On the Ratchet Effect with Product Market Competition.

We study a two‐period industry where firms are run by agents privately informed about their (persistent) costs, and principals can only use spot contracts. We characterize novel semi‐separating equilibria where principals randomize in one or both periods. These equilibria have the following implicat...

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Publicado en:RAND Journal of Economics (Wiley-Blackwell) Vol. 56; no. 2; pp. 216 - 231
Autores principales: Bisceglia, Michele, Piccolo, Salvatore
Formato: Artículo
Publicado: Wiley-Blackwell Summer2025
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Acceso en línea:Ver este registro en EBSCOhost
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        atl: On the Ratchet Effect with Product Market Competition.
      aug:
        au:
          Bisceglia, Michele
          Piccolo, Salvatore
        affil:
          Toulouse School of Economics, Toulouse, France, Università di Bergamo, Bergamo, Italy
          Compass Lexecon, Milan, Italy, Università di Bergamo, Bergamo, Italy
      su:
        Economic competition
        Market prices
        Agency (Law)
        Organizational performance
        Market pricing
      sug:
        subj:
          Economic competition
          Market prices
          Agency (Law)
          Organizational performance
          Market pricing
      keyword:
        adverse selection
        competing hierarchies
        managerial firms
        Ratchet effect
        spot contracts
        adverse selection
        competing hierarchies
        managerial firms
        Ratchet effect
        spot contracts
      ab: We study a two‐period industry where firms are run by agents privately informed about their (persistent) costs, and principals can only use spot contracts. We characterize novel semi‐separating equilibria where principals randomize in one or both periods. These equilibria have the following implications for industry dynamics and firms' performance. First, despite some principals learning their agents' type early on, aggregate output need not increase over time: the inefficiencies generated by the adverse selection problem can be persistent over time in competitive environments. Second, a more severe adverse selection problem may result in higher market prices, thereby increasing principals' profits.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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