English

Market Microstructure During Financial Crisis: Dynamics of Informed and Heuristic-Driven Trading

Trading and Market Microstructure 2016-06-14 v1

Abstract

We implement a market microstructure model including informed, uninformed and heuristic-driven investors, which latter behave in line with loss-aversion and mental accounting. We show that the probability of informed trading (PIN) varies significantly during 2008. In contrast, the probability of heuristic-driven trading (PH) remains constant both before and after the collapse of Lehman Brothers. Cross-sectional analysis yields that, unlike PIN, PH is not sensitive to size and volume effects. We show that heuristic-driven traders are universally present in all market segments and their presence is constant over time. Furthermore, we find that heuristic-driven investors and informed traders are disjoint sets.

Keywords

Cite

@article{arxiv.1606.03590,
  title  = {Market Microstructure During Financial Crisis: Dynamics of Informed and Heuristic-Driven Trading},
  author = {Mihaly Ormos and Dusan Timotity},
  journal= {arXiv preprint arXiv:1606.03590},
  year   = {2016}
}

Comments

15 pages, 1 figure, 7 tables and 1 appendix, Finance Research Letters, (2016)