Department of Labor Logo United States Department of Labor
Dot gov

The .gov means it's official.
Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you're on a federal government site.

Https

The site is secure.
The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

Bureau of Labor Statistics > Price and Index Number Research > Price research publications > Publications and Working Papers

Publications and Working Papers

Adams, Brian

  • "Disentangling Rent Index Differences: Data, Methods, and Scope" (with Lara Loewenstein, Hugh Montag, and Randal Verbrugge). BLS Working Paper 555, (October 2022). (PDF)
  • "Location, Location, Structure type: Rent divergence within neighborhoods." BLS Working Paper 533, (December 2020). (PDF)
  • "Zone Pricing in Retail Oligopoly" (with Kevin R. Williams). American Economic Journal: Microeconomics, vol. 11, no. 1 (February 2019), pp. 124-146.
  • "Zone Pricing in Retail Oligopoly." BLS Working Paper 494, April 2017. (PDF)
  • "Early Adopters of New Supermarket Products" (with Hyunchul Kim). Applied Economics Letters, vol. 26, no. 14 (2019), pp. 1196-1201.
  • "Does Organisational Form Drive Competition? Evidence from Coffee Retailing" (with Joshua Gans, Richard Hayes, and Ryan Lampe). Economic Record, vol. 94, no. 305 (June 2018), pp. 155-167.
  • "Early Adopters of New Supermarket Products" (with Hyunchul Kim). BLS Working Paper 501, (June 2018). (PDF)
  • "The Employment Impact of Motor Vehicle Assembly Plant Openings." Regional Science and Urban Economics, vol. 58, (May 2016), pp. 57-70.

