Marc Nerlove

                                                                                                REVISED 10/15/09

                                                                                               

 

AREC699, Fall 2009: Special Topics in Econometrics, Seminar/Study Group

 

Time-Series Econometrics

 

Dates, Times, Topics and Readings

 

Rules of the game:

 

At least six students must register for one or two credits by August 14, 2009. Otherwise, this course is cancelled. No audits are permitted. As of today 7 are registered, so we will go forward.

 

All students who have taken AREC 623/624 Applied Econometrics, or its equivalent, are eligible for this Seminar/Study Group. Those who are required to take Professor Just's AREC869J may register for his course but attend the Seminar/Study Group to receive credit.

 

Three credits AREC 699 will count as one three-credit field course in applied econometrics if all three units are taken for a letter grade (not S/U or P/F).  This credit will not count toward fulfilling the requirement of one two-course field of the three offered in the department as described at

 

http://www.arec.umd.edu/Academics/Graduate/PhDProgram/CourseRequirements.cfm

 . 

No other AREC 699 credit may be used to fulfill the requirement of 6 second-year field courses in the PhD program.

 

You can take Special Topics in Econometrics more than once for one or two credits in order to fulfill the requirement of three credits for a field course in applied econometrics.

 

You should also be aware that while students can take AREC 869J and attend AREC 699 course meetings in lieu of most other attendance requirements, credit for AREC 869J with that approach cannot be combined with two other credits of AREC 699 to constitute the equivalent of a field-level course.

 

Each student, who wishes to attend our study group, whether registered for independent study with me or AREC669J with Professor Just, must attend the organizational session on Monday, September 21, 3:30-5:30, Room 2200B, to assume responsibility for presenting all or part of one of the following topics. Thereafter, each must attend every one of the 2-hour sessions on each of the topics, do the suggested reading, and participate. If there is not a quorum of at least 6 students, the session will be cancelled. Failure to attend the organizational session will mean the student will not be allowed to attend further sessions. If you fail to attend other sessions during the semester,

I may throw you out. Come to our organizational meeting prepared to choose your topic.

 

Apart from the organizational meeting, we will meet on Mondays from 3:30 – 5:30 when there is no faculty meeting. Faculty meetings are scheduled on Sept. 14, Oct. 12, Nov. 9, and Dec. 14, which means we potentially have 9 meeting times starting Sept. 29.

 

I have asked Katherine to place the following books on reserve in the AREC Library for Fall Semester, 2009:

 

Analysis of Economic Time Series, Revised Edition

by M. Nerlove, David M. Grether, Jose L. Carvalho

 (Paperback - REV) ISBN-13: 9780125157513

 

Time Series Analysis

by Henrik Madsen

ISBN-13: 9781420059670

 

The Analysis of Time Series An Introduction (Texts in Statistical Science Series)

by Chris Chatfield

ISBN-13: 9781584883173

 

Time Series Analysis

by James Douglas Hamilton

ISBN-13: 9780691042893

 

Introduction to Statistical Time Series

by Wayne A. Fuller

ISBN-13: 9780471552390

 

Unit Roots, Cointegration, and Structural Change

by G. S. Maddala, In-Moo Kim

ISBN-13: 9780521587822

 

Econometric Analysis of Seasonal Time Series

by Eric Ghysels, Denise R. Osborn,

ISBN-13: 9780521565882

 

Time Series Analysis: Forecasting and Control

by George E. P. Box, Gwilym M. Jenkins, Gregory C. Reinsel

ISBN-13: 9780470272848

 

Financial Econometrics: Problems, Models, and Methods

by Christian Gourieroux, Joann Jasiak,

ISBN-13: 9780691088723

 

I think Fuller, Introduction to Statistical Time Series is the best general book on the subject but it's a bit difficult.

 

Topics and Readings

 

For the first seven topics we will follow the outline of my paper with Diebold and Killian, which along with other good articles on time series analysis in the New Palgrave Dictionary of Economics  is available on line through ResearchPort (click on Databases and the on the New Palgrave): Gourieroux and Jasiak cover almost all the topics, and then some, with excellent examples from finance. Our finance people may want to add some of these examples to their presentations. We will almost certainly want to divide Topic 7 into two or more parts depending on the availability of presenters, interests, and time available. Suggested readings for Topic 7 will be modified after our first meeting and depending on the interests of participants. Since we have 10 possible meetings, there is room on our schedule for 2 more two-hour sessions.

 

Diebold, Francis X., Lutz Kilian and Marc Nerlove, "time series analysis", "The New Palgrave Dictionary of Economics", Eds. Steven N. Durlauf and Lawrence E. Blume, Palgrave Macmillan, 2008, The New Palgrave Dictionary of Economics Online, Palgrave Macmillan.

 

The sections from Diebold, et al. should be the first thing you read on each topic.

 

Topic 1: Basic Theory

Presenters: Claudia and Rubaba

 

1.1 Stationarity and Ergodicity of Time Series Processes

1.2 The Wold Decomposition and General Linear Processes

2.1 Autocovariance and Autocovariance Generating Functions

2.3 Unobserved Components (UC) Models 

 

Nerlove, et al., Chap. 2, pp. 22-36.

 

Chatfield, Chap.3, pp. 33-54.

 

Madsen, Chaps. 5-6, pp. 97-186.

 

Hamilton, Chaps. 1-3, pp. 1-71.

 

Fuller, Chaps. 1-2, pp. 1-111.

