Publications and Replication Files
For selected articles, the
replication program and data files (.zip files) can be downloaded by clicking
on the link following these articles.
Books
1.
Business Cycles, Indicators, and Forecasting, edited by James H. Stock
and Mark W. Watson, University of
Chicago Press for the NBER, 1993.
2.
The Collected Works of C.W.J. Granger, edited by Eric
Ghysels, Norman Swanson and Mark W.
Watson, Cambridge University Press, forthcoming 2001.
3.
Introduction to Econometrics, with James Stock, Addison-Wesley, 2003,
Second Edition, 2007, Brief Edition,
2008.
Journal Articles
- A One-Factor Multivariate
Time Series Model of Metropolitan Wage Rates (with R.F. Engle), Journal
of the American Statistical Association, Vol. 76, No. 376, 1981, pp.
774-781.
- Alternative Algorithms for
Estimation of Dynamic MIMIC, Factor, and Time Varying Coefficient
Regression Models (with R.F. Engle), Journal of Econometrics, Vol.
23, pp. 385-400.
- Testing the Interpretation of
Indices in a Macroeconomic Index Model (with D. F. Kraft), Journal of
Monetary Economics, Vol. 13, No. 2, 1984, pp. 165-182.
- A DYMIMIC Model of Housing
Price Determination (with R.F. Engle and D.M. Lilien), Journal of
Econometrics, Vol. 28, pp. 307-326.
- Testing for Regression
Coefficient Stability with a Stationary AR(1) Alternative (with R.F.
Engle), Review of Economics and Statistics, Vol LXVII, 1985,
341-345.
- Bank Rate Policy Under the
Interwar Gold Standard: A Dynamic Probit Model (with B.J. Eichengreen and
R. Grossman), The Economic Journal, Vol. 95 (September 1985), pp
725-745. Data
files (.zip)
- Errors-in-Variables and
Seasonal Adjustment Procedures (with J.A. Hausman), Journal of the
American Statistical Association, September 1985, Vol 80, pp. 531-540.
- Uncertainty in Model Based
Seasonal Adjustment Procedures and Construction of Minimax Filters, Journal
of the American Statistical Association, Vol 82, Number 398, pp
395-408.
- Recursive Solution Methods
for Dynamic Linear Rational Expectations Models, Journal of
Econometrics, Vol. 41, pp. 65-91.
- Univariate Detrending with
Stochastic Trends, Journal of Monetary Economics, June 1986, Vol.
18, pp. 49-75.Download
HIER DP #1158 (1985) (.pdf)
- Testing For Common Trends
(with J.H. Stock), Journal of the American Statistical Association,
December 1988, 83, pp 1097-1107. (Reprinted in Long-Run Economic
Relationships, Readings
in Cointegration, edited by R.F. Engle and C.W.J. Granger, Oxford
University Press.)
- Inference in Linear Time
Series Models with Some Unit Roots (with C.A. Sims and J.H. Stock), Econometrica,
Vol. 58, No. 1. (Reprinted in Time Series, edited by Andrew Harvey, Edgar Elgar Publishing.
- Interpreting the Evidence on
Money-Income Causation (with J.H. Stock), Journal of Econometrics,
Vol. 40, Number 1, pp. 161-182.
- Stochastic Trends and
Economic Fluctuations (with Robert King, Charles Plosser, and James Stock), American Economic Review,
Vol. 81, No. 4, (September 1991), pp. 819-40. Program and data
files (.zip)
- Variable Trends and Economic
Fluctuations (with J.H. Stock), Journal of Economic Perspectives,
Summer 1988, pp. 147-174. (Reprinted in Long-Run Economic
Relationships, Readings
in Cointegration, edited by R.F. Engle and C.W.J. Granger, Oxford
University Press.)
- The Convergence of
Multivariate "Unit Root" Distributions to their Asymptotic
Limits: The Case of Money-Income Causality (with L.Ljungqvist, M. Park,
J.H. Stock), Journal of Economic Dynamics and Control, 12, pp.
489-502.
- A Simple Estimator of
Cointegrating Vectors in Higher Order Integrated Systems (with James H.
