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Record W2807114145 · doi:10.7939/r3td9nn9k

Three Essays in Financial Economics: the Interactions of Stocks and Fixed Income Securities

2017· article· en· W2807114145 on OpenAlexaboutno aff
Ning Cao

Bibliographic record

VenueUniversity of Alberta Library · 2017
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Markets and Investment Strategies
Canadian institutionsnot available
Fundersnot available
KeywordsEconomicsFixed incomeFinanceBusinessFinancial economics

Abstract

fetched live from OpenAlex

This dissertation consists of three essays in the field of financial economics, which examine the interactions of stocks and fixed income securities, at the individual bond level and aggregate market level. The first chapter provides a general introduction for the whole thesis. The second chapter studies asynchronous and contemporaneous links between values of individual stocks and bonds issued by the same firm. These correlations offer indications on how firm-specific information streams between the stock and bond markets. We examine those links using a novel database which contains bonds issued by Canadian firms over three decades. The overall result provides strong evidence of information flows streaming from the stock market to the bond market, and suggests that significant bidirectional information flows were triggered by the 2007 financial crisis. Further, information regarding the mean of firm's value, rather than its volatility, prevails in driving contemporaneous variations in stocks and bonds. The third chapter examines flights from stocks to three types of safe-haven assets: long-term Treasuries, T-Bills, and top-grade corporate bonds. We propose an innovative data-driven approach to identify flight-to-quality, and thus eliminate the exogenous identification of the crisis period. The chapter then examines the role of asset performance, volatility, illiquidity, and monetary policy activities on the flight-to-quality episode. The results indicate that illiquidity shocks appear to diversely affect different types of flights. Monetary policy announcements, both past and contemporaneous, are shown to decrease the incidence of flight-to-quality. In addition, this chapter establishes a strong link between the profitability of the momentum strategy and flight-to-quality. In Chapter 4, we check the robustness of the methodology to identify flight-to-quality proposed in Chapter 3. We find that flight indicators obtained by employing sub-samples, crisis periods or benchmark periods with different numbers of observations are highly correlated with each other. Our flight to long-term Treasuries indicators are robust to inclusion of the two other safe-haven assets. Results based on a series of data simulations with correlation changes of various possible sizes indicate that when a correlation change is about 5 times as large as the benchmark correlation level, our model can identify a flight in 90% of the data simulations. The last chapter concludes.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.576
Threshold uncertainty score0.999

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.015
GPT teacher head0.173
Teacher spread0.158 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2017
Admission routes1
Has abstractyes

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