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Credit cycle identification: A Markov-switching application

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Detalhes bibliográficos
Resumo:This project aims to study credit dynamics and to identify phases of credit cycles at the country level. We applied a Markov-switching (MS) autoregressive framework and a MS with regime-invariant macroeconomic variables to a broad concept of credit, domestic credit. We used a sample of 10 developed countries. MS identification power is assessed using smooth probabilities of low growth states, collected as a by-product of models estimation, against historical databases of crisis events. Conclusions support that MS is accurate in identifying credit cycle phases, and that domestic credit is a good variable for such identification. Additionally, Credit Gap, excess growth over GDP and Broad Money contribute positively to the MS predictions.
Autores principais:Santos, João Ramiro Rodrigues Simões dos
Assunto:Credit cycles Phase identification Markov-switching
Ano:2014
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso restrito
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:This project aims to study credit dynamics and to identify phases of credit cycles at the country level. We applied a Markov-switching (MS) autoregressive framework and a MS with regime-invariant macroeconomic variables to a broad concept of credit, domestic credit. We used a sample of 10 developed countries. MS identification power is assessed using smooth probabilities of low growth states, collected as a by-product of models estimation, against historical databases of crisis events. Conclusions support that MS is accurate in identifying credit cycle phases, and that domestic credit is a good variable for such identification. Additionally, Credit Gap, excess growth over GDP and Broad Money contribute positively to the MS predictions.