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Drew Fudenberg (Massachusetts Institute of Technology)
Toulouse: TSE, May 19, 2026, 11:00–12:15, room Auditorium 6
We characterize when one-step-ahead forecasts are consistent with a conditionally i.i.d. (CIID) model, i.e., Bayesian learning about a stable but unknown i.i.d. data-generating process. For two periods and binary outcomes, symmetry (pairwise exchangeability) and reinforcement (realized outcomes...
May 19, 09:00 to May 20, 2026, 14:00, room Auditorium 3
Hsin-Tien Tiffany Tsai (National University of Singapore)
TSE, May 18, 2026, 14:15–15:30, room Auditorium 4
This paper examines the impact of a vertical agreement between a downstream retailer and an upstream manufacturer in the context of the U.S. consumer battery industry, using detailed consumer receipt panel data. Following the agreement between Walmart (the retailer) and Energizer (the manufacturer...
Joakim Weill (Federal Reserve Board)
Toulouse: TSE, May 18, 2026, 11:00–12:15, room Auditorium 4
We use 70 million policies linked to mortgages and property-level disaster risk to show that credit scores impact homeowners insurance premiums as much as disaster risk. Homeowners with low credit pay 24% more for identical coverage than high–creditscore homeowners. Leveraging a natural experiment...
Jean-Jacques Forneron
Toulouse: TSE, May 18, 2026, 09:30–10:45, room A3
Timothy Christensen (Yale University)
TSE, May 12, 2026, 15:30–16:50, room Auditorium 4
Empirical models of demand for differentiated products rely on low-dimensional product representations to capture substitution patterns. These representations are increasingly proxied by applying ML methods to high-dimensional, unstructured data, including product descriptions and images. When...
Luisa Fuster (Universidad Carlos III de Madrid)
TSE, May 12, 2026, 14:00–15:30, room Auditorium 4
We study the forces driving polarization and higher wage inequality since 1980 using a structural model of occupation choice in the tradition of Roy (1951). In our model, changes in relative occupational skill prices proxy for changes in relative demand for occupational labor services. Our analysis...
Andrew Little (Berkeley University)
Toulouse: IAST, May 12, 2026, 11:30–12:30, room Auditorium 4 (First floor - TSE Building)
Debates about when and whether (partisan) directional motives influence information processing are hard to resolve because rational and motivated learning often look similar. We develop an experimental design to distinguish between these possibilities which focuses on the order in which...
Dilip Abreu (New-York University)
Toulouse: TSE, May 12, 2026, 11:00–12:15, room Auditorium 6
The set of stable payoffs in assignment games is often large. We seek to refine this set in the spirit of the Nash (1953) program, where an idealized (or “cooperative”) (the work is joint with Mihai Manea.) solution is also supported by a non-cooperative mechanism whose Nash equilibria (possibly...
May 12 to May 12, 2026
