distributional-dynamics

High-Frequency Synthetic Distributions of Consumption, Income, and Wealth

Christian Bayer (Bonn, CEPR, IZA, CESifo), Luis Calderon (Bonn), Moritz Kuhn (Mannheim, CEPR, IZA, CESifo)

Quarterly estimates from 1962 to 2024 combining functional data analysis and Bayesian state-space models

1962–2024 · Quarterly · PSID, SCF, CEX, SIPP, CPS
Load the data — one line
using CSV, DataFrames, Downloads

# Reconstructed series: one row per quarter, harmonized names
df = CSV.read(Downloads.download(
    "https://www.distributionaldynamics.com/data/dd_series.csv"), DataFrame)

# Top-10% wealth share (PSID view), over time
using Plots
plot(df.time, df.wealth_share_top_psid, xlabel="Quarter",
     label="Top wealth share")
import pandas as pd

# Reconstructed series: one row per quarter, harmonized names
df = pd.read_csv("https://www.distributionaldynamics.com/data/dd_series.csv")

# Top-10% wealth share (PSID view), over time
import matplotlib.pyplot as plt
plt.plot(df["time"], df["wealth_share_top_psid"])
plt.xlabel("Quarter"); plt.show()
* Reconstructed series: one row per quarter, labeled variables
use "https://www.distributionaldynamics.com/data/dd_series.dta", clear
gen t = yq(year, quarter)
tsset t, quarterly

* Top-10% wealth share (PSID view), over time
tsline wealth_share_top_psid

Distribution Dynamics Over Time

Explore the synthetic distributional data across consumption, income, and wealth. Select a variable, metric, and toggle individual deciles. Gray bands indicate NBER recession periods.

Year range
Drag handles to zoom · double-click to reset

Source: Bayer, Calderon & Kuhn (2025). PSID implied estimates from the state-space model. Levels in trillions USD; quantiles in USD.

4 fps
1999-Q2
X-axis: WealthY-axis: ConsumptionZ-axis: Pop. Share
Quarter

Source: Bayer, Calderon & Kuhn (2025). Bivariate joint distribution of population shares from marginalized CIW copula grid.


From Microdata to Synthetic Distributions

We develop a new method for deriving high-frequency synthetic distributions of consumption, income, and wealth. The core of the method is to treat the distributional data as a time series of functions whose underlying factor structure follows a state-space model, estimated using Bayesian techniques. The method incorporates different sources of microdata regardless of their frequency and variable coverage.

1

Microdata

PSID, SCF, CEX, SIPP, and CPS — each with different frequency and variable coverage

2

Functional Representation

Quantile functions for marginals plus copula for joint dependence

3

Dimensionality Reduction

PCA on Legendre polynomial coefficients captures variation in a few factors

4

State-Space Model

Factor dynamics follow a VAR in companion form with aggregate covariates

5

Bayesian Estimation

MCMC with Kalman smoother produces posterior draws of the latent factors

6

Synthetic Distributions

High-frequency quarterly output: full distributions for all 247 quarters

State equation

$$\begin{bmatrix} F_t \\ Y_t \end{bmatrix} = \begin{bmatrix} \Phi_{FF} & \Phi_{FY} \\ \Phi_{YF} & \Phi_{YY} \end{bmatrix} \begin{bmatrix} F_{t-1} \\ Y_{t-1} \end{bmatrix} + \varepsilon_t, \qquad \varepsilon_t \sim \mathcal{N}(0, \Omega)$$

Observation equation

$$\tilde{\theta}^j_t = H^j_t \left( \alpha^j \, \hat{\Gamma}^{\text{MF}} F_t + \nu^j_{F,t} \right)$$

Here \(F_t\) are the latent distributional factors, \(Y_t\) are aggregate covariates, \(\hat{\Gamma}^{\text{MF}}\) is the factor loading matrix from PCA, and \(H^j_t\) is a selector matrix for each dataset \(j\). The model handles mixed frequencies through the time-aggregation parameter \(\alpha^j\).


Data Sources and Downloads

The synthetic distributional data integrate five major U.S. household surveys, each covering different time periods and variables. C = Consumption, I = Income, W = Wealth.

CPS
1962–2024 (I)
PSID
1968–2021 (C,I,W)
CEX
1984–2023 (C,I)
SCF
1983–2022 (I,W)
SIPP
1984–2022 (I,W)
1962 2024
Download Synthetic Data Replication Code

Uncertainty: the series above are posterior point estimates. For a proper treatment of estimation uncertainty, use the posterior factor draws (smoothed_factor_draws.csv) together with the reconstruction helpers in the DD_data repository to propagate draws through any statistic of interest; pointwise bands for the factors are in smoothed_factors_bands.csv.


Citation

Bayer, C., Calderon, L. and Kuhn, M. (2025). “Distributional Dynamics.” CEPR Discussion Paper 19829.

BibTeX

@article{bayer2025distributional,
  author  = {Bayer, Christian and Calderon, Luis and Kuhn, Moritz},
  title   = {Distributional Dynamics},
  year    = {2025},
  note    = {CEPR Discussion Paper 19829},
  url     = {https://www.distributionaldynamics.com}
}