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Stock Market, Interest Rate and Output: A Model and Estimation for US Time Series Data

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Author Info
Carl Chiarella (School of Finance and Economics, University of Technology, Sydney, Australia)
Willi Semmler (Center for Empirical Macroeconomics, Bielefeld and New School University)
Stefan Mittnik (Dept. of Economics, University of Kiel, Germany)
Peiyuan Zhu (School of Finance and Economics, University of Technology, Sydney, Australia)

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Abstract

In this paper we construct a model of stock market, interest rate and output interaction which is a generalization of the well known 1981 model of Blanchard. We allow for imperfect substitutability between stocks and bonds in the asset market and for lagged portfolio adjustment. The reaction of agents to changes in the stock market is dependent on the state of the economy. We analyze the dynamics of the model and its local stability properties. A discretization in terms of observable variables is derived. Some empirical results for U.S. output, stock price and interest rate data are presented using nonlinear least square estimates. We perform some stochastic simulations of the estimated non-linear model, obtaining distributions of the key economic quantities, their autocorrelation structure and financial statistics which are compared with historical data and RBC models. In addition, following Mittnik and Zadrozny (1993) a VAR with confidence bands for historical data is estimated and cumulative impulse-response functions compared to the model's impulse response functions. We find that the model captures a number of features of the data.Acknowledgements: Willi Semmler wants to acknowledge financial support from the CEPA of the New School University and the Ministry of Science and Technology of the State of Northrhine-Westfalia, Germany. Carl Chiarella acknowledges support from Australia Research Council grant number: A79802872.

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Publisher Info
Article provided by Berkeley Electronic Press in its journal Studies in Nonlinear Dynamics & Econometrics.

Volume (Year): 6 (2002)
Issue (Month): 1 ()
Pages: 1001-1001
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Related research
Keywords: Stock market interest rates output non-linear model Blanchard model

References listed on IDEAS
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Carl Chiarella & Peter Flaschel & Reiner Franke & Willi Semmler, 2000. "Output, Financial Markets and Growth," Working Paper Series 108, School of Finance and Economics, University of Technology, Sydney. [Downloadable!]
  2. Carl Chiarella & Peter Flaschel & Willi Semmler, 2001. "Real-Financial Interaction: A Reconsideration of the Blanchard Model with a State-of-Market Dependent Reaction Coefficient," Working Paper Series 111, School of Finance and Economics, University of Technology, Sydney. [Downloadable!]
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