Variable Rare Disasters: An Exactly Solved Framework for Ten Puzzles in Macro-Finance

Publication information:

Gabaix. Variable Rare Disasters: An Exactly Solved Framework for Ten Puzzles in Macro-Finance. Quarterly Journal of Economics. 2012;127(2):645–700.

Abstract

Ten puzzling features of the macro-finance data are natural outcomes of a model where investors have time-varying perceptions of the risk of economic disaster.