Stock), Econometrica, Vol. 61, No. 4 (July 1993), pp. 783-820. Program and data
files (.zip)
- Measures of Fit for
Calibrated Models, Journal of Political Economy, Vol. 101, No. 6,
1993, pp. 1011-1041. Program and
data files (.zip)
- Business Cycle Durations and
Postwar Stabilization of the U.S. Economy, American
Economic Review, March 1994. Program and data
files (.zip)
- Testing for Cointegration
When Some of the Cointegrating Vectors are Prespecified, (with M.T.K.
Horvath), Econometric Theory, Vol. 11, No. 5 (December 1995), pp.
952-984. Program
and data files (.zip)
Expanded
Table 1 (.pdf)
- Money, Prices, Interest Rates
and the Business Cycle (with Robert King), Review of Economics and
Statistics, Vol. LXXVIII, Number 1, (February 1996), pp. 35-53.
(Expanded version available as Federal Reserve Bank of Chicago, Working Paper WP-95-10, July
1995, Download
text + tables (figures missing!)(.pdf)) Program and data
files (.zip)
- Estimating Deterministic
Trends in the Presence of Serially Correlated Errors, (with Eugene
Canjels), Review of Economics and Statistics, 1997, page 184-200. Program and
data files (.zip)
- Evidence on Structural
Instability in Macroeconomic Time Series Relations, (with James H. Stock),
Journal of Business and Economic Statistics. Vol. 14, No. 1,
(January 1996) pp. 11-30. Program and
data files (.zip)
- The NAIRU, Unemployment, and
Monetary Policy, (with Douglas Staiger and James
Stock), Journal of Economic Perspectives, Winter
1997. Program
and data files (.zip)
- Asymptotically Median
Unbiased Estimation of Coefficient Variance in a Time Varying Parameter
Model, (with James Stock), Journal
of the American Statistical Association, vol. 93, No. 441, march 1998,
pp 349-358.
Program and data files (.zip)
- The Solution of Singular
Linear Difference Systems Under Rational Expectations, (with Robert King),
International Economic Review, Vol. 39, No 4. November 1998, pages
1015-1026..
Download Paper (.pdf).
- A Dynamic Factor Model
Framework for Forecast Combination (with Y.L. Chan and J.S. Stock), Spanish
Economic Review, 1, 1999, pp. 91-121.
- Forecasting Inflation (with
James H. Stock), Journal of Monetary
Economics, 1999, Vol. 44, no.
2.Vector Autoregressions (with James H. Stock), Journal of Economic
Perspectives, Fall 2001, Vol. 15, No. 4, 101-116.
- Vector Autoregressions (with
James H. Stock), Journal of Economic Perspectives , Fall 2001, Vol.
15, No. 4, pp. 101-116. Download replication
file (.zip).
- Macroeconomic Forecasting
Using Diffusion Indexes (with James H. Stock), Journal of Business and
Economic Statistics, April 2002, Vol. 20 No. 2, 147-162, Prepublication draft of paper Download Paper (.pdf).
- Macroeconomic Forecasting in
the Euro Area: Country Specific versus Area-Wide Information (with Massimiliano Marcellino and James H. Stock), European
Economic Review, Volume 47, Issue 1, February 2003, pages 1-18. Download
Appendices (.pdf) , Download
Replication Files (.zip).
- System Reduction and Solution
Algorithms for Singular Linear Difference Systems under Rational
Expectations (with Robert G. King), Computational Economics,
(October 2002), 20, pp. 57-86.
- Forecasting
Using Principal Components from a Large Number of Predictors, Journal
of the American Statistical Association, 2002.
- Forecasting Output and
Inflation: The Role of Asset Prices, (with James H. Stock), Journal of
Economic Literature, 2003. Download
Detailed Results Appendix (.pdf). Download
Data and Replication Files (.zip).
- Combination
Forecasts Of Output Growth In A Seven-Country Data Set, (with James
Stock), forthcoming Journal of
Forecasting,, 2004, Download
Unpublished Paper (.pdf), Download
Data and Replication Files (.zip).
- Understanding
Changes in International Business Cycle Dynamics, (with James Stock),
forthcoming Journal of the European
Economic Association,, 2005, Download
Data and Replication Files (.zip).
- A Comparison of Direct and Iterated
Multistep AR Methods for
Forecasting Macroeconomic Time Series (with Massimiliano Marcellino and James Stock), Journal
of Econometrics , 2006, vol. 135, pp. 499-526. Download
Final Version of Paper (.pdf), Download
Appendix Tables (.pdf), Download
Data and Replication Files (.zip).
