Luigi Garzon, Vitor Possebom
arXiv 29 Jul 2025 · Econometrics
arXiv:2507.21915 · PDF · Extracted main text
We analyze heterogenous, nonlinear treatment effects in shift-share designs with exogenous shares. We employ a triangular model and correct for treatment endogeneity using a control function. Our tools identify four target parameters. Two of them capture the observable heterogeneity of treatment effects, while one summarizes this heterogeneity in a single measure. The last parameter analyzes counterfactual, policy-relevant treatment assignment mechanisms. We propose flexible parametric estimators for these parameters and apply them to reevaluate the impact of Chinese imports on U.S. manufacturing employment. Our results highlight substantial treatment effect heterogeneity, which is not captured by commonly used shift-share tools.
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| Reference | Intensity | Mentions | Sections | Main text | |
|---|---|---|---|---|---|
| 1 | Chernozhukov, Victor and Fernández-Val, Iván and Newey, Whitney and… (2020) Semiparametric estimation of structural functions in nonseparable triangular models | 1.000 | 15 | 4 | 100% |
| 2 | Jinyong Hahn and Guido Kuersteiner and Andres Santos and Wavid Willi… (2024) Overidentification in Shift-Share Designs | 1.000 | 11 | 4 | 100% |
| 3 | Imbens, Guido W. and Newey, Whitney K (2009) Identification and Estimation of Triangular Simultaneous Equations Models Without Additivity | 1.000 | 11 | 4 | 100% |
| 4 | Borusyak, Kirill and Hull, Peter and Jaravel, Xavier (2021) Quasi-Experimental Shift-Share Research Designs | 1.000 | 7 | 4 | 100% |
| 5 | Goldsmith-Pinkham, Paul and Sorkin, Isaac and Swift, Henry (2020) Bartik Instruments: What, When, Why, and How | 1.000 | 7 | 3 | 100% |
| 6 | Autor, David H. and Dorn, David and Hanson, Gordon H (2013) The China Syndrome: Local Labor Market Effects of Import Competition in the United States | 0.980 | 17 | 5 | 94% |
| 7 | Blundell, Richard and Powell, James L (2003) Endogeneity in Nonparametric and Semiparametric Regression Models | 0.928 | 4 | 3 | 100% |
| 8 | Adão, Rodrigo and Kolesár, Michal and Morales, Eduardo (2019) Shift-Share Designs: Theory and Inference | 0.737 | 3 | 2 | 100% |
| 9 | Fajgelbaum, Pablo D and Goldberg, Pinelopi K and Kennedy, Patrick J… (2019) The Return to Protectionism* | 0.737 | 3 | 2 | 100% |
| 10 | Altonji, Joseph G. and Matzkin, Rosa L (2005) Cross Section and Panel Data Estimators for Nonseparable Models with Endogenous Regressors | 0.644 | 2 | 2 | 100% |
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