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Dynamically Consistent Analysis of Realized Covariations in Term Structure Models

Dennis Schroers

arXiv 17 Jun 2024 · Finance — Statistical Finance · publishedMathematical Finance (2025)

arXiv:2406.19412 · PDF · DOI · OpenAlex · Extracted main text

Abstract

In this article we show how to analyze the covariation of bond prices nonparametrically and robustly, staying consistent with a general no-arbitrage setting. This is, in particular, motivated by the problem of identifying the number of statistically relevant factors in the bond market under minimal conditions. We apply this method in an empirical study which suggests that a high number of factors is needed to describe the term structure evolution and that the term structure of volatility varies over time.

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47
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104
in-text mentions
47
distinct cited
2
self-citations
25,887
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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
1D. Schroers (2024) Robust functional data analysis for stochastic evolution equations in infinite dimensions1.000224100%
2D. Filipović (2001) Consistency Problems for HJM Interest Rate Models, volume 1760 of Lecture Notes in Mathematics1.00083100%
3D. Filipović, M. Pelger, and Y. Ye (2022) Stripping the discount curve - a robust machine learning approach1.00054100%
4Fred Espen Benth, Dennis Schroers, and A. E. D. Veraart (2024) A feasible central limit theorem for realised covariation of spdes in the context of functional data self0.92843100%
5S. Peszat and J. Zabczyk (2007) Stochastic Partial Differential Equations with Lévy Noise, volume 113 of Encyclopedia of Mathematics and its Applications0.92843100%
6R. K. Crump and N. Gospodinov (2022) On the factor structure of bond returns0.84333100%
7D. Filipović, S. Tappe, and J. Teichmann (2010) Jump-diffusions in Hilbert spaces: existence, stability and numerics0.73732100%
8V. Masarotto, V. M. Panaretos, and Y. Zemel (2019) Procrustes metrics on covariance operators and optimal transportation of gaussian processes0.73732100%
9T. Björk, G. Di Masi, Y. Kabanov, and W. Runggaldier (1997) Towards a general theory of bond markets0.73732100%
10H. Ren, N. Chen, and C. Zou (2017) Projection-based outlier detection in functional data0.73732100%

Showing the top 10 of 47 scored citations.