JEL classification

Journal of Economic Literature Classification (10696) E - Macroeconomics and Monetary Economics (1324) E2 - Consumption, Saving, Production, Employment, and Investment (431) E22 - Capital; Investment (including Inventories); Capacity (73)
Number of items at this level: 73.
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  • Banerjee, Abhijit V., Moll, Benjamin (2010). Why does misallocation persist? American Economic Journal: Macroeconomics, 2(1), 189 - 206. https://doi.org/10.1257/mac.2.1.189
  • Belo, Frederico, Lin, Xiaoji (2012). The inventory growth spread. Review of Financial Studies, 25(1), 278-313. https://doi.org/10.1093/rfs/hhr069
  • Buera, Francisco J., Moll, Benjamin (2015). Aggregate implications of a credit crunch: the importance of heterogeneity. American Economic Journal: Macroeconomics, 7(3), 1 - 42. https://doi.org/10.1257/mac.20130212
  • Bustamante, Maria Cecilia (2011). How do frictions affect corporate investment?: a structural approach. (Working Paper Series 08-47). Swiss Finance Institute.
  • Bustamante, Maria Cecilia (2008). What do frictions mean for Q-theory testing? (Swiss Finance Institute Research Paper Series 08-47). Swiss Finance Institute.
  • Caselli, Francesco, Feyrer, James (2005). The marginal product of capital. Centre for Economic Policy Research (Great Britain).
  • Caselli, Francesco, Feyrer, James (2005). The marginal product of capital. National Bureau of Economic Research.
  • Caselli, Francesco, Wilson, Daniel (2003). Importing technology. National Bureau of Economic Research.
  • Caselli, Francesco, Wilson, Daniel J. (2004). Importing technology. Journal of Monetary Economics, 51(1), 1-32. https://doi.org/10.1016/j.jmoneco.2003.07.004
  • Dutta, Sunil, Nezlobin, Alexander (2017). Dynamic effects of information disclosure on investment efficiency. Journal of Accounting Research, 55(2), 329 - 369. https://doi.org/10.1111/1475-679X.12161
  • Favilukis, Jack, Lin, Xiaoji (2012). Wage rigidity: a solution to several asset pricing puzzles.
  • Guerron-Quintana, Pablo A., Hirano, Tomohiro, Jinnai, Ryo (2023). Bubbles, crashes, and economic growth: theory and evidence. American Economic Journal: Macroeconomics, 15(2), 333 - 371. https://doi.org/10.1257/mac.20220015
  • Livdan, Dmitry, Nezlobin, Alexander (2017). Accounting rules, equity valuation, and growth options. Review of Accounting Studies, 22(3), 1122 - 1155. https://doi.org/10.1007/s11142-017-9402-6
  • Moll, Benjamin (2014). Productivity losses from financial frictions can self-financing undo capital misallocation? American Economic Review, 104(10), 3186 - 3221. https://doi.org/10.1257/aer.104.10.3186
  • Oulton, Nicholas (2007). Ex post versus ex ante measures of the user cost of capital. Review of Income and Wealth, 53(2), 295-317. https://doi.org/10.1111/j.1475-4991.2007.00232.x
  • Oulton, Nicholas, Rincon-Aznar, Ana (2012). Rates of return and alternative measures of capital input: 14 countries and 10 branches, 1971-2005. In Mas, Matilde, Stehrer, Robert (Eds.), Industrial Productivity in Europe: Growth and Crisis (pp. 307-336). Edward Elgar.
  • Van Reenen, John, Bloom, Nick, Bond, Steve (2007). Uncertainty and investment dynamics. Review of Economic Studies, 74(April), 391-415. https://doi.org/10.1111/j.1467-937X.2007.00426.x
  • de Grauwe, Paul, Gerba, Eddie (2015). Stock market cycles and supply side dynamics. (FinMaP working paper 45). FinMaP.
