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A Consumption‐Based Explanation of Expected Stock Returns
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- Auer, Benjamin R., 2013. "Can habit formation under complete market integration explain the cross-section of international equity risk premia?," Review of Financial Economics, Elsevier, vol. 22(2), pages 61-67.
- Smajlbegovic, Esad, 2019.
"Regional Economic Activity and Stock Returns,"
Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 54(3), pages 1051-1082, June.
- Esad Smajlbegovic, 2015. "Regional Economic Activity and Stock Returns," 2015 Papers psm196, Job Market Papers.
- Smajlbegovic, Esad, 2015. "Regional Economic Activity and Stock Returns," VfS Annual Conference 2015 (Muenster): Economic Development - Theory and Policy 112854, Verein für Socialpolitik / German Economic Association.
- Gospodinov, Nikolay & Kan, Raymond & Robotti, Cesare, 2013.
"Chi-squared tests for evaluation and comparison of asset pricing models,"
Journal of Econometrics, Elsevier, vol. 173(1), pages 108-125.
- Nikolay Gospodinov & Raymond Kan & Cesare Robotti, 2011. "Chi-squared tests for evaluation and comparison of asset pricing models," FRB Atlanta Working Paper 2011-08, Federal Reserve Bank of Atlanta.
- Bin Li & Benjamin Liu & Eduardo Roca, 2010. "An Empirical Investigation of Consumption CAPMs in the Australian Market," Discussion Papers in Finance finance:201011, Griffith University, Department of Accounting, Finance and Economics.
- Gospodinov, Nikolay & Kan, Raymond & Robotti, Cesare, 2019.
"Too good to be true? Fallacies in evaluating risk factor models,"
Journal of Financial Economics, Elsevier, vol. 132(2), pages 451-471.
- Nikolay Gospodinov & Raymond Kan & Cesare Robotti, 2017. "Too Good to Be True? Fallacies in Evaluating Risk Factor Models," FRB Atlanta Working Paper 2017-9, Federal Reserve Bank of Atlanta.
- Abhakorn, Pongrapeeporn & Smith, Peter N. & Wickens, Michael R., 2013.
"What do the Fama–French factors add to C-CAPM?,"
Journal of Empirical Finance, Elsevier, vol. 22(C), pages 113-127.
- Pongrapeeporn Abhakorn & Peter N. Smith & Michael R. Wickens, "undated". "Consumption, Size and Book-to-Market Ratio in Equity Returns," Discussion Papers 11/24, Department of Economics, University of York.
- Pongrapeeporn Abhakorn & Peter N. Smith & Michael R.Wickens, 2013. "What do the Fama-French factors add to CCAPM?," CAMA Working Papers 2013-23, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University.
- Pongrapeeporn Abhakorn & Peter N. Smith & Michael Wickens & Michael R. Wickens, 2013. "What do the Fama-French Factors Add to C-CAPM?," CESifo Working Paper Series 4197, CESifo.
- Campbell, John Y. & Cocco, Joao F., 2007.
"How do house prices affect consumption? Evidence from micro data,"
Journal of Monetary Economics, Elsevier, vol. 54(3), pages 591-621, April.
- John Y. Campbell & Joao F. Cocco, 2004. "How Do House Prices Affect Consumption? Evidence From Micro F. Data," Harvard Institute of Economic Research Working Papers 2045, Harvard - Institute of Economic Research.
- John Y. Campbell & Joao F. Cocco, 2005. "How Do House Prices Affect Consumption? Evidence From Micro Data," Harvard Institute of Economic Research Working Papers 2083, Harvard - Institute of Economic Research.
- John Y. Campbell & Joao F. Cocco, 2004. "How do house prices affect consumption? Evidence from micro data," 2004 Meeting Papers 304, Society for Economic Dynamics.
- John Y. Campbell & João F. Cocco, 2005. "How Do House Prices Affect Consumption? Evidence From Micro Data," NBER Working Papers 11534, National Bureau of Economic Research, Inc.
- Campbell, John & Cocco, Joao, 2007. "How Do House Prices Affect Consumption? Evidence from Micro Data," Scholarly Articles 3122600, Harvard University Department of Economics.
