European inflation and Spanish Stock Market

This study examines the short-run response of daily stock prices in the Spanish market to the announcements of inflation news at a sector level at the moments when the Spanish authorities announce the IPC (consumer price index) during the period 1995-2004. The study also incorporates two novel expla...

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Detalles Bibliográficos
Autores: Jareño Cebrián, Francisco, Navarro, Eliseo
Tipo de recurso: artículo
Fecha de publicación:2016
País:España
Institución:Universidad de Castilla-La Mancha
Repositorio:RUIdeRA. Repositorio Institucional de la UCLM
OAI Identifier:oai:ruidera.uclm.es:10578/10537
Acceso en línea:http://hdl.handle.net/10578/10537
Access Level:acceso abierto
Palabra clave:Inflation announcement
Stock return
Core inflation
Harmonized index of consumer prices (HICP)
Descripción
Sumario:This study examines the short-run response of daily stock prices in the Spanish market to the announcements of inflation news at a sector level at the moments when the Spanish authorities announce the IPC (consumer price index) during the period 1995-2004. The study also incorporates two novel explanatory variables: core inflation and “non-core” inflation rate components on the one hand, and the spread between the Spanish and European inflation rates (harmonized) on the other hand. Conclusions of the study: the “non-core” component of the inflation rate, which is more volatile, has negative effects on some sector returns; additionally, in drawing too far apart from the European inflation rate, the Spanish inflation rate negatively affects sector returns, such as in the “Consumer Goods” sector, which is subject to strong foreign competition. In the long-term analysis, the lagged core inflation (structural component) negatively affects sector returns.