Information Frictions, Reputation, and Sovereign Spreads

S-Tier
Journal: Journal of Political Economy
Year: 2023
Volume: 131
Issue: 11
Pages: 3066 - 3102

Authors (2)

Score contribution per author:

4.022 = (α=2.01 / 2 authors) × 4.0x S-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We formulate a reputational model in which the type of government is time varying and private information. Agents adjust their beliefs about the government’s type (i.e., reputation) using noisy signals about its policies. We consider a debt repayment setting in which reputation influences the market’s perceived probability of default, which affects sovereign spreads. We focus on the 2007–12 Argentine episode of inflation misreport to quantify how markets price reputation. We find that the misreports significantly increased Argentina’s sovereign spreads. We use those estimates to discipline our model and show that reputation can have long-lasting effects on a government’s borrowing costs.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/724855
Journal Field
General
Author Count
2
Added to Database
2026-01-26