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Bayesian MIDAS Penalized Regressions: Estimation, Selection, and Prediction

Matteo Mogliani, Anna Simoni

arXiv 19 Mar 2019 · Econometrics · publishedJournal of Econometrics (2020) · 64 citations (OpenAlex)

arXiv:1903.08025 · PDF · DOI · OpenAlex · Extracted main text

Abstract

We propose a new approach to mixed-frequency regressions in a high-dimensional environment that resorts to Group Lasso penalization and Bayesian techniques for estimation and inference. In particular, to improve the prediction properties of the model and its sparse recovery ability, we consider a Group Lasso with a spike-and-slab prior. Penalty hyper-parameters governing the model shrinkage are automatically tuned via an adaptive MCMC algorithm. We establish good frequentist asymptotic properties of the posterior of the in-sample and out-of-sample prediction error, we recover the optimal posterior contraction rate, and we show optimality of the posterior predictive density. Simulations show that the proposed models have good selection and forecasting performance in small samples, even when the design matrix presents cross-correlation. When applied to forecasting U.S. GDP, our penalized regressions can outperform many strong competitors. Results suggest that financial variables may have some, although very limited, short-term predictive content.

Citation extraction

83
references
141
in-text mentions
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distinct cited
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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
1Uematsu, Y., Tanaka, S (2019) High-dimensional macroeconomic forecasting and variable selection via penalized regression1.00074100%
2Pettenuzzo, D., Timmermann, A., Valkanov, R (2016) A MIDAS approach to modeling first and second moment dynamics1.00053100%
3Kyung, M., Gill, J., Ghosh, M., Casella, G (2010) Penalized regression, standard errors, and Bayesian lassos0.92843100%
4Ning, B., Jeong, S., Ghosal, S (2020) Bayesian linear regression for multivariate responses under group sparsity0.9098475%
5Lounici, K., Pontil, M., van de Geer, S., Tsybakov, A. B (2011) Oracle inequalities and optimal inference under group sparsity0.87452100%
6Atchadé, Y. F (2011) A computational framework for empirical Bayes inference0.8434375%
7Andreou, E., Ghysels, E., Kourtellos, A (2010) Regression models with mixed sampling frequencies0.84333100%
8Xu, X., Ghosh, M (2015) Bayesian variable selection and estimation for group lasso0.84333100%
9Yuan, M., Lin, Y (2006) Model selection and estimation in regression with grouped variables0.84333100%
10Andreou, E., Ghysels, E., Kourtellos, A (2013) Should macroeconomic forecasters use daily financial data and how? Journal of Business & Economic Statistics 31 (2), 240–2510.81142100%

Showing the top 10 of 83 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
1singlespace Bayesian Bi-level Sparse Group Regressions for Macroeconomic Density Forecasting singlespace1.00074
2Nowcasting distributions: a functional MIDAS model0.96194
3MIDAS-QR with 2-Dimensional Structure0.81142
4High-frequency Density Nowcasts of U.S. State-Level Carbon Dioxide Emissions0.81142
5Machine Learning Time Series Regressions With an Application to Nowcasting0.40511
6Hierarchical Regularizers for Mixed-Frequency Vector Autoregressions0.40511
7Bayesian Mixed-Frequency Quantile Vector Autoregression: Eliciting tail risks of Monthly US GDP0.40511
8On LASSO for High Dimensional Predictive Regression0.40511
9Hierarchical Regularizers for Reverse Unrestricted Mixed Data Sampling Regressions0.40511
10Econometrics of Machine Learning Methods in Economic Forecasting0.40511