- Consistent Estimation of the
Number of Dynamic Factors in a Large N And T Panel (with Dante Amengual), Journal
of Business and Economic Statistics, January 2007 Download
Final Version of Paper (.pdf), Download
Appendix (.pdf).
- Why Has U.S. Inflation Become Harder
to Forecast? (with James H. Stock), Journal of Money, Banking and
Credit, Vol. 39, No. 1, February 2007 Download
Corrections to Figures2-4 and Tables 4-5 (April 29, 2007) (.pdf), .Download
Corrected Replication Files (May 3, 2007 Version).
- A, B, C's and (D)'s For
Understanding VARS (with Jesus Fernandez-Villaverde, Juan F.
Rubio-Ramirez, and Thomas J. Sargent), American
Economic Review, Vol. 97, No. 3, pp. 1021-1026. Download
Paper (.pdf).
- Heteroskedasticity-Robust
Standard Errors for Fixed Effect Panel Data Regression (with James H.
Stock), Econometrica, January
2008, Vol. 76, No. 1, pp. 155-174. Download
Paper .
- Testing Models of Low-Frequency Variability (with Ulrich Müller), October 2006, revised March 2008, Econometrica forthcoming. Download
Final Version of Paper (.pdf), Download
Data and Replication Files (.zip).
- Relative Goods' Prices,
Pure Inflation, and the Phillips Correlation (with Ricardo Reis), Revised August 2009, American Economic Journal Macroeconomics forthcoming..Download
Paper (.pdf). Download
Web Appendix Paper (.pdf).Download
Data and Replication Files (.zip).
Articles in Books
and other Periodicals
- Formulation Generale et
Estimation de Models Multidimensionnels Temporels a Facteurs Explicatifs
Non-observables (with R.F. Engle), Cahiers du Seminaire D'Econometric,
No. 22, 1980, pp 109 - 125.
- Bubbles, Rational
Expectations, and Financial Markets (with O.J. Blanchard) in Crisis in
the Economic and Financial Structure: Bubbles, Bursts, and Shocks,
Paul Wachtel (editor), Lexington Books, 1982, translated as "Bulles,
anticipations rationnelles et marches financiers," Annales De
L'insee, no. 54, 1984, pp. 79-100.
- Time Series and Spectral
Methods in Econometrics (with C.W.J. Granger), Handbook of Econometrics,
Vol. 2, Z. Griliches and M. Intriligator (editors), North Holland, 1984,
pp. 979-1022.
- Are Business Cycles All Alike
(with O.J. Blanchard), Robert J. Gordon (editor), The American Business
Cycle, NBER and Chicago Press, 1986.
- Forecasting Commercial
Electricity Sales (with L.M. Pastuszek and E. Cody), Journal of
Forecasting, Vol. 6, Number 2, April-June 1987 pp. 117-136.
- The Kalman Filter:
Applications to Forecasting and Rational Expectations Models (with R.F.
Engle), in Advances in Econometrics, Fifth World Congress, edited
by T. Bewley, Cambridge University Press.
- Sources of Business Cycle
Fluctuations (with Matthew D. Shapiro), Macroeconomics Annual, Vol.
3, 1988, M.I.T. Press, pp. 111-156. Program and data
files (.zip)
- A Probability Model of the
Coincident Economic Indicators (with James H. Stock), in Leading
Economic Indicators: New Approaches and Forecasting Records, edited by
K. Lahiri and G. Moore, Cambridge University Press, 1991.
- New Indexes of Coincident and
Leading Economic Indicators (with James H. Stock), Macroeconomics
Annual, Vol. 4, 1989, M.I.T. Press. Program and data
files (.zip)
- The Budgetary Process:
Characteristics and Cautions (with Dana Naimark), Chapter 4 in State
and Local Finance for the 1990's: A Case Study of Arizona, edited by
T. McGuire and D. Naimark, Arizona State University Press.
- General Fund Projections and
History, Chapter 20 in State and Local Finance for the 1990's: A Case
Study of Arizona, edited by T. McGuire and D. Naimark, Arizona State
University Press.
- Seasonal Adjustment of
Preliminary Data (with Jerry A. Hausman), Papers and Proceeding of the
American Statistical Association, Business and Economics Section,
1990.
