Probabilistic Quantile Factor Analysis

Fuente: arXiv
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Autori principali: Korobilis, Dimitris, Schröder, Maximilian
Natura: Preprint
Pubblicazione: 2022
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author Korobilis, Dimitris
Schröder, Maximilian
author_facet Korobilis, Dimitris
Schröder, Maximilian
contents This paper extends quantile factor analysis to a probabilistic variant that incorporates regularization and computationally efficient variational approximations. We establish through synthetic and real data experiments that the proposed estimator can, in many cases, achieve better accuracy than a recently proposed loss-based estimator. We contribute to the factor analysis literature by extracting new indexes of \emph{low}, \emph{medium}, and \emph{high} economic policy uncertainty, as well as \emph{loose}, \emph{median}, and \emph{tight} financial conditions. We show that the high uncertainty and tight financial conditions indexes have superior predictive ability for various measures of economic activity. In a high-dimensional exercise involving about 1000 daily financial series, we find that quantile factors also provide superior out-of-sample information compared to mean or median factors.
format Preprint
id arxiv_https___arxiv_org_abs_2212_10301
institution arXiv
publishDate 2022
record_format arxiv
spellingShingle Probabilistic Quantile Factor Analysis
Korobilis, Dimitris
Schröder, Maximilian
Econometrics
Machine Learning
This paper extends quantile factor analysis to a probabilistic variant that incorporates regularization and computationally efficient variational approximations. We establish through synthetic and real data experiments that the proposed estimator can, in many cases, achieve better accuracy than a recently proposed loss-based estimator. We contribute to the factor analysis literature by extracting new indexes of \emph{low}, \emph{medium}, and \emph{high} economic policy uncertainty, as well as \emph{loose}, \emph{median}, and \emph{tight} financial conditions. We show that the high uncertainty and tight financial conditions indexes have superior predictive ability for various measures of economic activity. In a high-dimensional exercise involving about 1000 daily financial series, we find that quantile factors also provide superior out-of-sample information compared to mean or median factors.
title Probabilistic Quantile Factor Analysis
topic Econometrics
Machine Learning
url https://arxiv.org/abs/2212.10301