Agarwal, S. and Qian, W., 2014. Consumption and Debt Response to Unanticipated Income Shocks: Evidence from a Natural Experiment in Singapore. American Economic Review, 104(12), pp. 4205-4230.
Agarwal, S., & Qian, W., 2017. Access to home equity and consumption: Evidence from a policy experiment. Review of Economics and Statistics, 99(1), 40-52.
Aladangady, A,. 2017. Housing wealth and consumption: Evidence from geographically-linked microdata. American Economic Review, 107(11), 3415-46.
Autor, D., Kostøl, A.R., Mogstad, M., and Setzler, B., 2017. Disability Benefits, Consumption Insurance, and Household Labor Supply. MIT Working Paper.
Baker, M., Nagel, S. and Wurgler, J., 2007. The Effect of Dividends on Consumption. Brookings Papers on Economic Activity, 38(1), pp. 231-292.
- Baker, S., 2017. Debt and the consumption response to household income shocks. Journal of Political Economy, Forthcoming.
Paper not yet in RePEc: Add citation now
Benartzi, S., 2001. Excessive Extrapolation and the Allocation of 401(k) Accounts to Company Stock. The Journal of Finance, 56(5), pp. 1747-1764.
Black, S.E., Devereux, P.J., Lundborg, P. and Majlesi, K., 2017. On the Origins of Risk-Taking in Financial Markets. The Journal of Finance, 72(5), pp. 2229-2278.
Bostic, R., Gabriel, S., and Painter, G., 2009. Housing wealth, financial wealth, and consumption: New evidence from micro data. Regional Science and Urban Economics, 39(1), pp. 79-89.
Caballero, R. and Simsek, A., 2018. Reach for Yield and Fickle Capital Flows. Working Paper.
Calvet, L, Campbell, J., and Sodini, P., 2009. Fight or Flight? Portfolio Rebalancing by Individual Investors. The Quarterly Journal of Economics, 124(1), pp. 301-348.
Calvet, L.E. and Sodini, P., 2014. Twin Picks: Disentangling the Determinants of Riskâ€Taking in Household Portfolios. The Journal of Finance, 69(2), pp.867-906 Campbell, J. Y., & Cocco, J. F., 2007,. How do house prices affect consumption? Evidence from micro data. Journal of Monetary Economics, 54(3), 591-621.
Calvet, L.E., Campbell, J.Y. and Sodini, P., 2007. Down or out: Assessing the welfare costs of household investment mistakes. Journal of Political Economy, 115(5), pp.707-747.
Campbell, J., Pflueger, C., and Viceira, L., 2015. Monetary Policy Drivers of Bond and Equity Risks. Working Paper.
Carroll, C.D. and Zhou, X., 2012. Dynamics of Wealth and Consumption: New and Improved Measures for U.S. States. The B.E. Journal of Macroeconomics, 12(2), pp. 1-42.
Carroll, C.D., 1997. Buffer-stock saving and the life cycle/permanent income hypothesis. The Quarterly Journal of Economics, 112(1), pp.1-55 Carroll, C.D., Otsuka, M., and Slacalek, J., 2011. How Large are Housing and Financial Wealth Effects? A New Approach. Journal of Money, Credit, and Banking, 43(1), pp. 55-79.
Case, K.E., Quigley, J.M. and Shiller, R.J., 2005. Comparing Wealth Effects: The Stock Market versus the Housing Market. Advances in Macroeconomics (2005) 5(1): 1–34.
Case, K.E., Quigley, J.M., and Shiller, R.J., 2013. Wealth Effects Revised 1975-2012. Critical Finance Review, 2(1), pp. 101-128.
- Cieslak, A. and Vissing-Jorgensen, A., 2017. The Economics of the Fed Put. Working Paper.
Paper not yet in RePEc: Add citation now
Cloyne, J., Huber, K., Ilzetzki, E., & Kleven, H, 2017. The effect of house prices on household borrowing: a new approach. Working Paper.
Cocco, J., Gomes, F., and Maenhout, P., 2005. Consumption and Portfolio Choice over the Life Cycle. Review of Financial Studies, 18(2), pp. 491-533.
Coval, J. and Moskowitz, T., 2001. The Geography of Investment: Informed Trading and Asset Prices. Journal of Political Economy, 109(4), pp. 811-841.
Davis, M.A. and Palumbo, M.G., 2001. A primer on the economics and time series econometrics of wealth effects. Finance and Economics Discussion Series 2001-09, Divisions of Research & Statistics and Monetary Affairs, Federal Reserve Board.
- Eika L., Mogstad, M., Vestad, L. 2017. What Can We Learn About Household Consumption From Information on Income and Wealth. Working Paper.
Paper not yet in RePEc: Add citation now
Fagereng, A., Holm, M.B. and Natvik, G.J., 2016. MPC heterogeneity and household balance sheets. Working Paper.
Grant, C. and Peltonen, T., 2008. Housing and Equity Wealth Effects of Italian Households. ECB Working Paper Series, No. 857.
- Guiso, L., Paiella, M., and Visco, I., 2006. Do Capital Gains Affect Consumption? Estimates of Wealth Effects from Italian Households' Behavior. In: L. Klein (ed.), Long Run Growth and Short Run Stabilization: Essays in Memory of Albert Ando (1929-2002). Edward Elgar Publishing, Cheltenham.
