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Inference on Common Trends in a Cointegrated Nonlinear SVAR

James A. Duffy, Xiyu Jiao

arXiv 30 Jul 2025 · Econometrics · publishedOxford Bulletin of Economics and Statistics (2026)

arXiv:2507.22869 · PDF · DOI · OpenAlex · Extracted main text

Abstract

We consider the problem of performing inference on the number of common stochastic trends when data is generated by a cointegrated CKSVAR (a two-regime, piecewise-linear SVAR; Mavroeidis, 2021), using a modified version of the Breitung (2002) multivariate variance ratio test that is robust to the presence of nonlinear cointegration (of a known form). To derive the asymptotics of our test statistic, we prove a fundamental LLN-type result for a class of stable but nonstationary autoregressive processes, using a novel dual linear process approximation. We show that our modified test yields correct inferences regarding the number of common trends in such a system, whereas the unmodified test tends to infer a higher number of common trends than are actually present, when cointegrating relations are nonlinear.

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19
references
392
in-text mentions
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distinct cited
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78,699
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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
1Breitung, J (2002) Nonparametric tests for unit roots and cointegration1.000574100%
2Duffy, J. A., S. Mavroeidis, and S. Wycherley (2025) Cointegration with occasionally binding constraints self0.963169789%
3Mavroeidis, S (2021) Identification at the zero lower bound0.874322100%
4Aruoba, S. B., M. Mlikota, F. Schorfheide, and S. Villalvazo (2022) SVARs with occasionally-binding constraints0.874162100%
5Duffy, J. A., S. Mavroeidis, and S. Wycherley (2023) Stationarity with Occasionally Binding Constraints, arXiv:2307.06190 self0.85126292%
6Duffy, J. A. and S. Mavroeidis (2024) Common trends and long-run identification in nonlinear structural VARs, arXiv:2404.05349 self0.69381100%
7Engle, R. F. and C. W. J. Granger (1987) Co-integration and error correction: representation, estimation, and testing0.69381100%
8Granger, C. W. J (1986) Developments in the study of cointegrated economic variables0.69381100%
9Ikeda, D., S. Li, S. Mavroeidis, and F. Zanetti (2024) Testing the effectiveness of unconventional monetary policy in Japan and the United States0.69381100%
10Johansen, S (1991) Estimation and hypothesis testing of cointegration vectors in Gaussian vector autoregressive models0.69381100%

Showing the top 10 of 19 scored citations.