Illustrations

Figures

1.1    Bond Yields in Three Dimensions

6

1.2    Bond Yields in Two Dimensions

9

1.3    Bond Yield Principal Components

10

1.4    Empirical Level, Slope, and Curvature and First Three Principal Components of Bond Yields

12

2.1    DNS Factor Loadings

28

2.2    Out-of-Sample Forecasting Performance: DNS vs. Random Walk

53

4.1    DNSS Factor Loadings

107

4.2    DGNS Factor Loadings

108

5.1    Nominal and Real Yields and BEI Rates

136

5.2    BEI Rates and Expected Inflation

137

5.3    Probabilities of Nonpositive Net Inflation

138

5.4    LIBOR Spreads

143

Tables

1.1    Bond Yield Statistics

7

1.2    Yield Spread Statistics

8

1.3    Yield Principal Components Statistics

11

3.1    AFNS Parameter Restrictions on the Canonical A0(3) Model

86

3.2    Out-of-Sample Forecasting Performance: Four DNS and AFNS Models

91

3.3    Out-of-Sample Forecasting Performance: Random Walk, A0(3), and AFNSindep

92