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Difference-in-Differences Meets Synthetic Control: Doubly Robust Identification and Estimation (2503.11375v1)

Published 14 Mar 2025 in econ.EM

Abstract: Difference-in-Differences (DiD) and Synthetic Control (SC) are widely used methods for causal inference in panel data, each with its own strengths and limitations. In this paper, we propose a novel methodology that integrates the advantages of both DiD and SC approaches. Our integrated approach provides a doubly robust identification strategy for causal effects in panel data with a group structure, identifying the average treatment effect on the treated (ATT) under either the parallel trends assumption or the group-level SC assumption. Building on this identification result, we develop a unified semiparametric framework for estimating the ATT. Notably, while the identification-robust moment function satisfies Neyman orthogonality under the parallel trends assumption, it does not under the SC assumption, leading to different asymptotic variances under these two identification strategies. To address this challenge, we propose a multiplier bootstrap method that consistently approximates the asymptotic distribution, regardless of which identification assumption holds. Furthermore, we extend our methodology to accommodate repeated cross-sectional data and staggered treatment designs. As an empirical application, we apply our method to evaluate the impact of the 2003 minimum wage increase in Alaska on family income.

Summary

Overview of the Integration of Difference-in-Differences and Synthetic Control Methods

Introduction

In the arena of causal inference within panel data analysis, the Difference-in-Differences (DiD) and Synthetic Control (SC) methods stand as prominent approaches, each offering distinct advantages and limitations. This paper proposes a method that merges these two approaches into a doubly robust framework, aimed at enhancing the credibility and validity of causal effect estimations. The method is designed to provide a doubly robust estimation of the average treatment effect on the treated (ATT), under either the parallel trends assumption required by DiD or the group-level SC assumption.

Methodology

Doubly Robust Identification Strategy

The novel contribution of this paper lies in the integration of DiD and SC into a framework that facilitates robust causal identification. The method nonparametrically identifies the ATT using either the parallel trends or SC assumptions, permitting more reliable estimation even when one of these assumptions fails.

Semiparametric Estimation Approach

A unified semiparametric estimation procedure is proposed, which leverages Neyman orthogonality under the parallel trends condition. However, this property is lost under the SC structure, necessitating distinct adjustments due to varying asymptotic variances. To address variability in assumptions during practical applications, a multiplier bootstrap method is introduced to consistently approximate the asymptotic distribution of the estimator.

Extensions

The methodology is flexible enough to extend its applications to repeated cross-sectional data and staggered treatment designs. The adaptation to repeated cross-sectional data is facilitated through the assumption of stationarity of variables, enabling the extension of panel data results. For staggered treatment designs, a new structure using untreated groups as controls is introduced, effectively reducing the problem complexity.

Empirical Application

The utility of this integrated method is demonstrated through the empirical analysis of Alaska's 2003 minimum wage increase, evaluated using data from the Current Population Survey. Consistent with other empirical studies, the immediate effect of the wage increase on family income was found to be statistically insignificant. This underscores the robustness of the method in gleaning insights from naturally occurring experiments, even in the presence of underlying assumptions that may not strictly hold.

Implications and Future Directions

The convergence of DiD and SC methods within a doubly robust framework offers valuable advantages for empirical researchers, enabling them to mitigate biases associated with the assumptions necessary for causal inference. The presented method enhances the reliability of research findings across diverse applications and datasets, thereby strengthening the robustness of applied econometric analyses.

Future developments in this domain could further explore the integration with machine learning algorithms to enhance the flexibility and scalability of causal inference methods, particularly in handling more complex datasets or scenarios where traditional econometric assumptions are difficult to maintain. There is also potential to refine the handling of high-dimensional data and improve inference accuracy in more nuanced treatment effect dynamics.

Conclusion

This paper sets forth an innovative approach to causal inference by integrating DiD and SC methods within a doubly robust methodological framework. By accommodating different identification assumptions, the proposed method offers greater robustness in causal effect estimation, propelling methodological advancements in econometrics and the broader field of causal analysis, and providing researchers with sophisticated tools to navigate the intrinsic complexities of real-world data.

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