- John Campbell & Joao Cocco, 2004. "How Do House Prices Affect Consumption? Evidence from Micro Data," 2004 Meeting Papers 357a, Society for Economic Dynamics.
- Guglielmo Maria Caporale & Ricardo M. Sousa, 2011.
"Are Stock and Housing Returns Complements or Substitutes? Evidence from OECD Countries,"
CESifo Working Paper Series
3621, CESifo.
- Guglielmo Maria Caporale & Ricardo M. Sousa, 2011. "Are Stock and Housing Returns Complements or Substitutes? Evidence from OECD Countries," NIPE Working Papers 33/2011, NIPE - Universidade do Minho.
- Guglielmo Maria Caporale & Ricardo M. Souza, 2011. "Are Stock and Housing Returns Complements or Substitutes?: Evidence from OECD Countries," Discussion Papers of DIW Berlin 1158, DIW Berlin, German Institute for Economic Research.
- Zhang, Xiang & Liu, Yangyi & Wu, Kun & Maillet, Bertrand, 2021.
"Tradable or nontradable factors—what does the Hansen–Jagannathan distance tell us?,"
International Review of Economics & Finance, Elsevier, vol. 71(C), pages 853-879.
- Xiang Zhang & Yangyi Liu & Kun Wu & Bertrand Maillet, 2021. "Tradable or nontradable factors : what does the Hansen–Jagannathan distance tell us?," Post-Print hal-03287946, HAL.
- Vendrame, Vasco & Guermat, Cherif & Tucker, Jon, 2018. "A conditional regime switching CAPM," International Review of Financial Analysis, Elsevier, vol. 56(C), pages 1-11.
- Chen, Qi-an & Li, Huashi, 2023. "How does exchange rate elasticity of aggregate consumption adjust currency risk price in the stock market?," International Review of Economics & Finance, Elsevier, vol. 84(C), pages 590-610.
- Lewellen, Jonathan & Nagel, Stefan & Shanken, Jay, 2010.
"A skeptical appraisal of asset pricing tests,"
Journal of Financial Economics, Elsevier, vol. 96(2), pages 175-194, May.
- Jonathan Lewellen & Stefan Nagel & Jay Shanken, 2006. "A Skeptical Appraisal of Asset-Pricing Tests," NBER Working Papers 12360, National Bureau of Economic Research, Inc.
- repec:pri:wwseco:dp229 is not listed on IDEAS
- Michal Pakoš, 2011.
"Estimating Intertemporal and Intratemporal Substitutions When Both Income and Substitution Effects Are Present: The Role of Durable Goods,"
Journal of Business & Economic Statistics, Taylor & Francis Journals, vol. 29(3), pages 439-454, July.
- Pakos, Michal, 2011. "Estimating Intertemporal and Intratemporal Substitutions When Both Income and Substitution Effects are Present: The Role of Durable Goods," MPRA Paper 43534, University Library of Munich, Germany.
- pakos, michal, 2011. "Estimating intertemporal and intratemporal substitutions when both income and substitution effects are present: the role of durable goods," MPRA Paper 32453, University Library of Munich, Germany.
- Calvet, Laurent E. & Fisher, Adlai J., 2007.
"Multifrequency news and stock returns,"
Journal of Financial Economics, Elsevier, vol. 86(1), pages 178-212, October.
- Laurent E. Calvet & Adlai J. Fisher, 2005. "Multifrequency News and Stock Returns," NBER Working Papers 11441, National Bureau of Economic Research, Inc.
- Laurent-Emmanuel Calvet & Adlai J. Fisher, 2007. "Multifrequency news and stock returns," Post-Print hal-00459675, HAL.
- Laurent-Emmanuel Calvet & Adlai J. Fisher, 2011. "Multifrequency News and Stock Returns," Working Papers hal-00591678, HAL.
- Andrey Sinyakov & Alexey Porshakov, 2019. "Estimates of the Natural Rate of Interest for Russia: Is 'Navigating by the Stars' Useful?," Russian Journal of Money and Finance, Bank of Russia, vol. 78(4), pages 3-47, December.
