Time-Varying Parameters as Ridge Regressions

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1. Verfasser: Coulombe, Philippe Goulet
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Veröffentlicht: 2020
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author Coulombe, Philippe Goulet
author_facet Coulombe, Philippe Goulet
contents Time-varying parameters (TVPs) models are frequently used in economics to capture structural change. I highlight a rather underutilized fact -- that these are actually ridge regressions. Instantly, this makes computations, tuning, and implementation much easier than in the state-space paradigm. Among other things, solving the equivalent dual ridge problem is computationally very fast even in high dimensions, and the crucial "amount of time variation" is tuned by cross-validation. Evolving volatility is dealt with using a two-step ridge regression. I consider extensions that incorporate sparsity (the algorithm selects which parameters vary and which do not) and reduced-rank restrictions (variation is tied to a factor model). To demonstrate the usefulness of the approach, I use it to study the evolution of monetary policy in Canada using large time-varying local projections. The application requires the estimation of about 4600 TVPs, a task well within the reach of the new method.
format Preprint
id arxiv_https___arxiv_org_abs_2009_00401
institution arXiv
publishDate 2020
record_format arxiv
spellingShingle Time-Varying Parameters as Ridge Regressions
Coulombe, Philippe Goulet
Econometrics
Applications
Machine Learning
Time-varying parameters (TVPs) models are frequently used in economics to capture structural change. I highlight a rather underutilized fact -- that these are actually ridge regressions. Instantly, this makes computations, tuning, and implementation much easier than in the state-space paradigm. Among other things, solving the equivalent dual ridge problem is computationally very fast even in high dimensions, and the crucial "amount of time variation" is tuned by cross-validation. Evolving volatility is dealt with using a two-step ridge regression. I consider extensions that incorporate sparsity (the algorithm selects which parameters vary and which do not) and reduced-rank restrictions (variation is tied to a factor model). To demonstrate the usefulness of the approach, I use it to study the evolution of monetary policy in Canada using large time-varying local projections. The application requires the estimation of about 4600 TVPs, a task well within the reach of the new method.
title Time-Varying Parameters as Ridge Regressions
topic Econometrics
Applications
Machine Learning
url https://arxiv.org/abs/2009.00401