This paper provides empirical evidence on a statistically significant pass-through from global energy price shocks to firms' inflation expectations in an oil-importing country. The results show that the size and duration of the pass-through depend crucially on the current local energy pricing...

Using a large German firm survey, I randomize information on documented AI productivity gains and industry adoption rates and track firms over time. Beliefs about AI's productivity potential rise significantly after the treatments across the prior distribution without reducing uncertainty. These...