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We introduce a random forest approach to enable spreads' prediction in the primary catastrophe bond market. We investigate whether all information provided to investors in the offering circular prior to a new issuance is equally important…

Pricing of Securities · Quantitative Finance 2020-01-29 Despoina Makariou , Pauline Barrieu , Yining Chen

This paper demonstrates how reinforcement learning can explain two puzzling empirical patterns in household consumption behavior during economic downturns. I develop a model where agents use Q-learning with neural network approximation to…

General Economics · Economics 2025-10-24 Brandon Kaplowitz

It is widely speculated that auditors' public forecasts of bankruptcy are, at least in part, self-fulfilling prophecies in the sense that they might actually cause bankruptcies that would not have otherwise occurred. This conjecture is hard…

Methodology · Statistics 2022-06-24 Demetrios Papakostas , P. Richard Hahn , Jared Murray , Frank Zhou , Joseph Gerakos

In the area of credit risk analytics, current Bankruptcy Prediction Models (BPMs) struggle with (a) the availability of comprehensive and real-world data sets and (b) the presence of extreme class imbalance in the data (i.e., very few…

Machine Learning · Computer Science 2019-11-25 Sheikh Rabiul Islam , William Eberle , Sheikh K. Ghafoor , Sid C. Bundy , Douglas A. Talbert , Ambareen Siraj

This paper develops an algorithm for detecting US recessions in real time. The algorithm constructs hundreds of millions of recession classifiers by combining unemployment and vacancy data. Classifiers are then selected to avoid both false…

General Economics · Economics 2025-12-12 Pascal Michaillat

The use of credit cards has recently increased, creating an essential need for credit card assessment methods to minimize potential risks. This study investigates the utilization of machine learning (ML) models for credit card default…

Machine Learning · Computer Science 2023-10-17 Anas Arram , Masri Ayob , Musatafa Abbas Abbood Albadr , Alaa Sulaiman , Dheeb Albashish

Understanding the business cycle is crucial for building economic stability, guiding business planning, and informing investment decisions. The business cycle refers to the recurring pattern of expansion and contraction in economic activity…

Machine Learning · Computer Science 2024-06-17 Elvys Linhares Pontes , Mohamed Benjannet , Raymond Yung

Credit ratings are one of the primary keys that reflect the level of riskiness and reliability of corporations to meet their financial obligations. Rating agencies tend to take extended periods of time to provide new ratings and update…

Risk Management · Quantitative Finance 2020-07-15 Parisa Golbayani , Ionuţ Florescu , Rupak Chatterjee

By scientific standards, the accuracy of short-term economic forecasts has been poor, and shows no sign of improving over time. We form a delay matrix of time-series data on the overall rate of growth of the economy, with lags spanning the…

Condensed Matter · Physics 2009-11-07 P Ormerod , C Mounfield

Most representative decision tree ensemble methods have been used to examine the variable importance of Treasury term spreads to predict US economic recessions with a balance of generating rules for US economic recession detection. A…

Machine Learning · Statistics 2022-03-15 Pedro Cadahia Delgado , Emilio Congregado , Antonio A. Golpe , José Carlos Vides

Random forest regression (RF) is an extremely popular tool for the analysis of high-dimensional data. Nonetheless, its benefits may be lessened in sparse settings due to weak predictors, and a pre-estimation dimension reduction (targeting)…

The US stock market experienced instability following the recession (2007-2009). COVID-19 poses a significant challenge to US stock traders and investors. Traders and investors should keep up with the stock market. This is to mitigate risks…

Econometrics · Economics 2023-06-07 Reza Nematirad , Amin Ahmadisharaf , Ali Lashgari

The quest for accurate economic forecasting has traditionally been dominated by econometric models, which most of the times rely on the assumptions of linear relationships and stationarity in of the data. However, the complex and often…

Machine Learning · Computer Science 2025-02-28 Bogdan Oancea

Financial Distress Prediction plays a crucial role in the economy by accurately forecasting the number and probability of failing structures, providing insight into the growth and stability of a country's economy. However, predicting…

Machine Learning · Computer Science 2023-02-24 Yuan Gao , Biao Jiang , Jietong Zhou

Using standard financial ratios as variables in statistical analyses has been related to several serious problems, such as extreme outliers, asymmetry, non-normality, and non-linearity. The compositional-data methodology has been…

Statistical Finance · Quantitative Finance 2026-05-20 Fatemeh Keivani , Germà Coenders , Geòrgia Escaramís

In recent years, the growing frequency and severity of natural disasters have increased the need for effective tools to manage catastrophe risk. Catastrophe (CAT) bonds allow the transfer of part of this risk to investors, offering an…

Pricing of Securities · Quantitative Finance 2025-12-30 Julia Kończal , Michał Balcerek , Krzysztof Burnecki

Machine learning is often applied in health science to obtain predictions and new understandings of complex phenomena and relationships, but an availability of sufficient data for model training is a widespread problem. Traditional machine…

Machine Learning · Computer Science 2021-05-18 Casper Wilstrup , Jaan Kasak

Macroeconomic factors have a critical impact on banking credit risk, which cannot be directly controlled by banks, and therefore, there is a need for an early credit risk warning system based on the macroeconomy. By comparing different…

Information Retrieval · Computer Science 2024-01-29 Hemlata Sharma , Aparna Andhalkar , Oluwaseun Ajao , Bayode Ogunleye

Micro-segmentation of customers in the finance sector is a non-trivial task and has been an atypical omission from recent scientific literature. Where traditional segmentation classifies customers based on coarse features such as…

Machine Learning · Computer Science 2021-12-13 Charl Maree , Christian W. Omlin

The random forest algorithm, proposed by L. Breiman in 2001, has been extremely successful as a general-purpose classification and regression method. The approach, which combines several randomized decision trees and aggregates their…

Statistics Theory · Mathematics 2015-11-19 Gérard Biau , Erwan Scornet