ID: cond-mat/0307332

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

July 14, 2003

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Jean-Philippe CEA, CFM Bouchaud, Yuval Weizmann Gefen, Marc CFM Potters, Matthieu CEA Wyart
Condensed Matter
Quantitative Finance
Statistical Mechanics
Trading and Market Microstru...

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

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