 701-734

14. Boyallian, P. ; Ruiz-Verdú, P. Leverage, CEO risk-taking incentives, and bank failure during the 2007–10 financial crisis. 2018 Rev. Finance. 22 1763-1805

15. Bris, A. ; Welch, I. ; Zhu, N. The costs of bankruptcy: Chapter 7 liquidation versus chapter 11 reorganization. 2006 J. Finance. 61 1253-1303

16. Brunnermeier, M.K. ; Sannikov, Y. A macroeconomic model with a financial sector. 2014 Amer. Econ. Rev.. 104 379-421

17. Candia, B. ; Coibion, O. ; Gorodnichenko, Y. The Inflation Expectations of US Firms: Evidence from a New Survey. 2021 National Bureau of Economic Research:
    Paper not yet in RePEc: Add citation now
    
18. Candia, B. ; Coibion, O. ; Gorodnichenko, Y. The macroeconomic expectations of firms. 2023 En : Handbook of Economic Expectations. Elsevier:
    Paper not yet in RePEc: Add citation now
    

19. Chodorow-Reich, G. The employment effects of credit market disruptions: Firm-level evidence from the 2008–9 financial crisis. 2014 Q. J. Econ.. 129 1-59

20. Coeurdacier, N. ; Rey, H. ; Winant, P. The risky steady state. 2011 Amer. Econ. Rev.. 101 398-401

21. Coibion, O. ; Gorodnichenko, Y. What can survey forecasts tell us about information rigidities?. 2012 J. Polit. Econ.. 120 116-159

22. Coibion, O. ; Gorodnichenko, Y. ; Kumar, S. How do firms form their expectations? New survey evidence. 2018 Amer. Econ. Rev.. 108 2671-2713

23. Cole, S. ; Kanz, M. ; Klapper, L. Incentivizing calculated risk-taking: Evidence from an experiment with commercial bank loan officers. 2014 J. Finance. -
    Paper not yet in RePEc: Add citation now
    
24. Dell’Ariccia, G. ; Laeven, L. ; Marquez, R. Real interest rates, leverage, and bank risk-taking. 2014 J. Econom. Theory. 149 65-99
    Paper not yet in RePEc: Add citation now
    

25. Dovern, J. ; Müller, L.S. ; Wohlrabe, K. Local information and firm expectations about aggregates. 2023 J. Monetary Econ.. -

26. Durrant, J. ; Gong, J.J. ; Howard, J. In the nick of time: Performance-based compensation and proactive responses to the tax cuts and jobs act. 2020 J. Manage. Account. Res.. -
    Paper not yet in RePEc: Add citation now
    

27. Edmans, A. ; Gabaix, X. ; Jenter, D. Executive compensation: A survey of theory and evidence. 2017 En : The Handbook of the Economics of Corporate Governance, Vol. 1. Elsevier:

28. Farhi, E. ; Werning, I. Taming a Minsky Cycle. 2020 Working Paper:
    Paper not yet in RePEc: Add citation now
    
29. Gemmi, L. ; Valchev, R. Biased Surveys. 2023 National Bureau of Economic Research:
    Paper not yet in RePEc: Add citation now
    
30. Gennaioli, N. ; Shleifer, A. A Crisis of Beliefs: Investor Psychology and Financial Fragility. 2018 Princeton University Press:
    Paper not yet in RePEc: Add citation now
    

31. Gertler, M. ; Kiyotaki, N. Financial intermediation and credit policy in business cycle analysis. 2010 En : Handbook of Monetary Economics, Vol. 3. Elsevier:

32. Gorton, G. ; Ordonez, G. Good booms, bad booms. 2020 J. Eur. Econom. Assoc.. 18 618-665

33. Greenwood, R. ; Hanson, S.G. ; Jin, L.J. Reflexivity in Credit Markets. 2019 National Bureau of Economic Research:

34. Greenwood, R. ; Hanson, S.G. ; Shleifer, A. ; Sørensen, J.A. Predictable financial crises. 2022 J. Finance. 77 863-921

35. Gulen, H. ; Ion, M. ; Rossi, S. Credit cycles, expectations, and corporate investment. 2019 Expect. Corp. Invest. (April 9, 2019). -

36. Harris, R.D., Karadotchev, V., Sowerbutts, R., Stoja, E., 2019. Have FSRs got news for you? Evidence from the impact of Financial Stability Reports on market activity. In: Bank of England Working Paper.
    Paper not yet in RePEc: Add citation now
    

37. He, Z. ; Krishnamurthy, A. A macroeconomic framework for quantifying systemic risk. 2019 Am. Econ. J.: Macroecon.. 11 1-37

