Commodity Price Comovement and Financial Speculation: The Case of Cotton
Citations
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- Dejan Živkov & Boris Kuzman & Jonel Subić, 2022. "Measuring the risk-adjusted performance of selected soft agricultural commodities," Agricultural Economics, Czech Academy of Agricultural Sciences, vol. 68(3), pages 87-96.
- Abay, Kibrom A. & Chamberlin, Jordan & Chivenge, Pauline & Spielman, David J., 2025. "Fertilizer, soil health, and economic shocks: A synthesis of recent evidence," Food Policy, Elsevier, vol. 133(C).
- Valenti, Daniele & Bertoni, Danilo & Cavicchioli, Davide & Olper, Alessandro, "undated".
"Understanding the role of supply and demand factors in the global wheat market: a Structural Vector Autoregressive approach,"
FEEM Working Papers
338780, Fondazione Eni Enrico Mattei (FEEM).
- Daniele Valenti & Danilo Bertoni & Daniele Cavicchioli & Alessandro Olper, 2023. "Understanding the role of supply and demand factors in the global wheat market: a Structural Vector Autoregressive approach," Working Papers 2023.21, Fondazione Eni Enrico Mattei.
- Bulat Gafarov & Madina Karamysheva & Andrey Polbin & Anton Skrobotov, 2024. "Wild inference for wild SVARs with application to heteroscedasticity-based IV," Papers 2407.03265, arXiv.org, revised Nov 2024.
- Bonnier, Jean-Baptiste, 2021. "Speculation and informational efficiency in commodity futures markets," Journal of International Money and Finance, Elsevier, vol. 117(C).
- MacLachlan, Matthew J. & Boussios, David, "undated". "Identifying the price determinants of animal products in the presence of structural breaks," 2018 Annual Meeting, August 5-7, Washington, D.C. 273974, Agricultural and Applied Economics Association.
- MacLachlan, Matthew J. & Boussios, David & Hagerman, Amy D., 2021. "Market Responses to Export Restrictions from Highly Pathogenic Avian Influenza Outbreaks," Journal of Agricultural and Resource Economics, Western Agricultural Economics Association, vol. 47(01), January.
- Chen, Leqin, 2025. "China’s impact on global commodity returns: A time-varying perspective," Structural Change and Economic Dynamics, Elsevier, vol. 74(C), pages 677-689.
- Dalia Ghanem & Aaron Smith, 2022. "Causality in structural vector autoregressions: Science or sorcery?," American Journal of Agricultural Economics, John Wiley & Sons, vol. 104(3), pages 881-904, May.
- Sun, Zesheng & Wang, Yaoqing & Zhou, Xu & Yang, Lunan, 2019. "The roundabout from interest rates to commodity prices in China: The role of money flow," Resources Policy, Elsevier, vol. 61(C), pages 627-642.
- Covindassamy, Genevre & Robe, Michel A. & Wallen, Jonathan, 2016. "Sugar With Your Coffee?: Financials, Fundamentals, and Soft Price Uncertainty," IDB Publications (Working Papers) 8588, Inter-American Development Bank.
- Nicolas Legrand, 2019.
"The Empirical Merit Of Structural Explanations Of Commodity Price Volatility: Review And Perspectives,"
Journal of Economic Surveys, Wiley Blackwell, vol. 33(2), pages 639-664, April.
- Nicolas Legrand, 2019. "The Empirical Merit of Structural Explanations of Commodity Price Volatility: Review and Perspectives," Post-Print hal-01924388, HAL.
- Zhang, Yongmin & Ding, Shusheng & Scheffel, Eric M., 2019. "A key determinant of commodity price Co-movement: The role of daily market liquidity," Economic Modelling, Elsevier, vol. 81(C), pages 170-180.
- Santos, Augusto Seabra & Almeida, Alexandre Nunes, 2025. "Do different speculation strategies cause distinct impacts on the volatility of the live cattle futures in Brazil?," Journal of Commodity Markets, Elsevier, vol. 37(C).
