Levy Economics Institute of Bard College

ECON 529 – Research Methods I – Fall 2026

Instructor: J. Matias De Lucchi
E-mail: mdelucchi@levy.org
Meetings: Thursdays, 1:00–4:20 PM | Room 203
Office Hours: Wednesdays, 2:00–4:00 PM and by appointment


Course Description

The primary objective of this course is to provide the empirical tools needed to analyze economic data, evaluate economic hypotheses, and conduct applied research. This course examines the foundations of econometric methods and their application to macroeconomic debates and policy frameworks, with particular emphasis on time series analysis, empirical modeling, and the use of real-world data to investigate macroeconomic questions, evaluate competing theories, and assess alternative policy approaches. Students acquire the skills needed to select and apply appropriate econometric techniques to macroeconomic data, interpret and critically evaluate empirical findings in the context of macroeconomic debates, and develop the quantitative tools needed to strengthen and support their own research agendas.


Main References

Békés, G., & Kézdi, G. (2021). Data analysis for business, economics, and policy. Cambridge University Press.

Enders, W. (2022). Applied econometric time series (5th ed.). Wiley.


Evaluation

Course evaluation will be based on an in-class midterm exam, a final essay, assignments, and class participation.

Assignments will provide students with opportunities to apply the empirical methods covered in class to economic data and research questions. They may involve data collection and preparation, statistical and econometric analysis, coding, interpretation of results, and critical evaluation of empirical findings.

Unless otherwise indicated, assignments must be submitted by the specified deadline. Late submissions will be penalized.

The final essay will require students to apply the concepts and empirical methods developed throughout the course to an economic research question. Students are encouraged to use the final essay to develop or advance a project related to their own research agenda. Additional guidelines regarding the final essay will be provided during the semester.

Grading

Midterm Exam: 30% Final Essay: 30% Assignments: 30% Class Participation: 10%


Academic Honesty and Use of Generative AI

Students must be familiar with the guidelines regarding academic honesty described in the Student Handbook, including the program’s definition of plagiarism and the penalties associated with violations.

The use of generative AI tools is permitted and encouraged when they can support the research process, including for code generation, checking and correcting code, exploring alternative empirical approaches, clarifying statistical or econometric concepts, and improving the presentation of results.

However, AI-generated outputs should not be accepted at face value. Students are expected to critically evaluate and independently verify AI-generated code, calculations, interpretations, and factual claims, and to perform appropriate validation and robustness checks when necessary.

Students remain fully responsible for all work they submit, including the accuracy of their code, empirical results, interpretations, and conclusions. They should be able to explain the methods, code, and reasoning underlying their work, regardless of whether generative AI tools were used in preparing it.

AI-generated content may not be submitted as a substitute for a student’s own analysis or understanding. Any substantive use of generative AI in preparing an assignment or the final essay must be acknowledged.


Week 01 | Sep 03 — What Is Empirical Economic Research?

Key Topics

  • Data and Research Design
  • Data Collection and Data Quality
  • Economic Data Sources

Suggested Readings

Békés & Kézdi (2021), Ch. 1

Mitchell, W., Wray, L. R., & Watts, M. (2019). Macroeconomics. Bloomsbury Academic. Chs. 2, 4–7

Discussion Topics

  • Measuring and Constructing Macroeconomic Variables: GDP, Inflation, Unemployment, Real Wages, and the Rate of Profit
  • When Empirical Research Goes Wrong: Errors, Data, and Replication

Discussion Readings

U.S. Bureau of Economic Analysis. (2015, December). Measuring the economy: A primer on GDP and the National Income and Product Accounts. U.S. Department of Commerce.

U.S. Bureau of Labor Statistics. (2024). Handbook of Methods: Consumer Price Index. U.S. Department of Labor. https://www.bls.gov/opub/hom/cpi/home.htm

U.S. Bureau of Labor Statistics. (2024). How the government measures unemployment. U.S. Department of Labor. https://www.bls.gov/cps/cps_htgm.htm

Retus, B. A., & Rouleau, M. (2025, April 22). Returns for domestic nonfinancial business. Survey of Current Business. U.S. Bureau of Economic Analysis.

Herndon, T., Ash, M., & Pollin, R. (2014). Does high public debt consistently stifle economic growth? A critique of Reinhart and Rogoff. Cambridge Journal of Economics, 38(2), 257–279.

Week 02 | Sep 10 — Preparing Data for Analysis

Key Topics

  • Macroeconomic Data Structures
  • Data Preparation
  • Stocks and Flows

Suggested Readings

Békés & Kézdi (2021), Ch. 2

Discussion Topics

  • Levels vs. Growth Rates: U.S. GDP Level vs. China’s GDP Growth
  • Price Level vs. Inflation

Week 03 | Sep 17 — Exploratory Data Analysis and Probability

Key Topics

  • Exploratory Data Analysis
  • Conditional Probability
  • Statistical Dependence

Suggested Readings

Békés & Kézdi (2021), Chs. 3–4

Discussion Topics

  • Keynesian, Frequentist, and Bayesian Approaches to Probability and Inference
  • Foley’s Statistical Equilibrium Approach and Laplace Distributions

Discussion Readings

Foley, D. K. (1994). A statistical equilibrium theory of markets. Journal of Economic Theory, 62(2), 321–345.

