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The Privacy Subsidy in Glosten-Milgrom: Bid-Ask Spread and Welfare under Flip-Noise Direction Observation

arXiv:2605.19742v4 Announce Type: replace Abstract: We derive a closed-form bid-ask spread and welfare decomposition for the Glosten-Milgrom 1985 sequential-trading model when the market maker observes the trade direction perturbed by a binary flip channel of probability $\eta$ -- a natural information-theoretic model of privacy mechanisms acting on the direction signal. Under a committed Bayesian market-maker pricing rule, the equilibrium spread is $\mu(1-2\eta)\Delta$, where $\mu$ is the...

arXiv CS 8d ago