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As impressively shown by the financial crisis in 2007/08, contagion effects in financial networks harbor a great threat for the stability of the entire system. Without sufficient capital requirements for banks and other financial…

Risk Management · Quantitative Finance 2019-11-19 Daniel Ritter

Exploratory analysis of time series data can yield a better understanding of complex dynamical systems. Granger causality is a practical framework for analysing interactions in sequential data, applied in a wide range of domains. In this…

Machine Learning · Computer Science 2021-01-20 Ričards Marcinkevičs , Julia E. Vogt

This work explores the characteristics of financial contagion in networks whose links distributions approaches a power law, using a model that defines banks balance sheets from information of network connectivity. By varying the parameters…

General Finance · Quantitative Finance 2014-10-10 Vanessa Hoffmann de Quadros , Juan Carlos González-Avella , José Roberto Iglesias

Learning causal relationships solely from observational data often fails to reveal the underlying causal mechanisms due to the vast search space of possible causal graphs, which can grow exponentially, especially for greedy algorithms using…

Artificial Intelligence · Computer Science 2024-07-09 Uzma Hasan , Md Osman Gani

Portfolio managers rely on correlation-based analysis and heuristic methods that fail to capture true causal relationships driving performance. We present a hybrid framework that integrates statistical causal discovery algorithms with…

Computational Finance · Quantitative Finance 2025-10-24 Alejandro Michel , Abhinav Arun , Bhaskarjit Sarmah , Stefano Pasquali

The achievement of the 2030 Sustainable Development Goals (SDGs) is dependent upon strategic resource distribution. We propose a causal discovery framework using Panel Vector Autoregression, along with both country-specific fixed effects…

The causal connectivity of a network is often inferred to understand the network function. It is arguably acknowledged that the inferred causal connectivity relies on causality measure one applies, and it may differ from the network's…

Neurons and Cognition · Quantitative Biology 2021-10-20 Zhong-qi K. Tian , Kai Chen , Songting Li , David W. McLaughlin , Douglas Zhou

Generative Bayesian Computation (GBC) methods are developed for Casual Inference. Generative methods are simulation-based methods that use a large training dataset to represent posterior distributions as a map (a.k.a. optimal transport) to…

Methodology · Statistics 2024-12-25 Maria Nareklishvili , Nicholas Polson , Vadim Sokolov

We propose a novel risk matrix to characterize the optimal portfolio choice of an investor with tail concerns. The diagonal of the matrix contains the Value-at-Risk of each asset in the portfolio and the off-diagonal the pairwise…

Portfolio Management · Quantitative Finance 2021-12-23 Christis Katsouris

While most classical approaches to Granger causality detection repose upon linear time series assumptions, many interactions in neuroscience and economics applications are nonlinear. We develop an approach to nonlinear Granger causality…

Machine Learning · Statistics 2018-06-26 Alex Tank , Ian Cover , Nicholas J. Foti , Ali Shojaie , Emily B. Fox

The importance of adequately modeling credit risk has once again been highlighted in the recent financial crisis. Defaults tend to cluster around times of economic stress due to poor macro-economic conditions, {\em but also} by directly…

Risk Management · Quantitative Finance 2015-06-04 Sebastian Heise , Reimer Kuehn

This paper addresses the problem of inferring sparse causal networks modeled by multivariate auto-regressive (MAR) processes. Conditions are derived under which the Group Lasso (gLasso) procedure consistently estimates sparse network…

Machine Learning · Statistics 2015-05-28 Andrew Bolstad , Barry Van Veen , Robert Nowak

Gaussian graphical regression is a powerful means that regresses the precision matrix of a Gaussian graphical model on covariates, permitting the numbers of the response variables and covariates to far exceed the sample size. Model fitting…

Methodology · Statistics 2022-05-24 Jingfei Zhang , Yi Li

Multivariate time series anomaly detection has numerous real-world applications and is being extensively studied. Modeling pairwise correlations between variables is crucial. Existing methods employ learnable graph structures and graph…

Machine Learning · Computer Science 2025-01-24 Zehao Liu , Mengzhou Gao , Pengfei Jiao

It is a challenging research endeavor to infer causal relationships in multivariate observational time-series. Such data may be represented by graphs, where nodes represent time-series, and edges directed causal influence scores between…

Information Theory · Computer Science 2022-05-09 Axel Wismüller , Ali Vosoughi , Adora DSouza , Anas Abidin

This paper proposes a novel method (GLS Granger test) to determine causal relationships between time series based on the estimation of the autocovariance matrix and generalized least squares. We show the effectiveness of proposed…

Methodology · Statistics 2023-01-10 Hugo J. Bello

Many financial jobs rely on news to learn about causal events in the past and present, to make informed decisions and predictions about the future. With the ever-increasing amount of news available online, there is a need to automate the…

Computation and Language · Computer Science 2023-08-01 Fiona Anting Tan , Debdeep Paul , Sahim Yamaura , Miura Koji , See-Kiong Ng

Causality graphs are routinely estimated in social sciences, natural sciences, and engineering due to their capacity to efficiently represent the spatiotemporal structure of multivariate data sets in a format amenable for human…

Signal Processing · Electrical Eng. & Systems 2020-11-16 Bakht Zaman , Luis Miguel Lopez Ramos , Daniel Romero , Baltasar Beferull-Lozano

Synthetic data generation becomes prevalent as a solution to privacy leakage and data shortage. Generative models are designed to generate a realistic synthetic dataset, which can precisely express the data distribution for the real…

Machine Learning · Computer Science 2021-04-22 Bingyang Wen , Luis Oliveros Colon , K. P. Subbalakshmi , R. Chandramouli

In economic and financial applications, there is often the need for analysing multivariate time series, comprising of time series for a range of quantities. In some applications such complex systems can be associated with some underlying…

Methodology · Statistics 2023-09-27 Anastasia Mantziou , Mihai Cucuringu , Victor Meirinhos , Gesine Reinert