Dynamic Adverse Selection: A Theory of Illiquidity, Fire Sales, and Flight to Quality

S-Tier
Journal: American Economic Review
Year: 2014
Volume: 104
Issue: 7
Pages: 1875-1908

Authors (2)

Veronica Guerrieri (not in RePEc) Robert Shimer (National Bureau of Economic Re...)

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 develop a dynamic equilibrium model of asset markets with adverse selection. There exists a unique equilibrium in which better quality assets trade at higher prices but with a lower price-dividend ratio in less liquid markets. Sellers of high-quality assets signal quality by accepting a lower trading probability. We show how the distribution of sellers' private information affects an asset's price and liquidity, how a change in that distribution can cause a fire sale and a flight to quality, and how asset purchase and subsidy programs may raise prices and liquidity and reverse the flight to quality.

Technical Details

RePEc Handle
repec:aea:aecrev:v:104:y:2014:i:7:p:1875-1908
Journal Field
General
Author Count
2
Added to Database
2026-01-29