38. He, Z. ; Krishnamurthy, A. Intermediary asset pricing. 2013 Amer. Econ. Rev.. 103 732-770

39. Hoberg, G. ; Phillips, G. Real and financial industry booms and busts. 2010 J. Finance. 65 45-86

40. Jeanne, O. ; Korinek, A. Managing credit booms and busts: A pigouvian taxation approach. 2019 J. Monetary Econ.. 107 2-17

41. Jordà, Ò. ; Schularick, M. ; Taylor, A.M. When credit bites back. 2013 J. Money Credit Bank.. 45 3-28

42. Kindleberger, C.P. Manias, Panics, and Crashes: A History of Financial Crises. 1978 Basic books:
    Paper not yet in RePEc: Add citation now
    

43. Kohlhas, A.N. ; Walther, A. Asymmetric attention. 2021 Amer. Econ. Rev.. 111 2879-2925

44. Krishnamurthy, A. ; Li, W. Dissecting mechanisms of financial crises: Intermediation and sentiment. 2021 :
    Paper not yet in RePEc: Add citation now
    

45. Krishnamurthy, A. ; Muir, T. How Credit Cycles Across a Financial Crisis. 2017 National Bureau of Economic Research:

46. Lindbeck, A., Weibull, J., 2017. Investment, rational inattention, and delegation. In: IFN Working Paper. Technical Report.
    Paper not yet in RePEc: Add citation now
    

47. Londono, J.M., Claessens, S., Correa, R., 2021. Financial Stability Governance and Central Bank Communications. In: International Finance Discussion Paper, No. 1328.

48. Maćkowiak, B. ; Wiederholt, M. Business cycle dynamics under rational inattention. 2015 Rev. Econom. Stud.. 82 1502-1532

49. Mackowiak, B. ; Wiederholt, M. Information processing and limited liability. 2012 Amer. Econ. Rev.. 102 30-34

50. Mackowiak, B., Matejka, F., Wiederholt, M., 2018. Rational Inattention: A Disciplined Behavioral Model. Technical Report, mimeo.

51. Martinez-Miera, D. ; Repullo, R. Search for yield. 2017 Econometrica. 85 351-378
    Paper not yet in RePEc: Add citation now
    
52. Maxted, P., 2019. A macro-finance model with sentiment. In: Unpublished Working Paper.
    Paper not yet in RePEc: Add citation now
    

53. Minsky, H.P. The financial instability hypothesis: An interpretation of keynes and an alternative to “standard” theory. 1977 Challenge. 20 20-27

54. OECD, H.P. COVID-19 Government Financing Support Programmes for Businesses. 2020 OECD Paris:
    Paper not yet in RePEc: Add citation now
    

55. Schularick, M. ; Taylor, A.M. Credit booms gone bust: Monetary policy, leverage cycles, and financial crises, 1870-2008. 2012 Amer. Econ. Rev.. 102 1029-1061

56. Sims, C.A. Implications of rational inattention. 2003 J. Monet. Econ.. 50 665-690

57. Sims, C.A. Rational inattention: Beyond the linear-quadratic case. 2006 Amer. Econ. Rev.. 96 158-163

58. Strebulaev, I.A. ; Whited, T.M. Dynamic models and structural estimation in corporate finance. 2011 Found. Trends Finance. 6 -
    Paper not yet in RePEc: Add citation now
    

59. Tanaka, M. ; Bloom, N. ; David, J.M. ; Koga, M. Firm performance and macro forecast accuracy. 2020 J. Monetary Econ.. 114 26-41

60. Woodford, M. Imperfect Common Knowledge and the Effects of Monetary Policy. 2001 National Bureau of Economic Research:

1. The Macroeconomic Expectations of U.S. Managers. (2025). Gorodnichenko, Yuriy ; Coibion, Olivier ; Yaremko, Vitaliia.
   In: Journal of Money, Credit and Banking.
   RePEc:wly:jmoncb:v:57:y:2025:i:4:p:683-716.

   Full description at Econpapers || Download paper

2. Which Macroeconomic News Matters for Price-Setting?. (2025). Rostam-Afschar, Davud ; Hack, Lukas.
   In: IZA Discussion Papers.
   RePEc:iza:izadps:dp17935.

   Full description at Econpapers || Download paper

3. Understanding Firm Dynamics with Daily Data. (2025). Rostam-Afschar, Davud ; Hack, Lukas.
   In: IZA Discussion Papers.
   RePEc:iza:izadps:dp17882.

   Full description at Econpapers || Download paper

4. Subjective Expectations and Financial Intermediation. (2025). Wang, Zhengwei ; Lu, Kai ; Gao, Janet ; D'Acunto, Francesco ; Liu, LU ; Yang, Jun.
   In: CESifo Working Paper Series.
   RePEc:ces:ceswps:_11780.

