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We provide the first systematic assessment of data leakage issues in the use of machine learning on panel data. Our organizing framework clarifies why neglecting the cross-sectional and longitudinal structure of these data leads to…

Econometrics · Economics 2025-05-06 Augusto Cerqua , Marco Letta , Gabriele Pinto

Panel data of our interest consist of a moderate or relatively large number of panels, while the panels contain a small number of observations. This paper establishes testing procedures to detect a possible common change in means of the…

Statistics Theory · Mathematics 2016-08-07 Barbora Peštová , Michal Pešta

This article introduces a novel method for detecting distinctive structural changes in economic data, particularly within frequency distribution tables. The approach identifies significant shifts in the distribution of a variable over time…

Applications · Statistics 2025-09-04 Joanna Dębicka , Edyta Mazurek

Variations in the low- and high-frequency components of temperature may have distinct impacts on economic outcomes. Parametric and non-parametric estimates from three panels of data all find significant heterogeneity in the relative…

General Economics · Economics 2026-04-13 Nikolay Gospodinov , Ignacio Lopez Gaffney , Serena Ng

The major perspective of this paper is to provide more evidence into the empirical determinants of capital structure adjustment in different macroeconomics states by focusing and discussing the relative importance of firm-specific and…

Economics · Quantitative Finance 2018-01-23 Andreas Kaloudis , Dimitrios Tsolis

A minimal stochastic dynamical model of the interbank network is introduced, with linear interactions mediated by an integral of recent variations. Defining stress as the variance over the banks' states, the interaction correction to the…

Mathematical Finance · Quantitative Finance 2023-11-30 Andrea Auconi

Automatic credit scoring, which assesses the probability of default by loan applicants, plays a vital role in peer-to-peer lending platforms to reduce the risk of lenders. Although it has been demonstrated that dynamic selection techniques…

Machine Learning · Computer Science 2020-10-20 Mahsan Abdoli , Mohammad Akbari , Jamal Shahrabi

We build a simple diagnostic criterion for approximate factor structure in large cross-sectional equity datasets. Given a model for asset returns with observable factors, the criterion checks whether the error terms are weakly…

Statistical Finance · Quantitative Finance 2017-08-08 Patrick Gagliardini , Elisa Ossola , Olivier Scaillet

This chapter covers methodological issues related to estimation, testing and computation for models involving structural changes. Our aim is to review developments as they relate to econometric applications based on linear models.…

Econometrics · Economics 2018-05-11 Alessandro Casini , Pierre Perron

Monitoring economic conditions and financial stability with an early warning system serves as a prevention mechanism for unexpected economic events. In this paper, we investigate the statistical performance of sequential break-point…

Applications · Statistics 2021-12-14 Christis Katsouris

We develop theory leading to testing procedures for the presence of a change point in the intraday volatility pattern. The new theory is developed in the framework of Functional Data Analysis. It is based on a model akin to the stochastic…

Methodology · Statistics 2024-04-19 Piotr Kokoszka , Tim Kutta , Neda Mohammadi , Haonan Wang , Shixuan Wang

In this survey we discuss the recent causal panel data literature. This recent literature has focused on credibly estimating causal effects of binary interventions in settings with longitudinal data, emphasizing practical advice for…

Econometrics · Economics 2024-06-26 Dmitry Arkhangelsky , Guido Imbens

I devise a novel approach to evaluate the effectiveness of fiscal policy in the short run with multi-category treatment effects and inverse probability weighting based on the potential outcome framework. This study's main contribution to…

Econometrics · Economics 2020-08-11 Koiti Yano

The Lucas critique has exposed the problem of the trade-off between changes in monetary policy and structural breaks in economic time series. The search for and characterisation of such breaks has been a major econometric task ever since.…

General Finance · Quantitative Finance 2011-03-31 Oleg Kitov , Ivan Kitov

We propose an econometric environment for structural break detection in nonstationary quantile predictive regressions. We establish the limit distributions for a class of Wald and fluctuation type statistics based on both the ordinary least…

Econometrics · Economics 2023-02-13 Christis Katsouris

Consumption is a primary source of economic growth and key indicator of poverty. The establishment of community banks can provide credit resources, unlocking household consumption potential and playing a crucial role in economic…

General Economics · Economics 2025-02-21 Yan Li

In this paper, we propose a two-step procedure based on the group LASSO estimator in combination with a backward elimination algorithm to detect multiple structural breaks in linear regressions with multivariate responses. Applying the…

Econometrics · Economics 2024-09-24 Karsten Schweikert

We consider sequential treatment regimes where each unit is exposed to combinations of interventions over time. When interventions are described by qualitative labels, such as "close schools for a month due to a pandemic" or "promote this…

Machine Learning · Statistics 2024-10-31 Jialin Yu , Andreas Koukorinis , Nicolò Colombo , Yuchen Zhu , Ricardo Silva

In modern business modeling and analytics, data monitoring plays a critical role. Nowadays, sophisticated models often rely on hundreds or even thousands of input variables. Over time, structural changes such as abrupt level shifts or trend…

Methodology · Statistics 2019-10-07 Yingbo Li , Robert Cezeaux , Di Yu

Aggregate shocks affect most households' and firms' decisions. Using three stylized models we show that inference based on cross-sectional data alone generally fails to correctly account for decision making of rational agents facing…

Methodology · Statistics 2022-04-28 Jinyong Hahn , Guido Kuersteiner , Maurizio Mazzocco