    • Public
  • Albert, Juan-Francisco, Gómez Fernández, Nerea (2018). The impact of uncertainty shocks in Spain: SVAR approach with sign restrictions. Cañada Blanch Centre for Contemporary Spanish Studies, LSE. picture_as_pdf
  • Azmat, Ghazala, Manning, Alan, Van Reenen, John (2007). Privatization, entry regulation and the decline of labor's share of GDP: a cross-country analysis of the network industries. London School of Economics and Political Science. Centre for Economic Performance.
  • Bajgar, Matej, Criscuolo, Chiara, Timmis, Jonathan (2021). Intangibles and industry concentration: supersize me. (CEP Discussion Papers 1806). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Bajgar, Matej, Criscuolo, Chiara, Timmis, Jonathan (2025). Intangibles and industry concentration: a cross-country analysis. Oxford Bulletin of Economics and Statistics, https://doi.org/10.1111/obes.12659 picture_as_pdf
  • Baker, Scott R., Bloom, Nicholas (2013). Does uncertainty reduce growth? Using disasters as natural experiments. (CEP Discussion Papers CEPDP1243). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Baker, Scott R., Bloom, Nicholas, Davis, Steven J. (2015). Measuring economic policy uncertainty. (CEP Discussion Paper 1379). London School of Economics and Political Science. Centre for Economic Performance.
  • Barr, Nicholas (2021). Pension design and the failed economics of squirrels. LSE Public Policy Review, 2(1). https://doi.org/10.31389/lseppr.40 picture_as_pdf
  • Bassetto, Marco, Galli, Carlo (2017). Is inflation default? The role of information in debt crises. (CFM discussion paper series CFM-DP2017-15). Centre For Macroeconomics.
  • Bazdrech, Santiago, Belo, Frederico, Lin, Xiaoji (2009). Labor hiring, investment and stock return predictability in the cross section. (Financial Markets Group Discussion Papers 628). Financial Markets Group, The London School of Economics and Political Science. picture_as_pdf
  • Bloom, Nicholas, Iacovone, Leonardo, Pereira-Lopez, Mariana, Van Reenen, John (2022). Management and misallocation in Mexico. (CEP Discussion Papers CEPDP1825). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Bloom, Nicholas, Romer, Paul, Terry, Stephen, Van Reenen, John (2015). Trapped factors and China’s impact on global growth. (CEP Discussion Papers CEPDP1261). London School of Economics and Political Science. Centre for Economic Performance.
  • Bloom, Nick (2006). The impact of uncertainty shocks: firm level estimation and a 9/11 simulation. (CEPDP 718). London School of Economics and Political Science. Centre for Economic Performance.
  • Bloom, Nick, Sadun, Raffaella, Van Reenen, John (2011). Americans do I.T. better: US multinationals and the productivity miracle. (CEP Discussion Papers CEPDP0788). London School of Economics and Political Science. Centre for Economic Performance. picture_as_pdf
  • Bloom, Nick, Romer, Paul, Terry, Stephen, Van Reenen, John (2020). Trapped factors and China’s impact on global growth. Economic Journal, https://doi.org/10.1093/ej/ueaa086 picture_as_pdf
  • Brown, Ward, Haegler, Urs (2000). Financing constraints and inventories. (Financial Markets Group Discussion Papers 367). Financial Markets Group, The London School of Economics and Political Science. picture_as_pdf
  • Campante, Filipe, Sturzenegger, Federico, Velasco, Andres (2021). Investment. In Advanced Macroeconomics: An Easy Guide (pp. 189 - 202). LSE Press. https://doi.org/10.31389/lsepress.ame.m picture_as_pdf
  • Campiglio, Emanuele, Dietz, Simon, Venmans, Frank (2022). Optimal climate policy as if the transition matters. (Grantham Research Institute on Climate Change and the Environment Working Papers 387). Grantham Research Institute on Climate Change and the Environment, London School of Economics and Political Science. picture_as_pdf
  • Campiglio, Emanuele, Dietz, Simon, Venmans, Frank (2022). Optimal climate policy as if the transition matters. (CCCEP Working Paper 412). Centre for Climate Change Economics and Policy. picture_as_pdf
  • Carranza, Rafael, De Rosa, Mauricio, Flores, Ignacio (2023). Wealth inequality in Latin America. (III Working Paper 91). International Inequalities Institute, London School of Economics and Political Science. https://doi.org/10.21953/lse.ey8wbt0t1yoj picture_as_pdf
  • Caselli, Francesco, Feyrer, James (2006). The marginal product of capital. London School of Economics and Political Science. Centre for Economic Performance.
