Explaining Commodity Prices by a Cointegrated Time Series-Cross Section Model

This paper analyzes idiosyncratic and common determinants of commodity prices by adopting a time series-cross section approach. Different from the previous empirical literature, we allow for long-run and short-run effects, testing for cointegration and accounting for cross-dependence among different...

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Detalles Bibliográficos
Autores: Cornejo Tonnelier, Magdalena, Ahumada, Hildegart Alicia
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2015
País:Argentina
Institución:Consejo Nacional de Investigaciones Científicas y Técnicas
Repositorio:CONICET Digital (CONICET)
Idioma:inglés
OAI Identifier:oai:ri.conicet.gov.ar:11336/41500
Acceso en línea:http://hdl.handle.net/11336/41500
Access Level:acceso abierto
Palabra clave:Commodity Prices
Time Series-Cross Section
Cointegration
Automatic Selection
https://purl.org/becyt/ford/5.2
https://purl.org/becyt/ford/5
Descripción
Sumario:This paper analyzes idiosyncratic and common determinants of commodity prices by adopting a time series-cross section approach. Different from the previous empirical literature, we allow for long-run and short-run effects, testing for cointegration and accounting for cross-dependence among different commodities. An automatic model selection algorithm is used to obtain a dominant congruent econometric model, selecting among many potential explanatory variables. As the effects of commodity prices? determinantsmay vary over time and across commodities and we are estimating single conditional models, poolability and exogeneity issues are also evaluated. Our<br />results indicate that commodity price formation in the long run is determined by supply and demand factors, apart from the US exchange rate. We find significant effects of individual commodity production and the demand-pull of China?s economy. The economic growth of both emerging and developed countries as well as the dollar?s depreciation, inventory changes, and easier monetary policies also have significant short-run effects on real commodity prices.