Transmission Channel Analysis in Dynamic Models

Fuente: arXiv
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Main Authors: Wegner, Enrico, Lieb, Lenard, Smeekes, Stephan, Wilms, Ines
Format: Preprint
Published: 2024
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author Wegner, Enrico
Lieb, Lenard
Smeekes, Stephan
Wilms, Ines
author_facet Wegner, Enrico
Lieb, Lenard
Smeekes, Stephan
Wilms, Ines
contents We propose a framework for analysing transmission channels in a large class of dynamic models. We formulate our approach both using graph theory and potential outcomes, which we show to be equivalent. Our method, labelled Transmission Channel Analysis (TCA), allows for the decomposition of total effects captured by impulse response functions into the effects flowing through transmission channels, thereby providing a quantitative assessment of the strength of various well-defined channels. We establish that this requires no additional identification assumptions beyond the identification of the structural shock whose effects the researcher wants to decompose. Additionally, we prove that impulse response functions are sufficient statistics for the computation of transmission effects. We demonstrate the empirical relevance of TCA for policy evaluation by decomposing the effects of policy shocks arising from a variety of popular macroeconomic models.
format Preprint
id arxiv_https___arxiv_org_abs_2405_18987
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Transmission Channel Analysis in Dynamic Models
Wegner, Enrico
Lieb, Lenard
Smeekes, Stephan
Wilms, Ines
Econometrics
Methodology
We propose a framework for analysing transmission channels in a large class of dynamic models. We formulate our approach both using graph theory and potential outcomes, which we show to be equivalent. Our method, labelled Transmission Channel Analysis (TCA), allows for the decomposition of total effects captured by impulse response functions into the effects flowing through transmission channels, thereby providing a quantitative assessment of the strength of various well-defined channels. We establish that this requires no additional identification assumptions beyond the identification of the structural shock whose effects the researcher wants to decompose. Additionally, we prove that impulse response functions are sufficient statistics for the computation of transmission effects. We demonstrate the empirical relevance of TCA for policy evaluation by decomposing the effects of policy shocks arising from a variety of popular macroeconomic models.
title Transmission Channel Analysis in Dynamic Models
topic Econometrics
Methodology
url https://arxiv.org/abs/2405.18987