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Review of Economic Studies Vol. 58 No. 3 1991

Yield Spreads and Interest Rate Movements: A Bird's Eye View

John Y. Campbell1; Robert J. Shiller2

1 Princeton University · 2 Yale University

open access

Abstract

This paper examines postwar U.S. term structure data and finds that for almost any combination of maturities between one month and ten years, a high yield spread between a longer-term and a shorter-term interest rate forecasts rising shorter-term interest rates over the long term, but a declining yield on the longer-term bond over the short term. This pattern is inconsistent with the expectations theory of the term structure, but is consistent, with a model in which the spread is proportional to the value implied by the expectations theory.

DOI
10.2307/2298008
Volume
58
Issue
3
Pages
495
Sources
bibtex:phds-export.bib openalex crossref

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