This conference featured research that develops, fields and uses surveys of business leaders’ expectations and beliefs. Key topics included the design and evaluation of such surveys, the formation and accuracy of expectations, how expectations feed into business decisions, and the impact of expectations quality on business performance.

Agenda

Thursday, October 25, 2018
12:00:00–13:00:00

Lunch and Registration

13:00:00–13:45:00

Uncertainty and Change: Survey Evidence of Firms’ Subjective Beliefs

13:45:00–14:30:00

Business Level Expectations and Uncertainty

14:30:00–14:45:00

Break

14:45:00–15:30:00

Do you Know That I Know That You Know…? Higher-Order Beliefs in Survey Data

15:30:00–16:15:00

Do Managerial Forecasting Biases Matter?

16:15:00–16:45:00

Break

16:45:00–17:30:00

Misallocation Effects and Brexit

17:30:00–18:30:00

Keynote Speaker

18:30:00

Adjourn for the day

Friday, October 26, 2018
08:30:00

Breakfast

Outside of Room 021

09:00:00–09:45:00

Term Structure of Uncertainty: New Evidence from Survey Expectations

09:45:00–10:30:00

Firm Performance and Macro Forecast Accuracy

10:30:00–10:45:00

Break

10:45:00–11:15:00

Atlanta Fed Survey Data

11:15:00–12:00:00

The Micro and Macro Implications of Managers’ Subjective Beliefs

–13:00:00

Lunch

Room 112

13:00:00–13:45:00

Managerial Recalibration: Do CFOs Learn?

13:45:00–14:30:00

Overreaction in Macroeconomic Expectations

14:30:00–14:45:00

Break

14:45:00–15:30:00

Uncertainty, Imperfect Information and Learning in the International Market

15:30:00–16:00:00

A Firm-Level Perspective on Micro and Macro Level Uncertainty

16:00:00

Conference Adjourns