Price, inventories, and volatility in the global wheat market

The study estimates a conditional mean model for international wheat prices and inventories. Endogenous price volatility and exogenous shocks in the price and inventory series are controlled for in estimation. Redressing the empirical linkage between volatility, prices, and inventories is important...

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Main Authors: Pietola, Kyösti, Liu, Xing, Robles, Miguel
Format: Artículo preliminar
Language:Inglés
Published: International Food Policy Research Institute 2010
Subjects:
Online Access:https://hdl.handle.net/10568/154802
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author Pietola, Kyösti
Liu, Xing
Robles, Miguel
author_browse Liu, Xing
Pietola, Kyösti
Robles, Miguel
author_facet Pietola, Kyösti
Liu, Xing
Robles, Miguel
author_sort Pietola, Kyösti
collection Repository of Agricultural Research Outputs (CGSpace)
description The study estimates a conditional mean model for international wheat prices and inventories. Endogenous price volatility and exogenous shocks in the price and inventory series are controlled for in estimation. Redressing the empirical linkage between volatility, prices, and inventories is important because volatility increases returns to inventories, which in turn may imply prices. The problem is also important from the regulator perspective, because publicly funded inventory programs have been traditional measures in stabilizing prices and improving food security by providing a buffer against adverse yield shocks and stock-outs. The structural model underlying the estimating equations is based on a dynamic inventory optimization problem. The data suggest that the price of both wheat and wheat inventories is nonstationary and that they are significantly linked to each other in the short run but do not exhibit a stationary long-run equilibrium relationship. Price volatility is an important determinant in the short-run conditional mean processes for both the price and inventories. The pairwise causal relationships have only one direction each. Inventories imply price volatility, price volatility implies price, and price implies inventories, but not vice versa. The parameter estimates suggest that when inventories decrease, price volatility increases. Thus, low inventories have likely been among the necessary conditions, but have not been a sufficient condition by themselves, for the price surge observed in 2008. The price and inventory movements have a significant negative relationship in the very short run, but it is leveled off over time. A decreasing price implies either inventory build-ups or postponement of inventory withdrawals. Overall, the current and past inventory and price movements are not very valuable in predicting the future price movements, and it is likely that the inventory information announced each month is already in the prices.
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spelling CGSpace1548022025-11-06T06:04:19Z Price, inventories, and volatility in the global wheat market Pietola, Kyösti Liu, Xing Robles, Miguel inventories volatility wheat The study estimates a conditional mean model for international wheat prices and inventories. Endogenous price volatility and exogenous shocks in the price and inventory series are controlled for in estimation. Redressing the empirical linkage between volatility, prices, and inventories is important because volatility increases returns to inventories, which in turn may imply prices. The problem is also important from the regulator perspective, because publicly funded inventory programs have been traditional measures in stabilizing prices and improving food security by providing a buffer against adverse yield shocks and stock-outs. The structural model underlying the estimating equations is based on a dynamic inventory optimization problem. The data suggest that the price of both wheat and wheat inventories is nonstationary and that they are significantly linked to each other in the short run but do not exhibit a stationary long-run equilibrium relationship. Price volatility is an important determinant in the short-run conditional mean processes for both the price and inventories. The pairwise causal relationships have only one direction each. Inventories imply price volatility, price volatility implies price, and price implies inventories, but not vice versa. The parameter estimates suggest that when inventories decrease, price volatility increases. Thus, low inventories have likely been among the necessary conditions, but have not been a sufficient condition by themselves, for the price surge observed in 2008. The price and inventory movements have a significant negative relationship in the very short run, but it is leveled off over time. A decreasing price implies either inventory build-ups or postponement of inventory withdrawals. Overall, the current and past inventory and price movements are not very valuable in predicting the future price movements, and it is likely that the inventory information announced each month is already in the prices. 2010 2024-10-01T14:03:58Z 2024-10-01T14:03:58Z Working Paper https://hdl.handle.net/10568/154802 en Open Access application/pdf International Food Policy Research Institute Pietola, Kyösti; Liu, Xing; Robles, Miguel. 2010. Price, inventories, and volatility in the global wheat market. IFPRI Discussion Paper 996. https://hdl.handle.net/10568/154802
spellingShingle inventories
volatility
wheat
Pietola, Kyösti
Liu, Xing
Robles, Miguel
Price, inventories, and volatility in the global wheat market
title Price, inventories, and volatility in the global wheat market
title_full Price, inventories, and volatility in the global wheat market
title_fullStr Price, inventories, and volatility in the global wheat market
title_full_unstemmed Price, inventories, and volatility in the global wheat market
title_short Price, inventories, and volatility in the global wheat market
title_sort price inventories and volatility in the global wheat market
topic inventories
volatility
wheat
url https://hdl.handle.net/10568/154802
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AT liuxing priceinventoriesandvolatilityintheglobalwheatmarket
AT roblesmiguel priceinventoriesandvolatilityintheglobalwheatmarket