Paper not yet in RePEc: Add citation now
Harris, L.E., Hartzmark, S.M. and Solomon, D.H., 2015. Juicing the dividend yield: Mutual funds and the demand for dividends. Journal of Financial Economics, 116(3), pp. 433-451.
- Hartzmark, S. M., & Solomon, 2017. The Dividend Disconnect. Working Paper.
Paper not yet in RePEc: Add citation now
Hartzmark, S. M., & Solomon, D. H., 2013. The dividend month premium. Journal of Financial Economics, 109(3), 640-660.
- Hartzmark, Samuel M. and Solomon, David H., 2018. Reconsidering Returns. Working Paper.
Paper not yet in RePEc: Add citation now
Hastings, J. S., & Shapiro, J. M., 2013. Fungibility and consumer choice: Evidence from commodity price shocks. The Quarterly Journal of Economics, 128(4), 1449-1498.
Hastings, J. S., & Shapiro, J. M., 2017. How are SNAP benefits spent? Evidence from a retail panel (No. w23112). National Bureau of Economic Research.
Jappelli, T. and Pistaferri, L., 2014. Fiscal policy and MPC heterogeneity. American Economic Journal: Macroeconomics, 6(4), pp.107-136.
Johnson, D.S., McClelland, R., Parker, J.A. and Souleles, N.S., 2013. Consumer spending and the economic stimulus payments of 2008. The American Economic Review, 103(6), pp.25302553.
Johnson, D.S., Parker, J.A. and Souleles, N.S., 2006. Household expenditure and the income tax rebates of 2001. The American Economic Review, 96(5), pp.1589-1610.
Julliard, C. and Parker, J., 2005. Consumption Risk and the Cross Section of Expected Returns. Journal of Political Economy, 113(1), pp. 185-222.
Kaplan, G. and Violante, G.L., 2014. A model of the consumption response to fiscal stimulus payments. Econometrica, 82(4), pp.1199-1239.
- Koijen, R., Van Nieuwerburgh, S. and Vestman, R., 2015. Judging the Quality of Survey Data by Comparison with Truth as Measured by Administrative Records: Evidence From Sweden. In Improving the Measurement of Consumer Expenditures (pp. 308-346). University of Chicago Press.
Paper not yet in RePEc: Add citation now
Kolsrud, J., Landais, C., and Spinnewijn, J., 2017. Studying Consumption Patterns using Registry Data: Lessons from Swedish Administrative Data. Working Paper.
Kolsrud, J., Landais, C., Nilsson, P., and Spinnewijn, J., 2017. The Optimal Timing of Unemployment Benefits: Theory and Evidence from Sweden. American Economic Review, Forthcoming.
- Kueng, L., 2016. Explaining Consumption Excess Sensitivity with Near-Rationality: Evidence from Large Predetermined Payments. Working Paper.
Paper not yet in RePEc: Add citation now
Leth-Petersen, S., 2010. Intertemporal Consumption and Credit Constraints: Does Total Expenditure Respond to an Exogenous Shock to Credit? The American Economic Review, 100(3), pp.1080-1103.
Lettau, M. and Ludvigson, S., 2004. Understanding Trend and Cycle in Asset Values: Reevaluating the Wealth Effect on Consumption. American Economic Review, 94(1), pp. 276299.
Meulbroek, L., 2005. Company Stock in Pension Plans: How Costly Is It? The Journal of Law and Economics, 48(2), pp. 443-474.
Mian, A., & Sufi, A,. 2011. House prices, home equity–based borrowing, and the US household leverage crisis. The American Economic Review, 101(5), 2132-2156.
Miller, M. H., & Modigliani, F., 1961. Dividend policy, growth, and the valuation of shares. The Journal of Business, 34(4), 411-433.
Mitchell, O. and Utkus, S., 2003. The Role of Company Stock in Defined Contribution Plans. In: Mitchell and Smetters (eds.), The Pension Challenge: Risk Transfers and Retirement Income Security, Oxford University Press, Oxford, pp. 33-70.
- Paeilla, M., 2009. The Stock Market, Housing and Consumption Spending. Journal of Economic Surveys, 23(5), pp. 947-953.
Paper not yet in RePEc: Add citation now
Paiella, M. and Pistaferri, L., 2017. Decomposing the wealth effect on consumption. The Review of Economics and Statistics, 99(4), pp. 710-721.
Poterba, J., 2000. Stock market wealth and consumption. Journal of Economic Perspectives, 14(2), 99-118.
Shefrin, H. and Thaler, R., 1988. The Behavioral Life-Cycle Hypothesis. Economic Inquiry, 26(4), pp. 609-643.
Sodini, P., Van Nieuwerburgh, S., Vestman, R. and von Lilienfeld-Toal, U., 2016. Identifying the Benefits from Home Ownership: A Swedish Experiment (No. w22882). National Bureau of Economic Research.
- Vissing-Jørgensen, A., 2002. Limited asset market participation and the elasticity of intertemporal substitution. Journal of Political Economy, 110(4), pp.825-853.
Paper not yet in RePEc: Add citation now
Zeldes, S.P., 1989. Optimal consumption with stochastic income: Deviations from certainty equivalence. The Quarterly Journal of Economics, 104(2), pp.275-298.