Garner, Thesia

  • "Effects of the Expanded Child Tax Credit on Household Spending: Estimates Based on U.S. Consumer Expenditure Survey Data" (with Jake Schild, Sophie M. Collyer, Neeraj Kaushal, Jiwan Lee, Jane Waldfogel, and Christopher T. Wimer). BLS Working Paper 601, (2023). (PDF)
  • "Distribution of U.S. Personal Consumption Expenditures for 2019: A Prototype Based on Consumer Expenditure Survey Data" (with Robert S. Martin, Brett Matsumoto, and Scott Curtin). BLS Working Paper 557, (August 2022). (PDF)
  • "Building a Consumption Poverty Measure: Initial Results Following Recommendations of a Federal Interagency Working Group" (with Grayson Armstrong, Caleb Cho, Brett Matsumoto, Juan Munoz and Jake Schild). AEA Papers and Proceedings, vol. 112, (May 2022), pp. 335-39. (PDF)
  • "Consumer Response to Economic Impact Payments during the COVID-19 Pandemic and the Role of Subjective Assessments of Well-Being: A View from the U.S. Using a Rapid Response Survey" (with Jake Schild). BLS Working Paper 540, (May 2021). (PDF)
  • "Subjective Perceptions of Poverty and Objective Economic Conditions: Czechia and Slovakia a Quarter Century After the Dissolution of Czechoslovakia" (with Martina Mysíková, Tomáš Želinský, Thesia I. Garner, and Jiří Večerník). Social Indicators Research, vol. 142, no. 3 (April 2019).
  • "A Brief History of the Supplemental Poverty Measure" (with Liana Fox). In Handbook of U.S. Consumer Economics. Edited by A. Haughwout and B. Mandel, pp. 389-426. Academic Press, 2019.
  • "Alternative Poverty Measurement for the U.S.: Focus on Supplemental Poverty Measure Thresholds" (with Marisa Gudrais). BLS Working Paper 510, (September 2018). (PDF)
  • "Understanding the Relationship: CE Survey and PCE" (with Clint McCully and Bill Passero). In Improving the Measurement of Consumer Expenditures. Edited by Christopher D. Carrol, Thomas F. Crossley, and John Sabelhaus. Chicago, IL: University of Chicago Press, 2015.
  • "Is the Consumer Expenditure Survey Representative by Income?" (with Stephen Ash, John Greenlees, Steve Henderson, David Johnson, John Sabelhaus, and David Swanson). In Improving the Measurement of Consumer Expenditures. Edited by Christopher D. Carrol, Thomas F. Crossley, and John Sabelhaus. Chicago, IL: University of Chicago Press, 2015.
  • "Consistency in Supplemental Poverty Measurement: Adding Imputed In-Kind Benefits to Thresholds and Impact on Poverty Rates for the United States" (with Gudrais, Marisa and Short Kathleen). In JSM Proceedings, Government Statistics, Section on Social Statistics. Alexandria, VA: American Statistical Association, 2015.
  • "Identifying the Poor: Poverty Measurement for the U.S. from 1996 to 2005" (with Kathleen S. Short). Review of Income and Wealth, vol. 56, no. 2 (June 2010).
  • "Estimation of the Misreporting Models Using Micro-Data Sets Derived from the Consumer Expenditure Survey: The Gap Between Macro and Micro Economic Statistics on Consumer Goods" (with Atsushi Maki). Journal of Mathematical Sciences: Advances and Applications, vol. 4, no. 1 (2010), pp. 123-152.
  • "Accounting for Owner-occupied Dwelling Services: Aggregates and Distributions" (with Kathleen S. Short). Journal of Housing Economics, vol. 18, no. 3 (September 2009), pp. 233-248.
  • "Reconciling User Costs and Rental Equivalence: Evidence from the US Consumer Expenditure Survey" (with Randal Verbrugge). Journal of Housing Economics, vol. 18, no. 3 (September 2009), pp. 172-192.
  • "The Puzzling Divergence of Rents and User Costs, 1980-2004: Summary and Extensions" (with Randal Verbrugge). In Price and Productivity Measurement: Volume 1 - Housing. Edited by W. E. Diewert, B. M. Balk, D. Fixler, K. J. Fox and A. O. Nakamura, pp. 125-146. Trafford Press, 2009.
  • "Economic Well-Being Based on Income, Consumer Expenditures and Personal Assessments of Minimum Needs" (with Kathleen Short). In Studies on Economic Well-being: Essays in the Honor of John P. Formby. Edited by John A. Bishop and Yoram Amiel, pp. 319-361. Oxford, UK: Elsevier Science, 2004.
  • "The Influence of Demographic and Household Specific Price Indices on Consumption-Based Inequality and Welfare: A Comparison of Spain and the United States" (with Javier Ruiz-Castillo and Mercedes Sastre). Southern Economic Journal, vol. 70, no. 1 (July 2003), pp. 22-48.
  • "Personal Assessments of Minimum Income and Expenses: What Do They Tell Us about 'Minimum Living' Thresholds and Equivalence Scales?" (with Kathleen Short). In Inequality, Welfare and Poverty: Theory and Measurement. Edited by John A. Bishop and Yoram Amiel, pp. 191-243. Oxford, UK: Elsevier Science, 2003.
  • "Developing a New Poverty Line for the USA: Are There Lessons for India?" (with Kathleen Short). In National Income Accounts and Data Systems. Edited by B. S. Minhas, pp. 148-183. New Delhi: Oxford University Press, 2002.
  • "Consumer Price Index and COLAs" (with Kenneth J. Stewart). In Encyclopedia of Aging. Edited by David J. Ekerdt. New York, NY: Macmillan Reference USA, 2002.
  • "Are Children Worse Off? Evaluating Child Well-being Using the New (and Improved) Measure of Poverty" (with Iceland, J., Johnson, David S., and Short, K.). Journal of Human Resources, vol. 36, no. 2 (2001), pp. 398-412. (PDF)
  • "A Gini Decomposition Analysis of Inequality in the Czech and Slovak Republics During the Transition" (with Kathleen Terrell). Economics of Transition, vol. 6, no. 1 (1998), pp. 23-46.
  • "Changing Welfare in a Changing World?: Income and Expenditure Distributions in the Czech and Slovak Republics." In The Distribution of Welfare and Household Production: International Perspectives (Aldi Hagenaars Memorial Volume). Edited by Stephen P. Jenkins, Arie Kapteyn, and Bernard Praag, pp. 286–317. Cambridge, UK: Cambridge University Press, 1998.
  • "Poverty Measurement Research Using the Consumer Expenditure Survey and the Survey of Income and Program Participation" (with David S. Johnson, Martina Shea, and Kathleen Short). American Economic Review Papers and Proceedings, vol. 88, no. 2 (May 1998), pp. 352-356. (PDF)
  • "Putting the Experimental Poverty Measure into Practice" (with David S. Johnson, Martina Shea, and Kathleen Short). FOCUS, vol. 19, no. 2 (Spring 1998), pp. 16-20.
  • "Experimental Poverty Measures: 1990 to 1997" (with Short, Kathleen, Johnson, David S. and Doyle, Patricia). Current Population Reports, Consumer Income, (U.S. Census Bureau, June 1999), pp. 60-205. (PDF)
  • "Income Sufficiency vs. Poverty: Results from the United States and the Netherlands" (with Klaas De Vos). Journal of Population Economics, vol. 8, no. 2 (1995), pp. 117-134.
  • "Unique Equivalence Scales: Estimation and Implications for Distributional Analysis" (with David Johnson). Journal of Income Distribution, vol. 4, no. 2 (1994/1995), pp. 215-234.
  • "Household Income Reporting: An Analysis of U.S. Consumer Expenditure Survey Data" (with Laura Blanciforti). Journal of Official Statistics, vol. 10, no. 1 (1994), pp. 69-91.
  • "Are Equivalence Scales the Same for the United States and Canada?" (with Shelley Phipps). Review of Income and Wealth, vol. 40, no. 1 (March 1994), pp. 1-17.
  • "Income Sufficiency, Expenditures, and Subjective Poverty: Results from the United States and the Netherlands" (with Klaas De Vos). In Models and Measurement of Welfare and Inequality. Edited by Wolfgang Eichhorn, pp. 33-66. Berlin: Springer-Verlag Press, 1994.
  • "Consumer Expenditures and Inequality: An Analysis Based on Decomposition of the Gini Coefficient." The Review of Economics and Statistics, vol. 75, no. 1 (February 1993), pp. 135-138.
  • "Economic Dimension of Household Gift Giving" (with Janet Wagner). Journal of Consumer Research, vol. 18, no. 3 (December 1991), pp. 368-379.
  • "An Evaluation of Subjective Poverty Definitions Comparing Results from the U.S. and the Netherlands" (with Klaas De Vos). Review of Income and Wealth, vol. 37, no. 3 (September 1991), pp. 267-285.
  • "Consumer Expenditures in the U.S.: Survey Description and Distributional Analyses" (with Shipp, Stephanie). In Studies in Contemporary Economics: Income and Wealth Distribution, Inequality and Poverty. Edited by C. Dagum and M. Zenga, pp. 285-300. Berlin Heidelberg: Springer-Verlag, 1990.
  • "Using the Consumer Expenditure Survey Data: Directions for Future Research" (with Kimberly D. Zieschang and Richard D. Miller). Journal of Economic and Social Measurement, vol. 15, no. 3/4, (1989), pp. 237-279.
  • "Cost-Effectiveness Analysis of End-Stage Renal Disease Treatments" (with Rachel Dardis). Medical Care, vol. 25, no. 1 (January 1987), pp. 25-34. (PDF)