 

Box, et al., Chap. 2.1, pp. 21-35; Chap. 3

 

Hong, Yongmiao. "serial correlation and serial dependence." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Topic 2: Linear Processes in the Frequency Domains

Presenters: Denny and Onur

 

2.2 Spectral Density Functions

My old paper: “Spectral Analysis of Seasonal Adjustment Procedures,” Econometrica, 32: 241-86, 1964, also contains an introduction to spectral analysis.

 

 Nerlove, et al., Chaps. 3-4, pp. 37-85; Chap. 6, pp. 103-119; Appendices B-C, pp.361-412.

 

Chatfield, Chaps. 6-7, pp. 107-154;  Chaps.  9-10, pp. 169-216.

 

Madsen, Chaps. 4-5, pp.  69-144;  Chaps. 7-8, pp. 187-246.

 

Hamilton, Chap. 6, pp. 152-179; Chap. 13, pp 372-408.

 

Fuller, Chaps. 3-4, pp 112-213.

 

Box, et al., Chaps. 3-4, pp. 47-91.

 

Vogelsang, Timothy J. "spectral analysis." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online.

 

An application of spectral and other time-series techniques: Sherwin Rosen, Kevin M. Murphy, and Jose A. Scheinkman, "Cattle Cycles," Journal of Political Economy, June 1994, Vol. 102, No. 3: pp. 468

 

Topic 3: Specification, Estimation, Inference and Prediction

Presenters: Andy and Ariel

 

3.1 Autocovariance and Spectral Density Functions

3.2 ARMA Models

3.3 Prediction and Extraction

 

Nerlove, et al., Chap. 5, pp. 86-102; Chap. 7, pp. 120-146; Chap. 10, pp. 201-228.

 

Chatfield, Chaps. 4-5, pp. 55-106.

 

Madsen, Chaps. 6-7, pp. 145-214.

 

Hamilton, Chap. 5, pp. 117-151.

 

Fuller, Chaps. 6-8, pp. 355-474.

 

Box, et al.,  Chaps. 6-7, pp. 195-331.

 

Granger, Clive. "spurious regressions." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Franses, Philip Hans. "distributed lags." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Topic 4: Multiple Time Series Analysis

 Presenters: Taka and Will

 

Nerlove, et al., Chap. 11, pp. 229-260.

 

Chatfield, Chaps 8,   pp. 155-168; Chap. 12,  pp. 241-254.

 

Madsen, Chap. 9-10, pp.247-312.

 

Hamilton, Chaps 10-11, pp. 257-350.

 

Box, et al., Chap. 14, pp. 551-596.

 

Zha, Tao. "vector autoregressions." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Sims, Christopher A. "continuous and discrete time models." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Kuersteiner, G. M. "Granger–Sims causality." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Lütkepohl, Helmut. "impulse response function." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Harvey, Andrew. "state space models." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Topic 5: Unit Roots, Co-integration and Long Memory

Presenters: Katie and Wei

Hamilton, Chaps. 16-20, pp. 454-656.

 

Fuller, Chaps. 9-10, pp. 475-663.

 

Maddala and Kim, Chaps. 1-12, pp. 1-386.

 

Phillips, Peter C. B. "unit roots." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Watson, Mark W. "cointegration." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Kuersteiner, G. M. "Granger–Sims causality." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Robinson, P. M. "long memory models." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Topic 6: Nonlinear Time Series Models

Presenters: Anand and Kanishka

6.1 Nonlinear dynamics in the conditional mean

6.2 Nonlinear dynamics in the conditional variance

 

Mizrach, Bruce. "nonlinear time series analysis." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Hamilton, James D. "regime switching models." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

Linton, Oliver B. "ARCH models." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

All Topics which follow should be regarded as tentative and subject to change. Note that there are two unrelated topics for each 2-hour session.

Topic 7: Bubbles and Volitility and Thick-Tailed Distributions

 Presenters Geret and Jeongmin

7.1 Analysis of the Cyclic Properties of Economic Time Series

Lecture on "Bubbles" by Jose A. Scheinkman, http://2009video.nasonline.org.s3.amazonaws.com/2009am-scheinkman-jose.html

 

Shephard, Neil, Stochastic Volitility: Selected Readings, Oxford University Press, 2005

 

Topic 8: Seasonality and Forecasting

Presenters: Simone and Ashwini

7.2 Description of Seasonality and Seasonal Adjustment

Nerlove, et al. Chap, 1, pp. 1-21; Chap. 8, pp. 147-171; App. A, pp. 354-360.

 “Some Properties of 'Optimal' Seasonal Adjustment” (with D.M. Grether), Econometrica, 38: 682-703, 1970.

Ghysels and Osborn, Chaps. 1-7, pp. 1-202.

 Hylleberg, Svend. "seasonal adjustment." The New Palgrave Dictionary of Economics. Second Edition. Eds. Steven N. Durlauf and Lawrence E. Blume. Palgrave Macmillan, 2008. The New Palgrave Dictionary of Economics Online. Palgrave Macmillan.

 

7.3 Forecasting

 

Topic 9: Interrelated Commodity Futures Prices Relation between Vegetative Cover and Food Prices in Africa

Presenters: John and Tim

 

For an early paper modeling volitility of exchange rates and the relationship among them using a latent-factor model to express the flows of specific and general information, see

“The Dynamics of Exchange Rate Volatility: A Multivariate Latent Factor ARCH Model” (with F.X. Diebold), Journal of Applied Econometrics, 4, 1-21, 1989.

Reprinted in Shephard, pp.130-155. Something useful for John?

 

Here's something for Tim: Martin Ravallion, "Testing Market Integration" AJAE, 68(1):102-109 (Feb.1986)