- A Procedure for Predicting
Recessions with Leading Indicators: Econometric Issues and Recent
Experience (with James Stock),
in New Research on Business Cycles, Indicators and Forecasting, James Stock and Mark Watson (editors),
University of Chicago Press, 1993. Program and data
files (.zip)
- Editor of New Research on
Business Cycles, Indicators and Forecasting, (edited with James Stock), University of Chicago
Press, 1993.
- Using Econometric Models to
Predict Recessions, Economic Perspectives, (Research Periodical of
the Chicago Federal Reserve Bank), September/October, 1991.
- Forecasting with Leading
Indicators: Lessons for the 1990 Recession in the United States (with James Stock), Konjunktur-Prognoser &
Konjunkturpolitik, Ekonomiska Radets Arsbok 1992, pp 77-102.
Download Paper (.pdf)
- Vector Autoregressions and
Cointegration, Handbook of Econometrics, Vol. 4, Robert F. Engle
and Dan McFadden (editors), North Holland.
- The Post-War U.S.
Phillips Curve: A Revisionist Econometric History, (with Robert King), Carnegie-Rochester
Conference on Public Policy, 1994. Program and data
files (.zip)
- Stability of the
Unemployment-Inflation Relation, (with Robert King and James Stock), Economic Perspectives,
(Research Periodical of the Chicago Federal Reserve Bank), 1995.
- How Precise are Estimates of
the Natural Rate of Unemployment, (with Douglas Staiger and James Stock), in C. Romer and D. Romer (eds), Reducing
Inflation: Motivation and Strategy, University of Chicago
Press. Program and data
files (.zip)
- Systematic Monetary Policy
and the Effects of Oil Price Shocks, (with Ben
S. Bernanke and Mark Gertler),
forthcoming Brookings Papers on Economic Behavior, 1997. Program and data
files (.zip) Paper (PDF)
- Testing Long Run Neutrality (with
Robert King), forthcoming Research Periodical of the Federal Reserve Bank
of Richmond,
1997, Program
and data files (.zip)
- Business Cycle Fluctuations
in U.S. Macroeconomic Time Series, (with James
Stock), Handbook of Macroeconomics, edited by J.
Taylor and M. Woodford, North Holland, Vol. 1a, 1999, pages 3-64. Program and data
files (.zip).
- Explaining the Increased
Variability in Long Term Interest Rates, Federal Reserve Bank of Richmond Economic Quarterly, Winter 2000.
- A Comparison of Linear and
Nonlinear Univariate Models for Forecasting Macroeconomic Time Series,
(with James Stock), in Cointegration,
Causality, and Forecasting A Festschrift in Honour of Clive W.J. Granger
R.F. Engle and H. White (eds), Oxford University Press. Program and
data files (.zip), Paper
(.pdf).
- Time Series: Cycles, International
Encyclopedia of the Social and Behavioral Sciences, Statistics Volume, Stephen
E. Fienberg and Joseph B. Kadane, Editors, 2001, Elsevier Science.
- Macroeconomic Forecasting
Using Many Predictors, in M. Dewatripont, L. Hansen and S. Turnovsky
(eds), Advances in Economics and
Econometrics, Theory and Applications, Eight World Congress of the
Econometric Society,” Vol. III, page 87-115. Download Data and
Replication Files (.zip) .
- Prices, Wages and the U.S.
NAIRU in the 1990s (with Douglas Staiger and James H. Stock), The
Roaring ‘90s: Can Full Employment Be Sustained, edited by Alan
B. Krueger and Robert Solow, New York: Russell Sage and Century
Fund, 2001. Download
Replication Files (.zip).
- Has the Business Cycle
Changed and Why? (with James H. Stock), NBER Macroeconomics Annual 2002,
Mark Gertler and Ken Rogoff
(eds), MIT Press. Download
Replication Files (.zip).
- How Did Leading Indicator
Forecasts Perform During the 2001 Recession? (with James H. Stock),
Federal Reserve Bank of Richmond
Economic Quarterly, Summer 2003.
Download Data
and Replication Files (.zip).
- Has
the Business Cycle Changed? Evidence and Explanations, (with James Stock) forthcoming FRB Kansas City
symposium, Jackson Hole,
Wyoming, August 28-30, 2003. Download Paper
(.pdf), Download
Appendix (.pdf), Download Data
and Replication Files (.zip).
