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A Supervised Screening and Regularized Factor-Based Method for Time Series Forecasting

Sihan Tu, Zhaoxing Gao

arXiv 21 Feb 2025 · Econometrics

arXiv:2502.15275 · PDF · Extracted main text

Abstract

Factor-based forecasting using Principal Component Analysis (PCA) is an effective machine learning tool for dimension reduction with many applications in statistics, economics, and finance. This paper introduces a Supervised Screening and Regularized Factor-based (SSRF) framework that systematically addresses high-dimensional predictor sets through a structured four-step procedure integrating both static and dynamic forecasting mechanisms. The static approach selects predictors via marginal correlation screening and scales them using univariate predictive slopes, while the dynamic method screens and scales predictors based on time series regression incorporating lagged predictors. PCA then extracts latent factors from the scaled predictors, followed by LASSO regularization to refine predictive accuracy. In the simulation study, we validate the effectiveness of SSRF and identify its parameter adjustment strategies in high-dimensional data settings. An empirical analysis of macroeconomic indices in China demonstrates that the SSRF method generally outperforms several commonly used forecasting techniques in out-of-sample predictions.

Citation extraction

22
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in-text mentions
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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
1Huang, D., F. Jiang, K. Li, G. Tong, and G. Zhou (2022) Scaled PCA: A New Approach to Dimension Reduction1.00063100%
2Gao, Z. and R. S. Tsay (2024) Supervised dynamic pca: Linear dynamic forecasting with many predictors self0.92843100%
3Fan, J. and R. Li (2001) Variable selection via nonconcave penalized likelihood and its oracle properties0.73732100%
4McCracken, M. W. and S. Ng (2016) FRED-MD: A monthly database for macroeconomic research0.73732100%
5Zou, H. and T. Hastie (2005) Regularization and variable selection via the elastic net0.73732100%
6Bai, J. and S. Ng (2002) Determining the number of factors in approximate factor models0.64422100%
7Bai, J. and S. Ng (2008) Forecasting economic time series using targeted predictors0.64422100%
8Bai, J. and S. Ng (2023) Approximate factor models with weaker loadings0.64422100%
9Ling, B., C. Ma, Y. Tu, and X. Xie (2023) Mutation analysis of China 's macroeconomic structure based on high-dimensional factor model (in Chinese)0.64422100%
10Fan, J. and J. Lv (2008) Sure independence screening for ultrahigh dimensional feature space0.51121100%

Showing the top 10 of 22 scored citations.