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The COVID-19 recession that started in March 2020 led to an unprecedented decline in economic activity across the globe. To fight this recession, policy makers in central banks engaged in expansionary monetary policy. This paper asks…

Econometrics · Economics 2020-07-31 Martin Feldkircher , Florian Huber , Michael Pfarrhofer

This paper provides three results for SVARs under the assumption that the primitive shocks are mutually independent. First, a framework is proposed to accommodate a disaster-type variable with infinite variance into a SVAR. We show that the…

Methodology · Statistics 2022-03-09 Richard Davis , Serena Ng

Energy efficiency gains in production and consumption are undisputed economic and environmental goals. However, potential energy savings derived from efficiency innovations may have short-lasting effects due to increased demand for more…

General Economics · Economics 2025-12-25 Marcio Santetti

In this paper, we investigate the effectiveness of conventional and unconventional monetary policy measures by the European Central Bank (ECB) conditional on the prevailing level of uncertainty. To obtain exogenous variation in central bank…

General Economics · Economics 2020-12-01 Niko Hauzenberger , Michael Pfarrhofer , Anna Stelzer

A new mixture vector autoregressive model based on Gaussian and Student's $t$ distributions is introduced. As its mixture components, our model incorporates conditionally homoskedastic linear Gaussian vector autoregressions and…

Econometrics · Economics 2026-02-10 Savi Virolainen

This paper proposes a structural multivariate unobserved components model with external instrument (SMUC-IV) to investigate the effects of monetary policy shocks on key U.S. macroeconomic "stars"-namely, the level of potential output, the…

Econometrics · Economics 2025-12-13 Bowen Fu , Chenghan Hou , Jan Prüser

Causal inference in multivariate time series is challenging due to the fact that the sampling rate may not be as fast as the timescale of the causal interactions. In this context, we can view our observed series as a subsampled version of…

Methodology · Statistics 2017-04-11 Alex Tank , Emily B. Fox , Ali Shojaie

Tensor-valued data are becoming increasingly available in economics and this calls for suitable econometric tools. We propose a new dynamic linear model for tensor-valued response variables and covariates that encompasses some well-known…

Methodology · Statistics 2019-07-05 Monica Billio , Roberto Casarin , Matteo Iacopini , Sylvia Kaufmann

Recent economic events, including the global financial crisis and COVID-19 pandemic, have exposed limitations in linear Factor Augmented Vector Autoregressive (FAVAR) models for forecasting and structural analysis. Nonlinear dimension…

Machine Learning · Statistics 2025-03-07 Yiyong Luo , Brooks Paige , Jim Griffin

There is a fast growing literature that set-identifies structural vector autoregressions (SVARs) by imposing sign restrictions on the responses of a subset of the endogenous variables to a particular structural shock (sign-restricted…

Econometrics · Economics 2018-02-08 Eleonora Granziera , Hyungsik Roger Moon , Frank Schorfheide

The relationship between inflation and predictors such as unemployment is potentially nonlinear with a strength that varies over time, and prediction errors error may be subject to large, asymmetric shocks. Inspired by these concerns, we…

Econometrics · Economics 2022-03-01 Todd E. Clark , Florian Huber , Gary Koop , Massimiliano Marcellino

The DebtRank algorithm has been increasingly investigated as a method to estimate the impact of shocks in financial networks, as it overcomes the limitations of the traditional default-cascade approaches. Here we formulate a dynamical…

Risk Management · Quantitative Finance 2018-11-21 Marco Bardoscia , Stefano Battiston , Fabio Caccioli , Guido Caldarelli

This paper investigates how the cost of public debt shapes fiscal policy and its effect on the economy. Using U.S. historical data, I show that when servicing the debt creates a fiscal burden, the government responds to spending shocks by…

General Economics · Economics 2023-09-15 Venance Riblier

Using a modified damped harmonic oscillator model equivalent to a model of market dynamics with price expectations, we analyze the reaction of financial markets to shocks. In order to do this, we gather data from indices of a variety of…

General Finance · Quantitative Finance 2011-09-27 Leonidas Sandoval Junior , Italo De Paula Franca

Jointly modeling and forecasting economic and financial variables across a large set of countries has long been a significant challenge. Two primary approaches have been utilized to address this issue: the vector autoregressive model with…

Machine Learning · Statistics 2025-03-12 Sanyou Wu , Dan Yang , Yan Xu , Long Feng

We propose a novel Bayesian heteroskedastic Markov-switching structural vector autoregression with data-driven time-varying identification. The model selects among alternative patterns of exclusion restrictions to identify structural shocks…

Econometrics · Economics 2025-02-28 Annika Camehl , Tomasz Woźniak

Based on an empirical analysis of the network structure of the Austrian inter-bank market, we study the flow of funds through the banking network following exogenous shocks to the system. These shocks are implemented by stochastic changes…

Other Condensed Matter · Physics 2008-12-02 Michael Boss , Martin Summer , Stefan Thurner

In this empirical paper we show that in the months following a crash there is a distinct connection between the fall of stock prices and the increase in the range of interest rates for a sample of bonds. This variable, which is often…

Statistical Mechanics · Physics 2009-10-31 B. M. Roehner

Can uncertainty about credit availability trigger a slowdown in real activity? This question is answered by using a novel method to identify shocks to uncertainty in access to credit. Time-variation in uncertainty about credit availability…

Econometrics · Economics 2020-05-01 Pratiti Chatterjee , David Gunawan , Robert Kohn

We develop a Functional Augmented Vector Autoregression (FunVAR) model to explicitly incorporate firm-level heterogeneity observed in more than one dimension and study its interaction with aggregate macroeconomic fluctuations. Our…

Econometrics · Economics 2024-11-11 Massimiliano Marcellino , Andrea Renzetti , Tommaso Tornese
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