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Projection Inference for set-identified SVARs

Bulat Gafarov, Matthias Meier, José Luis Montiel Olea

arXiv 18 Apr 2025 · Econometrics

arXiv:2504.14106 · PDF · Extracted main text

Abstract

We study the properties of projection inference for set-identified Structural Vector Autoregressions. A nominal $1-\alpha$ projection region collects the structural parameters that are compatible with a $1-\alpha$ Wald ellipsoid for the model's reduced-form parameters (autoregressive coefficients and the covariance matrix of residuals). We show that projection inference can be applied to a general class of stationary models, is computationally feasible, and -- as the sample size grows large -- it produces regions for the structural parameters and their identified set with both frequentist coverage and robust Bayesian credibility of at least $1-\alpha$. A drawback of the projection approach is that both coverage and robust credibility may be strictly above their nominal level. Following the work of \cite{Kaido_Molinari_Stoye:2014}, we `calibrate' the radius of the Wald ellipsoid to guarantee that -- for a given posterior on the reduced-form parameters -- the robust Bayesian credibility of the projection method is exactly $1-\alpha$. If the bounds of the identified set are differentiable, our calibrated projection also covers the identified set with probability $1-\alpha$. %eliminating the excess of robust Bayesian credibility also eliminates excessive frequentist coverage. We illustrate the main results of the paper using the demand/supply-model for the U.S. labor market in Baumeister_Hamilton(2015)

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55
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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
1Baumeister, Christiane and Hamilton, James D (2015) Sign restrictions, structural vector autoregressions, and useful prior information1.00094100%
2Giacomini, Raffaella and Kitagawa, Toru (2021) Robust Bayesian inference for set-identified models1.00064100%
3Lütkepohl, Helmut (2013) Introduction to multiple time series analysis0.9285380%
4Kaido, Hiroaki and Molinari, Francesca and Stoye, Jörg (2019) Confidence Intervals for Projections of Partially Identified Parameters0.92844100%
5Uhlig, Harald (2005) What are the effects of monetary policy on output? Results from an agnostic identification procedure0.90912675%
6Arias, Jonas E and Rubio-Ram\'irez, Juan F and Waggoner, Daniel F (2018) Inference based on structural vector autoregressions identified with sign and zero restrictions: Theory and applications0.6443267%
7Dufour, Jean-Marie and Taamouti, Mohamed (2005) Projection-based statistical inference in linear structural models with possibly weak instruments0.64422100%
8Dufour, Jean-Marie and Taamouti, Mohamed (2007) Further results on projection-based inference in IV regressions with weak, collinear or missing instruments0.64422100%
9Inoue, Atsushi and Kilian, Lutz (2016) Joint confidence sets for structural impulse responses0.64422100%
10Inoue, Atsushi and Kilian, Lutz (2013) Inference on impulse response functions in structural VAR models0.64422100%

Showing the top 10 of 55 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
1Confidence Intervals forProjections of Partially Identified Parameters0.40511
2Inference for VARs Identified with Sign Restrictions0.40511
3Inference in Difference-in-Differences with Few Treated Units and Spatial Correlation0.40511
4Wild inference for wild SVARs with application to heteroscedasticity-based IV0.40511