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The Macroeconomic Content of Equity Market Factors

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Author Info
Sarantis Tsiaplias () (Melbourne Institute of Applied Economic and Social Research, The University of Melbourne)

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Abstract

Although existing research has examined the association between macroeconomic data and particular equity markets, little is known regarding the economic content of the latent factors common to equity markets. In this paper, several models are estimated to examine the economic composition of the common factors. A Bayesian selection process suggests that a common structure incorporating global and European factors is preferred to either the baseline case of a single global factor or the extended scenario of dual global factors. The common factors appear to be significantly associated with a small set of macroeconomic variables.

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Paper provided by Melbourne Institute of Applied Economic and Social Research, The University of Melbourne in its series Melbourne Institute Working Paper Series with number wp2007n23.

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Length: 47 pages
Date of creation: Aug 2007
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Handle: RePEc:iae:iaewps:wp2007n23

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