Measuring the welfare cost of asymmetric information in consumer credit markets

A-Tier
Journal: Journal of Financial Economics
Year: 2022
Volume: 146
Issue: 3
Pages: 821-840

Authors (3)

DeFusco, Anthony A. (not in RePEc) Tang, Huan (not in RePEc) Yannelis, Constantine (National Bureau of Economic Re...)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

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

Abstract

Information asymmetries are known in theory to lead to inefficiently low credit provision, yet empirical estimates of the resulting welfare losses are scarce. This paper leverages a randomized experiment conducted by a large fintech lender to estimate welfare losses arising from asymmetric information in the market for online consumer credit. Building on methods from the insurance literature, we show how exogenous variation in interest rates can be used to estimate borrower demand and lender cost curves and recover implied welfare losses. While asymmetric information generates large equilibrium price distortions, we find only small overall welfare losses, particularly for high-credit-score borrowers.

Technical Details

RePEc Handle
repec:eee:jfinec:v:146:y:2022:i:3:p:821-840
Journal Field
Finance
Author Count
3
Added to Database
2026-01-25