Model Uncertainty and Exchange Rate Forecasting

書誌事項

公開日
2017-02
権利情報
  • https://www.cambridge.org/core/terms
DOI
  • 10.1017/s0022109017000011
公開者
Cambridge University Press (CUP)

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説明

<jats:p>Exchange rate models with uncertain and incomplete information predict that investors focus on a small set of fundamentals that changes frequently over time. We design a model selection rule that captures the current set of fundamentals that best predicts the exchange rate. Out-of-sample tests show that the forecasts made by this rule significantly beat a random walk for 5 out of 10 currencies. Furthermore, the currency forecasts generate meaningful investment profits. We demonstrate that the strong performance of the model selection rule is driven by time-varying weights attached to a small set of fundamentals, in line with theory.</jats:p>

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