Category MA P23 Market Behavior as a Function of Macroeconomic Factors

Abstract Recent financial news and in particular the stock market performance in

the U.S. has been gloomy. The primary United States stock market index,

Dow Jones Industrial Average (DJIA), lost approximately 40% of its value

in the period from December 2007 to November 2008. With this situation at

hand investments are put at a greater risk. For this project, a stepwise

regression method was used to find an equation to predict the

performance of the DJIA. A literature review was done to identify

macroeconomic factors that influence the stock market performance. The

factors that significantly influenced the DJIA were the unemployment rate,

bank prime rate, and the exchange rate. The multiple regression analysis

consisted of an equation taking into consideration quadratic terms and

interaction between factors. A spreadsheet tool was developed to

present the analysis and to conduct scenario analysis. In addition,

predicted DJIA values were compared with the actual data, which

showed an accuracy of 66.8%. This tool can be used to forecast the

behavior of the Dow Jones Industrial Average based on estimates of the

main factors.

Bibliography Statistics for business and economics by James T. McClave, P. George

Benson, and Tery Sincich. http://www.bls.gov/
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