- Huang-Meier, Winifred & Freeman, Mark C., 2015. "Aggregate dividends and consumption smoothing," International Review of Financial Analysis, Elsevier, vol. 42(C), pages 324-335.
- Yujie Ding & Shuai Jia & Tianyi Ma & Bingcheng Mao & Xiuze Zhou & Liuliu Li & Dongming Han, 2023. "Integrating Stock Features and Global Information via Large Language Models for Enhanced Stock Return Prediction," Papers 2310.05627, arXiv.org.
- Dimitris Papanikolaou, 2008. "Investment-Specific Technological Change and Asset Prices," 2008 Meeting Papers 637, Society for Economic Dynamics.
- Svetlana Pashchenko & Ponpoje Porapakkarm, 2022.
"Value of life and annuity demand,"
Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 89(2), pages 371-396, June.
- Svetlana Pashchenko & Ponpoje Porapakkarm, 2020. "Value of Life and Annuity Demand," Working Papers 2020-042, Human Capital and Economic Opportunity Working Group.
- Pashchenko, Svetlana & Porapakkarm, Ponpoje, 2021. "Value of Life and Annuity Demand," MPRA Paper 107378, University Library of Munich, Germany.
- Pashchenko, Svetlana & Porapakkarm, Ponpoje, 2021. "Value of Life and Annuity Demand," MPRA Paper 108886, University Library of Munich, Germany.
- Pashchenko, Svetlana & Porapakkarm, Ponpoje, 2020. "Value of Life and Annuity Demand," MPRA Paper 100794, University Library of Munich, Germany.
- Taylor, Mark & Xu, Qi & Kozhan, Roman, 2020. "Prospect Theory and Currency Returns: Empirical Evidence," CEPR Discussion Papers 15306, C.E.P.R. Discussion Papers.
- José L. Fillat & Stefania Garetto, 2015.
"Risk, Returns, and Multinational Production,"
The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 130(4), pages 2027-2073.
- Stefania Garetto & Jose Luis Fillat, 2010. "Risk, Returns, and Multinational Production," 2010 Meeting Papers 777, Society for Economic Dynamics.
- José Fillat & Stefania Garetto, 2010. "Risk, returns, and multinational production," Supervisory Research and Analysis Working Papers QAU10-5, Federal Reserve Bank of Boston.
- Jose L. Fillat & Stefania Garetto, 2014. "Risk, Returns, and Multinational Production," Boston University - Department of Economics - Working Papers Series wp2014-008, Boston University - Department of Economics.
- Roh, Tai-Yong & Lee, Changjun & Min, Byoung-Kyu, 2019. "Consumption growth predictability and asset prices," Journal of Empirical Finance, Elsevier, vol. 51(C), pages 95-118.
- Christopher Anderson, 2021. "Consumption-Based Asset Pricing When Consumers Make Mistakes," Finance and Economics Discussion Series 2021-015, Board of Governors of the Federal Reserve System (U.S.).
- Aono, Kohei & 青野, 幸平 & アオノ, コウヘイ & Iwaisako, Tokuo & 祝迫, 得夫 & イワイサコ, トクオ, 2008. "The Consumption-Wealth Ratio, Real Estate Wealth, and the Japanese Stock Market," Discussion Paper Series a504, Institute of Economic Research, Hitotsubashi University.
- Abhakorn, Pongrapeeporn & Smith, Peter N. & Wickens, Michael R., 2016.
"Can stochastic discount factor models explain the cross-section of equity returns?,"
Review of Financial Economics, Elsevier, vol. 28(C), pages 56-68.
- Pongrapeeporn Abhakorn & Peter N. Smith & Michael R. Wickens, 2016. "Can stochastic discount factor models explain the cross‐section of equity returns?," Review of Financial Economics, John Wiley & Sons, vol. 28(1), pages 56-68, January.
- Joachim Grammig & Andreas Schrimpf, 2009.
"Asset pricing with a reference level of consumption: New evidence from the cross‐section of stock returns,"
Review of Financial Economics, John Wiley & Sons, vol. 18(3), pages 113-123, August.
