| Popis: |
Time plays a fundamental role in causal analyses, where the goal is to quantify the effect of a specific treatment on future outcomes. In a randomized experiment, times of treatment, and when outcomes are observed, are typically well defined. In an observational study, treatment time marks the point from which pre-treatment variables must be regarded as outcomes, and it is often straightforward to establish. Motivated by a natural experiment in online marketing, we consider a situation where useful conceptualizations of the experiment behind an observational study of interest lead to uncertainty in the determination of times at which individual treatments take place. Of interest is the causal effect of heavy snowfall in several parts of the country on daily measures of online searches for batteries, and then purchases. The data available give information on actual snowfall, whereas the natural treatment is the anticipation of heavy snowfall, which is not observed. In this article, we introduce formal assumptions and inference methodology centered around a novel notion of plausible time of treatment. These methods allow us to explicitly bound the last plausible time of treatment in observational studies with unknown times of treatment, and ultimately yield valid causal estimates in such situations. |
