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Journal of Political Economy Vol. 87 No. 6 1979

The Volatility of Long-Term Interest Rates and Expectations Models of the Term Structure

Robert J. Shiller

Abstract

Models which represent long-term interest rates as long averages of expected short-term interest rates imply, because of the smoothing implicit in the averaging, that long rates should not be too volatile. The volatility of actual long-term interest rates, as measured by the variance of short-term holding yields on long-term bonds, appears to exceed limits imposed by the models. Such excess volatility implies a kind of forecastability for long rates. Long rates show a slight tendency to fall when they are high relative to short rates rather than rise as predicted by expectations models.

DOI
10.1086/260832
Volume
87
Issue
6
Pages
1190-1219
Language
en
Sources
openalex crossref

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