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Stock Prices and Bond Yields: Can Their Comovements Be Explained in Terms of Present Value Models? / Robert J. Shiller, Andrea E. Beltratti.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Shiller, Robert J.
Contributor:
National Bureau of Economic Research.
Beltratti, Andrea E.
Series:
Working Paper Series (National Bureau of Economic Research) no. w3464.
NBER working paper series no. w3464
Language:
English
Subjects (All):
Bonds.
Dividends--Econometric models.
Dividends.
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Stock Prices and Bond Yields
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 1990.
Cambridge, Massachusetts : National Bureau of Economic Research, 1990.
Summary:
Real stock prices seem to overreact to changes in long-term interest rates. That is, real stock prices drop when long-term interest rates rise (and rise when they fall) more than would be implied by a rational expectations present value model where expectations are based on a vector autoregression. This overreaction is not associated with any overreaction to changes in the short-run inflation rate. Over the last century real stock prices have shown little reaction to changes in inflation rates, and according to the model they should show little reaction. These conclusions were reached from an analysis of annual data in the united states 1871 to 1989 and the united Kingdom 1918 to 1989.
Notes:
Print version record
October 1990.

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