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Bayesian modelling of VAR precision matrices using stochastic block networks

Florian Huber, Gary Koop, Massimiliano Marcellino, Tobias Scheckel

arXiv 23 Jul 2024 · Econometrics

arXiv:2407.16349 · PDF · Extracted main text

Abstract

Commonly used priors for Vector Autoregressions (VARs) induce shrinkage on the autoregressive coefficients. Introducing shrinkage on the error covariance matrix is sometimes done but, in the vast majority of cases, without considering the network structure of the shocks and by placing the prior on the lower Cholesky factor of the precision matrix. In this paper, we propose a prior on the VAR error precision matrix directly. Our prior, which resembles a standard spike and slab prior, models variable inclusion probabilities through a stochastic block model that clusters shocks into groups. Within groups, the probability of having relations across group members is higher (inducing less sparsity) whereas relations across groups imply a lower probability that members of each group are conditionally related. We show in simulations that our approach recovers the true network structure well. Using a US macroeconomic data set, we illustrate how our approach can be used to cluster shocks together and that this feature leads to improved density forecasts.

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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
1Sirio Legramanti, Tommaso Rigon, Daniele Durante, and David B. Dunson (2022) Extended stochastic block models with application to criminal networks0.96510390%
2Krzysztof Nowicki and Tom A. B Snijders (2001) Estimation and prediction for stochastic block structures0.87452100%
3Andrea Carriero, Joshua Chan, Todd E. Clark, and Massimiliano Marcel… (2021) Corrigendum to “large bayesian vector autoregressions with stochastic volatility and non-conjugate priors” [j. econometrics 212… self0.7373367%
4Jonas E. Arias, Juan F. Rubio-Ramírez, and Minchul Shin (2022) Macroeconomic forecasting and variable ordering in multivariate stochastic volatility models0.73732100%
5Paul W. Holland, Kathryn Blackmond Laskey, and Samuel Leinhardt (1983) Stochastic blockmodels: First steps0.73732100%
6Hemant Ishwaran and J. Sunil Rao (2005) Spike and slab variable selection: Frequentist and Bayesian strategies0.6443267%
7Daniel Felix Ahelegbey, Monica Billio, and Roberto Casarin (2016) Sparse graphical vector autoregression: A bayesian approach0.64422100%
8Daniel Felix Ahelegbey, Monica Billio, and Roberto Casarin (2016) Bayesian graphical nodels for structural vector autoregressive processes0.64422100%
9Monica Billio, Roberto Casarin, and Luca Rossini (2019) Bayesian nonparametric sparse var models0.64422100%
10Edward I. George, Dongchu Sun, and Shawn Ni (2015) Bayesian stochastic search for var model restrictions0.64422100%

Showing the top 10 of 50 scored citations.