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The leverage effect in financial markets: retarded volatility and market panic

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Author Info
Jean-Philippe Bouchaud (Science & Finance, Capital Fund Management, CEA Saclay;)
Andrew Matacz (Science & Finance, Capital Fund Management)
Marc Potters
Abstract

We investigate quantitatively the so-called leverage effect, which corresponds to a negative correlation between past returns and future volatility. For individual stocks, this correlation is moderate and decays exponentially over 50 days, while for stock indices, it is much stronger but decays faster. For individual stocks, the magnitude of this correlation has a universal value that can be rationalized in terms of a new `retarded' model which interpolates between a purely additive and a purely multiplicative stochastic process. For stock indices a specific market panic phenomenon seems to be necessary to account for the observed amplitude of the effect.

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Paper provided by Science & Finance, Capital Fund Management in its series Science & Finance (CFM) working paper archive with number 0101120.

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Date of creation: Jan 2001
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Publication status: published in Physical Review Letters, vo. 87, no. 22, pp. 228701 (2001)
Handle: RePEc:sfi:sfiwpa:0101120

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Find related papers by JEL classification:
G1 - Financial Economics - - General Financial Markets
G14 - Financial Economics - - General Financial Markets - - - Information and Market Efficiency; Event Studies

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