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Forecasting Some Low-Predictability Time Series Using Diffusion Indices

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Author Info
Marc Brisson
Bryan Campbell ()
John Galbraith ()

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Abstract

The growth rates of real output and real investment are two macroeconomic time series which are particularly difficult to forecast. This paper considers the application of diffusion index forecasting models to this problem. We begin by characterizing the performance of standard forecasts, via recently-introduced measures of predictability and the forecast content, noting the maximum horizon at which the forecasts have value. We then compare diffusion index forecasts with a variety of alternatives, including the forecasts made by the OECD. We find gains in forecast accuracy at short horizons from the diffusion index models, but do not find evidence that the maximum horizon for forecasts can be extended in this way.

Les taux de croissance de production et d'investissements réels sont deux séries macroéconomiques qui sont particulièrement difficiles à prévoir. Nous considérons dans cet article l'application des méthodes d'indice de diffusion à ce problème. Nous commençons avec une caractérisation de la performance des méthodes de prévision standards, via les mesures nouvelles de prévisibilité et la valeur ajoutée des prévisions, en notant l'horizon maximal auquel les prévisions ont de la valeur. Nous comparons les prévisions provenant des indices de diffusion avec les alternatives, incluant les prévisions de l'OCDE. Nous trouvons des gains en précision des prévisions,0501s ne trouvons pas que l'horizon maximal de prévision peut être augmenté.

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Paper provided by CIRANO in its series CIRANO Working Papers with number 2001s-46.

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Date of creation: 01 Jul 2001
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Handle: RePEc:cir:cirwor:2001s-46

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Keywords: Diffusion index; forecasting; investment; GDP; Indice de diffusion; prévisions; investissement; PNB;

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Find related papers by JEL classification:
C22 - Mathematical and Quantitative Methods - - Single Equation Models; Single Variables - - - Time-Series Models; Dynamic Quantile Regressions
C53 - Mathematical and Quantitative Methods - - Econometric Modeling - - - Forecasting and Other Model Applications

References listed on IDEAS
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  1. Connor, Gregory & Korajczyk, Robert A., 1988. "Risk and return in an equilibrium APT : Application of a new test methodology," Journal of Financial Economics, Elsevier, vol. 21(2), pages 255-289, September. [Downloadable!] (restricted)
  2. James H. Stock & Mark W. Watson, 1998. "Diffusion Indexes," NBER Working Papers 6702, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Francis X. Diebold & Lutz Kilian, 1997. "Measuring predictability: theory and macroeconomic applications," Working Papers 97-23, Federal Reserve Bank of Philadelphia. [Downloadable!]
    Other versions:
  4. Meese, Richard & Geweke, John, 1984. "A Comparison of Autoregressive Univariate Forecasting Procedures for Macroeconomic Time Series," Journal of Business & Economic Statistics, American Statistical Association, vol. 2(3), pages 191-200, July.
  5. Connor, Gregory & Korajczyk, Robert A, 1993. " A Test for the Number of Factors in an Approximate Factor Model," Journal of Finance, American Finance Association, vol. 48(4), pages 1263-91, September. [Downloadable!] (restricted)
  6. James H. Stock & Mark W. Watson, 1998. "A Comparison of Linear and Nonlinear Univariate Models for Forecasting Macroeconomic Time Series," NBER Working Papers 6607, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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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. Marcel Dagenais & Claude Montmarquette & Nathalie Viennot-Briot, 2001. "Dropout, School Performance and Working while in School : An Econometric Model with Heterogeneous Groups," CIRANO Working Papers 2001s-63, CIRANO. [Downloadable!]
  2. MOON, Hyungsik Roger & PERRON, Benoit., 2002. "Testing for a Unit Root in Panels with Dynamic Factors," Cahiers de recherche 2002-18, Universite de Montreal, Departement de sciences economiques. [Downloadable!]
    Other versions:
  3. Boriss Siliverstovs & Konstantin A. Kholodilin, 2006. "On Selection of Components for a Diffusion Index Model: It's not the Size, It's How You Use It," Discussion Papers of DIW Berlin 598, DIW Berlin, German Institute for Economic Research. [Downloadable!]
    Other versions:
  4. Calista Cheung & Frédérick Demers, 2007. "Evaluating Forecasts from Factor Models for Canadian GDP Growth and Core Inflation," Working Papers 07-8, Bank of Canada. [Downloadable!]
  5. John G. Galbraith & Greg Tkacz, 2006. "How Far Can We Forecast? Forecast Content Horizons For Some Important Macroeconomic Time Series," Departmental Working Papers 2006-13, McGill University, Department of Economics. [Downloadable!]
  6. Konstantin A. Kholodilin & Boriss Siliverstovs, 2005. "On the Forecasting Properties of the Alternative Leading Indicators for the German GDP: Recent Evidence," Discussion Papers of DIW Berlin 522, DIW Berlin, German Institute for Economic Research. [Downloadable!]
    Other versions:
  7. Bryan Campbell & Steve Murphy, 2006. "The Recent Performance of the Canadian Forecasting Industry," Canadian Public Policy, University of Toronto Press, vol. 32(1), pages 23-40, March. [Downloadable!] (restricted)
  8. Marc-André Gosselin & Greg Tkacz, 2001. "Evaluating Factor Models: An Application to Forecasting Inflation in Canada," Working Papers 01-18, Bank of Canada. [Downloadable!]
  9. John W. Galbraith & Greg Tkacz, 2007. "Forecast Content And Content Horizons For Some Important Macroeconomic Time Series," Departmental Working Papers 2007-01, McGill University, Department of Economics. [Downloadable!]
    Other versions:
  10. Jonas Dovern, 2006. "Predicting GDP Components. Do Leading Indicators Increase Predictability?," Kiel Advanced Studies Working Papers 436, Kiel Institute for the World Economy. [Downloadable!]
  11. Roberto Tatiwa Ferreira & Herman Bierens & Ivan Castelar, 2005. "Forecasting Quarterly Brazilian GDP Growth Rate With Linear and NonLinear Diffusion Index Models," Economia, ANPEC - Associação Nacional dos Centros de Pósgraduação em Economia [Brazilian Association of Graduate Programs in Economics], vol. 6(3), pages 261-292. [Downloadable!]
  12. Edda Claus & Iris Claus, 2007. "Six Leading Indexes Of New Zealand Employment," CAMA Working Papers 2007-17, Australian National University, Centre for Applied Macroeconomic Analysis. [Downloadable!]
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