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Inference for High-Dimensional Local Projection

Jiti Gao, Fei Liu, Bin Peng

arXiv 11 Feb 2026 · Econometrics

arXiv:2602.10415 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper rigorously analyzes the properties of the local projection (LP) methodology within a high-dimensional (HD) framework, with a central focus on achieving robust long-horizon inference. We integrate a general dependence structure into h-step ahead forecasting models via a flexible specification of the residual terms. Additionally, we study the corresponding HD covariance matrix estimation, explicitly addressing the complexity arising from the long-horizon setting. Extensive Monte Carlo simulations are conducted to substantiate the derived theoretical findings. In the empirical study, we utilize the proposed HD LP framework to study the impact of business news attention on U.S. industry-level stock volatility.

Citation extraction

39
references
67
in-text mentions
39
distinct cited
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self-citations
11,756
main-text words

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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
1Montiel Olea, José Luis and Plagborg-Møller, Mikkel (2021) Local projection inference is simpler and more robust than you think0.8434375%
2Diebold, Francis X and Yilmaz, Kamil (2009) Measuring financial asset return and volatility spillovers, with application to global equity markets0.84333100%
3Diebold, Francis X and Yilmaz, Kamil (2014) On the network topology of variance decompositions: Measuring the connectedness of financial firms0.84333100%
4Jordá, Óscar (2005) Estimation and Inference of Impulse Responses by Local Projections0.81142100%
5Sílvia Gon calves and Ana María Herrera and Lutz Kilian and Elena Pe… (2024) State-dependent local projections0.73732100%
6Jooyoung Cha (2024) Local Projections Inference with High-Dimensional Covariates without Sparsity0.73732100%
7Bybee, Leland and Kelly, Bryan and Manela, Asaf and Xiu, Dacheng (2024) Business news and business cycles0.64441100%
8Adamek, Robert and Smeekes, Stephan and Wilms, Ines (2024) Local projection inference in high dimensions0.64422100%
9Peter J. Bickel and Elizaveta Levina (2008) Covariance Regularization by Thresholding0.64422100%
10Atsushi Inoue and Barbara Rossi and Yiru Wang (2024) Local projections in unstable environments0.64422100%

Showing the top 10 of 39 scored citations.