Publication Type

Journal Article

Publication Date

3-2021

Abstract

We explore empirically the role of macroeconomic and policy uncertainty in explaining dispersion in professional forecasters’ density forecasts, and in explaining individual forecaster uncertainty (defined as the uncertainty expressed by individual forecasters in their density forecasts). We focus on US real output growth and inflation, using data from the Philadelphia Fed’s quarterly Survey of Professional Forecasters (SPF), 1992-2016. We find that dispersion in individual density forecasts is related to macroeconomic uncertainty, especially in longer horizon forecasts, but not policy or forecaster uncertainty. There is also little evidence that forecaster uncertainty reflects macroeconomic or policy uncertainty.

Keywords

Surveys of Professional Forecasts, Density Forecasts, Forecast Dispersion, Macroeconomic Uncertainty, Policy Uncertainty

Discipline

Macroeconomics

Research Areas

Macroeconomics

Publication

Journal of Macroeconomics

Volume

67

First Page

1

Last Page

19

ISSN

0164-0704

Identifier

10.1016/j.jmacro.2020.103266

Publisher

Elsevier

Copyright Owner and License

Authors

Additional URL

https://doi.org/10.1016/j.jmacro.2020.103266

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