Damping Cancellation
Increasing regulation : speeds convergence but lowers output. Net welfare effect: exactly zero.
Impact Score
Score Reasoning
- Importance
- Core architectural result with major policy implications: own-level regulation is welfare-neutral, upstream reform has 16x multiplier. Directly informs Basel III assessment and Fed tool classification. One of the framework's most surprising predictions.
- Novelty
- The exact algebraic cancellation is a genuinely new theorem — no prior framework predicts that sigma_n is welfare-neutral as an algebraic identity. The 158-country Basel III DID (p=0.946) testing an exact zero prediction is unprecedented identification.
- Quality
- Clear exposition of the cancellation mechanism with both algebraic and eigenstructure-bridge derivations. Good empirical coverage and policy implications. Could benefit from expanding the 'What Is and Is Not Neutral' section.
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