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Hauptverfasser: Salvagnin, Cristiano, del Tatto, Vittorio, De Giuli, Maria Elena, Mira, Antonietta, Glielmo, Aldo
Format: Preprint
Veröffentlicht: 2025
Schlagworte:
Online-Zugang:https://arxiv.org/abs/2508.15667
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author Salvagnin, Cristiano
del Tatto, Vittorio
De Giuli, Maria Elena
Mira, Antonietta
Glielmo, Aldo
author_facet Salvagnin, Cristiano
del Tatto, Vittorio
De Giuli, Maria Elena
Mira, Antonietta
Glielmo, Aldo
contents We propose to use a recently introduced non-parametric tool named Differentiable Information Imbalance (DII) to identify variables that are causally related -- potentially through non-linear relationships -- to the financial returns of the European Union Allowances (EUAs) within the EU Emissions Trading System (EU ETS). We examine data from January 2013 to April 2024 and compare the DII approach with multivariate Granger causality, a well-known linear approach based on VAR models. We find significant overlap among the causal variables identified by linear and non-linear methods, such as the coal futures prices and the IBEX35 index. We also find important differences between the two causal sets identified. On two synthetic datasets, we show how these differences could originate from limitations of the linear methodology.
format Preprint
id arxiv_https___arxiv_org_abs_2508_15667
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Non-parametric Causal Discovery for EU Allowances Returns Through the Information Imbalance
Salvagnin, Cristiano
del Tatto, Vittorio
De Giuli, Maria Elena
Mira, Antonietta
Glielmo, Aldo
Computational Finance
We propose to use a recently introduced non-parametric tool named Differentiable Information Imbalance (DII) to identify variables that are causally related -- potentially through non-linear relationships -- to the financial returns of the European Union Allowances (EUAs) within the EU Emissions Trading System (EU ETS). We examine data from January 2013 to April 2024 and compare the DII approach with multivariate Granger causality, a well-known linear approach based on VAR models. We find significant overlap among the causal variables identified by linear and non-linear methods, such as the coal futures prices and the IBEX35 index. We also find important differences between the two causal sets identified. On two synthetic datasets, we show how these differences could originate from limitations of the linear methodology.
title Non-parametric Causal Discovery for EU Allowances Returns Through the Information Imbalance
topic Computational Finance
url https://arxiv.org/abs/2508.15667