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Econometrica Vol. 73 No. 6 2005

Using Asset Prices to Measure the Persistence of the Marginal Utility of Wealth

Fernando Alvarez; Urban J. Jermann1

1 Federal Reserve

Abstract

We derive a lower bound for the volatility of the permanent component of investors' marginal utility of wealth or, more generally, asset pricing kernels. The bound is based on return properties of long-term zero-coupon bonds, risk-free bonds, and other risky securities. We find the permanent component of the pricing kernel to be very volatile; its volatility is about at least as large as the volatility of the stochastic discount factor. A related measure for the transitory component suggest it to be considerably less important. We also show that, for many cases where the pricing kernel is a function of consumption, innovations to consumption need to have permanent effects.

DOI
10.1111/j.1468-0262.2005.00643.x
Volume
73
Issue
6
Pages
1977-2016
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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