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Uncovering subjective models from survey expectations / Chenyu Hou, Tao Wang.FB3-5/2025-31E-PDF

"Households may perceive that macroeconomic variables move together in a different way from that implied by their actual realizations and sophisticated models. We use a structural test derived from a multivariate noisy-information framework and additional evidence from survey data and newspaper narratives to show that information friction alone cannot explain households' tendency to associate higher future inflation with a worse labor market outlook. We also show that the subjective model empirically uncovered from survey data implies amplified output responses to supply shocks, but dampened output and price responses to demand shocks"--Abstract, page ii.

Permanent link to this Catalogue record:
publications.gc.ca/pub?id=9.957269&sl=0

Publication information
Department/Agency
  • Bank of Canada, issuing body.
TitleUncovering subjective models from survey expectations / Chenyu Hou, Tao Wang.
Series title
  • Staff working paper = Document de travail du personnel, 1701-9397 ; 2025-31
Publication typeMonograph - View Master Record
Language[English]
FormatDigital text
Electronic document
Note(s)
  • ISSN assigned to different series.
  • "Last updated: November 6, 2025."
  • Includes bibliographical references (pages 38-43).
  • Includes abstracts in English and French.
Publishing information
  • [Ottawa] : Bank of Canada = Banque du Canada, 2025.
  • ©2025
Author / Contributor
  • Hou, Chenyu, author.
Description1 online resource (ii, 73 pages) : illustrations (chiefly colour).
Catalogue number
  • FB3-5/2025-31E-PDF
Subject terms
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