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The stock-bond correlation and macroeconomic conditions: One and a half centuries of evidence

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Author Info
Yang, Jian
Zhou, Yinggang
Wang, Zijun

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Abstract

Using monthly stock and bond return data in the past 150 years (1855-2001) for both the US and the UK, this study documents time-varying stock-bond correlation over macroeconomic conditions (the business cycle, the inflation environment and monetary policy stance). There are different patterns of time variation in stock-bond correlations over the business cycle between US and UK, which implies that bonds may be a better hedge against stock market risk and offer more diversification benefits to stock investors in the US than in the UK. Further, there is a general pattern across both the US and the UK during the post-1923 subperiod and during the whole sample period: higher stock-bond correlations tend to follow higher short rates and (to a lesser extent) higher inflation rates.

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File URL: http://www.sciencedirect.com/science/article/B6VCY-4V42J7G-1/2/90d40ee4d9936df19e14e388b3cbc3d8
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Publisher Info
Article provided by Elsevier in its journal Journal of Banking & Finance.

Volume (Year): 33 (2009)
Issue (Month): 4 (April)
Pages: 670-680
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Handle: RePEc:eee:jbfina:v:33:y:2009:i:4:p:670-680

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Web page: http://www.elsevier.com/locate/jbf

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Related research
Keywords: Stock-bond correlation Business cycle Asymmetry Smooth transition GARCH;

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This page was last updated on 2009-12-30.


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