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Taking the pulse of the real economy using financial statement analysis : implications for macro forecasting and stock valuation
Konchitchki, Yaniv; Patatoukas, Panos N. - In: The accounting review : a publication of the American … 89 (2014) 2, pp. 669-694
Persistent link: https://www.econbiz.de/10010407236
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The real-time macro content of corporate financial reports : a dynamic factor model approach
Abdalla, Ahmed M.; Carabias, Jose M.; Patatoukas, Panos N. - In: Journal of monetary economics 118 (2021), pp. 260-280
Persistent link: https://www.econbiz.de/10012603775
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On the Origins of Forecast Walk-Downs : A Macro-to-Micro Perspective
Patatoukas, Panos N. - 2020
We document a walk-down in GDP growth projections that is akin to that in sell-side analysts' earnings forecasts. While the walk-down in earnings forecasts has been generally attributed to the strategic interplay between corporate managers and sell-side analysts, professional macro forecasters...
Persistent link: https://www.econbiz.de/10012851730
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On the origins of forecast walk-downs : a macro-to-micro perspective
Patatoukas, Panos N.; Yezegel, Ari; Zeng, Jieyin - In: Journal of accounting, auditing & finance : JAAF 38 (2023) 3, pp. 676-705
Persistent link: https://www.econbiz.de/10014294256