Discussion Paper

Macroeconomic News and Stock Prices Over the FOMC Cycle


Abstract: We develop novel macroeconomic surprise indices to identify the impact of macroeconomic releases on aggregate stock market returns over the FOMC cycle. We find that the aggregate stock prices are positively correlated with our real economic activity news index and negatively correlated with our price news index.

https://doi.org/10.17016/2380-7172.2745

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Bibliographic Information

Provider: Board of Governors of the Federal Reserve System (U.S.)

Part of Series: FEDS Notes

Publication Date: 2020-10-14

Number: 2020-10-14-1