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Information, Markets, and the Macroeconomy

Project description

Shrinking information asymmetry in financial transactions

Information is power in financial markets. However, almost all economic transactions involve some degree of information failure, also known as information asymmetry. This is when not all parties involved in an economic transaction possess the same amount of knowledge. While this is not a new concept for economics, little is known about the actual economic conditions that may foster such information asymmetries. The EU-funded INFOMAK project will fill this knowledge gap. It will develop macroeconomic frameworks in which the degree of information asymmetries and the quality of assets are endogenously determined by agents’ decisions to trade in opaque markets or produce complex financial products. In the end, the project will identify the drivers of asset quality and complexity.

Objective

Financial markets play an essential role in allocating an economy’s resources to their most productive use, fostering investment, employment, innovation, and growth. While there is substantial evidence that financial markets are plagued with information asymmetries and its perils, we do not have a good understanding of what economic conditions may foster such information asymmetries, or how they interact with aggregate investment decisions, liquidity in asset markets, or economic fluctuations.

In order to fill this gap, the goal of this proposal is twofold:

The first component focuses on understanding the drivers of information asymmetries. To do this, first, I will develop novel microeconomic frameworks where the degree of information asymmetries and the quality of assets is endogenously determined by agents’ decisions to produce complex financial products (project 1) or to trade in opaque markets (project 2). Second, I will construct a novel dataset of financial products’ attributes to explore the drivers of asset quality and complexity in the data and to test the predictions of my theoretical frameworks.

The second component explores how information asymmetries, through their effect on financial markets, interact with aggregate outcomes, such as market liquidity and investment. To do this, I will develop novel macroeconomic frameworks where I embed my insights on complexity (project 4), and opacity and asset quality (project 5) into dynamic, general equilibrium settings.

Host institution

Centre de Recerca en Economia Internacional (CREI)
Net EU contribution
€ 767 500,00
Address
RAMON TRIAS FARGAS 25/27
08005 Barcelona
Spain

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Region
Este Cataluña Barcelona
Activity type
Research Organisations
Links
Total cost
€ 767 500,00

Beneficiaries (1)