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Unpredictability in economic analysis, econometric modeling and forecasting

Abstract:
Unpredictability arises from intrinsic stochastic variation, unexpected instances of outliers, and unanticipated extrinsic shifts of distributions. We analyze their properties, relationships, and different effects on the three arenas in the title, which suggests considering three associated information sets. The implications of unanticipated shifts for forecasting, economic analyses of efficient markets, conditional expectations, and inter-temporal derivations are described. The potential success of general-to-specific model selection in tackling location shifts by impulse-indicator saturation is contrasted with the major difficulties confronting forecasting.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1016/j.jeconom.2014.04.017

Authors


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Institution:
University of Oxford
Division:
SSD
Department:
Economics
Oxford college:
Nuffield College
Role:
Author
ORCID:
0000-0002-8013-576X


Publisher:
Elsevier
Journal:
Journal of Econometrics More from this journal
Volume:
182
Issue:
1
Pages:
186-195
Publication date:
2014-04-24
Acceptance date:
2014-01-01
DOI:
ISSN:
0304-4076


Language:
English
Keywords:
Pubs id:
471782
Local pid:
pubs:471782
Deposit date:
2021-08-10

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