Digital Object Identifier 10.1109/MCS.2009.934465
E
conomic time series display features such as trend,
seasonal, and cycle that we do not observe directly
from the data. The cycle is of particular interest to
economists as it is a measure of the fluctuations in
economic activity. An unobserved components model
attempts to capture the features of a time series by assum-
ing that they follow stochastic processes that, when put to-
gether, yield the observations. The aim of this article is thus
to illustrate the use of unobserved components models in
economics and finance and to show how they can be used
for forecasting and policy making.
Setting up models in terms of components of interest
helps in model building; see the discussions in [1] and [2]
for a comparison with alternative approaches. A detailed
treatment of unobserved components models is given in
[3]. The statistical treatment of unobserved components
models is based on the state-space form. The unobserved
components, which depend on the state vector, are related
to the observations by a measurement equation.
The Kalman filter is the basic recursion for estimating
the state, and hence the unobserved components, in a linear
state-space model (see “Kalman Filter”). The estimates,
which are based on current and past observations, can be
used to make predictions. Backward recursions yield
smoothed estimates of components at each point in time
based on past, current, and future observations.
A set of one-step-ahead prediction errors, called innova-
tions, is produced by the Kalman filter. In a Gaussian
model, the innovations can be used to construct a likeli-
hood function that can be maximized numerically with
respect to unknown parameters in the system; see [4]. Once
the parameters are estimated, the innovations can be used
to construct test statistics that are designed to assess how
well the model fits. The STAMP package [5] embodies a
model-building procedure in which test statistics are pro-
duced as part of the output.
© DIGITAL STOCK
Unobserved Components
Models in Economics
and Finance
THE ROLE OF
THE KALMAN FILTER
IN TIME SERIES
ECONOMETRICS
ANDREW HARVEY
and SIEM JAN KOOPMAN
1066-033X/09/$26.00©2009IEEE DECEMBER 2009 « IEEE CONTROL SYSTEMS MAGAZINE 71
Digital Object Identifier 10.1109/MCS.2009.934465