Score: 2

On the Robustness of Mixture Models in the Presence of Hidden Markov Regimes with Covariate-Dependent Transition Probabilities

Published: April 30, 2025 | arXiv ID: 2504.21669v1

By: Demian Pouzo, Martin Sola, Zacharias Psaradakis

BigTech Affiliations: University of California, Berkeley

Potential Business Impact:

Simplifies complex models for better predictions.

Business Areas:
A/B Testing Data and Analytics

This paper studies the robustness of quasi-maximum-likelihood (QML) estimation in hidden Markov models (HMMs) when the regime-switching structure is misspecified. Specifically, we examine the case where the true data-generating process features a hidden Markov regime sequence with covariate-dependent transition probabilities, but estimation proceeds under a simplified mixture model that assumes regimes are independent and identically distributed. We show that the parameters governing the conditional distribution of the observables can still be consistently estimated under this misspecification, provided certain regularity conditions hold. Our results highlight a practical benefit of using computationally simpler mixture models in settings where regime dependence is complex or difficult to model directly.

Country of Origin
πŸ‡¬πŸ‡§ πŸ‡¦πŸ‡· πŸ‡ΊπŸ‡Έ Argentina, United Kingdom, United States

Page Count
21 pages

Category
Economics:
Econometrics