- Grammig, Joachim & Schrimpf, Andreas, 2009. "Asset pricing with a reference level of consumption: New evidence from the cross-section of stock returns," Review of Financial Economics, Elsevier, vol. 18(3), pages 113-123, August.
- Schrimpf, Andreas & Grammig, Joachim G., 2007. "Asset Pricing with a Reference Level of Consumption: New Evidence from the Cross-Section of Stock Returns," ZEW Discussion Papers 06-032 [rev.], ZEW - Leibniz Centre for European Economic Research.
- Grammig, Joachim & Schrimpf, Andreas, 2009. "Asset ppricing with a reference level of consumption: New evidence from the cross-section of stock returns," CFR Working Papers 07-05, University of Cologne, Centre for Financial Research (CFR).
- Caporale, Guglielmo Maria & Sousa, Ricardo M., 2016.
"Consumption, wealth, stock and housing returns: Evidence from emerging markets,"
Research in International Business and Finance, Elsevier, vol. 36(C), pages 562-578.
- Guglielmo Maria Caporale & Ricardo M. Sousa, 2011. "Consumption, Wealth, Stock and Housing Returns: Evidence from Emerging Markets," CESifo Working Paper Series 3601, CESifo.
- Guglielmo Maria Caporale & Ricardo M. Sousa, 2011. "Consumption, Wealth, Stock and Housing Returns: Evidence from Emerging Markets," NIPE Working Papers 32/2011, NIPE - Universidade do Minho.
- Guglielmo Maria Caporale & Ricardo M. Souza, 2011. "Consumption, Wealth, Stock and Housing Returns: Evidence from Emerging Markets," Discussion Papers of DIW Berlin 1159, DIW Berlin, German Institute for Economic Research.
- Ozdagli, Ali & Velikov, Mihail, 2020.
"Show me the money: The monetary policy risk premium,"
Journal of Financial Economics, Elsevier, vol. 135(2), pages 320-339.
- Ali Ozdagli & Mihail Velikov, 2016. "Show me the money: the monetary policy risk premium," Working Papers 16-27, Federal Reserve Bank of Boston.
- Roi D. Taussig & Sagi Akron, 2017. "Returns to scale, operating leverage, and expected stock returns," Eurasian Business Review, Springer;Eurasia Business and Economics Society, vol. 7(1), pages 141-155, April.
- Dewandaru, Ginanjar & Masih, Rumi & Bacha, Obiyathulla Ismath & Masih, A. Mansur. M., 2015.
"Combining momentum, value, and quality for the Islamic equity portfolio: Multi-style rotation strategies using augmented Black Litterman factor model,"
Pacific-Basin Finance Journal, Elsevier, vol. 34(C), pages 205-232.
- Dewandaru, Ginanjar & Masih, Rumi & Bacha, Obiyathulla & Masih, A. Mansur M., 2014. "Combining Momentum, Value, and Quality for the Islamic Equity Portfolio: Multi-style Rotation Strategies using Augmented Black Litterman Factor Model," MPRA Paper 56965, University Library of Munich, Germany.
- Auer Benjamin R., 2012. "Lassen sich CAPM, HCAPM und CCAPM durch konsumbasierte zeitvariable Parameterspezifikation rehabilitieren? / Can Time-varying Parameter Specification Based on Consumption Variables Rehabilitate CAPM, ," Journal of Economics and Statistics (Jahrbuecher fuer Nationaloekonomie und Statistik), De Gruyter, vol. 232(5), pages 518-544, October.
- Grammig, Joachim & Küchlin, Eva-Maria, 2018. "A two-step indirect inference approach to estimate the long-run risk asset pricing model," Journal of Econometrics, Elsevier, vol. 205(1), pages 6-33.
- Dittmar, Robert F. & Lundblad, Christian T., 2017. "Firm characteristics, consumption risk, and firm-level risk exposures," Journal of Financial Economics, Elsevier, vol. 125(2), pages 326-343.
- Thomas Nitschka, 2007. "Consumption growth, uncovered equity parity and the cross-section of returns on foreign currencies," IEW - Working Papers 340, Institute for Empirical Research in Economics - University of Zurich.
