EconBase
← All papers

Fixed-b Asymptotics for Panel Models with Two-Way Clustering

Kaicheng Chen, Timothy J. Vogelsang

arXiv 15 Sep 2023 · Econometrics · publishedJournal of Econometrics (2024) · 2 citations (OpenAlex)

arXiv:2309.08707 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper studies a cluster robust variance estimator proposed by Chiang, Hansen and Sasaki (2024) for linear panels. First, we show algebraically that this variance estimator (CHS estimator, hereafter) is a linear combination of three common variance estimators: the one-way unit cluster estimator, the "HAC of averages" estimator, and the "average of HACs" estimator. Based on this finding, we obtain a fixed-$b$ asymptotic result for the CHS estimator and corresponding test statistics as the cross-section and time sample sizes jointly go to infinity. Furthermore, we propose two simple bias-corrected versions of the variance estimator and derive the fixed-$b$ limits. In a simulation study, we find that the two bias-corrected variance estimators along with fixed-$b$ critical values provide improvements in finite sample coverage probabilities. We illustrate the impact of bias-correction and use of the fixed-$b$ critical values on inference in an empirical example on the relationship between industry profitability and market concentration.

Citation extraction

30
references
100
in-text mentions
30
distinct cited
4
self-citations
15,570
main-text words

appendix boundary found by appendix_titled_section at “Appendix” · 72% of the source is main text. Read the extracted text to check this.

Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Kiefer, N.M., Vogelsang, T.J (2005) A new asymptotic theory for heteroskedasticity-autocorrelation robust tests self1.00094100%
2Thompson, S.B (2011) Simple formulas for standard errors that cluster by both firm and time1.00063100%
3Chiang, H.D., Hansen, B.E., Sasaki, Y (2024) Standard errors for two-way clustering with serially correlated time effects0.96832691%
4Vogelsang, T.J (2012) Heteroskedasticity, autocorrelation, and spatial correlation robust inference in linear panel models with fixed-effects self0.92843100%
5MacKinnon, J.G., Nielsen, M.., Webb, M.D (2021) Wild bootstrap and asymptotic inference with multiway clustering0.87472100%
6Andrews, D.W.K (1991) Heteroskedasticity and autocorrelation consistent covariance matrix estimation0.73732100%
7Cameron, A.C., Gelbach, J.B., Miller, D.L (2011) Robust inference with multiway clustering0.73732100%
8Arellano, M (1987) Computing robust standard errors for within-groups estimators0.64422100%
9Driscoll, J.C., Kraay, A.C (1998) Consistent covariance matrix estimation with spatially dependent panel data0.64422100%
10Liang, K.Y., Zeger, S.L (1986) Longitudinal data analysis using generalized linear models0.64422100%

Showing the top 10 of 30 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

Citing paperIntensityMentionsSections
1Robust Inference for Dyadic Data with Dependent Ordered Nodes0.84333
2Subsampling Under Two-way Clustering with Serial Correlation0.73732
3Inference in High-Dimensional Panel Models: Two-Way Dependence and Unobserved Heterogeneity0.714114
4Standard Errors for Two-Way Clustering with Serially Correlated Time Effects0.40511
5When Can We Trust Cluster-Robust Inference?0.40511
6Bootstrap Inference under General Two-way Clustering with Serially and Spatially Dependent Common Effects0.40511