Andrade et al. analyze the data from a large panel of firms and show how sector-specific shocks erroneously influence firms’ outlooks about the aggregate economy. This paper is part of a broader research agenda that has extensively documented the existence of information rigidities using data from large-scale surveys of households and firms. This comment discusses the implications of this research agenda for central banking in light of a complementary empirical method, namely laboratory experiments, and their use in informing macroeconomic policies.

中文翻译：

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评论“没有公司是孤岛？行业状况如何塑造公司的期望”，作者 Philippe Andrade、Olivier Coibion​​、Erwan Gautier 和 Yuriy Gorodnichenko

安德拉德等人。分析来自大量公司的数据，并显示特定行业的冲击如何错误地影响公司对总体经济的前景。本文是更广泛研究议程的一部分，该议程使用来自大规模家庭和公司调查的数据广泛记录了信息刚性的存在。本评论根据补充的经验方法（即实验室实验）讨论了该研究议程对中央银行业务的影响，以及它们在为宏观经济政策提供信息方面的应用。