JEL classification

Journal of Economic Literature Classification (10696) D - Microeconomics (2307) D8 - Information, Knowledge, and Uncertainty (632) D84 - Expectations; Speculations (36)
Number of items at this level: 36.
Centre for Analysis of Social Exclusion
  • Burgess, Simon, Gardiner, Karen, Jenkins, Stephen P., Propper, Carol (2000). Measuring income risk. (CASEpaper 40). Centre for Analysis of Social Exclusion.
    • Centre for Economic Performance
  • Adam, Klaus, Marcet, Albert (2011). Booms and busts in asset prices. (CEP Discussion Papers CEPDP1059). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Adam, Klaus, Marcet, Albert (2011). Internal rationality, imperfect market knowledge and asset prices. (CEP Discussion Papers CEPDP1068). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Schwandt, Hannes (2013). Unmet aspirations as an explanation for the age u-shape in human wellbeing. (CEP Discussion Papers CEPDP1229). London School of Economics and Political Science. Centre for Economic Performance.
    • Centre for Macroeconomics
  • Barrdear, John (2014). Peering into the mist: social learning over an opaque observation network. (CFM discussion paper series CFM-DP2014-9). Centre For Macroeconomics.
  • Barrdear, John (2015). Towards a new Keynesian theory of the price level. (CFM discussion paper series CFM-DP2015-09). Centre For Macroeconomics.
  • Fofana, Salome, Patzelt, Paula, Reis, Ricardo (2025). Household disagreement about expected inflation. In Ascari, Guido, Trezzi, Riccardo (Eds.), Research Handbook on Inflation (pp. 335 - 357). Edward Elgar. https://doi.org/10.4337/9781035327768.00027 picture_as_pdf
  • Guimaraes, Bernardo (2015). Demand expectations and the timing of stimulus policies. (CFM discussion paper series CFM-DP2015-03). Centre For Macroeconomics.
  • Masolo, Riccardo M., Monti, Francesca (2017). Ambiguity, monetary policy and trend inflation. (CFM discussion paper series CFM-DP2017-09). Centre For Macroeconomics.
  • Masolo, Riccardo M., Monti, Francesca (2015). Monetary policy with ambiguity averse agents. (CFM discussion paper series CFM-DP2015-06). Centre For Macroeconomics.
    • Centre for Philosophy of Natural and Social Sciences (CPNSS)
  • Leiss, Matthias, Nax, Heinrich H. (2015). Option-implied objective measures of market risk. Eidgenössische Technische Hochschule Zürich.
  • Leiss, Matthias, Nax, Heinrich H., Sornette, Didier (2015). Super-exponential growth expectations and the global financial crisis. Journal of Economic Dynamics and Control, 55, 1-13. https://doi.org/10.1016/j.jedc.2015.03.005
    • Economics
  • Adam, K., Marcet, Albert (2011). Internal rationality, imperfect market knowledge and asset prices. Journal of Economic Theory, 146(3), 1224 - 1252. https://doi.org/10.1016/j.jet.2010.11.003
  • Ashraf, Nava, Bandiera, Oriana, Lee, Scott S. (2014). Awards unbundled: evidence from a natural field experiment. Journal of Economic Behavior & Organization, 100, 44-63. https://doi.org/10.1016/j.jebo.2014.01.001
  • Bloom, Nicholas, Bunn, Philip, Mizen, Paul, Smietanka, Pawel, Thwaites, Gregory Douglas (2023). The impact of Covid-19 on productivity. (CEP Discussion Papers CEPDP1929). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Fofana, Salome, Patzelt, Paula, Reis, Ricardo (2025). Household disagreement about expected inflation. In Ascari, Guido, Trezzi, Riccardo (Eds.), Research Handbook on Inflation (pp. 335 - 357). Edward Elgar. https://doi.org/10.4337/9781035327768.00027 picture_as_pdf
  • Moll, Ben (2025). The trouble with rational expectations in heterogeneous agent models: a challenge for macroeconomics. The Economic Journal, https://doi.org/10.1093/ej/ueaf104 picture_as_pdf
  • Reis, Ricardo (2021). The people versus the markets: a parsimonious model of inflation expectations. (CEPR Press Discussion Paper 15624). Centre for Economic Policy Research (Great Britain).