- Algirdas Justinas Staugaitis & Bernardas Vaznonis, 2022. "Financial Speculation Impact on Agricultural and Other Commodity Return Volatility: Implications for Sustainable Development and Food Security," Agriculture, MDPI, vol. 12(11), pages 1-27, November.
- Adjemian, Michael K. & Janzen, Joseph & Carter, Colin A. & Smith, Aaron, 2014. "Deconstructing Wheat Price Spikes: A Model of Supply and Demand, Financial Speculation, and Commodity Price Comovement," Economic Research Report 167369, United States Department of Agriculture, Economic Research Service.
- Hu, Zhepeng & Yan, Lei & Yuan, Jinghong & Etienne, Xiaoli, 2023. "Deconstructing Fertilizer Price Spikes: Evidence from Chinese Urea Fertilizer Market," 2023 Conference, April 24-25, 2023, St. Louis, Missouri 379028, NCR-134/ NCCC-134 Applied Commodity Price Analysis, Forecasting, and Market Risk Management.
- Wu, Hao & Zhu, Huiming & Huang, Fei & Mao, Weifang, 2023. "How does economic policy uncertainty drive time–frequency connectedness across commodity and financial markets?," The North American Journal of Economics and Finance, Elsevier, vol. 64(C).
- Hu, Zhepeng & Yan, Lei & Yuan, Jinghong & Etienne, Xiaoli, 2025. "Deconstructing fertilizer price spikes: Evidence from Chinese urea fertilizer market," Food Policy, Elsevier, vol. 133(C).
- Kang, Minseong & Lee, Seungki, 2025. "Navigating the Soybean Market Shift: River Transport as a Lens on the Renewable Diesel Boom," 2025 AAEA & WAEA Joint Annual Meeting, July 27-29, 2025, Denver, CO 360603, Agricultural and Applied Economics Association.
- Federico Di Pace & Luciana Juvenal & Ivan Petrella, 2025.
"Terms-of-Trade Shocks Are Not All Alike,"
American Economic Journal: Macroeconomics, American Economic Association, vol. 17(2), pages 24-64, April.
- Luciana Juvenal, 2020. "Terms-of-Trade Shocks are Not all Alike," IMF Working Papers 2020/280, International Monetary Fund.
- Petrella, Ivan & Di Pace, Federico & Juvenal, Luciana, 2020. "Terms-of-Trade Shocks are Not all Alike," CEPR Discussion Papers 14594, C.E.P.R. Discussion Papers.
- Federico Di Pace & Luciana Juvenal & Ivan Petrella, 2021. "Terms-of-trade shocks are not all alike," Bank of England working papers 901, Bank of England.
- Ayesha Sayed & Christo Auret, 2025. "Is corn still king? Unravelling time-varying interactions among soft commodities," Eurasian Economic Review, Springer;Eurasia Business and Economics Society, vol. 15(1), pages 259-284, March.
- Haase, Marco & Seiler Zimmermann, Yvonne & Zimmermann, Heinz, 2016. "The impact of speculation on commodity futures markets – A review of the findings of 100 empirical studies," Journal of Commodity Markets, Elsevier, vol. 3(1), pages 1-15.
- Apperson, George P., 2014. "Agricultural Commodity Futures Market Volatility: A Case for Punctuated Equilibrium," 2015 Annual Meeting, January 31-February 3, 2015, Atlanta, Georgia 196760, Southern Agricultural Economics Association.
- Fishe, Raymond P.H. & Smith, Aaron, 2019. "Do speculators drive commodity prices away from supply and demand fundamentals?," Journal of Commodity Markets, Elsevier, vol. 15(C), pages 1-1.
- Jean-Baptiste Bonnier, 2021. "Speculation and informational efficiency in commodity futures markets," Post-Print hal-04299220, HAL.
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