平行趋势和动态选择

P. Marx, E. Tamer, Xun Tang
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引用次数: 8

摘要

差中差是估计治疗效果的常用方法,平行趋势条件是其主要识别假设:平均未治疗结果的趋势与观察到的治疗状态无关。在观察环境中,治疗通常是由理性行为者(如决策者、企业或个人行为者)做出或影响的动态选择。本文将平行趋势与动态选择的经济模型联系起来。我们澄清了平行趋势对代理行为的影响,并研究了当动态选择动机导致违反平行趋势的情况。最后,我们考虑在适应动态选择特征的替代假设下的识别。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
Parallel Trends and Dynamic Choices
Difference-in-differences is a common method for estimating treatment effects, and the parallel trends condition is its main identifying assumption: the trend in mean untreated outcomes is independent of the observed treatment status. In observational settings, treatment is often a dynamic choice made or influenced by rational actors, such as policy-makers, firms, or individual agents. This paper relates parallel trends to economic models of dynamic choice. We clarify the implications of parallel trends on agent behavior and study when dynamic selection motives lead to violations of parallel trends. Finally, we consider identification under alternative assumptions that accommodate features of dynamic choice.
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