The Economics of Spatial Mobility: Theory and Evidence Using Smartphone Data
构建了一个量化框架，利用智能手机数据建模空间流动模式，发现旅行行程产生的消费外部性是解释居家办公冲击和城市集聚的关键，对评估交通投资有重要参考价值。
ABSTRACT We develop a tractable quantitative framework for modeling the rich patterns of spatial mobility observed in smartphone data. We show that travel is frequently undertaken as part of a travel itinerary, defined as a journey starting and ending at home that can include more than one intermediate stop on a given day. We show that these travel itineraries provide microfoundations for consumption externalities and generate both complementarity and substitutability between locations. We show that the consumption externalities implied by travel itineraries are central to matching quasi-experimental evidence from the shift to working from home. We find that these consumption externalities are key drivers of the agglomeration of economic activity in central cities and shape the relative welfare gains from alternative transport improvements in favor of investments in central cities.