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The Review of Economics and Statistics Vol. 81 No. 2 1999

Differential Interpretation of Information in Inflation Forecasts

Eugene Kandel1; Ben Zion Zilberfarb2

1 Hebrew College · 2 Bar-Ilan University

Abstract

We test the hypothesis associated with a standard assumption in the theoretical literature on learning: that economic agents interpret information identically. We use a data set based on a survey of Israeli business executives forecasting future inflation. One of the main advantages of using this data is that a major change in the inflation regime in 1985 can be treated as a natural experiment in new beliefs formation. We develop a methodology for testing this hypothesis and find evidence that is inconsistent with the identical-interpretation hypothesis, but is consistent with the proposed alternative.

DOI
10.1162/003465399558193
Volume
81
Issue
2
Pages
217-226
Language
en
Sources
openalex crossref

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