  • Crespi, Gustavo, Criscuolo, Chiara, Haskel, Jonathan (2007). Information technology, organisational change and productivity growth: evidence from UK firms. (CEPDP 783). London School of Economics and Political Science. Centre for Economic Performance.
  • Cui, Wei (2017). Macroeconomic effects of delayed capital liquidation. (CFM discussion paper series CFM-DP2017-19). Centre For Macroeconomics.
  • Cui, Wei, Kaas, Leo (2017). Default cycles. (CFM discussion paper series CFM-DP2017-16). Centre For Macroeconomics.
  • Dasgupta, Partha, Maler, Karl-Goran (1998). Decentralization schemes, cost-benefit-analysis, and net national product as a measure of social well-being. (DEDPS 12). Suntory and Toyota International Centres for Economics and Related Disciplines.
  • Dietrich, Diemo, Gehrig, Thomas (2021). Speculative and precautionary demand for liquidity in competitive banking markets. (Systemic Risk Centre Discussion Papers 110). Systemic Risk Centre, The London School of Economics and Political Science. picture_as_pdf
  • Draca, Mirko, Sadun, Raffaella, Van Reenen, John (2006). Productivity and ICT: A Review of the Evidence. (CEP Discussion Papers CEPDP0749). London School of Economics and Political Science. Centre for Economic Performance.
  • Faccini, Renato, Yashiv, Eran (2017). The importance of hiring frictions in business cycles. (CFM Discussion Paper Series CFM-DP2017-36). Centre For Macroeconomics.
  • Felli, Leonardo, Ortalo-Magné, François (1997). Technological innovations: slumps and booms. (CARESS Working Paper 97-17). University of Pennsylvania.
  • Fischer, Gregory (2013). Investment choice and inflation uncertainty. London School of Economics and Political Science.
  • Garicano, Luis, Steinwender, Claudia (2016). Survive another day: using changes in the composition of investments to measure the cost of credit constraints. Review of Economics and Statistics, 98(5), 913-924. https://doi.org/10.1162/REST_a_00566
  • Gerba, Eddie, Pikoulakis, Emmanuel V., Wisniewski, Tomasz Piotr (2014). Structural models of the wage curve estimated by panel data and cross-section regressions. (MPRA paper 53975). Munich Personal RePEc Archive (MPRA).
  • Han, Lu, Ngai, L. Rachel, Sheedy, Kevin D. (2025). To own or to rent? The effects of transaction taxes on housing markets. Review of Economic Studies, https://doi.org/10.1093/restud/rdaf092 picture_as_pdf
  • Hastreiter, Nikolaus (2025). Can investor coalitions drive corporate climate action? (Grantham Research Institute on Climate Change and the Environment Working Papers 415). Grantham Research Institute on Climate Change and the Environment, London School of Economics and Political Science. picture_as_pdf
  • Hsieh, Chang-Tai, Parker, Jonathan A. (2007). Taxes and growth in a financially underdeveloped country: evidence from the Chilean investment boom. Economía, 8(1), 1 - 40. https://doi.org/10.1353/eco.2008.0004 picture_as_pdf
  • King, Philip, Millard, Stephen (2014). Modelling the service sector. (CFM discussion paper series CFM-DP2014-1). Centre For Macroeconomics.
  • Kydland, Finn E., Rupert, Peter, Šustek, Roman (2014). Housing dynamics over the business cycle. (CFM discussion paper series CFM-DP2014-23). Centre For Macroeconomics.
  • Leon-Ledesma, Miguel, Moro, Alessio (2017). The rise of services and balanced growth in theory and data. (CFM discussion paper series CFM-DP2017-14). Centre For Macroeconomics.
