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Decision synthesis in monetary policy

Tony Chernis, Gary Koop, Emily Tallman, Mike West

arXiv 5 Jun 2024 · Statistics — Methodology

arXiv:2406.03321 · PDF · DOI · OpenAlex · Extracted main text

Abstract

The macroeconomy is a sophisticated dynamic system involving significant uncertainties that complicate modelling. In response, decision-makers consider multiple models that provide different predictions and policy recommendations which are then synthesized into a policy decision. In this setting, we develop Bayesian predictive decision synthesis (BPDS) to formalize monetary policy decision processes. BPDS draws on recent developments in model combination and statistical decision theory that yield new opportunities in combining multiple models, emphasizing the integration of decision goals, expectations and outcomes into the model synthesis process. Our case study concerns central bank policy decisions about target interest rates with a focus on implications for multi-step macroeconomic forecasting. This application also motivates new methodological developments in conditional forecasting and BPDS, presented and developed here.

Citation extraction

31
references
57
in-text mentions
31
distinct cited
8
self-citations
10,191
main-text words

appendix boundary found by appendix_titled_section at “Appendix” · 85% 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
1Tallman, E. and M. West (2023) Bayesian predictive decision synthesis self0.9507586%
2Lavine, I., M. Lindon, and M. West (2021) Adaptive variable selection for sequential prediction in multivariate dynamic models0.92843100%
3Loaiza-Maya, R., G. M. Martin, and D. T. Frazier (2021) Focused Bayesian prediction0.84333100%
4Johnson, M. C. and M. West (2025) Bayesian predictive synthesis with outcome-dependent pools0.73732100%
5Leeper, E. M. and T. Zha (2003) Modest policy interventions0.73732100%
6McAlinn, K. and M. West (2019) Dynamic Bayesian predictive synthesis in time series forecasting0.64422100%
7Tallman, E. and M. West (2022) On entropic tilting and predictive conditioning self0.64422100%
8Furlanetto, F., F. Ravazzolo, and S. Sarferaz (2019) Identification of financial factors in economic fluctuations0.58531100%
9West, M. and P. J. Harrison (1997) Bayesian Forecasting and Dynamic Models\/ (2 ed.) self0.5113233%
10Chan, J. C., D. Pettenuzzo, A. Poon, and D. Zhu (2025) Conditional forecasts in large bayesian vars with multiple equality and inequality constraints0.5113233%

Showing the top 10 of 31 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
12505.051930.84333
2Predictive Synthesis under Sporadic Participation: Evidence from Inflation Density Surveys0.40511
32606.167080.40511