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We develop a novel continuous-time asymptotic framework for inference on whether the predictive ability of a given forecast model remains stable over time. We formally define forecast instability from the economic forecaster's perspective…

Econometrics · Economics 2018-12-04 Alessandro Casini

Forecasting the evolution of complex systems is one of the grand challenges of modern data science. The fundamental difficulty lies in understanding the structure of the observed stochastic process. In this paper, we show that every…

Statistics Theory · Mathematics 2020-01-01 Xiucai Ding , Zhou Zhou

Electricity systems are experiencing increased effects of randomness and variability due to emerging stochastic assets. The increased effects introduce new uncertainties into power systems that can impact system operability and reliability.…

Systems and Control · Electrical Eng. & Systems 2022-11-10 Naeem Turner-Bandele , Amritanshu Pandey , Larry Pileggi

Loss functions are widely used to compare several competing forecasts. However, forecast comparisons are often based on mismeasured proxy variables for the true target. We introduce the concept of exact robustness to measurement error for…

Econometrics · Economics 2021-06-22 Yannick Hoga , Timo Dimitriadis

We demonstrate that the forecasting combination puzzle is a consequence of the methodology commonly used to produce forecast combinations. By the combination puzzle, we refer to the empirical finding that predictions formed by combining…

Econometrics · Economics 2023-08-11 David T. Frazier , Ryan Covey , Gael M. Martin , Donald Poskitt

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

This paper investigates the time-varying impacts of international macroeconomic uncertainty shocks. We use a global vector autoregressive specification with drifting coefficients and factor stochastic volatility in the errors to model six…

Econometrics · Economics 2019-12-18 Michael Pfarrhofer

We propose two types of equal predictive ability (EPA) tests with panels to compare the predictions made by two forecasters. The first type, namely $S$-statistics, focuses on the overall EPA hypothesis which states that the EPA holds on…

Econometrics · Economics 2023-02-07 Oguzhan Akgun , Alain Pirotte , Giovanni Urga , Zhenlin Yang

Cross-validation (CV) is known to provide asymptotically exact tests and confidence intervals for model improvement but only when the model comparison is relatively stable. Surprisingly, we prove that even simple, individually stable models…

Machine Learning · Statistics 2026-02-10 Alexandre Bayle , Lucas Janson , Lester Mackey

On the basis of an analysis of previous research, we present a generalized approach for measuring the difference of plans with an exemplary application to machine scheduling. Our work is motivated by the need for such measures, which are…

Artificial Intelligence · Computer Science 2015-03-17 Martin Josef Geiger

A long noted difficulty when assessing the reliability (or calibration) of forecasting systems is that reliability, in general, is a hypothesis not about a finite dimensional parameter but about an entire functional relationship. A…

Data Analysis, Statistics and Probability · Physics 2020-12-09 Jochen Bröcker

Short-term forecasts of infectious disease spread are a critical component in risk evaluation and public health decision making. While different models for short-term forecasting have been developed, open questions about their relative…

In this note we study the numerical stability problem that may take place when calculating the cumulative distribution function of the {\it Hypoexponential} random variable. This computation is extensively used during the execution of Monte…

Applications · Statistics 2013-06-26 Ilya Gertsbakh , Eyal Neuman , Radislav Vaisman

Forecast evaluation plays a key role in how empirical evidence shapes the development of the discipline. Domain experts are interested in error measures relevant for their decision making needs. Such measures may produce unreliable results.…

Machine Learning · Computer Science 2021-08-10 Hansika Hewamalage , Pablo Montero-Manso , Christoph Bergmeir , Rob J Hyndman

We propose a new framework for assessing Granger causality in quantiles in unstable environments, for a fixed quantile or over a continuum of quantile levels. Our proposed test statistics are consistent against fixed alternatives, they have…

Econometrics · Economics 2024-12-09 Alexander Mayer , Dominik Wied , Victor Troster

This paper presents a new way to account for downside and upside risks when producing density nowcasts of GDP growth. The approach relies on modelling location, scale and shape common factors in real-time macroeconomic data. While movements…

Econometrics · Economics 2024-05-29 Paul Labonne

This paper explores the effects of simulated moments on the performance of inference methods based on moment inequalities. Commonly used confidence sets for parameters are level sets of criterion functions whose boundary points may depend…

Econometrics · Economics 2018-04-12 Hiroaki Kaido , Jiaxuan Li , Marc Rysman

Financial global crisis has devastating impacts to economies since early XX century and continues to impose increasing collateral damages for governments, enterprises, and society in general. Up to now, all efforts to obtain efficient…

Statistical Finance · Quantitative Finance 2019-04-09 Bruna Amin Gonçalves , Laura Carpi , Osvaldo A. Rosso , Martin G. Ravetti , A. P. F Atman

During the COVID-19 pandemic, a massive number of attempts on the predictions of the number of cases and the other future trends of this pandemic have been made. However, they fail to predict, in a reliable way, the medium and long term…

Machine Learning · Computer Science 2020-11-30 Mert Nakıp , Onur Çopur , Cüneyt Güzeliş

Comparative evaluation of forecasts of statistical functionals relies on comparing averaged losses of competing forecasts after the realization of the quantity $Y$, on which the functional is based, has been observed. Motivated by…

Methodology · Statistics 2022-11-28 Hajo Holzmann , Bernhard Klar
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