Empirical Economics
https://doi.org/10.1007/s00181-020-01951-y
Market news co-moments and currency returns
Mohammadreza Tavakoli Baghdadabad
1
· Girijasankar Mallik
2
Received: 22 February 2019 / Accepted: 22 September 2020
© Springer-Verlag GmbH Germany, part of Springer Nature 2020
Abstract
We propose three co-moments of the market returns’ cash-flow, and discount-rate
shocks and examine empirically an intertemporal capital asset pricing model using
the co-moments on currency returns as well as stock returns during Dec. 1983 to Dec.
2017. We find that our proposed model has explanatory power for both currency and
stock portfolios. We find several common sources of market risk in currency and stock
returns that are reflected in market news. Our findings show that the co-moments are
related to currency risk premiums and outperform the well-known liquidity, dollar and
HML risk factors.
Keywords Market news · Cash-flow · Discount rate · Risk co-moments
JEL Classification G12 · G32
1 Introduction
One of the most important challenges in finance is to link asset returns with market
risk factors. The literature shows that the existing market risk factors and their derived
pricing models cannot exhibit jointly explanatory power for both currency and stock
returns (Lettau et al. 2014; Atanasov and Nitschka 2015). It shows that the popular
models developed for a specific asset class fail to price other asset classes (Lettau
et al. 2014). To address this issue, Atanasov and Nitschka (2015) propose that the
Electronic supplementary material The online version of this article (https://doi.org/10.1007/s00181-02
0-01951-y) contains supplementary material, which is available to authorized users.
B Mohammadreza Tavakoli Baghdadabad
M.tavakoli.b@top.edu.au
Girijasankar Mallik
G.Mallik@westernsydney.edu.au
1
Australian National Institute of Management and Commerce (IMC), Sydney, Australia
2
Business School, Western Sydney University, Sydney, Australia
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