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Generalized Bayes in Conditional Moment Restriction Models

Published: October 1, 2025 | arXiv ID: 2510.01036v1

By: Sid Kankanala

Potential Business Impact:

Helps economists understand how companies make things.

Business Areas:
A/B Testing Data and Analytics

This paper develops a generalized (quasi-) Bayes framework for conditional moment restriction models, where the parameter of interest is a nonparametric structural function of endogenous variables. We establish contraction rates for a class of Gaussian process priors and provide conditions under which a Bernstein-von Mises theorem holds for the quasi-Bayes posterior. Consequently, we show that optimally weighted quasi-Bayes credible sets achieve exact asymptotic frequentist coverage, extending classical results for parametric GMM models. As an application, we estimate firm-level production functions using Chilean plant-level data. Simulations illustrate the favorable performance of generalized Bayes estimators relative to common alternatives.

Page Count
76 pages

Category
Economics:
Econometrics