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Reformulating Empirical Macroeconomic Modelling.

Abstract:
The policy implications of estimated macro-econometric systems depend on the formulations of their equations, the methodology of empirical model selection and evaluation, the techniques of policy analysis, and their forecast performance. Drawing on recent results in the theory of forecasting, we question the role of "rational expectations"; criticize a common approach to testing economic theories; show that impulse-response methods of evaluating policy are seriously flawed; and question the mechanistic derivation of forecasts from econometric systems. In their place, we propose that expectations should be treated as instrumental to agents' decisions; discuss a powerful new approach to the empirical modelling of econometric relationships; offer viable alternatives to studying policy implications; and note modifications to forecasting devices that can enhance their robustness to unanticipated structural breaks.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1093/oxrep/16.4.138

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Institution:
University of Oxford
Division:
SSD
Department:
Economics
Role:
Author


Publisher:
Oxford University Press
Journal:
Oxford Review of Economic Policy More from this journal
Volume:
16
Issue:
4
Pages:
138 - 159
Publication date:
2000-01-01
DOI:
ISSN:
0266-903X


Language:
English
UUID:
uuid:00f2cdd8-d3d6-4594-8822-014034b94e0a
Local pid:
oai:economics.ouls.ox.ac.uk:11297
Deposit date:
2011-08-16
ARK identifier:

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