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We study causal inference in experiments and quasi-experiments, where the economic outcome is imperfectly measured by a remotely sensed variable. The remotely sensed variable is low-cost, scalable, and predictive of the economic outcome in…

Econometrics · Economics 2026-05-20 Ashesh Rambachan , Rahul Singh , Davide Viviano

Sentiment analysis can be used for stock market prediction. However, existing research has not studied the impact of a user's financial background on sentiment-based forecasting of the stock market using artificial neural networks. In this…

Statistical Finance · Quantitative Finance 2024-03-05 Ziyuan Ma , Conor Ryan , Jim Buckley , Muslim Chochlov

We show that financial correlations exhibit a non-trivial dynamic behavior. We introduce a simple phenomenological model of a multi-asset financial market, which takes into account the impact of portfolio investment on price dynamics. This…

Physics and Society · Physics 2009-11-11 Giacomo Raffaelli , Matteo Marsili

Being able to predict stock prices might be the unspoken wish of stock investors. Although stock prices are complicated to predict, there are many theories about what affects their movements, including interest rates, news and social media.…

Machine Learning · Computer Science 2021-05-05 Roderick Karlemstrand , Ebba Leckström

Recent years have witnessed the perfect encounter of deep learning and quantitative trading has achieved great success in stock investment. Numerous deep learning-based models have been developed for forecasting stock returns, leveraging…

Machine Learning · Computer Science 2025-02-10 Chen Yang , Jingyuan Wang , Xiaohan Jiang , Junjie Wu

In social science researches, causal inference regarding peer effects often faces significant challenges due to homophily bias and contextual confounding. For example, unmeasured health conditions (e.g., influenza) and psychological states…

Methodology · Statistics 2025-04-29 Shanshan Luo , Kang Shuai , Yechi Zhang , Wei Li , Yangbo He

Many studies have shown that there are regularities in the way human beings make decisions. However, our ability to obtain models that capture such regularities and can accurately predict unobserved decisions is still limited. We tackle…

General Finance · Quantitative Finance 2021-03-11 Gael Poux-Medard , Sergio Cobo-Lopez , Jordi Duch , Roger Guimera , Marta Sales-Pardo

Causal inference on populations embedded in social networks poses technical challenges, since the typical no interference assumption frequently does not hold. Existing methods developed in the context of network interference rely upon the…

Methodology · Statistics 2024-04-12 Vanessa McNealis , Erica E. M. Moodie , Nema Dean

It is important to draw causal inference from observational studies, which, however, becomes challenging if the confounders have missing values. Generally, causal effects are not identifiable if the confounders are missing not at random. We…

Methodology · Statistics 2019-02-04 Shu Yang , Linbo Wang , Peng Ding

Emerging interest of trading companies and hedge funds in mining social web has created new avenues for intelligent systems that make use of public opinion in driving investment decisions. It is well accepted that at high frequency trading,…

Computational Engineering, Finance, and Science · Computer Science 2012-12-06 Tushar Rao , Saket Srivastava

Estimating the treatment effect within network structures is a key focus in online controlled experiments, particularly for social media platforms. We investigate a scenario where the unit-level outcome of interest comprises a series of…

Methodology · Statistics 2025-05-28 Yilin Li , Lu Deng , Yong Wang , Wang Miao

In this paper, we address one of the main puzzles in finance observed in the stock market by proponents of behavioral finance: the stock predictability puzzle. We offer a statistical model within the context of rational finance which can be…

Mathematical Finance · Quantitative Finance 2019-11-07 Abootaleb Shirvani , Svetlozar T. Rachev , Frank J. Fabozzi

This paper investigates causal influences between agents linked by a social graph and interacting over time. In particular, the work examines the dynamics of social learning models and distributed decision-making protocols, and derives…

Social and Information Networks · Computer Science 2026-05-19 Mert Kayaalp , Ali H. Sayed

Fluctuations in stock prices are influenced by a complex interplay of factors that go beyond mere historical data. These factors, themselves influenced by external forces, encompass inter-stock dynamics, broader economic factors, various…

Statistical Finance · Quantitative Finance 2026-02-12 Ambedkar Dukkipati , Kawin Mayilvaghanan , Naveen Kumar Pallekonda , Sai Prakash Hadnoor , Ranga Shaarad Ayyagari

We model systemic risk using a common factor that accounts for market-wide shocks and a tail dependence factor that accounts for linkages among extreme stock returns. Specifically, our theoretical model allows for firm-specific impacts of…

Risk Management · Quantitative Finance 2022-02-07 Wan-Chien Chiu , Juan Ignacio Peña , Chih-Wei Wang

Temporal data distribution shift is prevalent in the financial text. How can a financial sentiment analysis system be trained in a volatile market environment that can accurately infer sentiment and be robust to temporal data distribution…

Computation and Language · Computer Science 2023-10-20 Yue Guo , Chenxi Hu , Yi Yang

This paper introduces a non-parametric framework to statistically examine how news events, such as company or macroeconomic announcements, contribute to the pre- and post-event jump dynamics of stock prices under the intraday seasonality of…

General Finance · Quantitative Finance 2019-01-10 Juho Kanniainen , Ye Yue

This study uses sentiment analysis and the Moral Foundations Theory (MFT) to characterise news content in social media and examine its association with user engagement. We employ Natural Language Processing to quantify the moral and…

Social and Information Networks · Computer Science 2025-02-18 Jacopo D'Ignazi , Kyriaki Kalimeri , Mariano G. Beiró

We propose how to quantify high-frequency market sentiment using high-frequency news from NASDAQ news platform and support vector machine classifiers. News arrive at markets randomly and the resulting news sentiment behaves like a…

General Finance · Quantitative Finance 2019-06-04 Jozef Barunik , Cathy Yi-Hsuan Chen , Jan Vecer

Instrumental variable methods are widely used for inferring the causal effect in the presence of unmeasured confounders. Existing instrumental variable methods for nonlinear outcome models require stringent identifiability conditions. This…

Methodology · Statistics 2022-07-01 Sai Li , Zijian Guo