- Michal Pakos, "undated". "Measuring Intratemporal and Intertemporal Substitutions When Both Income and Substitution Effects Are Present: The Role of Consumer Durables," GSIA Working Papers 2007-E29, Carnegie Mellon University, Tepper School of Business.
- Cochrane, John H., 2005.
"Financial Markets and the Real Economy,"
Foundations and Trends(R) in Finance, now publishers, vol. 1(1), pages 1-101, July.
- John Cochrane, 2005. "Financial Markets and the Real Economy," NBER Working Papers 11193, National Bureau of Economic Research, Inc.
- Roine Vestman, 2019.
"Limited Stock Market Participation Among Renters and Homeowners,"
The Review of Financial Studies, Society for Financial Studies, vol. 32(4), pages 1494-1535.
- Roine Vestman, 2013. "Limited Stock Market Participation Among Renters and Home Owners," 2013 Meeting Papers 549, Society for Economic Dynamics.
- Clain-Chamosset-Yvrard, Lise, 2021.
"Expectation-Driven Asset Price Fluctuations Under The Spirit Of Capitalism Hypothesis: The Role Of Heterogeneity,"
Macroeconomic Dynamics, Cambridge University Press, vol. 25(2), pages 509-535, March.
- Lise Clain-Chamosset-Yvrard, 2018. "Expectation-driven asset price fluctuations under the spirit of capitalism hypothesis: The role of heterogeneity," Working Papers halshs-01719844, HAL.
- Lise Clain-Chamosset-Yvrard, 2021. "Expectation-driven asset price fluctuations under the spirit of capitalism hypothesis: The role of heterogeneity," Post-Print halshs-02096620, HAL.
- Lise Clain-Chamosset-Yvrard, 2018. "Expectation-driven asset price fluctuations under the spirit of capitalism hypothesis: The role of heterogeneity," Working Papers 1803, Groupe d'Analyse et de Théorie Economique Lyon St-Étienne (GATE Lyon St-Étienne), Université de Lyon.
- Larrain, Borja, 2011. "World betas, consumption growth, and financial integration," Journal of International Money and Finance, Elsevier, vol. 30(6), pages 999-1018, October.
- Yoshida, Jiro, 2007.
"Technology Shocks and Asset Price Dynamics: The Role of Housing in General Equilibrium,"
MPRA Paper
6271, University Library of Munich, Germany.
- Jiro Yoshida, 2008. "Technology Shocks and Asset Price Dynamics:The Role of Housing in General Equilibrium," CARF F-Series CARF-F-119, Center for Advanced Research in Finance, Faculty of Economics, The University of Tokyo.
- Bernard Herskovic, 2015. "Networks in Production: Asset Pricing Implications," 2015 Meeting Papers 378, Society for Economic Dynamics.
- João M. Sousa & Ricardo M. Sousa, 2019.
"Asset Returns Under Model Uncertainty: Evidence from the Euro Area, the US and the UK,"
Computational Economics, Springer;Society for Computational Economics, vol. 54(1), pages 139-176, June.
- Ricardo M. Sousa, 2011. "Asset Returns Under Model Uncertainty: Evidence from the euro area, the U.K. and the U.S," Working Papers w201119, Banco de Portugal, Economics and Research Department.
- Sousa, João & Sousa, Ricardo M., 2013. "Asset returns under model uncertainty: evidence from the euro area, the U.S. and the U.K," Working Paper Series 1575, European Central Bank.
- Kang, Hankil & Kang, Jangkoo & Lee, Changjun, 2017. "Ultimate consumption risk and investment-based stock returns," The North American Journal of Economics and Finance, Elsevier, vol. 42(C), pages 473-486.
- Javier Rojo‐Suárez & Ana Belén Alonso‐Conde & Ricardo Ferrero‐Pozo, 2022. "Liquidity, time‐varying betas and anomalies: Is the high trading activity enhancing the validity of the CAPM in the UK equity market?," International Journal of Finance & Economics, John Wiley & Sons, Ltd., vol. 27(1), pages 45-60, January.
