A survey of French firm's inflation expectations that predate inflation spikes provides evidence on the anchoring of expectations during an inflation surge and the relevance of expectations for firms' decisions, from Gautier, Savignac, and Coibion https://www.nber.org/papers/w33799

A new survey of US households (w/ Michael Weber and Oli Coibion): tinyurl.com/527pnad4 "The Upcoming Trump Tariffs: What Americans Expect and How They Are Responding" Point 1: Americans expect that the incoming Trump administration will apply heavy tariffs (esp for 🇨🇳). #Trump #tariff #EconSky