Kurtzon, Greg

  • "The Problem with Normalizing Preferences that Change in a Cost-of-Living Index." BLS Working Paper 534, (November 2020). (PDF)
  • "How Much Does Formula vs. Chaining Matter for a Cost-of-Living Index? The CPI-U vs. the C-CPI-U." Economic Inquiry, vol. 60, no. 2 (April 2022), pp. 645-667.
  • "How Much Does Formula vs. Chaining Matter for a Cost-of-Living Index? The CPI-U vs. the C-CPI-U." BLS Working Paper 498, (September 2018). (PDF)
  • "Occupational Choice and the Effects of Skill Supply on Relative Wages." BLS Working Paper 460, (December 2012).
  • "A Model of Price Index Use." unpublished paper, (September 2012).
  • "Ability Composition Effects on the Education Premium." BLS Working Paper 456, (May 2012). (PDF)
  • "Do the Poor Pay More Store-By-Store?" (with Robert McClelland). BLS Working Paper 437, (April 2010). (PDF)

Martin, Robert

  • "Household Cost Indexes: Prototype Methods and Results" (with Joshua Klick, William Johnson, and Paul Liegey). BLS Working Paper 604, (August 2023). (PDF)
  • "Democratic Aggregation: Issues and Implications for Consumer Price Indexes." BLS Working Paper 600, (November 2022). (PDF)
  • "Distribution of U.S. Personal Consumption Expenditures for 2019: A Prototype Based on Consumer Expenditure Survey Data" (with Thesia I. Garner, Brett Matsumoto, and Scott Curtin). BLS Working Paper 557, (August 2022). (PDF)
  • "Changing tastes versus specification error in cost-of-living measurement." BLS Working Paper 531, (August 2020). (PDF)
  • "An Alternative Formula for Elementary Producer Price Indexes" (with Andy Sadler, Sara Stanley, William Thompson, and Jonathan Weinhagen). BLS Working Paper 525, (May 2020). (PDF)
  • "Revisiting Taste Change in Cost-of-Living Measurement." BLS Working Paper 515, (April 2020). (PDF)
  • "Exponential Panel Models with Coefficient Heterogeneity." BLS Working Paper 503. (August 2018). (PDF)
  • "The Robustness of Conditional Logit for Binary Response Panel Data Models with Serial Correlation" (with Do Won Kwak and Jeffrey M. Wooldridge). BLS Working Paper 502, (August 2018). (PDF)
  • "Estimation of Average Marginal Effects in Multiplicative Unobserved Effects Panel Models." Economics Letters, vol. 160, (November 2017), pp. 16-19.

