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Euler Equations, Subjective Expectations and Income Shocks

Bibliographic Data

ID9724596
AuthorsOrazio Attanasio (0000-0003-3693-4393, University College London and Institute for Fiscal Studies), Ágnes Kovács (0000-0001-7253-8617, University of Manchester), Krisztina Molnar (0000-0002-5204-5839, Norwegian School of Economics)
Year2020
Volume87
Issue346
Pages406-441
Publication date2020-04-01
Peer ReviewedYes
Open AccessYes
TypeARTICLE
VenueEconomica (JOURNAL)
Journal identifiersISSN: 0013-0427 • E-ISSN: 1468-0335
PublisherWiley (PUBLISHER • GB)
DOI10.1111/ecca.12318
OpenAlexW2600103385
LanguageEN
Citations received1
References cited47

In this paper, we make three substantive contributions. First, we use elicited subjective income expectations to identify the levels of permanent and transitory income shocks in a lifecycle framework. Second, we use these shocks to assess whether households’ consumption is insulated from them. Third, we use the shock data to estimate an Euler equation for consumption. We find that households are able to smooth transitory shocks, but adjust their consumption in response to permanent shocks, albeit not fully. The estimates of the Euler equation parameters with and without expectational errors are similar, which is consistent with rational expectations. We break new ground by combining data on subjective expectations about future income from the Michigan Survey with microdata on actual income from the Consumer Expenditure Survey

Consumer Expenditure Survey · Consumption (sociology) · Econometrics · Economics · Euler equations · Macroeconomics · Microdata (statistics) · Monetary economics · Permanent income hypothesis · Rational expectations · Shock (circulatory) · Simultaneous equations model · Statistics · Survey data collection · Financial Literacy, Pension, Retirement Analysis · Housing Market and Economics · Mathematics · Monetary Policy and Economic Impact

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Unique citing works1
Citations per year1
Citation span2025 - 2025 (1)
Citation velocityrecent
Highly citedNo
Citation typesNeutral: 1
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