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Covid-Induced Economic Uncertainty

Bibliographic Data

ID23348536
AuthorsScott Baker (0000-0002-6276-3244, Northwestern University), Nena Bloom (0000-0002-1600-7819, Northwestern University), Nicholas Bloom, Steven J Davis (0000-0002-9338-0844, Northwestern University), Steven Davis (0000-0001-8319-3175), Stephen Terry (0000-0002-7692-2074, Boston University)
Year2020
Publication date2020-04-01
Peer ReviewedYes
Open AccessNo
TypeREPORT
VenueNational Bureau of Economic Research (REPOSITORY)
PublisherNational Bureau of Economic Research (PUBLISHER)
DOI10.3386/w26983
OpenAlexW3015948226
LanguageEN
Citations received146
References cited7

Assessing the economic impact of the COVID-19 pandemic is essential for policymakers, but challenging because the crisis has unfolded with extreme speed. We identify three indicators -stock market volatility, newspaper-based economic uncertainty, and subjective uncertainty in business expectation surveys -that provide real-time forward-looking uncertainty measures. We use these indicators to document and quantify the enormous increase in economic uncertainty in the past several weeks. We also illustrate how these forward-looking measures can be used to assess the macroeconomic impact of the COVID-19 crisis. Specifically, we feed COVID-induced first-moment and uncertainty shocks into an estimated model of disaster effects developed by Baker, Bloom and Terry (2020). Our illustrative exercise implies a year-on-year contraction in U.S. real GDP of nearly 11 percent as of 2020 Q4, with a 90 percent confidence interval extending to a nearly 20 percent contraction. The exercise says that about half of the forecasted output contraction reflects a negative effect of COVID-induced uncertainty.

2019-20 coronavirus outbreak · Business cycle · Consumer confidence index · Coronavirus disease 2019 (COVID-19) · Econometrics · Economics · Financial economics · Macroeconomics · Pandemic · Volatility (finance) · Forecasting Techniques and Applications · Market Dynamics and Volatility · Medicine · Monetary Policy and Economic Impact

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Unique citing works146
Citations per year24,33
Citation span2020 - 2026 (7)
Citation velocitycurrent
Highly citedYes
Citation typesNeutral: 125
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