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Title: The Expectation Hypothesis of the Term Structure of Very Short-Term Rates: Statistical Tests and Economic Value
Author(s): Pasquale Della Corte, Lucio Sarno and Daniel L Thornton
Publication Date: September 2007
Keyword(s): economic value, expectation hypothesis, term structure of interest rates and vector autoregression
Programme Area(s): Financial Economics and International Macroeconomics
Abstract: This paper re-examines the validity of the Expectation Hypothesis (EH) of the term structure of US repo rates ranging in maturity from overnight to three months. We extend the work of Longstaff (2000a) in two directions: (i) we implement statistical tests designed to increase test power in this context; (ii) more importantly, we assess the economic value of departures from the EH based on criteria of profitability and economic significance in the context of a simple trading strategy. The EH is rejected throughout the term structure examined on the basis of the statistical tests. However, the results of our economic analysis are favorable to the EH, suggesting that the statistical rejections of the EH in the repo market are economically insignificant.
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Bibliographic Reference
Della Corte, P, Sarno, L and Thornton, D. 2007. 'The Expectation Hypothesis of the Term Structure of Very Short-Term Rates: Statistical Tests and Economic Value'. London, Centre for Economic Policy Research. https://cepr.org/active/publications/discussion_papers/dp.php?dpno=6445