- Sunil S. Poshakwale & Pankaj Chandorkar, 2019. "The Impact of Aggregate and Disaggregate Consumption Shocks on the Equity Risk Premium in the United Kingdom," Annals of Economics and Finance, Society for AEF, vol. 20(2), pages 489-524, November.
- Roméo Tédongap, 2015. "Consumption Volatility and the Cross-Section of Stock Returns," Review of Finance, European Finance Association, vol. 19(1), pages 367-405.
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- Jihun Kim & Seok‐Kyun Hur & Yun W. Park, 2021. "The housing consumption capital asset pricing model with an antichresis rent market: Nonseparability and composition risk," Real Estate Economics, American Real Estate and Urban Economics Association, vol. 49(S1), pages 297-327, March.
- Elena Márquez de la Cruz, 2005.
"La elasticidad de sustitución intertemporal y el consumo duradero: un análisis para el caso español,"
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"Empirical asset pricing with multi-period disaster risk: A simulation-based approach,"
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"A Unifying Approach to the Empirical Evaluation of Asset Pricing Models,"
The Review of Economics and Statistics, MIT Press, vol. 97(2), pages 412-435, May.
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"The Cross-Section of Foreign Currency Risk Premia and Consumption Growth Risk: Reply,"
American Economic Review, American Economic Association, vol. 101(7), pages 3477-3500, December.
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- Abhakorn, Pongrapeeporn & Smith, Peter N. & Wickens, Michael R., 2016.
"Can stochastic discount factor models explain the cross-section of equity returns?,"
Review of Financial Economics, Elsevier, vol. 28(C), pages 56-68.
- Pongrapeeporn Abhakorn & Peter N. Smith & Michael R. Wickens, "undated". "A Cross Section of Equity Returns: The No-Arbitrage Test," Discussion Papers 11/23, Department of Economics, University of York.
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- Nieto, Belén & Rubio, Gonzalo, 2011. "The volatility of consumption-based stochastic discount factors and economic cycles," Journal of Banking & Finance, Elsevier, vol. 35(9), pages 2197-2216, September.
- Kim, Jinyong & Kim, Kun Ho & Lee, Jeong Hwan, 2021. "Cross-sectional tests of asset pricing models with full-rank mimicking portfolios," The North American Journal of Economics and Finance, Elsevier, vol. 57(C).
- Lewellen, Jonathan, 2010. "Accounting anomalies and fundamental analysis: An alternative view," Journal of Accounting and Economics, Elsevier, vol. 50(2-3), pages 455-466, December.
- Hanno Lustig, "undated".
"The Wealth-Consumption Ratio: A Litmus Test for Consumption-based Asset Pricing Models,"
UCLA Economics Online Papers
420, UCLA Department of Economics.
- Stijn Van Nieuwerburgh & Hanno Lustig, 2007. "The Wealth-Consumption Ratio: A Litmus Test for Consumption-Based Asset Pricing Models," 2007 Meeting Papers 398, Society for Economic Dynamics.
- Hanno Lustig & Stijn Van Nieuwerburg & Adrien Verdelhan, 2007. "The Wealth-Consumption Ratio: A Litmus Test for Consumption-based Asset Pricing Models¤," Boston University - Department of Economics - Working Papers Series WP2007-030, Boston University - Department of Economics.
- Smith, Simon C., 2022. "Time-variation, multiple testing, and the factor zoo," International Review of Financial Analysis, Elsevier, vol. 84(C).
- Balcilar, Mehmet & Gupta, Rangan & Sousa, Ricardo M. & Wohar, Mark E., 2017. "Do cay and cayMS predict stock and housing returns? Evidence from a nonparametric causality test," International Review of Economics & Finance, Elsevier, vol. 48(C), pages 269-279.
- Ricardo Sousa, 2011. "Building proxies that capture time-variation in expected returns using a VAR approach," Applied Financial Economics, Taylor & Francis Journals, vol. 21(3), pages 147-163.
- Okubo, Masakatsu, 2023. "The moment restrictions for the durable consumption model with recursive utility revisited," Finance Research Letters, Elsevier, vol. 52(C).
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