Can we measure inflation expectations using Twitter?

A-Tier
Journal: Journal of Econometrics
Year: 2022
Volume: 228
Issue: 2
Pages: 259-277

Authors (4)

Angelico, Cristina (Banca d'Italia) Marcucci, Juri (Banca d'Italia) Miccoli, Marcello (not in RePEc) Quarta, Filippo (not in RePEc)

Score contribution per author:

1.005 = (α=2.01 / 4 authors) × 2.0x A-tier

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

Abstract

Drawing on Italian tweets, we employ textual data and machine learning techniques to build new real-time measures of consumers’ inflation expectations. First, we select keywords to identify tweets related to prices and expectations thereof. Second, we build a set of daily measures of inflation expectations around the selected tweets, combining the Latent Dirichlet Allocation (LDA) with a dictionary-based approach, using manually labeled bi-grams and tri-grams. Finally, we show that Twitter-based indicators are highly correlated with both monthly survey-based and daily market-based inflation expectations. Our new indicators anticipate consumers’ expectations, proving to be a good real-time proxy, and provide additional information beyond market-based expectations, professional forecasts, and realized inflation. The results suggest that Twitter can be a new timely source for eliciting beliefs.

Technical Details

RePEc Handle
repec:eee:econom:v:228:y:2022:i:2:p:259-277
Journal Field
Econometrics
Author Count
4
Added to Database
2026-01-24