Instrumental variables allow the estimation of cause and effect relations even in presence of unobserved latent factors, thus providing a powerful tool for any science wherein causal inference plays an important role. More recently, the instrumental scenario has also attracted increasing attention in quantum physics, since it is related to the seminal Bell's theorem and in fact allows the detection of even stronger quantum effects, thus enhancing our current capabilities to process information and becoming a valuable tool in quantum cryptography. In this work, we further explore this bridge between causality and quantum theory and apply a technique, originally developed in the field of quantum foundations, to express the constraints implied by causal relations in the language of graph theory. This new approach can be applied to any causal model containing a latent variable. Here, by focusing on the instrumental scenario, it allows us to easily reproduce known results as well as obtain new ones and gain new insights on the connections and differences between the instrumental and the Bell scenarios.
Instrumental variables allow the estimation of cause and effect relations even in presence of unobserved latent factors, thus providing a powerful tool for any science wherein causal inference plays an important role. More recently, the instrumental scenario has also attracted increasing attention in quantum physics, since it is related to the seminal Bell's theorem and in fact allows the detection of even stronger quantum effects, thus enhancing our current capabilities to process information and becoming a valuable tool in quantum cryptography. In this work, we further explore this bridge between causality and quantum theory and apply a technique, originally developed in the field of quantum foundations, to express the constraints implied by causal relations in the language of graph theory. This new approach can be applied to any causal model containing a latent variable. Here, by focusing on the instrumental scenario, it allows us to easily reproduce known results as well as obtain new ones and gain new insights on the connections and differences between the instrumental and the Bell scenarios.
Analyzing the geometry of correlation sets constrained by general causal structures is of paramount importance for foundational and quantum technology research. Addressing this task is generally challenging, prompting the development of diverse theoretical techniques for distinct scenarios. Recently, novel hybrid scenarios combining different causal assumptions within different parts of the causal structure have emerged. In this work, we extend a graph theoretical technique to explore classical, quantum, and no-signaling distributions in hybrid scenarios, where classical causal constraints and weaker no-signaling ones are used for different nodes of the causal structure. By mapping such causal relationships into an undirected graph we are able to characterize the associated sets of compatible distributions and analyze their relationships. In particular we show how with our method we can construct minimal Bell-like inequalities capable of simultaneously distinguishing classical, quantum, and no-signaling behaviors, and efficiently estimate the corresponding bounds. The demonstrated method will represent a powerful tool to study quantum networks and for applications in quantum information tasks.
Abstract Instrumental variables allow for quantification of cause and effect relationships even in the absence of interventions. To achieve this, a number of causal assumptions must be met, the most important of which is the independence assumption, which states that the instrument and any confounding factor must be independent. However, if this independence condition is not met, can we still work with imperfect instrumental variables? Imperfect instruments can manifest themselves by violations of the instrumental inequalities that constrain the set of correlations in the scenario. In this article, we establish a quantitative relationship between such violations of instrumental inequalities and the minimal amount of measurement dependence required to explain them for the case of discrete observed variables. As a result, we provide adapted inequalities that are valid in the presence of a relaxed measurement dependence assumption in the instrumental scenario. This allows for the adaptation of existing and new lower bounds on the average causal effect for instrumental scenarios with binary outcomes. Finally, we discuss our findings in the context of quantum mechanics.
An investigated process can be studied in terms of the causal relations among the involved variables, representing it as a causal model. Some causal models are particularly relevant, since they can be tested through mathematical constraints between the joint probability distributions of the observables. This is a valuable tool because, if some data violates the constraints of a causal model, the implication is that the observed statistics is not compatible with that causal structure. Strikingly, when non-classical correlations come to play, a discrepancy between classical and quantum causal predictions can arise, producing a quantum violation of the classical causal constraints. The simplestscenario admitting such quantum violation is given by the instrumental causal processes. Here, we experimentally violate an instrumental test on a photonic platform and show how the quantum correlations violating the CHSH inequality can be mapped into correlations violating an instrumental test, despite the different forms of non-locality they display. Indeed, starting from a Bell-like scenario, we recover the violation of the instrumental scenario through a map between the two behaviours, which includes a post-selection of data and then we test an alternative way to violate the CHSH inequality, adopting the instrumental process platform.
Bell inequalities characterize the boundary of the local-realist correlation polytope -- the set of joint probability distributions achievable by classical hidden-variable models. Quantum mechanics exceeds this boundary through non-commutativity, reaching the Tsirelson bound 22 for CHSH. We show that this polytope structure is not specific to quantum foundations: it appears identically in the causal inference literature, where the instrumental inequality, the Balke--Pearl linear programming bounds, and the Tian--Pearl probabilities of causation all arise as facets of the same marginal compatibility polytope. Fine's theorem -- that CHSH inequalities hold if and only if a joint distribution exists -- is precisely the pivot: the instrumental variable model in causal inference is structurally equivalent to the Bell local hidden-variable model, with the instrument playing the role of the measurement setting and the latent confounder playing the role of the hidden variable λ. We develop this correspondence in detail, extending it to algorithmic (Kolmogorov complexity) and entropic formulations of Bell inequalities, the NPA semidefinite programming hierarchy, and the MIP∗=RE undecidability result. We further show that the Born-rule / Bayes-rule duality underlying quantum Bayesian computation exploits the same non-commutativity that enables Bell violation, providing polynomial speedups for posterior inference. The framework yields a concrete dictionary between quantum information theory, causal econometrics, and Bayesian computation, and suggests new directions including NPA-based quantum causal inference algorithms and quantum architectures for function approximation.
Since Bell's theorem, it is known that local realism fails to explain quantum phenomena. Bell inequality violations manifestly show the incompatibility of quantum theory with classical notions of cause and effect. As recently found, however, the instrumental scenario-a pivotal tool in causal inference-allows for nonclassicality signatures going beyond this paradigm. If we are not limited to observational data and can intervene in our setup, then we can witness quantum violations of classical bounds on the causal influence among the involved variables even when no Bell-like violation is possible. That is, through interventions, the quantum behavior of a system that would seem classical can be demonstrated. Using a photonic setup-faithfully implementing the instrumental causal structure and switching between observation and intervention run by run-we experimentally witness such a nonclassicality. We also test quantum bounds for the causal influence, showing that they provide a reliable tool for quantum causal modeling.
The classical causal relations between a set of variables, some observed and some latent, can induce both equality constraints (typically conditional independencies) as well as inequality constraints (Instrumental and Bell inequalities being prototypical examples) on their compatible distribution over the observed variables. Enumerating a causal structure's implied inequality constraints is generally far more difficult than enumerating its equalities. Furthermore, only inequality constraints ever admit violation by quantum correlations. For both those reasons, it is important to classify causal scenarios into those which impose inequality constraints versus those which do not. Here we develop methods for detecting such scenarios by appealing to d separation, e separation, and incompatible supports. Many (perhaps all?) scenarios with exclusively equality constraints can be detected via a condition articulated by Henson, Lal, and Pusey (HLP). Considering all scenarios with up to four observed variables, which number in the thousands, we are able to resolve all but three causal scenarios, providing evidence that the HLP condition is, in fact, exhaustive. Published by the American Physical Society 2024