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OIL PRICE SHOCKS AND VOLATILITY DO PREDICT STOCK MARKET REGIMES

 

 

 

 

Stavros Degiannakis

Bank of Greece

 

Timotheos Angelidis

University of Peloponnese

 

George Filis

Bournemouth University

 

 

Abstract

The paper investigates whether oil price shocks and oil price volatility provide predictive information for the state of the US stock market returns and volatility. The disaggregation of oil price shocks according to their origin allows us to assess whether they contain incremental forecasting power on the state of the stock market returns and volatility, a case that does not hold for the oil price returns. Overall, the results suggest that oil price returns and volatility possess the power to forecast the state of stock market returns and volatility. The full effects of oil price returns, though, can only be revealed when the oil price shocks are disentangled and as such we claim that the oil price shocks have an incremental power in forecasting the state of the stock market. The findings are important for stock market forecasters and investors dealing with stock and derivatives markets.

 

Keywords: Decomposition of shocks, oil price shocks, oil price volatility, regime switching, stock market volatility, US stock market.

 

JEL classification:  C13, C32, C58, G10, Q40.

 

Acknowledgements: We would like to thank Dr. Heather Gibson for her constructive suggestions which helped us to improve the clarity of the paper. The views expressed are those of the authors and should not be interpreted as those of their respective institutions. The authors are solely responsible for any remaining errors and deficiencies.

 

 

 

Correspondence:

Stavros Degiannakis

Bank of Greece

21, El. Venizelos Ave.

10250 Athens, Greece

Tel.: 0030-210-3202371

Email: sdegiannakis@bankofgreece.gr


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