Research Working Papers
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Working paper library

Every public working paper in the series, with full metadata, versions and citation tools.

2 results

WP25

When AI Agents Become Economic Agents: An Agentic General Equilibrium Theory

Simon-Pierre Boucher · UQO Working Papers · October 2026 · v1.0

Households and firms are beginning to delegate economic decisions to autonomous agents built on a few shared foundation models. This paper studies what this does in general equilibrium. A human's decision error is idiosyncratic and averages out; an AI agent's error is common to every principal that uses the same…

Computational economicsartificial intelligencedelegationfoundation modelsdispersed information PDF · 71 pages
FIRC0002

Does the Language of Artificial Intelligence Move Markets? A Semantic Analysis of Russell 3000 SEC Filings and the Cross-Section of Stock Returns, 2010–2026

Manel Kammoun, Djerrycharli Tandjambianda and Simon-Pierre Boucher · FIRC Research Papers · October 2026 · v2.0

This paper measures artificial-intelligence (AI) engagement in the SEC filings of some 2,500 U.S. listed firms (the current S&P 500 constituents and the holdings of the iShares Russell 3000 ETF) by embedding every passage of their Form 10-K, 10-Q and 8-K filings of 2010–2026 with a sentence transformer and scoring it…

Financial economicstextual analysissentence embeddingsartificial intelligencedisclosure PDF · 48 pages