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Stochastic model specification in Markov switching vector error correction models

Niko Hauzenberger, Florian Huber, Michael Pfarrhofer, Thomas O. Zörner

arXiv 2 Jul 2018 · Econometrics · publishedStudies in Nonlinear Dynamics and Econometrics (2020) · 10 citations (OpenAlex)

arXiv:1807.00529 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper proposes a hierarchical modeling approach to perform stochastic model specification in Markov switching vector error correction models. We assume that a common distribution gives rise to the regime-specific regression coefficients. The mean as well as the variances of this distribution are treated as fully stochastic and suitable shrinkage priors are used. These shrinkage priors enable to assess which coefficients differ across regimes in a flexible manner. In the case of similar coefficients, our model pushes the respective regions of the parameter space towards the common distribution. This allows for selecting a parsimonious model while still maintaining sufficient flexibility to control for sudden shifts in the parameters, if necessary. We apply our modeling approach to real-time Euro area data and assume transition probabilities between expansionary and recessionary regimes to be driven by the cointegration errors. The results suggest that the regime allocation is governed by a subset of short-run adjustment coefficients and regime-specific variance-covariance matrices. These findings are complemented by an out-of-sample forecast exercise, illustrating the advantages of the model for predicting Euro area inflation in real time.

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Malsiner-Walli G, Frühwirth-Schnatter S, and Grün B (2016) Model-based clustering based on sparse finite Gaussian mixtures1.00073100%
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5Kaufmann S (2015) K-state switching models with time-varying transition distributions – Does loan growth signal stronger effects of variables on i…0.73732100%
6Filardo AJ (1994) Business-cycle phases and their transitional dynamics0.64422100%
7Giannone D, Henry J, Lalik M, and Modugno M (2012) An area-wide real-time database for the euro area0.64422100%
8Griffin JE, and Brown PJ (2010) Inference with normal-gamma prior distributions in regression problems0.64422100%
9Jochmann M, and Koop G (2015) Regime-switching cointegration0.64422100%
10Martin GM (2000) US deficit sustainability: a new approach based on multiple endogenous breaks0.64422100%

Showing the top 10 of 41 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

Citing paperIntensityMentionsSections
1Identification of structural shocks in Bayesian VEC models with two-state Markov-switching heteroskedasticity0.40511