Fixed-b Asymptotics for Panel Models with Two-Way Clustering

Fuente: arXiv
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Autori principali: Chen, Kaicheng, Vogelsang, Timothy J.
Natura: Preprint
Pubblicazione: 2023
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author Chen, Kaicheng
Vogelsang, Timothy J.
author_facet Chen, Kaicheng
Vogelsang, Timothy J.
contents This paper studies a cluster robust variance estimator proposed by Chiang, Hansen and Sasaki (2024) for linear panels. First, we show algebraically that this variance estimator (CHS estimator, hereafter) is a linear combination of three common variance estimators: the one-way unit cluster estimator, the "HAC of averages" estimator, and the "average of HACs" estimator. Based on this finding, we obtain a fixed-$b$ asymptotic result for the CHS estimator and corresponding test statistics as the cross-section and time sample sizes jointly go to infinity. Furthermore, we propose two simple bias-corrected versions of the variance estimator and derive the fixed-$b$ limits. In a simulation study, we find that the two bias-corrected variance estimators along with fixed-$b$ critical values provide improvements in finite sample coverage probabilities. We illustrate the impact of bias-correction and use of the fixed-$b$ critical values on inference in an empirical example on the relationship between industry profitability and market concentration.
format Preprint
id arxiv_https___arxiv_org_abs_2309_08707
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Fixed-b Asymptotics for Panel Models with Two-Way Clustering
Chen, Kaicheng
Vogelsang, Timothy J.
Econometrics
This paper studies a cluster robust variance estimator proposed by Chiang, Hansen and Sasaki (2024) for linear panels. First, we show algebraically that this variance estimator (CHS estimator, hereafter) is a linear combination of three common variance estimators: the one-way unit cluster estimator, the "HAC of averages" estimator, and the "average of HACs" estimator. Based on this finding, we obtain a fixed-$b$ asymptotic result for the CHS estimator and corresponding test statistics as the cross-section and time sample sizes jointly go to infinity. Furthermore, we propose two simple bias-corrected versions of the variance estimator and derive the fixed-$b$ limits. In a simulation study, we find that the two bias-corrected variance estimators along with fixed-$b$ critical values provide improvements in finite sample coverage probabilities. We illustrate the impact of bias-correction and use of the fixed-$b$ critical values on inference in an empirical example on the relationship between industry profitability and market concentration.
title Fixed-b Asymptotics for Panel Models with Two-Way Clustering
topic Econometrics
url https://arxiv.org/abs/2309.08707