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The Bullwhip : Time-to-Build and Sectoral Fluctuations

Leng, Yan; Liu, Ernest; Tsyvinski, Aleh - National Bureau of Economic Research - 2025

We develop a theory of sectoral fluctuations driven by the propagation of demand shocks along supply chains with heterogeneous time-to-build production. We solve the model in closed form. Downstream producers respond directly to current demand. Upstream producers, due to time-to-build delays,...

Persistent link: https://www.econbiz.de/10015398091

Why World Exports are so Susceptible to the Economic Crisis --The Prevailing "Export Overshooting" Phenomenon

Liu, Bih Jane - 2011

This paper provides some evidence of the "export overshooting" phenomenon, i.e., the unusually large deviation of exports from their long-run level. We study the export trends of a sample of 37 countries including both OECD and non-OECD countries over the period of 1994-2009. We find that...

Persistent link: https://www.econbiz.de/10012461821

Growing Like China : Firm Performance and Global Production Line Position

Chor, Davin - 2020

matched firm-level customs and manufacturing survey data, together with Input-Output tables for China, to examine how Chinese … production stages conducted in China over the 1992-2014 period, both in the aggregate and within firms over time. Firms span more …

Persistent link: https://www.econbiz.de/10012481098

Supply-Chain Trade : A Portrait of Global Patterns and Several Testable Hypotheses

Baldwin, Richard - 2013

since 1995. The paper draws on a variety of data sources but most heavily on the recent World Input-Output Database. China …

Persistent link: https://www.econbiz.de/10012459705

Re-examining the Effects of Trading with China on Local Labor Markets : A Supply Chain Perspective

Wang, Zhi - 2018

The United States imports intermediate inputs from China, helping downstream US firms to expand employment. Using a … total impact of trading with China is a positive boost to local employment and real wages. The most important factor is …

Persistent link: https://www.econbiz.de/10012480546

Pandemics, Global Supply Chains, and Local Labor Demand : Evidence from 100 Million Posted Jobs in China

Fang, Hanming - 2020

largest online platforms in China. Our data reveals that, due to the effects of the pandemic both in China and abroad, the … China by 11.7%. We also find that Chinese firms most exposed to international trade outperformed other firms at the …

Persistent link: https://www.econbiz.de/10012482291

What Can Stockouts Tell Us About Inflation? Evidence from Online Micro Data

Cavallo, Alberto; Kryvtsov, Oleksiy - National Bureau of Economic Research - 2021

We use a detailed micro dataset on product availability to construct a direct high-frequency measure of consumer product shortages during the 2020-2021 pandemic. We document a widespread multi-fold rise in shortages in nearly all sectors early in the pandemic. Over time, the composition of...

Persistent link: https://www.econbiz.de/10012629429

Global Supply Chains : The Looming "Great Reallocation"

Alfaro, Laura; Chor, Davin - National Bureau of Economic Research - 2023

Global supply chains have come under unprecedented stress as a result of US-China trade tensions, the Covid-19 pandemic … data point to a looming "great reallocation" in supply chain activity: Direct US sourcing from China has decreased, with …: It is unclear if these measures will reduce US dependence on supply chains linked to China, and there are moreover …

Persistent link: https://www.econbiz.de/10014372418

Estimating the Effects of Government Spending Through the Production Network

Barattieri, Alessandro; Cacciatore, Matteo; Traum, Nora - National Bureau of Economic Research - 2023

We estimate the effects of government spending along the supply chain using disaggregated U.S. government procurement data. We first identify sectoral public spending shocks and combine them with input-output tables to measure upstream and downstream exposure through the production network. We...

Persistent link: https://www.econbiz.de/10014372437

Resilience in Vertical Supply Chains

Grossman, Gene M.; Helpman, Elhanan; Sabal, Alejandro - National Bureau of Economic Research - 2023

Forward-looking investments determine the resilience of firms' supply chains. Such investments confer externalities on other firms in the production network. We compare the equilibrium and optimal allocations in a general equilibrium model with an arbitrary number of vertical production tiers....

Persistent link: https://www.econbiz.de/10014372496