  • Reis, Ricardo (2023). Four mistakes in the use of measures of expected inflation. AEA Papers and Proceedings, 113, 47 - 51. https://doi.org/10.1257/pandp.20231033 picture_as_pdf
  • Sequeira, Sandra, Spinnewijn, Johannes, Xu, Guo (2016). Rewarding schooling success and perceived returns to education: evidence from India. Journal of Economic Behavior & Organization, 131, 373-392. https://doi.org/10.1016/j.jebo.2016.08.015
    • European Institute
  • Costa-i-Font, Joan, Mossialos, Elias (2006). The public as a limit to technology transfer: the influence of knowledge and beliefs in attitudes towards biotechnology in the UK. Journal of Technology Transfer, 31(6), 629-645. https://doi.org/10.1007/s10961-006-0019-3
    • Finance
  • Cocco, João F., Gomes, Francisco, Lopes, Paula (2025). Evidence on expectations of household finances. Management Science, 71(11), 9548 - 9568. https://doi.org/10.1287/mnsc.2022.03257 picture_as_pdf
  • Dow, James, Rahi, Rohit (1998). Should speculators be taxed? (Financial Markets Group Discussion Papers 291). Financial Markets Group, The London School of Economics and Political Science. picture_as_pdf
  • Goldstein, Itay, Ozdenoren, Emre, Yuan, Kathy (2011). Trading frenzies and their impact on real investment. (Financial Markets Group Discussion Papers 670). Financial Markets Group, The London School of Economics and Political Science. picture_as_pdf
  • Lou, Dong, Pinter, Gabor, Üslü, Semih, Walker, Danny (2025). Yield drifts when issuance comes before macro news. Journal of Financial Economics, 165, https://doi.org/10.1016/j.jfineco.2025.103993 picture_as_pdf
    • Financial Markets Group
  • Brunnermeier, Markus (1998). Buy on rumours - sell on news: a manipulative trading strategy. (Financial Markets Group Discussion Papers 309). Financial Markets Group, The London School of Economics and Political Science. picture_as_pdf
  • Kondor, Peter (2004). The more we know, the less we agree: public announcements and higher-order expectations. (Financial Markets Group Discussion Papers 532). Financial Markets Group, The London School of Economics and Political Science.
    • Grantham Research Institute
  • Campiglio, Emanuele, Lamperti, Francesco, Terranova, Roberta (2023). Believe me when I say green! Heterogeneous expectations and climate policy uncertainty. (CCCEP Working Paper 419). Centre for Climate Change Economics and Policy. picture_as_pdf
  • Campiglio, Emanuele, Lamperti, Francesco, Terranova, Roberta (2023). Believe me when I say green! Heterogeneous expectations and climate policy uncertainty. (Grantham Research Institute on Climate Change and the Environment Working Papers 395). Grantham Research Institute on Climate Change and the Environment, London School of Economics and Political Science. picture_as_pdf
  • Campiglio, Emanuele, Lamperti, Francesco, Terranova, Roberta (2024). Believe me when I say green! Heterogeneous expectations and climate policy uncertainty. Journal of Economic Dynamics and Control, 165, https://doi.org/10.1016/j.jedc.2024.104900 picture_as_pdf
    • International Development
  • Sequeira, Sandra, Spinnewijn, Johannes, Xu, Guo (2016). Rewarding schooling success and perceived returns to education: evidence from India. Journal of Economic Behavior & Organization, 131, 373-392. https://doi.org/10.1016/j.jebo.2016.08.015
    • International Inequalities Institute
  • Kuang, Pei, Luca, Davide, Wei, Zhiwu, Yao, Yao (2023). Great or grim? Disagreement about Brexit, economic expectations and household spending. (III Working Paper 89). International Inequalities Institute, London School of Economics and Political Science. https://doi.org/10.21953/lse.8xanj6er3td0 picture_as_pdf
    • LSE
  • Adam, Klaus, Marcet, Albert, Nicolini, Juan Pablo (2011). Stock market volatility and learning. (CEP Discussion Papers CEPDP1077). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Mayraz, Guy (2011). Priors and desires. (CEP Discussion Papers CEPDP1047). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Mayraz, Guy (2011). Wishful thinking. (CEP Discussion Papers CEPDP1092). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
    • LSE Health
  • Costa-i-Font, Joan, Mossialos, Elias (2006). The public as a limit to technology transfer: the influence of knowledge and beliefs in attitudes towards biotechnology in the UK. Journal of Technology Transfer, 31(6), 629-645. https://doi.org/10.1007/s10961-006-0019-3
    • Management
  • Dawson, Christopher, de Meza, David, Henley, Andrew, Arabsheibani, G. Reza (2019). Curb your enthusiasm: optimistic entrepreneurs earn less. European Economic Review, 111, 53-69. https://doi.org/10.1016/j.euroecorev.2018.08.007
    • STICERD
  • Ashraf, Nava, Bandiera, Oriana, Lee, Scott S. (2014). Awards unbundled: evidence from a natural field experiment. Journal of Economic Behavior & Organization, 100, 44-63. https://doi.org/10.1016/j.jebo.2014.01.001
  • Burgess, Simon, Gardiner, Karen, Jenkins, Stephen P., Propper, Carol (2000). Measuring income risk. (CASEpaper 40). Centre for Analysis of Social Exclusion.
  • Sanchez-Villalba, Miguel (2006). Anti-evasion auditing policy in the presence of common income shocks. (DARP 80). Suntory and Toyota International Centres for Economics and Related Disciplines.
    • Social Policy
  • Costa-i-Font, Joan, Mossialos, Elias (2006). The public as a limit to technology transfer: the influence of knowledge and beliefs in attitudes towards biotechnology in the UK. Journal of Technology Transfer, 31(6), 629-645. https://doi.org/10.1007/s10961-006-0019-3
    • Systemic Risk Centre
  • Shiryaev, Albert N., Zhitlukhin, M. V., Ziemba, William T. (2013). When to sell Apple and the NASDAQ? Trading bubbles with a stochastic disorder model. (Systemic Risk Centre Discussion Papers 5). Systemic Risk Centre, The London School of Economics and Political Science.