   Full description at Econpapers || Download paper

5. Testing for differences in survey‐based density expectations: A compositional data approach. (2024). Glas, Alexander ; Dovern, Jonas ; Kenny, Geoff.
   In: Journal of Applied Econometrics.
   RePEc:wly:japmet:v:39:y:2024:i:6:p:1104-1122.

   Full description at Econpapers || Download paper

6. The propagation of business expectations within the European Union. (2024). Oberhofer, Harald ; Sebbesen, Anja.
   In: Journal of Applied Econometrics.
   RePEc:wly:japmet:v:39:y:2024:i:6:p:1082-1103.

   Full description at Econpapers || Download paper

7. The impact of the tail risk of demand on corporate investment: Evidence from Chinese manufacturing firms. (2024). Ge, Yingfan ; Hu, Xueqi ; Li, Xing ; Xu, Xiangyun ; Meng, Jie.
   In: Pacific-Basin Finance Journal.
   RePEc:eee:pacfin:v:85:y:2024:i:c:s0927538x24000933.

   Full description at Econpapers || Download paper

8. Carbon pricing and inflation expectations: Evidence from France. (2024). Mangiante, Giacomo ; Moretti, Luca ; Hensel, Jannik.
   In: Journal of Monetary Economics.
   RePEc:eee:moneco:v:147:y:2024:i:c:s0304393224000461.

   Full description at Econpapers || Download paper

9. Household Consumption and Dispersed Information. (2024). Rojas, Eugenio ; Adams, Jonathan.
   In: Journal of Monetary Economics.
   RePEc:eee:moneco:v:147:y:2024:i:c:s030439322400045x.

   Full description at Econpapers || Download paper

10. The inflation expectations of U.S. firms: Evidence from a new survey. (2024). Gorodnichenko, Yuriy ; Coibion, Olivier ; Candia, Bernardo.
    In: Journal of Monetary Economics.
    RePEc:eee:moneco:v:145:y:2024:i:s:s0304393224000229.

    Full description at Econpapers || Download paper

11. Cyclicality of uncertainty and disagreement. (2024). Zohar, Osnat.
    In: Journal of Monetary Economics.
    RePEc:eee:moneco:v:143:y:2024:i:c:s0304393223001526.

    Full description at Econpapers || Download paper

12. Rational overoptimism and limited liability. (2024). Gemmi, Luca.
    In: Journal of Monetary Economics.
    RePEc:eee:moneco:v:143:y:2024:i:c:s0304393223001344.

    Full description at Econpapers || Download paper

13. The green transition and firms expectations on future prices: Survey evidence. (2024). Angelico, Cristina.
    In: Journal of Economic Behavior & Organization.
    RePEc:eee:jeborg:v:221:y:2024:i:c:p:519-543.

    Full description at Econpapers || Download paper

14. Belief-dependent pricing decisions. (2024). Turen, Javier ; Lluberas, Rodrigo ; Frache, Serafin.
    In: Economic Modelling.
    RePEc:eee:ecmode:v:132:y:2024:i:c:s026499932300442x.

    Full description at Econpapers || Download paper

15. Carbon pricing and inflation expectations: evidence from France. (2023). Moretti, Luca ; Mangiante, Giacomo ; Hensel, Jannik.
    In: ECON - Working Papers.
    RePEc:zur:econwp:434.

    Full description at Econpapers || Download paper

16. Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-level Data. (2023). Noller, Marvin ; Balleer, Almut.
    In: VfS Annual Conference 2023 (Regensburg): Growth and the sociale Frage.
    RePEc:zbw:vfsc23:277638.

    Full description at Econpapers || Download paper

17. Monetary policy in the presence of supply constraints: Evidence from German firm-level data. (2023). Noeller, Marvin ; Balleer, Almut.
    In: Ruhr Economic Papers.
    RePEc:zbw:rwirep:282987.

    Full description at Econpapers || Download paper

18. Testing for differences in survey-based density expectations: A compositional data approach. (2023). Kenny, Geoff ; Glas, Alexander ; Dovern, Jonas.
    In: Working Papers.
    RePEc:zbw:pp1859:39.

    Full description at Econpapers || Download paper

19. Energy prices and inflation expectations: Evidence from households and firms. (2023). Wehrhofer, Nils.
    In: Discussion Papers.
    RePEc:zbw:bubdps:279809.

    Full description at Econpapers || Download paper

20. The Role of Dispersed Information in Inflation and Inflation Expectations. (2023). Mao, Ruoyun ; Han, Zhao.
    In: Review of Economic Dynamics.
    RePEc:red:issued:20-423.

    Full description at Econpapers || Download paper

21. The Expected, Perceived, and Realized Inflation of US Households Before and During the COVID19 Pandemic. (2023). Weber, Michael ; Gorodnichenko, Yuriy ; Coibion, Olivier.
    In: IMF Economic Review.
    RePEc:pal:imfecr:v:71:y:2023:i:1:d:10.1057_s41308-022-00175-7.

