A reappraisal of the Meese–Rogoff puzzle

Several explanations have been put forward for the Meese–Rogoff puzzle that exchange rate models cannot outperform the random walk in out-of-sample forecasting. We suggest that a simple explanation for the puzzle is the use of the root mean square error (RMSE) to measure forecasting accuracy, presen...

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Main Authors: Moosa, I., Burns, Kelly
Format: Journal Article
Published: Routledge 2014
Subjects:
Online Access:http://hdl.handle.net/20.500.11937/5932
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author Moosa, I.
Burns, Kelly
author_facet Moosa, I.
Burns, Kelly
author_sort Moosa, I.
building Curtin Institutional Repository
collection Online Access
description Several explanations have been put forward for the Meese–Rogoff puzzle that exchange rate models cannot outperform the random walk in out-of-sample forecasting. We suggest that a simple explanation for the puzzle is the use of the root mean square error (RMSE) to measure forecasting accuracy, presenting a rationale as to why it is difficult to beat the random walk in terms of the RMSE. By using exactly the same exchange rates, time periods and estimation methods as those of Meese and Rogoff, we find that their results cannot be overturned even if the models are estimated with time-varying coefficients. However, we also find that the random walk can be outperformed by the same models if forecasting accuracy is measured in terms of the ability to predict direction, in terms of a measure that combines magnitude and direction and in terms of profitability.
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spelling curtin-20.500.11937-59322017-09-13T15:53:53Z A reappraisal of the Meese–Rogoff puzzle Moosa, I. Burns, Kelly random walk forecasting exchange rate models direction accuracy Several explanations have been put forward for the Meese–Rogoff puzzle that exchange rate models cannot outperform the random walk in out-of-sample forecasting. We suggest that a simple explanation for the puzzle is the use of the root mean square error (RMSE) to measure forecasting accuracy, presenting a rationale as to why it is difficult to beat the random walk in terms of the RMSE. By using exactly the same exchange rates, time periods and estimation methods as those of Meese and Rogoff, we find that their results cannot be overturned even if the models are estimated with time-varying coefficients. However, we also find that the random walk can be outperformed by the same models if forecasting accuracy is measured in terms of the ability to predict direction, in terms of a measure that combines magnitude and direction and in terms of profitability. 2014 Journal Article http://hdl.handle.net/20.500.11937/5932 10.1080/00036846.2013.829202 Routledge restricted
spellingShingle random walk
forecasting
exchange rate models
direction accuracy
Moosa, I.
Burns, Kelly
A reappraisal of the Meese–Rogoff puzzle
title A reappraisal of the Meese–Rogoff puzzle
title_full A reappraisal of the Meese–Rogoff puzzle
title_fullStr A reappraisal of the Meese–Rogoff puzzle
title_full_unstemmed A reappraisal of the Meese–Rogoff puzzle
title_short A reappraisal of the Meese–Rogoff puzzle
title_sort reappraisal of the meese–rogoff puzzle
topic random walk
forecasting
exchange rate models
direction accuracy
url http://hdl.handle.net/20.500.11937/5932