  • Ma, Debin (2016). The rise of a financial revolution in Republican China in 1900-1937: an institutional narrative. (Economic History working papers 235/2016). London School of Economics and Political Science.
  • Merz, Monika, Yashiv, Eran (2005). Labor and the market value of the firm. (CEDP 690). London School of Economics and Political Science. Centre for Economic Performance.
  • Miranda-Agrippino, Silvia, Hacıoglu Hoke, Sinem (2018). When creativity strikes: news shocks and business cycle fluctuations. (CFM Discussion Paper Series CFM-DP2018-23). Centre For Macroeconomics, London School of Economics and Political Science. picture_as_pdf
  • Monastiriotis, Vassilis, Randjelovic, Sasa (2023). The relationship between public and private capital in emerging Europe. Eastern European Economics, https://doi.org/10.1080/00128775.2023.2171888 picture_as_pdf
  • Ngai, L. Rachel, Sheedy, Kevin D. (2016). The decision to move house and aggregate housing-market dynamics. (CFM discussion paper series CFM-DP2016-21). Centre For Macroeconomics.
  • Ngai, L. Rachel, Sheedy, Kevin D. (2020). The decision to move house and aggregate housing-market dynamics. Journal of the European Economic Association, 18(5), 2487 - 2531. https://doi.org/10.1093/jeea/jvaa001 picture_as_pdf
  • Ngai, L. Rachel, Sheedy, Kevin D. (2024). The ins and outs of selling houses: understanding housing-market volatility. International Economic Review, 65(3), 1415-1440. https://doi.org/10.1111/iere.12693 picture_as_pdf
  • Oulton, Nicholas (2005). Ex post versus ex ante measures of the user cost of capital. (CEPDP 698). London School of Economics and Political Science. Centre for Economic Performance.
  • Oulton, Nicholas (2020). Measuring productivity: theory and British practice. (ESCoE Discussion Paper 2020-01). Economic Statistics Centre of Excellence. picture_as_pdf
  • Oulton, Nicholas, Rincon-Aznar, Ana (2009). Rates of return and alternative measures of capital input: 14 countries and 10 branches, 1971-2005. (CEP Discussion Paper 957). London School of Economics and Political Science. Centre for Economic Performance.
  • Oulton, Nicholas, Wallis, Gavin (2015). Integrated estimates of capital stocks and services for the United Kingdom: 1950-2013. (CEP Discussion Papers CEPDP1342). London School of Economics and Political Science. Centre for Economic Performance.
  • Oulton, Nicholas, Wallis, Gavin (2016). Capital stocks and capital services: integrated and consistent estimates for the United Kingdom, 1950–2013. Economic Modelling, 54, 117-125. https://doi.org/10.1016/j.econmod.2015.12.024
  • Pischke, Jorn-Steffen (2004). Labor market institutions, wages and investment. (CEPDP 652). London School of Economics and Political Science. Centre for Economic Performance.
  • Tenreyro, Silvana, Thwaites, Gregory (2016). Pushing on a string: US monetary policy is less powerful in recessions. American Economic Journal: Macroeconomics, 8(4), 43-74. https://doi.org/10.1257/mac.20150016
  • Thwaites, Gregory (2014). Why are real interest rates so low? Secular stagnation and the relative price of investment goods. (CFM discussion paper series CFM-DP2014-28). Centre For Macroeconomics.
  • Torrini, Roberto (2005). Profit share and returns on capital stock in Italy: the role of privatisations behind the rise of the 1990s. (CEPDP 671). London School of Economics and Political Science. Centre for Economic Performance.
  • Van Reenen, John, Bloom, Nick, Bond, Steve (2006). Uncertainty and investment dynamics. London School of Economics and Political Science. Centre for Economic Performance.
  • de Grauwe, Paul, Gerba, Eddie (2018). The role of cognitive limitations and heterogeneous expectations for aggregate production and credit cycle. Journal of Economic Dynamics and Control, 91, 206-236. https://doi.org/10.1016/j.jedc.2018.02.012