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Coherence without rationality at the zero lower bound

Abstract:
Standard rational expectations models with an occasionally binding zero lower bound constraint either admit no solutions (incoherence) or multiple solutions (incompleteness). This paper shows that deviations from full-information rational expectations mitigate concerns about incoherence and incompleteness. Models with no rational expectations equilibria admit self-confirming equilibria involving the use of simple mis-specified forecasting models. Completeness and coherence are restored if expectations are adaptive or if agents are less forward-looking due to some information or behavioral friction. In the case of incompleteness, the E-stability criterion selects an equilibrium.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1016/j.jet.2023.105745

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Institution:
University of Oxford
Division:
SSD
Department:
Economics
Oxford college:
University College
Role:
Author
ORCID:
0000-0002-8851-8044


Publisher:
Elsevier
Journal:
Journal of Economic Theory More from this journal
Volume:
214
Article number:
105745
Publication date:
2023-10-18
Acceptance date:
2023-10-08
DOI:
EISSN:
1095-7235
ISSN:
0022-0531


Language:
English
Keywords:
Pubs id:
1555975
Local pid:
pubs:1555975
Deposit date:
2023-10-31
ARK identifier:

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