Publication Type

Journal Article

Version

acceptedVersion

Publication Date

2-2023

Abstract

Multicointegration is traditionally defined as a particular long run relationship among variables in a parametric vector autoregressive model that introduces additional cointegrating links between these variables and partial sums of the equilibrium errors. This paper departs from the parametric model, using a semiparametric formulation that reveals the explicit role that singularity of the long run conditional covariance matrix plays in determining multicointegration. The semiparametric framework has the advantage that short run dynamics do not need to be modeled and estimation by standard techniques such as fully modified least squares (FM-OLS) on the original system is straightforward. The paper derives FM-OLS limit theory in the multicointegrated setting, showing how faster rates of convergence are achieved in the direction of singularity and that the limit distribution depends on the distribution of the conditional one-sided long run covariance estimator used in FM-OLS estimation. Wald tests of restrictions on the regression coefficients have nonstandard limit theory which depends on nuisance parameters in general. The usual tests are shown to be conservative when the restrictions are isolated to the directions of singularity and, under certain conditions, are invariant to singularity otherwise. Simulations show that approximations derived in the paper work well in finite samples. The findings are illustrated empirically in an analysis of fiscal sustainability of the US government over the post-war period.

Keywords

cointegration, multicointegration, fully modified regression, singular long run variance matrix, degenerate Wald test, fiscal sustainability

Discipline

Econometrics

Research Areas

Econometrics

Publication

Journal of Econometrics

Volume

232

Issue

2

First Page

300

Last Page

319

ISSN

0304-4076

Identifier

10.1016/j.jeconom.2021.07.002

Publisher

Elsevier

Embargo Period

10-27-2023

Copyright Owner and License

Authors

Creative Commons License

Creative Commons Attribution 4.0 International License
This work is licensed under a Creative Commons Attribution 4.0 International License.

Additional URL

https://doi.org/10.1016/j.jeconom.2021.07.002

Included in

Econometrics Commons

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