Fluctuations and response in financial markets: the subtle nature of 'random' price changes

Using trades and quotes data from the Paris stock market, we show that the random walk nature of traded prices results from a very delilcated interplay between two opposite tendencies: long-range correlated market orders that lead to super-diffusion (or persistence), and mean revrting limit orders t...

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Bibliographic Details
Published in:Quantitative finance Vol. 4; no. 2; pp. 176 - 190
Main Authors: Bouchaud, Jean-Philippe, Gefen, Yuval, Potters, Marc, Wyart, Matthieu
Format: Journal Article
Language:English
Published: IOP Publishing Ltd 01.04.2004
Taylor and Francis Journals
Series:Quantitative Finance
ISSN:1469-7688, 1469-7696
Online Access:Get full text
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Summary:Using trades and quotes data from the Paris stock market, we show that the random walk nature of traded prices results from a very delilcated interplay between two opposite tendencies: long-range correlated market orders that lead to super-diffusion (or persistence), and mean revrting limit orders that lead to sub-diffusion (or anti-persistence). We define and study a model where the price, at any instant, is the result of the impact of all past trades, mediated by a non-constant 'propagator' in time that describes the response of the market to a single trade. Within this model, the market is shown to be, in a precise sense, at a critical point, where the price is purely diffusive and the average response function almost constant. We find empirically, and discuss theoretically, a fluctuation-response relation. We also discuss the fraction of truly informed market orders, that correctly anticipate short-term moves, and find that it is quite small.
ISSN:1469-7688
1469-7696
DOI:10.1080/14697680400000022