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| Consumer Expenditure Survey | |
|---|---|
| Name | Consumer Expenditure Survey |
| Established | 1888 |
| Administered by | Bureau of Labor Statistics |
| Country | United States |
| Frequency | Continuous |
Consumer Expenditure Survey
The Consumer Expenditure Survey provides household-level data on purchases, incomes, and demographics collected by the Bureau of Labor Statistics, the Census Bureau, the Department of Labor, the Federal Reserve, and the Bureau of Economic Analysis. It informs research by economists at Harvard University, the Massachusetts Institute of Technology, Stanford University, Yale University, and the University of Chicago and supports programs at the Internal Revenue Service, the Social Security Administration, the Department of Housing and Urban Development, and the Congressional Budget Office. The survey’s outputs are used alongside datasets from the Current Population Survey, the American Community Survey, the National Bureau of Economic Research, and the Economic Research Service.
The survey measures expenditures, income, and household characteristics to produce consumer price indexes and support fiscal analysis for the Social Security Administration, the Department of Health and Human Services, the Internal Revenue Service, the Congressional Budget Office, and the Office of Management and Budget. Data guide research at the Federal Reserve Board, the Board of Governors, the National Bureau of Economic Research, the Brookings Institution, and the Urban Institute, and contribute to studies at Princeton University, Columbia University, the London School of Economics, and the University of California, Berkeley. Outputs inform policy decisions related to taxation, transfer programs, and labor studies conducted by the Economic Research Service, the RAND Corporation, and the Pew Research Center.
Origins trace to late 19th-century statistical initiatives linked to the Census Bureau, the Department of Commerce, the Bureau of Labor Statistics, and reports like those produced during the Progressive Era with involvement from figures associated with the University of Pennsylvania, Johns Hopkins University, and the New School. Revisions reflect influences from the Great Depression, World War II, the Marshall Plan, and postwar institutions such as the Federal Reserve System, the International Monetary Fund, and the World Bank. Methodological shifts were driven by academics at Columbia University, Brown University, Northwestern University, and the University of Michigan, and by legislation and oversight from Congress, the Government Accountability Office, and the Office of Management and Budget.
The survey’s rotating Panel design, recall diaries, interviewer-administered interviews, and expenditure diaries were developed with methodological input from the National Academy of Sciences, the American Statistical Association, and the Institute of Medicine. Design choices reference sampling theory established by Jerzy Neyman and W. Edwards Deming and adopt variance estimation techniques used in work by the International Statistical Institute, the Royal Statistical Society, and the Survey Research Center at the University of Michigan. Innovations incorporate electronic data capture influenced by projects at Carnegie Mellon University, the Massachusetts Institute of Technology, and the RAND Corporation.
Data are collected via quarterly interviews and seven-day diaries using address-based sampling, stratified multi-stage cluster designs, and probability panels informed by methodologies from the Pew Research Center, the General Social Survey, the American National Election Studies, and the Current Population Survey. Field operations coordinate with the Census Bureau, local statistical agencies, contract research firms, and academic survey centers at the University of Michigan, Michigan State University, and the University of Wisconsin. Sample weighting and nonresponse adjustment procedures draw on theory from the National Bureau of Economic Research, the Labor Department, and the American Statistical Association.
Variables include detailed expenditures on housing, transportation, food, healthcare, education, and entertainment, with categorization harmonized with the Consumer Price Index, the North American Industry Classification System, the System of National Accounts, and classifications used by the Bureau of Economic Analysis, the Internal Revenue Service, and the Department of Housing and Urban Development. Demographic variables align with constructs used by the Current Population Survey, the American Community Survey, and social science research at Stanford University, Harvard University, and the University of Chicago, facilitating linkage with tax data from the Internal Revenue Service, administrative records from the Social Security Administration, and program data from the Department of Health and Human Services.
Processing pipelines apply imputation methods, edit checks, and variance estimation procedures developed in collaboration with the American Statistical Association, the National Academy of Sciences, the Bureau of Labor Statistics, and the Census Bureau. Quality control monitors deploy statistical disclosure limitation techniques inspired by the Office of Management and Budget, the National Institute of Standards and Technology, and practices from the Confidentiality Research Group at the Federal Reserve Bank of New York. Documentation and replication files support secondary analysis by researchers at the National Bureau of Economic Research, the Brookings Institution, the Urban Institute, and university research centers.
Results are published in technical reports, public-use microdata files, and analytical tables used by academic journals such as the Journal of Political Economy, the American Economic Review, the Journal of Econometrics, and the Review of Economics and Statistics and by policy outlets including the Congressional Budget Office, the Government Accountability Office, the Federal Reserve Board, and the Office of Management and Budget. Research leveraging the survey informs tax policy debated in Congress, social policy at the Department of Health and Human Services, housing policy at the Department of Housing and Urban Development, and monetary policy discussed at the Federal Reserve Bank of New York, the Federal Reserve Bank of San Francisco, and the International Monetary Fund.
Category:Surveys of the United States