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Bayesian State-Space Modeling and Model-Based Counterfactual Analysis of Dynamic Income Distributions from Grouped Data

Kazuhiko Kakamu

arXiv 18 May 2026 · Econometrics

arXiv:2605.18138 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Grouped income data contain only limited information about the evolution of income distributions over time. This paper develops a Bayesian state-space model for the generalized beta distribution of the second kind (GB2) to estimate dynamic income distributions using repeated grouped income data. By borrowing information across adjacent periods through the latent GB2 parameters, the proposed framework improves estimation precision relative to independent cross-sectional estimation. Building on the estimated latent-state dynamics, we further construct a model-based counterfactual framework that quantifies the contribution of demographic covariates while preserving the estimated evolution of the remaining model components. Using Japanese household income data from 1969--2007, we find that population aging and declining household size affect different parts of the income distribution through distinct channels, with population aging becoming an increasingly important driver of income inequality after around 2000. More generally, the proposed framework provides a unified Bayesian approach to dynamic distributional analysis and model-based counterfactual inference using repeated grouped income data.

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31
references
56
in-text mentions
31
distinct cited
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self-citations
9,932
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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
1Nishino, Haruhisa and Kakamu, Kazuhiko and Oga, Takashi (2012) Bayesian Estimation of Persistent Income Inequality Using the Lognormal Stochastic Volatility Model self1.00093100%
2Genya Kobayashi and Yuta Yamauchi and Kazuhiko Kakamu and Yuki Kawak… (2022) Bayesian Approach to Lorenz Curve Using Time Series Grouped Data self1.00054100%
3Daichi Hiraki and Yasuyuki Hamura and Kaoru Irie and Shonosuke Sugas… (2024) State-Space Modeling of Shape-constrained Functional Time Series0.92843100%
4Kazuhiko Kakamu and Haruhisa Nishino (2019) Bayesian Estimation of Beta-type Distribution Parameters Based on Grouped Data self0.84333100%
5Haruhisa Nishino and Kazuhiko Kakamu (2015) A Random Walk Stochastic Volatility Model for Income Inequality self0.73732100%
6Chernozhukov, Victor and Fernández-Val, Iván and Melly, Blaise (2013) Inference on Counterfactual Distributions0.64422100%
7DiNardo, John and Fortin, Nicole M. and Lemieux, Thomas (1996) Labor Market Institutions and the Distribution of Wages, 1973–1992: A Semiparametric Approach0.64422100%
8Fortin, Nicole and Lemieux, Thomas and Firpo, Sergio (2011) Decomposition Methods in Economics0.64422100%
9Carter, C K and Kohn, R (1994) On Gibbs Sampling for State Space Models0.58531100%
10Carlin, Bradley P and Polson, Nicholas G and Stoffer, David S (1992) A Monte Carlo Approach to Nonnormal and Nonlinear State-Space Modeling0.51121100%

Showing the top 10 of 31 scored citations.