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We analyze how investor expectations about economic growth and stock returns changed during the February-March 2020 stock market crash induced by the COVID-19 pandemic, as well as during the subsequent partial stock market recovery. We…

General Economics · Economics 2020-05-25 Stefano Giglio , Matteo Maggiori , Johannes Stroebel , Stephen Utkus

Evidence is offered for log-periodic (in time) fluctuations in the S&P 500 stock index during the three years prior to the October 27, 1997 "correction". These fluctuations were expected on the basis of a discretely scale invariant rupture…

Condensed Matter · Physics 2015-06-25 James A. Feigenbaum , Peter G. O. Freund

Financial empirical correlation matrices of all the companies which both, the Deutsche Aktienindex (DAX) and the Dow Jones comprised during the time period 1990-1999 are studied using a time window of a limited, either 30 or 60, number of…

Statistical Mechanics · Physics 2008-12-02 S. Drozdz , F. Gruemmer , F. Ruf , J. Speth

Dealing with structural breaks is an important step in most, if not all, empirical economic research. This is particularly true in panel data comprised of many cross-sectional units, such as individuals, firms or countries, which are all…

Econometrics · Economics 2021-11-05 Yiannis Karavias , Paresh Narayan , Joakim Westerlund

In a recent comment (Johansen A 2003 An alternative view, Quant. Finance 3: C6-C7, cond-mat/0302141), Anders Johansen has criticized our methodology and has questioned several of our results published in [Sornette D and Zhou W-X 2002 The US…

Statistical Mechanics · Physics 2008-12-02 D. Sornette , W. -X. Zhou

To identify emerging interdependencies between traded stocks we investigate the behavior of the stocks of FTSE 100 companies in the period 2000-2015, by looking at daily stock values. Exploiting the power of information theoretical measures…

Statistical Finance · Quantitative Finance 2017-07-05 Jacopo Rocchi , Enoch Yan Lok Tsui , David Saad

Standard methods and theories in finance can be ill-equipped to capture highly non-linear interactions in financial prediction problems based on large-scale datasets, with deep learning offering a way to gain insights into correlations in…

Computational Finance · Quantitative Finance 2020-04-22 Ben Moews , Gbenga Ibikunle

The dynamics of prices in financial markets has been studied intensively both experimentally (data analysis) and theoretically (models). Nevertheless, a complete stochastic characterization of volatility is still lacking. What it is well…

Statistical Mechanics · Physics 2009-10-31 Michele Pasquini , Maurizio Serva

This paper studies the transmission of US monetary policy shocks into Emerging Markets emphasizing the role of investment and financial heterogeneity. First, we use a panel SVAR model to show that a US interest tightening leads to a…

General Economics · Economics 2022-09-23 Santiago Camara , Sebastian Ramirez Venegas

Financial market volatility is a crucial factor for investment planning, option pricing, and financial market regulation, and technology is widely recognized as a key driver of economic growth. In this project, we investigate the…

Statistical Finance · Quantitative Finance 2023-04-04 Monika Baloda

We propose a straightforward extension of our previously proposed log-periodic power law model of the ``anti-bubble'' regime of the USA market since the summer of 2000, in terms of the renormalization group framework to model critical…

Physics and Society · Physics 2008-12-02 W. -X. Zhou , D. Sornette

Based on the tick-by-tick price changes of the companies from the U.S. and from the German stock markets over the period 1998-99 we reanalyse several characteristics established by the Boston Group for the U.S. market in the period 1994-95,…

Soft Condensed Matter · Physics 2008-12-02 S. Drozdz , J. Kwapien , F. Gruemmer , F. Ruf , J. Speth

We employ a wavelet approach and conduct a time-frequency analysis of dynamic correlations between pairs of key traded assets (gold, oil, and stocks) covering the period from 1987 to 2012. The analysis is performed on both intra-day and…

Statistical Finance · Quantitative Finance 2014-03-25 Jozef Barunik , Evzen Kocenda , Lukas Vacha

In this study, we seek to understand how macroeconomic factors such as GDP, inflation, Unemployment Insurance, and S&P 500 index; as well as microeconomic factors such as health, race, and educational attainment impacted the unemployment…

Computers and Society · Computer Science 2024-11-05 Alrick Green , Ayesha Nasim , Jaydeep Radadia , Devi Manaswi Kallam , Viswas Kalyanam , Samfred Owenga , Huthaifa I. Ashqar

There is a large literature on earnings and income volatility in labor economics, household finance, and macroeconomics. One strand of that literature has studied whether individual earnings volatility has risen or fallen in the U.S. over…

This paper quantifies the international spillovers of US interest rates by explicitly controlling for the "Fed Information Effect". I use multiple identification strategies that identify two components of monetary policy surprises around…

General Economics · Economics 2024-05-24 Santiago Camara

This paper develops a multilayer network approach for exploring the evolution of scientific disciplines, using the case of economics before and after the 2008 global financial crisis as a large-scale empirical testing ground. The units of…

General Economics · Economics 2026-04-28 Alberto Baccini , Lucio Barabesi , Carlo Debernardi

Pearson correlation and mutual information based complex networks of the day-to-day returns of US S&P500 stocks between 1985 and 2015 have been constructed in order to investigate the mutual dependencies of the stocks and their nature. We…

Statistical Finance · Quantitative Finance 2019-07-08 Alexander Haluszczynski , Ingo Laut , Heike Modest , Christoph Räth

We propose that large stock market crashes are analogous to critical points studied in statistical physics with log-periodic correction to scaling. We extend our previous renormalization group model of stock market prices prior to and after…

Condensed Matter · Physics 2015-06-25 Didier Sornette , Anders Johansen

Economic structure comparisons between China and Japan have long captivated development economists. To delve deeper into their sectoral differences from 1995 to 2018, we used the annual input-output tables (IOTs) of both nations to…

Applications · Statistics 2024-02-27 Tao Wang , Shiying Xiao , Jun Yan