- Macroeconomic
Forecasting Using Many Predictors (with James H. Stock), Handbook of Economic Forecasting,
Graham Elliott, Clive Granger, Allan Timmerman (eds.), North
Holland, 2006.
- How Accurate are Real-Time
Estimates of Output Trends and Gaps? Federal Reserve Bank of Richmond Economic Quarterly, Spring 2007. Download Data
and Replication Files (.zip).
- Cointegration, entry for The New Palgrave Dictionary, 2nd
edition, edited by Lawrence Blume and Steven Durlauf.
- Macroeconomic Forecasting,
entry for The New Palgrave
Dictionary, 2nd edition, edited by Lawrence Blume and
Steven Durlauf.
- Understanding the Evolving
the Evolving Inflation Process.
(with Stephen G. Cecchetti, Peter Hooper, Bruce C. Kasman,
and Kermit L. Schoenholtz). U.S.
Monetary Policy Forum Report No. 1, Rosenberg Institute for Global
Finance, Brandeis International Business
School and Intiative on Global
Financial Markets, University of Chicago Graduate School of Business,
2007. Download
Paper .
- Forecasting
in Dynamic Factor Models Subject to Structural Instability (with James H.
Stock), in The Methodology and
Practice of Econometrics, A Festschrift in Honour of Professor David F.
Hendry, Jennifer Castle and Neil Shephard (eds), 2008, Oxford: Oxford
University Press. . Download
Paper (.pdf), Download
Data and Replication Files (.zip).
Notes,
Comments and Reviews
- Imperfect Information and
Wage Inertia in the Business Cycle: A Comment, Journal of Political
Economy, Vol. 91, No. 5, 1983, pp. 876-879.
- Comment on "Irregular
Data Revisions," by A.C. Harvery, C.R. McKenzie, D.P.C. Blake, and
M.J. Desai, in Applied Time Series Analysis of Economic Data, edited
by Arnold Zellner, U.S. Department of the Census, Economic Research Report
ER-5
- Does GNP Have a Unit Root ?
(with J.H. Stock), Economics Letters, 22, pp. 147-151.
- Comment on "Vector
Autoregressions and Reality," by David Runkle, Journal of Business
and Economic Statistics, 1987.
- Comment on "A
Reexamination of Friedman's Consumption Puzzle" by James H. Stock, Journal
of Business and Economic Statistics, 1988.
- Comment on "Sensitivity
Analysis of Seasonal Adjustments: Empirical Case Studies" by J.B.
Carlin and A.P. Dempster, Journal of the American Statistical
Association, March 1989.
- Review of Time Series
Analysis by John Cryer, Journal of the American Statistical
Association, December 1987, Volume 82, Number 400, 1195.
- Software Review of MTS,
Journal of Applied Econometrics, 4, pp. 205-206.
- Review of The Collected
Works of John W. Tukey, Vols I, II, and V, edited by D. Brillinger and
W.P. Cleveland, Journal of the American Statistical Association,
1988.
- Comment on "Inflation
Indicators and Inflation Policy" by Stephen G. Cecchetti, NBER
Macroeconomics Annual, 1995.
- Comment on "Is Seasonal
Adjustment a Linear or Nonlinear Data Filtering Process," Journal
of Business and Economic Statistics, Vol. 14, No. 3, July 1996.
- Comment on "On the Fit
of a Neoclassical Monetary Model in High Inflation: Israel
1972-1990" by Eckstein and Bental, Journal of Money, Banking and
Credit, November 1997.
- Comment on “Assessing Changes
in the Monetary Transmission Mechanism: A VAR Approach,” by Jean Boivin and Marc Giannone, Federal Reserve Bank of New York Policy
Review, 8(1), 2002.
- Comment on “Market
Anticipations of Monetary Policy Actions” by William Poole, Robert H.
Rasche and Daniel L. Thornton, Federal Reserve Bank of St. Louis Review, Jul/Aug 2002, 84(4).
- Comment on “Monetary Policy
in Real Time,” by Domenico Giannone, Lucrezia Reichlin, and Luca Sala, NBER Macroeconomics Annual, 2004.
- Comment on “What’s Real About
the Business Cycle” by James Hamilton, forthcoming Federal Reserve Bank of
St. Louis Review, 2005.
- Comment on “Assessing
Structual VARs” by L. Christiano, M. Eichenbaum, and R. Vigfusson, NBER Macroeconomics Annual, 2006.