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Autore principale: Bonhomme, Stephane
Natura: Preprint
Pubblicazione: 2025
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Accesso online:https://arxiv.org/abs/2512.17576
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author Bonhomme, Stephane
author_facet Bonhomme, Stephane
contents Many popular estimation methods in panel data rely on the assumption that the covariates of interest are strictly exogenous. However, this assumption is empirically restrictive in a wide range of settings. In this paper I argue that credible empirical work requires meaningfully relaxing strict exogeneity assumptions. Econometricians have developed methods that allow for sequential exogeneity, which in contrast with strict exogeneity allows for the presence of feedback from past outcomes to future covariates or treatments. I review some of the classic work on linear models with constant coefficients, and then describe some approaches that allow for coefficient heterogeneity in models with feedback. Finally, in the last two parts of the paper I review recent work that allows for sequential exogeneity in nonlinear panel data models, and mention possible extensions to network settings.
format Preprint
id arxiv_https___arxiv_org_abs_2512_17576
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Back to Feedback: Dynamics and Heterogeneity in Panel Data
Bonhomme, Stephane
Econometrics
Many popular estimation methods in panel data rely on the assumption that the covariates of interest are strictly exogenous. However, this assumption is empirically restrictive in a wide range of settings. In this paper I argue that credible empirical work requires meaningfully relaxing strict exogeneity assumptions. Econometricians have developed methods that allow for sequential exogeneity, which in contrast with strict exogeneity allows for the presence of feedback from past outcomes to future covariates or treatments. I review some of the classic work on linear models with constant coefficients, and then describe some approaches that allow for coefficient heterogeneity in models with feedback. Finally, in the last two parts of the paper I review recent work that allows for sequential exogeneity in nonlinear panel data models, and mention possible extensions to network settings.
title Back to Feedback: Dynamics and Heterogeneity in Panel Data
topic Econometrics
url https://arxiv.org/abs/2512.17576