    Full description at Econpapers || Download paper

22. Local information and firm expectations about aggregates. (2023). Wohlrabe, Klaus ; Dovern, Jonas ; Muller, Lena Sophia.
    In: Journal of Monetary Economics.
    RePEc:eee:moneco:v:138:y:2023:i:c:p:1-13.

    Full description at Econpapers || Download paper

23. Rational inattention, misallocation, and the aggregate economy. (2023). Gondhi, Naveen.
    In: Journal of Monetary Economics.
    RePEc:eee:moneco:v:136:y:2023:i:c:p:50-75.

    Full description at Econpapers || Download paper

24. Moderating noise-driven macroeconomic fluctuations under dispersed information. (2023). Adams, Jonathan.
    In: Journal of Economic Dynamics and Control.
    RePEc:eee:dyncon:v:156:y:2023:i:c:s0165188923001586.

    Full description at Econpapers || Download paper

25. Price adjustment in the euro area in the low-inflation period: evidence from consumer and producer micro price data. (2023). Wursten, Jesse ; Wieland, Elisabeth ; Santoro, Sergio ; Rumler, Fabio ; Roldan-Blanco, Pau ; Petroulas, Pavlos ; Menz, Jan-Oliver ; Martins, Fernando ; Kosma, Theodora ; Karadi, Peter ; Jouvanceau, Valentin ; Gautier, Erwan ; Fuss, Catherine ; Fabo, Brian ; Fadejeva, Ludmila ; De Veirman, Emmanuel ; Amann, Juergen ; Messner, Teresa ; Wintr, Ladislav ; Seward, Domingos ; Faber, Riemer ; Conflitti, Cristina ; Bachiller, Javier Sanchez ; Stanga, Irina ; Zimmer, Helene.
    In: Occasional Paper Series.
    RePEc:ecb:ecbops:2023319.

    Full description at Econpapers || Download paper

26. Carbon Pricing and Inflation Expectations: Evidence from France. (2023). Mangiante, Giacomo ; Moretti, Luca ; Hensel, Jannik.
    In: CESifo Working Paper Series.
    RePEc:ces:ceswps:_10552.

    Full description at Econpapers || Download paper

27. Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-Level Data. (2023). Noeller, Marvin ; Balleer, Almut.
    In: CESifo Working Paper Series.
    RePEc:ces:ceswps:_10261.

    Full description at Econpapers || Download paper

28. Testing for Differences in Survey-Based Density Expectations: A Compositional Data Approach. (2023). Kenny, Geoff ; Glas, Alexander ; Dovern, Jonas.
    In: CESifo Working Paper Series.
    RePEc:ces:ceswps:_10256.

    Full description at Econpapers || Download paper

29. Firms Inflation Expectations: New Evidence from France. (2022). Savignac, Frédérique ; Gorodnichenko, Yuriy ; Gautier, Erwan ; Coibion, Olivier.
    In: IZA Discussion Papers.
    RePEc:iza:izadps:dp15069.

    Full description at Econpapers || Download paper

30. Information frictions across various types of inflation expectations. (2022). Hubert, Paul ; Cornand, Camille.
    In: European Economic Review.
    RePEc:eee:eecrev:v:146:y:2022:i:c:s001429212200099x.

    Full description at Econpapers || Download paper

31. Local Information and Firm Expectations about Aggregates. (2022). Wohlrabe, Klaus ; Dovern, Jonas ; Muller, Lena Sophia.
    In: CESifo Working Paper Series.
    RePEc:ces:ceswps:_9826.

    Full description at Econpapers || Download paper

32. Information Frictions Across Various Types of Inflation Expectations. (2022). Hubert, Paul ; Cornand, Camille ; Paul, Hubert ; Camille, Cornand.
    In: Working papers.
    RePEc:bfr:banfra:873.

    Full description at Econpapers || Download paper

33. The Inflation Expectations of U.S. Firms: Evidence from a New Survey. (2021). Gorodnichenko, Yuriy ; Coibion, Olivier ; Candia, Bernardo.
    In: IZA Discussion Papers.
    RePEc:iza:izadps:dp14378.

    Full description at Econpapers || Download paper

34. The COVID-19 consumption game-changer: Evidence from a large-scale multi-country survey. (2021). Salle, Isabelle ; Huber, Stefanie ; Hommes, Cars ; Hodbod, Alexander.
    In: European Economic Review.
    RePEc:eee:eecrev:v:140:y:2021:i:c:s0014292121002440.

    Full description at Econpapers || Download paper

Report date: 2025-09-22 04:05:55 || Missing content? Let us know