Applications in Macroeconomics, Financial Markets, and Policy Analysis

Indeewara Perera Chair
University of Sheffield
 
Wednesday, Aug 6: 8:30 AM - 10:20 AM
4143 
Contributed Papers 
Music City Center 
Room: CC-212 

Main Sponsor

Business and Economic Statistics Section

Presentations

Effects of Recent Tariffs on US Inflation: A Machine Learning Method

Inflation has been a significant issue since the onset of the Global Pandemic in 2020, but there are renewed fears that inflation could be reignited as new tariffs are imposed. This paper aims to analyze the potential impacts of tariffs on US inflation using machine learning and traditional regression methods. The paper will use machine learning methodologies such as XGBoost, Random Forest, and Facebook Prophet. After using the latter methods, we will compare the efficiencies using traditional methods such as autoregressive integrated moving averages (ARIMA) and vector autoregression from January 2000 to April 2025. Then, we compare the efficiencies of each forecasting methodology. Using the best forecasting method based on sound ethical and professional analysis, we will try to understand where the direction of inflation could be heading for the United States given the imposed tariffs on several countries throughout the world. 

Keywords

Machine Learning

Tariffs

Forecasting

XGBoost

Facebook Prophet 

Co-Author

Rolando Santos, Lakeland Community College, Ohio

First Author

Brian Sloboda

Presenting Author

Brian Sloboda

Functional Data Analysis of US County-Level Post-COVID Economic Recovery

The economic recovery after the response to the Covid-19 pandemic varied considerably across US counties. Using data from Opportunity Insights, we employ functional data techniques to model the recovery of employment among counties as a function of time. First, we regress the functional employment data on pre-2020 American Community Survey data to estimate how county demographics and industry distribution affected the course of the recovery. We compare this functional regression model with more standard panel regression techniques, like the random effects model, and demonstrate the benefits of a functional data approach. We also use cluster analysis on the functional employment data to find different recovery patterns across counties. The results from these analyses can be used to help municipalities plan and anticipate the economic impact of future similar disasters. 

Keywords

Functional Data Analysis

COVID-19

County-Level Employment

Cluster Analysis 

Co-Author

Zachary Davis, Saint Vincent College

First Author

Justin Petrovich, Saint Vincent College

Presenting Author

Justin Petrovich, Saint Vincent College

The Impact of Stocks on Correlations for Commodities using Semi Parametric Quantile Regression

Crop yields and harvest prices are often considered to be negatively correlated, thus acting as a natural risk management hedge through stabilizing revenues. Storage theory gives reason to believe that the correlation is an increasing function of stocks carried over from previous years. In this paper, we use semi-parametric quantile regression (SQR) with penalized B-splines to estimate a stock-conditioned joint distribution of yield and price. The method enables sampling from the empirical joint distribution using SQR. Then it is applied to approximate the stock-conditioned correlation for both corn and soybeans in the United States. For both crops, Cornbelt core regions have more negative correlations than do peripheral regions. We find strong evidence that correlation becomes less negative as stocks increase and also upon moving north. We suggest three channels through which stocks can predict revenue. The first two channels are currently addressed in premium rate-setting procedures. The third is not and we provide yield auto-correlation evidence to suggest that this could be a concern. We conduct a rating game to evaluate our methodology for assessing premium rates. 

Keywords

Crop Insurance

Quantile Regression

Agricultural Economics

Price-yield correlation

Insurance premium rate setting 

Co-Author(s)

Cindy Yu, Iowa State University
David A. Hennessy, Iowa State University

First Author

Matthew Stuart, Loyola University Chicago

Presenting Author

Matthew Stuart, Loyola University Chicago

Is the US stock market a bubble after the 2020 stock market crash?

After the stock market crash in 2020, the US stock market was almost out of control, with the S&P 500 index soaring 173.5% in less than five years. Based on the log-periodic power law singularity (LPPLS) method, we systematically investigate the bubble status of sectors with different total market capitalization levels of U.S. stocks through four major U.S. stock market indexes, including the Wilshire 5000 Total Market index, the S&P 500 index, the S&P MidCap 400 index, and the Russell 2000 index, which represent the overall stock market, large-cap stocks, mid-cap stocks and small-cap stocks, respectively. We find that the peak confidence indicator of these four indexes all exceed 19% after November 2024, which indicates that the price trajectories of these four stock market indexes have clearly featured the obvious LPPLS bubble pattern of the faster-than-exponential growth corrected by the accelerating logarithm-periodic oscillations and are indeed in a positive bubble regime. The accelerating growth trends of these four indexes are likely unsustainable, and the positive bubble regime may change in the form of a sharp crash or volatile sideway plateaus. 

Keywords

Stock market bubble

Log-periodic power law singularity (LPPLS)

LPPLS confidence indicator

Financial bubble and crash 

First Author

Min Shu

Presenting Author

Min Shu

An Empirical Analysis of Finnish Air Travel Patterns

As one of only eight countries in the world that lie partially within the Arctic Circle, Finland exhibits very interesting air passenger traffic flows. The three airports with the greatest passenger volumes are Helsinki-Vantaa, Oulu, and Rovaniemi. At the Helsinki-Vantaa Airport, domestic passenger flows peak during the cold weather months, while international traffic peaks during the summer months. Both domestic and international travel reach their respective apexes during the Spring and Fall months in Oulu. In Rovaniemi, the coldest destination of the three areas, air passenger flows reach their maxima every year in December. To date, there have been very few formal studies of air travel demand in Finland. Because of unique geographic features, location, and tourism patterns, the three principal destination markets in this country merit additional research. Air traffic has grown substantially in recent years and econometric modeling analysis may yield interesting results that may differ from those of other regions. Santa Claus and Aurora Borealis effects are examples of seasonal and cyclical variables that potentially affect air travel to, and within, this Nordic economy. 

Keywords

Air Passenger Traffic

Business Cycles

Polar Tourism 

Co-Author

Steven Fullerton, University of Texas at El Paso

First Author

Thomas Fullerton, UTEP

Presenting Author

Thomas Fullerton, UTEP