Li Tang

Research

Working Papers

• Belief Disagreement, Instability, and Uncertainty under Stochastic RecallPDFCEPRCESifoSSRN

  with Pei Kuang and Michael WeberSupplementary AppendixInstructions

• Information Treatments, Hypotheticals, and Event Studies: Comparative EstimatesPDFNBER

  with Carola Binder, Dimitris Georgarakos, and Pei Kuang

• Polarization through Memory

  with Pei Kuang and Michael Weber

• Focusing on What Matters: Information Relevance and Macroeconomic Expectations

  with Shihan Xie and Penghui Yin

  Revise and resubmit, European Economic Review

• Output Gap Estimation and Monetary Policy with Imperfect KnowledgePDF

  with Pei Kuang and Kaushik Mitra

• Net Zero and Inflation Expectations: the Role of Monetary and Fiscal PoliciesPDF

  with Pei Kuang, Yao Yao, and Yuteng Zhang

  Revise and resubmit, Journal of Economic Behavior and Organization

Politics and Business

• Generative AI and the Labor Market: Workers' Beliefs and Behavioral ResponsesPDF

  with Marian Rizov and Xufei Zhang

  Resubmitted, Research Policy

• Folk Theories about Political Conflict

  with Slava Jankin and Yen-Chieh Liao

• Knocking on the Wrong Door: Partisan Canvassing and Asymmetric Belief Updating in BritainPDF

  with Yen-Chieh Liao

Publications

1. Central Bank Communication and House Price ExpectationsArticleNBERCoverage

   with Carola Binder and Pei Kuang

   Journal of the European Economic Association, Vol. 24, Issue 2, pp. 769–799.

   2026

2. Electoral Reform and Geographically-Targeted Oversight: Evidence from Taiwan Legislative YuanArticle

   with Yen-Chieh Liao

   Electoral Studies, Vol. 99, 103026.

   2026

3. Macroprudential Policy and Housing Market ExpectationsArticleCoverage

   with Pei Kuang, Kaushik Mitra, and Shihan Xie

   European Economic Review, Vol. 181, 105191.

   2026

4. Navigating Fiscal Fog: Household Expectations in an Uncertain Fiscal EnvironmentArticle

   with Junjie Guo, Shihan Xie, and Penghui Yin

   Journal of Economic Behavior and Organization, Vol. 240, 107321.

   2025

5. (Mis)perception of Party Congruence and Satisfaction with DemocracyArticle

   with Royce Carroll and Yen-Chieh Liao

   Political Science Research and Methods, Vol. 13, Issue 4, pp. 885–902.

   2025

6. Are Stock Price Forecasts Anchored by Fundamental Forecasts? A Long-run PerspectiveArticle

   with Pei Kuang, Renbin Zhang, and Tongbin Zhang

   Economic Theory, Vol. 79, pp. 657–685.

   2025

7. Worker Productivity During Covid-19 and Adaptation to Working From HomeArticleISERCEPR

   with Ashley Burdett, Ben Etheridge, and Yikai Wang

   European Economic Review, Vol. 167, 104788.

   2024

8. Forecast Disagreement about Long-run Macroeconomic RelationshipsArticle

   with Pei Kuang, Renbin Zhang, and Tongbin Zhang

   Journal of Economic Behavior and Organization, Vol. 200, pp. 371–387.

   2022

Other Publications

• Worker Productivity During Lockdown and Working From Home: Evidence from Self-ReportsCEPR

  with Ben Etheridge and Yikai Wang

  Covid Economics, Issue 52, pp. 118–151, CEPR Press.

  2020

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