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We define data-driven macroeconomic regimes by clustering the relative performance in time of indices belonging to different asset classes. We then investigate lead-lag relationships within the regimes identified. Our study unravels market…

Mathematical Finance · Quantitative Finance 2022-09-05 Deborah Miori , Mihai Cucuringu

By studying all the trades and best bids/asks of ultra high frequency snapshots recorded from the order books of a basket of 10 futures assets, we bring qualitative empirical evidence that the impact of a single trade depends on the…

Trading and Market Microstructure · Quantitative Finance 2010-10-28 Khalil al Dayri , Emmanuel Bacry , Jean-Francois Muzy

Social and collaborative platforms emit multivariate time-series traces in which early interactions-such as views, likes, or downloads-are followed, sometimes months or years later, by higher impact like citations, sales, or reviews. We…

In multivariate time series systems, it has been observed that certain groups of variables partially lead the evolution of the system, while other variables follow this evolution with a time delay; the result is a lead-lag structure amongst…

Machine Learning · Statistics 2022-01-21 Stefanos Bennett , Mihai Cucuringu , Gesine Reinert

This paper introduces a new theoretical framework for analyzing lead-lag relationships between point processes, with a special focus on applications to high-frequency financial data. In particular, we are interested in lead-lag…

Statistics Theory · Mathematics 2026-01-06 Takaaki Shiotani , Takaki Hayashi , Yuta Koike

As is widely known, the stock market is a complex system in which a multitude of factors influence the performance of individual stocks and the market as a whole. One method for comprehending -- and potentially predicting -- stock market…

Statistical Finance · Quantitative Finance 2023-12-19 Aarush Pratik Sheth , Jonah Riley Weinbaum , Kevin Javier Zvonarek

Fat tails in financial time series and increase of stocks cross-correlations in high volatility periods are puzzling facts that ask for new paradigms. Both points are of key importance in fundamental research as well as in Risk Management…

Statistical Mechanics · Physics 2008-12-02 Marco Airoldi

Measures of association between cortical regions based on activity signals provide useful information for studying brain functional connectivity. Difficulties occur with signals of electric neuronal activity, where an observed signal is a…

Methodology · Statistics 2024-01-09 Roberto D. Pascual-Marqui , Kieko Kochi , Toshihiko Kinoshita

Recently, channel-independent methods have achieved state-of-the-art performance in multivariate time series (MTS) forecasting. Despite reducing overfitting risks, these methods miss potential opportunities in utilizing channel dependence…

Machine Learning · Computer Science 2024-08-14 Lifan Zhao , Yanyan Shen

Financial networks are typically estimated by applying standard time series analyses to price-based economic variables collected at low-frequency (e.g., daily or monthly stock returns or realized volatility). These networks are used for…

Statistical Finance · Quantitative Finance 2022-08-09 Kara Karpman , Sumanta Basu , David Easley

We study historical correlations and lead-lag relationships between individual stock risk (volatility of daily stock returns) and market risk (volatility of daily returns of a market-representative portfolio) in the US stock market. We…

Statistical Finance · Quantitative Finance 2014-09-03 Stanislav S. Borysov , Alexander V. Balatsky

We study the time dependent cross correlations of stock returns, i.e. we measure the correlation as the function of the time shift between pairs of stock return time series using tick-by-tick data. We find a weak but significant effect…

Statistical Mechanics · Physics 2009-11-07 L. Kullmann , J. Kertesz , K. Kaski

The association between log-price increments of exchange-traded equities, as measured by their spot correlation estimated from high-frequency data, exhibits a pronounced upward-sloping and almost piecewise linear relationship at the…

Econometrics · Economics 2026-01-16 Kim Christensen , Ulrich Hounyo , Zhi Liu

Financial markets show a number of non-stationarities, ranging from volatility fluctuations over ever changing technical and regulatory market conditions to seasonalities. On the other hand, financial markets show various stylized facts…

Trading and Market Microstructure · Quantitative Finance 2018-12-19 Sebastian M. Krause , Jonas A. Fiegen , Thomas Guhr

We introduce a method to infer lead-lag networks of agents' actions in complex systems. These networks open the way to both microscopic and macroscopic states prediction in such systems. We apply this method to trader-resolved data in the…

Trading and Market Microstructure · Quantitative Finance 2018-07-27 Damien Challet , Rémy Chicheportiche , Mehdi Lallouache , Serge Kassibrakis

We build an agent-based model to study how the interplay between low- and high-frequency trading affects asset price dynamics. Our main goal is to investigate whether high-frequency trading exacerbates market volatility and generates flash…

Trading and Market Microstructure · Quantitative Finance 2014-02-11 Sandrine Jacob Leal , Mauro Napoletano , Andrea Roventini , Giorgio Fagiolo

We propose a method of analyzing multivariate time series data that investigates lead-lag relationships among economic indicators during the COVID-19 era with a weighted directed network of lagged variables. The analysis includes a stock…

Social and Information Networks · Computer Science 2024-06-03 Amanda Goodrick , Hiroki Sayama

This paper shows that jumps in financial asset prices are often erroneously identified and are, in fact, rare events accounting for a very small proportion of the total price variation. We apply new econometric techniques to a comprehensive…

Econometrics · Economics 2026-02-12 Kim Christensen , Roel C. A. Oomen , Mark Podolskij

In our previous study we have presented an approach to studying lead--lag effect in financial markets using information and network theories. Methodology presented there, as well as previous studies using Pearson's correlation for the same…

Statistical Finance · Quantitative Finance 2014-07-21 Paweł Fiedor

Previous research has shown that for stock indices, the most likely time until a return of a particular size has been observed is longer for gains than for losses. We establish that this so-called gain/loss asymmetry is present also for…

Statistical Finance · Quantitative Finance 2009-11-25 Johannes Vitalis Siven , Jeffrey Todd Lins