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Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework

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Resumo:This paper tests for nonlinear effects of asset prices on the US fiscal policy. By modeling government spending and taxes as time-varying transition probability (TVTP) Markovian processes, we find that taxes significantly adjust in a nonlinear fashion to asset prices. In particular, taxes respond to housing and (to a smaller extent) to stock prices changes during normal times. However, at periods characterized by high financial volatility, government taxation only counteracts stock market developments (and not the dynamics of the housing sector). As for government spending, it is neutral vis-a-vis the asset market cycles. We conclude that, correcting the fiscal balance and, notably, the revenue side for time-varying effects of asset prices provides a more accurate assessment of the fiscal stance and its sustainability.
Autores principais:Agnello, Luca
Outros Autores:Dufrénot, Gilles; Sousa, Ricardo M.
Assunto:Fiscal policy Asset prices Time-varying transition probability Markov process
Ano:2013
País:Portugal
Tipo de documento:artigo
Tipo de acesso:acesso restrito
Instituição associada:Universidade do Minho
Idioma:inglês
Origem:RepositóriUM - Universidade do Minho
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author Agnello, Luca
author2 Dufrénot, Gilles
Sousa, Ricardo M.
author2_role author
author
author_facet Agnello, Luca
Dufrénot, Gilles
Sousa, Ricardo M.
author_role author
contributor_name_str_mv RepositóriUM - Universidade do Minho
country_str PT
creators_json_txt [{\"Person.name\":\"Agnello, Luca\"},{\"Person.name\":\"Dufrénot, Gilles\"},{\"Person.name\":\"Sousa, Ricardo M.\"}]
datacite.contributors.contributor.contributorName.fl_str_mv RepositóriUM - Universidade do Minho
datacite.creators.creator.creatorName.fl_str_mv Agnello, Luca
Dufrénot, Gilles
Sousa, Ricardo M.
datacite.date.Accepted.fl_str_mv 2013-01-01T00:00:00Z
datacite.date.available.fl_str_mv 2013-12-12T09:23:38Z
datacite.date.embargoed.fl_str_mv 2013-12-12T09:23:38Z
datacite.rights.fl_str_mv http://purl.org/coar/access_right/c_16ec
datacite.subjects.subject.fl_str_mv Fiscal policy
Asset prices
Time-varying transition probability Markov process
datacite.titles.title.fl_str_mv Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
dc.contributor.none.fl_str_mv RepositóriUM - Universidade do Minho
dc.creator.none.fl_str_mv Agnello, Luca
Dufrénot, Gilles
Sousa, Ricardo M.
dc.date.Accepted.fl_str_mv 2013-01-01T00:00:00Z
dc.date.available.fl_str_mv 2013-12-12T09:23:38Z
dc.date.embargoed.fl_str_mv 2013-12-12T09:23:38Z
dc.format.none.fl_str_mv application/pdf
dc.identifier.none.fl_str_mv https://hdl.handle.net/1822/26934
dc.language.none.fl_str_mv eng
dc.publisher.none.fl_str_mv Elsevier
dc.rights.none.fl_str_mv http://purl.org/coar/access_right/c_16ec
dc.subject.none.fl_str_mv Fiscal policy
Asset prices
Time-varying transition probability Markov process
dc.title.fl_str_mv Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
dc.type.none.fl_str_mv http://purl.org/coar/resource_type/c_6501
description This paper tests for nonlinear effects of asset prices on the US fiscal policy. By modeling government spending and taxes as time-varying transition probability (TVTP) Markovian processes, we find that taxes significantly adjust in a nonlinear fashion to asset prices. In particular, taxes respond to housing and (to a smaller extent) to stock prices changes during normal times. However, at periods characterized by high financial volatility, government taxation only counteracts stock market developments (and not the dynamics of the housing sector). As for government spending, it is neutral vis-a-vis the asset market cycles. We conclude that, correcting the fiscal balance and, notably, the revenue side for time-varying effects of asset prices provides a more accurate assessment of the fiscal stance and its sustainability.
dirty 0
eu_rights_str_mv restrictedAccess
format article
fulltext.url.fl_str_mv https://repositorium.uminho.pt/bitstreams/f4f189c2-535a-46c7-af00-964921a40a5c/download
id rum_4030e9f80aa3585196245f89ee582ea9
identifier.url.fl_str_mv https://hdl.handle.net/1822/26934
instacron_str repositorium
institution Universidade do Minho
instname_str Universidade do Minho
language eng
network_acronym_str rum
network_name_str RepositóriUM - Universidade do Minho
oai_identifier_str oai:repositorium.uminho.pt:1822/26934
organization_str_mv urn:organizationAcronym:repositorium
person_str_mv Agnello, Luca
Dufrénot, Gilles
Sousa, Ricardo M.
publishDate 2013
publisher.none.fl_str_mv Elsevier
reponame_str RepositóriUM - Universidade do Minho
repository_id_str urn:repositoryAcronym:rum
service_str_mv urn:repositoryAcronym:rum
spelling engElsevierporThis paper tests for nonlinear effects of asset prices on the US fiscal policy. By modeling government spending and taxes as time-varying transition probability (TVTP) Markovian processes, we find that taxes significantly adjust in a nonlinear fashion to asset prices. In particular, taxes respond to housing and (to a smaller extent) to stock prices changes during normal times. However, at periods characterized by high financial volatility, government taxation only counteracts stock market developments (and not the dynamics of the housing sector). As for government spending, it is neutral vis-a-vis the asset market cycles. We conclude that, correcting the fiscal balance and, notably, the revenue side for time-varying effects of asset prices provides a more accurate assessment of the fiscal stance and its sustainability.application/pdfporAdjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS frameworkAgnello, LucaDufrénot, GillesSousa, Ricardo M.HostingInstitutionOrganizationalRepositóriUM - Universidade do Minhoe-mailmailto:repositorium@usdb.uminho.ptrepositorium@usdb.uminho.ptISSNIsPartOf0264-99932013-12-12T09:23:38Z20132013-01-01T00:00:00ZHandlehttps://hdl.handle.net/1822/26934http://purl.org/coar/access_right/c_16ecrestricted accessFiscal policyAsset pricesTime-varying transition probability Markov process368573 bytesliteraturehttp://purl.org/coar/resource_type/c_6501journal articlehttp://purl.org/coar/access_right/c_16ecapplication/pdffulltexthttps://repositorium.uminho.pt/bitstreams/f4f189c2-535a-46c7-af00-964921a40a5c/download
spellingShingle Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
Agnello, Luca
Fiscal policy
Asset prices
Time-varying transition probability Markov process
status SINGLETON
subject.fl_str_mv Fiscal policy
Asset prices
Time-varying transition probability Markov process
title Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
title_full Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
title_fullStr Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
title_full_unstemmed Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
title_short Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
title_sort Adjusting the U.S. fiscal policy for asset prices: evidence from a TVP-MS framework
topic Fiscal policy
Asset prices
Time-varying transition probability Markov process
topic_facet Fiscal policy
Asset prices
Time-varying transition probability Markov process
url https://hdl.handle.net/1822/26934
visible 1