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Why Are Asset Returns More Volatile During Recessions? A Theoretical Explanation

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Author Info
Monique Ebell (Universitat Pompeu Fabra)

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Abstract

During recession, many macroeconomic variables display higher levels of volatility. We show how introducing an AR(1)-ARCH(1) driving pro- cess into the canonical Lucas consumption CAPM framework can account for the empirically observed greater volatilty of asset returns during re- cessions. In particular, agents' joint forecasting of levels and time-varying second moments transforms symmetric-volatility driving processes into asymmetric-volatility endogenous variables. Moreover, numerical exam- ples show that the model can indeed account for the degree of cyclical variation in both bond and equity returns in the U.S. data. Finally, we argue that the underlying mechanism is not speci.c to .nancial markets, and has the potential to explain cyclical variation in the volatilities of a wide variety of macroeconomic variables.

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Publisher Info
Paper provided by Society for Computational Economics in its series Computing in Economics and Finance 2000 with number 355.

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Date of creation: 05 Jul 2000
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Handle: RePEc:sce:scecf0:355

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Postal: CEF 2000, Departament d'Economia i Empresa, Universitat Pompeu Fabra, Ramon Trias Fargas, 25,27, 08005, Barcelona, Spain
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Web page: http://enginy.upf.es/SCE/
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  1. Prasad Bidarkota, 2003. "On the Economic Impact of Modeling Non-Linearities: The Asset Pricing Example," Working Papers 0305, Florida International University, Department of Economics. [Downloadable!]
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This page was last updated on 2008-12-2.


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