fixed-event forecasting, consensus, adjustment costs, forecast stability, strategic concerns, Bayesian learning
Spillovers, Global Financial Cycle, China, High-frequency
Firms' Expectations, Global Financial Cycle, Monetary Policy Spillovers
inflation expectations, cost expectations, firm surveys, price adjustments
Inflation expectations, cost expectations, firm surveys, price adjustments
Price adjustments, informal markets, monetary policy shocks, CPI microdata.
Expectations, Overreaction, Bias, Foreign Exchange Rates, Currency Return Predictability