Matsumoto, Brett

  • "Distribution of U.S. Personal Consumption Expenditures for 2019: A Prototype Based on Consumer Expenditure Survey Data" (with Thesia I. Garner, Robert S. Martin, and Scott Curtin). BLS Working Paper 557, (August 2022). (PDF)
  • "Building a Consumption Poverty Measure: Initial Results Following Recommendations of a Federal Interagency Working Group" (with Grayson Armstrong, Caleb Cho, Thesia I. Garner, Juan Munoz, and Jake Schild). AEA Papers and Proceedings, vol. 112, (May 2022), pp. 335-39. (PDF)
  • "Producing Quality Adjusted Hospital Price Indexes." BLS Working Paper 543, (November 2021). (PDF)
  • "Detecting Potential Overbilling in Medicare Reimbursement via Hours Worked: Comment." American Economic Review, vol. 110, no. 12 (December 2020), pp. 3991-4003.
  • "Measuring Prices and Real Household Consumption of Medical Goods: Services Based versus Disease Based Approaches" (with Ralph Bradley) in the Handbook of U.S. Consumer Economics, Elsevier, 2019.
  • "Family Ruptures, Stress, and the Mental Health of the Next Generation: Comment." American Economic Review, vol. 108, no. 4-5 (April 2018), pp. 1253-55.
  • "Price Beliefs and Experience: Do Consumers' Beliefs Converge to Empirical Distributions with Repeated Purchases?" (with Forrest Spence). Journal of Economic Behavior & Organization, vol. 126, Part A (June 2016), pp. 243-254.
  • "Lighting the Fires: Explaining Youth Smoking Initiation and Experimentation in the Context of a Rational Addiction Model with Learning." BLS Working Paper 492, (October 2016). (PDF)

Montag, Hugh

  • "Disentangling Rent Index Differences: Data, Methods, and Scope" (with Brian Adams, Lara Loewenstein, and Randal Verbrugge). BLS Working Paper 555, (October 2022) (PDF)
  • "Price-Setting During the Covid Era" (with Daniel Villar). BLS Working Paper 547, (2022). (PDF)
  • "On the Welfare Costs of Perception Biases." BLS Working Paper 535, (February 2021). (PDF)

Schild, Jake

  • "Effects of the Expanded Child Tax Credit on Household Spending: Estimates Based on U.S. Consumer Expenditure Survey Data" (with Sophie M. Collyer, Thesia I. Garner, Neeraj Kaushal, Jiwan Lee, Jane Waldfogel, and Christopher T. Wimer). BLS Working Paper 601, (2023). (PDF)
  • "Building a Consumption Poverty Measure: Initial Results Following Recommendations of a Federal Interagency Working Group" (with Grayson Armstrong, Caleb Cho, Thesia I. Garner, Brett Matsumoto and Juan Munoz). AEA Papers and Proceedings, vol. 112, (May 2022), pp. 335-39. (PDF)
  • "Household Spending Responses to the Economic Impact Payments of 2020: Evidence from the Consumer Expenditure Survey" (with Jonathan A. Parker, Laura Erhard, and David S. Johnson). BLS Working Paper 544, (December 2021). (PDF)
  • "Consumer Response to Economic Impact Payments during the COVID-19 Pandemic and the Role of Subjective Assessments of Well-Being: A View from the U.S. Using a Rapid Response Survey" (with Thesia I. Garner). BLS Working Paper 540, (May 2021). (PDF)
  • "Inequality Aversion vs Altruism: Experimental Evidence." BLS Working Paper 517, (October 2019). (PDF)

Smith, Dominic

  • "How Robust are Robust Measures of PCE Inflation?" (with Sergio Ocampo and Raphael Schoenle). BLS Working Paper 552, (July 2022). (PDF)
  • "The Evolution of U.S. Retail Concentration" (with Sergio Ocampo). BLS Working Paper 526, (June 2020). (PDF)

