State Fiscal Policies and Financial Condition: A Panel Data Analysis of U.S. State Tax and Expenditure Limits and Rainy-Day Funds

Ljubinka Andonoska & Haohua Xu

Public Finance and Management2025https://doi.org/10.1177/15239721251330460article
ABDC B
Weight
0.50

What the paper says

Using data from the states’ annual comprehensive financial reports for the period 2003 to 2018, the authors apply a dynamic panel model frame to test how state tax and expenditure limitations (TELs) and rainy-day funds (RDFs) affect key aspects of the state fiscal condition. Guided by the fiscal illusion theory, we hypothesize that TELs and RDFs will affect various short-term solvency indicators but will not have a significant impact on pension and long-term solvency indicators. The study provides mixed empirical evidence, cautioning that these relations are complex. The results provide empirical evidence supporting most of the hypotheses related to short-term solvencies, such as cash and budgetary solvencies. In addition, the study finds that neither tax nor expenditure limitations have a significant impact on the net asset ratio and the long-term ratios. Similarly, there is evidence that TELs and RDFs do not affect the two pension solvency ratios. This is probably the first study to provide a dynamic panel model to assess how two major state fiscal institutions influence various state government’s short-term and long-term fiscal solvency conditions.

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https://doi.org/https://doi.org/10.1177/15239721251330460

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@article{ljubinka2025,
  title        = {{State Fiscal Policies and Financial Condition: A Panel Data Analysis of U.S. State Tax and Expenditure Limits and Rainy-Day Funds}},
  author       = {Ljubinka Andonoska & Haohua Xu},
  journal      = {Public Finance and Management},
  year         = {2025},
  doi          = {https://doi.org/https://doi.org/10.1177/15239721251330460},
}

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Evidence weight

0.50

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.50 × 0.4 = 0.20
M · momentum0.50 × 0.15 = 0.07
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

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