Over-and underreaction to information

C Ba, JA Bohren, A Imas - Available at SSRN 4274617, 2024 - papers.ssrn.com
This paper explores how cognitive constraints—namely, attention and processing capacity—
interact with properties of the learning environment to determine how people react to …

Stories, statistics, and memory

T Graeber, C Roth, F Zimmermann - The Quarterly Journal of …, 2024 - academic.oup.com
For many decisions, we encounter relevant information over the course of days, months or
years. We consume such information in various forms, including stories–qualitative content …

Overinference from weak signals and underinference from strong signals

N Augenblick, E Lazarus… - The Quarterly Journal of …, 2025 - academic.oup.com
When people receive new information, sometimes they revise their beliefs too much, and
sometimes too little. We show that a key driver of whether people overinfer or underinfer is …

The rising tide lifts some interest rates: climate change, natural disasters, and loan pricing

R Correa, A He, C Herpfer, U Lel - … Finance Discussion Paper, 2022 - papers.ssrn.com
We investigate how corporate loan costs are affected by climate change-related natural
disasters. We construct granular measures of borrowers' exposure to natural disasters and …

Surveying Generative AI's Economic Expectations

L Bybee - arxiv preprint arxiv:2305.02823, 2023 - arxiv.org
I introduce a survey of economic expectations formed by querying a large language model
(LLM)'s expectations of various financial and macroeconomic variables based on a sample …

Real credit cycles

We incorporate diagnostic expectations into a workhorse neoclassical business cycle model
with heterogeneous firms and risky debt. A realistic degree of diagnostic overreaction …

Optimally imprecise memory and biased forecasts

R Azeredo da Silveira, Y Sung… - American Economic …, 2024 - pubs.aeaweb.org
We propose a model of optimal decision-making subject to a memory constraint in the spirit
of models of rational inattention. Our theory differs from that of Sims (2003) in not assuming …

The group decision-making evolution of green consumption behavior under overreaction: Based on multi-agent simulation analysis

M Yang, H Chen, R Long, Y Wang, Q Sun - Resources, Conservation and …, 2023 - Elsevier
Promoting green consumption behavior is an effective means to promote sustainable
development. Previous studies have not considered the irrational decisions of residents …

Behavioral attenuation

B Enke, T Graeber, R Oprea, J Yang - 2024 - nber.org
We report a large-scale examination of behavioral attenuation: due to information-
processing constraints, the elasticity of people's decisions with respect to economic …

Decision weights for experimental asset prices based on visual salience

D Bose, H Cordes, S Nolte… - The Review of …, 2022 - academic.oup.com
We apply a machine-learning algorithm, calibrated using general human vision, to predict
the visual salience of prices of stock price charts. We hypothesize that the visual salience of …