Zadrozny, Peter

  • "Weighted-Covariance Factor Decomposition of VARMA Models Applied to Forecasting Quarterly U.S. Real GDP at Monthly Intervals" (with Baoline Chen). BLS Working Paper 516, (September 2019). (PDF)
  • "Real-Time State-Space Method For Computing Filtered Estimates of Future Revisions of U.S. Monthly Chained CPI." BLS Working Paper 482, (April 2016). (PDF)
  • "Extended Yule-Walker Identification of VARMA Models with Single- or Mixed-Frequency Data." Journal of Econometrics, no. 193, (2016), pp. 438-446.
  • "Identifiability of Regular and Singular Multivariate Autoregressive Models from Mixed-Frequency Data" (with Anderson, B., Deistler, M., Felsenstein, E., Funovits, B., Eichler, M., Chen, W., and Zamani, M.). In Proceedings of 51st IEEE Conference on Decision and Control, 2012, pp. 184-189.
  • "Estimation of Vector Error-Correction Models with Mixed-Frequency Data" (with Ahn, S. and Seong, B.). Journal of Time Series Analysis, no. 34, (2012), pp. 194-205.
  • "Further Model-Based Estimates of U.S. Total Manufacturing Production Capital and Technology, 1949-2005" (with Baoline Chen). Journal of Productivity Analysis, no. 39, (2012), pp. 61-73.
  • "Multi-Step Perturbation Solution of Nonlinear Differentiable Equations Applied to an Econometric Analysis of Production" (with Baoline Chen). Computational Statistics and Data Analysis, no. 53, (2009), pp. 2061-2074.
  • "Estimated U.S. Manufacturing Production Capital and Technology Based on an Estimated Dynamic Economic Model" (with Baoline Chen). Journal of Economic Dynamics and Control, no. 33, (2009), pp. 1398-1418.
  • "Necessary and Sufficient Restrictions for Existence of a Unique Fourth Moment of a Univariate GARCH Process." In Advances in Econometrics: Econometric Analysis of Financial and Economic Time Series, vol. 20, Part A. Edited by T. B. Fomby and D. Terrell, pp. 365-379. Elsevier, 2006.
  • "Higher Moments in Perturbation Solution of the Linear-Quadratic Exponential Gaussian Optimal Control Problem" (with Baoline Chen). Computational Economics, no. 21, (2003), pp. 45-64.
  • "An Anticipative Feedback Solution for Infinite-Horizon, Linear-Quadratic, Dynamic, Stackelberg Games" (with Baoline Chen). Journal of Economic Dynamics and Control, no. 26, (2002), pp. 1397-1416.
  • "Analytic Derivatives of the Matrix Exponential for Estimation of Linear Continuous-Time Models" (with Baoline Chen). Journal of Economic Dynamics and Control, no. 25, (2001), pp. 1867-1879.
  • "An Eigenvalue Method of Undetermined Coefficients for Solving Linear Rational Expectations Models." Journal of Economic Dynamics and Control, no. 22, (1998), pp. 1353-1373.
  • "An Extended Yule-Walker Method for Estimating Vector Autoregressive Models with Mixed-Frequency Data" (with Baoline Chen). In Advances in Econometrics: Messy Data--Missing Observations, Outliers, and Mixed-Frequency Data, vol. 13. Edited by T. B. Fomby and D. Terrell, pp. 47-73. JAI Press, 1998.
  • "An Econometric Analysis of Polish Inflation Dynamics with Learning about Rational Expectations." Economics of Planning, no. 30, (1997), pp. 221-238.
  • "A Continuous-Time Method for Modelling Optimal Investment Subject to Adjustment Costs and Gestation Lags." In Dynamic Disequilibrium Modelling. Edited by W. Barnett, G. Gandolfo, and C. Hillinger. Cambridge University Press, 1996.
  • "Kalman-Filtering Methods for Computing Information Matrices for Time-Invariant, Periodic, and Generally Time-Varying VARMA Models and Samples" (with Stefan Mittnik). Computers and Mathematics with Applications, no. 28, (1994), pp. 107-119.
  • "Asymptotic Distributions of Impulse Responses, Step Responses, and Variance Decompositions of Estimated Linear Dynamic Models" (with Stefan Mittnik), Econometrica, no. 61, (1993), pp. 857-870.
  • "Errata to 'Analytic Derivatives for Estimation of Linear Dynamic Models.'" Computers and Mathematics with Applications, no. 24, (1992), pp. 289-290.
  • "Analytic Derivatives for Estimation of Linear Dynamic Models." Computers and Mathematics with Applications, no. 18, (1989), pp. 539-553.
  • "Analytic Derivatives for Estimation of Discrete-Time Linear-Quadratic Dynamic Optimization Models." Econometrica, no. 56, (1988), pp. 467-472.
  • "Gaussian Likelihood of Continuous-Time ARMAX Models when Data are Stocks and Flows at Different Frequencies." Econometric Theory, no. 4, (1988), pp. 108-124.
  • "A Consistent Closed-Loop Solution for Infinite-Horizon Linear-Quadratic Dynamic Stackelberg Games." Journal of Economic Dynamics and Control, no. 12, (1988), pp. 155-159.

Last Modified Date: April 19, 2024