Firm Heterogeneity and Macroeconomic Fluctuations: a Functional VAR model

Fuente: arXiv
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Hauptverfasser: Marcellino, Massimiliano, Renzetti, Andrea, Tornese, Tommaso
Format: Preprint
Veröffentlicht: 2024
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author Marcellino, Massimiliano
Renzetti, Andrea
Tornese, Tommaso
author_facet Marcellino, Massimiliano
Renzetti, Andrea
Tornese, Tommaso
contents We develop a Functional Augmented Vector Autoregression (FunVAR) model to explicitly incorporate firm-level heterogeneity observed in more than one dimension and study its interaction with aggregate macroeconomic fluctuations. Our methodology employs dimensionality reduction techniques for tensor data objects to approximate the joint distribution of firm-level characteristics. More broadly, our framework can be used for assessing predictions from structural models that account for micro-level heterogeneity observed on multiple dimensions. Leveraging firm-level data from the Compustat database, we use the FunVAR model to analyze the propagation of total factor productivity (TFP) shocks, examining their impact on both macroeconomic aggregates and the cross-sectional distribution of capital and labor across firms.
format Preprint
id arxiv_https___arxiv_org_abs_2411_05695
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Firm Heterogeneity and Macroeconomic Fluctuations: a Functional VAR model
Marcellino, Massimiliano
Renzetti, Andrea
Tornese, Tommaso
Econometrics
We develop a Functional Augmented Vector Autoregression (FunVAR) model to explicitly incorporate firm-level heterogeneity observed in more than one dimension and study its interaction with aggregate macroeconomic fluctuations. Our methodology employs dimensionality reduction techniques for tensor data objects to approximate the joint distribution of firm-level characteristics. More broadly, our framework can be used for assessing predictions from structural models that account for micro-level heterogeneity observed on multiple dimensions. Leveraging firm-level data from the Compustat database, we use the FunVAR model to analyze the propagation of total factor productivity (TFP) shocks, examining their impact on both macroeconomic aggregates and the cross-sectional distribution of capital and labor across firms.
title Firm Heterogeneity and Macroeconomic Fluctuations: a Functional VAR model
topic Econometrics
url https://arxiv.org/abs/2411.05695