Gerrard, B. (1995). Probability, uncertainty and behaviour: A Keynesian approach. In S. Dow & J. Hillard (Eds.), Keynes, knowledge and uncertainty (pp. 177–196). Edward Elgar.

Week 04 | Sep 24 — Generalizing from Data

Key Topics

  • Statistical Inference
  • Statistical Estimation
  • Hypothesis Testing

Suggested Readings

Békés & Kézdi (2021), Chs. 5–6

Week 05 | Oct 01 — Simple Regression

Key Topics

  • Simple Linear Regression
  • Model Specification
  • Regression Diagnostics and Interpretation

Suggested Readings

Békés & Kézdi (2021), Chs. 7–8

Discussion Topics

  • Estimating Keynes’ Marginal Propensity to Consume
  • The Phillips Curve Debate
  • Correlation vs. Causation: The Quantity Theory of Money

Discussion Readings

Phillips, A. W. (1958). The relation between unemployment and the rate of change of money wage rates in the United Kingdom, 1861–1957. Economica, 25(100), 283–299.

McCandless, G. T., Jr., & Weber, W. E. (1995). Some monetary facts. Federal Reserve Bank of Minneapolis Quarterly Review, 19(3), 2–11.

Week 06 | Oct 08 — Multiple Regression

Key Topics

  • Multiple Linear Regression
  • Model Specification
  • Regression Diagnostics and Interpretation

Suggested Readings

Békés & Kézdi (2021), Chs. 9–10

Discussion Topic

  • Estimating Cost-Push Inflation

Recommended Reading

Lavoie, M. (2022). Post-Keynesian economics: New foundations (2nd ed., Section 8.1.1: The Rejection of the Accelerationist Thesis). Edward Elgar Publishing.

Week 07 | Oct 15 — No Class / Fall Break

Week 08 | Oct 22 — Midterm Exam

Week 09 | Oct 29 — Introduction to Time Series Analysis

Key Topics

  • Time Series Data and Stochastic Processes
  • Trends, Cycles, and Stationarity
  • Time Series Regression and Serial Correlation

Suggested Readings

Békés & Kézdi (2021), Chs. 11–12

Enders (2022), Chs. 1–2

Week 10 | Nov 05 — Unit Roots and Cointegration

Key Topics

  • Unit Root Processes
  • Long-Run Relationships: Cointegration
  • Short-Run Dynamics: Error Correction Models

Suggested Readings

Enders (2022), Chs. 4 & 6

Discussion Topics

  • The Term Structure of Interest Rates and Monetary Policy Transmission
  • The Normal Rate of Profit

Discussion Reading

Zacharias, A. (2001). Testing profit rate equalization in the U.S. manufacturing sector: 1947–1998 (Working Paper No. 321). The Jerome Levy Economics Institute.

Week 11 | Nov 12 — VAR and Dynamic Systems

Key Topics

  • Vector Autoregressions
  • Granger Causality
  • Impulse Response Analysis

Suggested Readings

Enders (2022), Ch. 5

Discussion Topic

  • Kaldor’s Endogenous Money Hypothesis and Granger Causality

Discussion Reading

Kaldor, N. (1970). The new monetarism. Lloyds Bank Review, 97, 1–18.

Week 12 | Nov 19 — State-Space Models and Unobserved Components

Key Topics

  • State-Space Models
  • Kalman Filter
  • Time-Varying Parameters

Suggested Reading

EViews. (2025). State space models and the Kalman filter. EViews User’s Guide. https://help.eviews.com/content/sspace-State_Space_Models_and_the_Kalman_Filter.html

Discussion Topic

  • Can We Measure the Natural Rate of Interest?

Discussion Readings

Laubach, T., & Williams, J. C. (2003). Measuring the natural rate of interest. Review of Economics and Statistics, 85(4), 1063–1070.

Kalecki, M. (1968). Trend and business cycles reconsidered. The Economic Journal, 78(310), 263–276.

Week 13 | Nov 26 — No Class / Thanksgiving

Week 14 | Dec 03 — Volatility and Nonlinear Models

Key Topics

  • Time-Varying Volatility
  • Threshold Models
  • Regime-Switching Models

Suggested Readings

Enders (2022), Chs. 3 & 7

Discussion Topic

  • Minsky’s Nonlinear Dynamics

Discussion Reading

Minsky, H. P. (1978). The financial instability hypothesis: A restatement. Thames Papers in Political Economy. Hyman P. Minsky Archive, Bard Digital Commons.

Week 15 | Dec 10 — Final Essay