Decomposition of Spillover Effects Under Misspecification: Pseudo-true Estimands and a Local-Global Extension
误设下溢出效应的分解:伪真估计目标与局部—全局扩展
To measure spillovers, researchers often summarize who else was treated with a simple measure, such as the share of treated neighbors. We study what the researcher estimates when that summary is misspecified. We show that the researcher estimates the best approximation to the true policy effect among all functionals of the chosen summary, and that the usual direct and spillover estimates are exactly the components of this approximation. Under a monotonicity restriction, the…