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We study the price impact of order book events - limit orders, market orders and cancelations - using the NYSE TAQ data for 50 U.S. stocks. We show that, over short time intervals, price changes are mainly driven by the order flow…

Trading and Market Microstructure · Quantitative Finance 2015-03-17 Rama Cont , Arseniy Kukanov , Sasha Stoikov

I study the dynamic, general equilibrium implications of climate-change-linked transition risk on macroeconomic outcomes and asset prices. Climate-change-linked expectations of fossil fuel restrictions can produce a ``run on fossil fuels''…

General Finance · Quantitative Finance 2024-10-02 Michael Barnett

The dynamics of a stock market with heterogeneous agents is discussed in the framework of a recently proposed spin model for the emergence of bubbles and crashes. We relate the log returns of stock prices to magnetization in the model and…

Statistical Mechanics · Physics 2009-11-07 Taisei Kaizoji , Stefan Bornholdt , Yoshi Fujiwara

We use insight from a model of earth tectonic plate movement to obtain a new understanding of the build up and release of stress in the price dynamics of the worlds stock exchanges. Nonlinearity enters the model due to a behavioral…

General Finance · Quantitative Finance 2009-12-30 Jorgen Vitting Andersen , Andrzej Nowak , Giulia Rotundo , Lael Parrott

When analyzing the components influencing the stock prices, it is commonly believed that economic activities play an important role. More specifically, asset prices are more sensitive to the systematic economic news that impose a pervasive…

General Economics · Economics 2024-01-10 Yue Chen , Mohan Li

We analyse four consecutive cycles observed in the USA for employment and inflation. They are driven by three oil price shocks and an intended interest rate shock. Non-linear coupling between the rate equations for consumer products as prey…

General Finance · Quantitative Finance 2012-12-07 Hans G. Danielmeyer , Thomas Martinetz

We study the relation between serial correlation of financial returns and volatility at intraday level for the S&P500 stock index. At daily and weekly level, serial correlation and volatility are known to be negatively correlated (LeBaron…

Statistical Finance · Quantitative Finance 2008-12-02 Simone Bianco , Fulvio Corsi , Roberto Reno'

Oil price fluctuations severely impact the economies of both oil-exporting and importing countries. High oil prices can benefit oil exporters by increasing foreign currency inflow; however, an economy can suffer from a weakening of the…

General Economics · Economics 2022-11-30 Ayaz Zeynalov , Kristina Tiron

We investigate quantitatively the so-called leverage effect, which corresponds to a negative correlation between past returns and future volatility. For individual stocks, this correlation is moderate and decays exponentially over 50 days,…

Condensed Matter · Physics 2007-05-23 Jean-Philippe Bouchaud , Andrew Matacz , Marc Potters

Oil price data have a complicated multi-scale structure that may vary with time. We use time-frequency analysis to identify the main features of these variations and, in particular, the regime shifts. The analysis is based on a…

Statistical Finance · Quantitative Finance 2019-05-01 Josselin Garnier , Knut Solna

The vast majority of market impact studies assess each product individually, and the interactions between the different order flows are disregarded. This strong approximation may lead to an underestimation of trading costs and possible…

Trading and Market Microstructure · Quantitative Finance 2017-03-08 Michael Benzaquen , Iacopo Mastromatteo , Zoltan Eisler , Jean-Philippe Bouchaud

In this study we examine the evolution of price, volume, and the bid-ask spread after extreme 15 minute intraday price changes on the NYSE and the NASDAQ. We find that due to strong behavioral trading there is an overreaction. Furthermore…

Statistical Mechanics · Physics 2009-11-10 A. G. Zawadowski , J. Kertesz , G. Andor

It is well-known that the Black-Scholes formula has been derived under the assumption of constant volatility in stocks. In spite of evidence that this parameter is not constant, this formula is widely used by financial markets. This paper…

Pricing of Securities · Quantitative Finance 2013-06-06 Kais Hamza , Fima Klebaner , Olivia Mah

The correct understanding of commodity price dynamics can bring relevant improvements in terms of policy formulation both for developing and developed countries. Agricultural, metal and energy commodity prices might depend on each other:…

Economics · Quantitative Finance 2016-10-13 Luca Barbaglia , Ines Wilms , Christophe Croux

How do macro-financial shocks affect investor behavior and market dynamics? Recent evidence on experience effects suggests a long-lasting influence of personally experienced outcomes on investor beliefs and investment, but also significant…

Economics · Quantitative Finance 2019-02-28 Ulrike Malmendier , Demian Pouzo , Victoria Vanasco

Energy markets are strategic to governments and economic development. Several commodities compete as substitutable energy sources and energy diversifiers. Such competition reduces the energy vulnerability of countries as well as portfolios'…

Portfolio Management · Quantitative Finance 2018-11-07 Hayette Gatfaoui

This study proposes a combination of a statistical identification approach with potentially invalid short-run zero restrictions. The estimator shrinks towards imposed restrictions and stops shrinkage when the data provide evidence against a…

Econometrics · Economics 2024-04-04 Sascha A. Keweloh

One of the major issues studied in finance that has always intrigued, both scholars and practitioners, and to which no unified theory has yet been discovered, is the reason why prices move over time. Since there are several well-known…

Statistical Finance · Quantitative Finance 2008-12-02 Sonia R. Bentes , Rui Menezes , Diana A. Mendes

In order to understand the origin of stock price jumps, we cross-correlate high-frequency time series of stock returns with different news feeds. We find that neither idiosyncratic news nor market wide news can explain the frequency and…

Statistical Finance · Quantitative Finance 2008-12-02 Armand Joulin , Augustin Lefevre , Daniel Grunberg , Jean-Philippe Bouchaud

While the long-ranged correlation of market orders and their impact on prices has been relatively well studied in the literature, the corresponding studies of limit orders and cancellations are scarce. We provide here an empirical study of…

Trading and Market Microstructure · Quantitative Finance 2015-03-13 Zoltan Eisler , Jean-Philippe Bouchaud , Julien Kockelkoren