Oil prices, earnings, and stock returns

[1]  N. Bloom,et al.  The Finance Uncertainty Multiplier , 2018, Journal of Political Economy.

[2]  Robert Ready Oil Prices and the Stock Market , 2018 .

[3]  Tianyang Wang,et al.  Influential factors in crude oil price forecasting , 2017 .

[4]  Jeffery Abarbanell,et al.  Do Bright-Line Earnings Surprises Really Affect Stock Price Reactions? , 2017, Manag. Sci..

[5]  L. Kilian,et al.  Lower Oil Prices and the U.S. Economy: Is This Time Different? , 2017, SSRN Electronic Journal.

[6]  L. Kilian,et al.  Forty Years of Oil Price Fluctuations: Why the Price of Oil May Still Surprise Us , 2016, SSRN Electronic Journal.

[7]  Alina Lerman,et al.  The Changing Landscape of Accrual Accounting , 2015 .

[8]  Jacob R. Thornock,et al.  Internet Appendix for: 'Market (In)Attention and the Strategic Scheduling and Timing of Earnings Announcements' , 2015 .

[9]  Anup Srivastava Why Have Measures of Earnings Quality Changed Over Time? , 2014 .

[10]  Reda Cherif,et al.  Oil Exporters’ Dilemma: How Much to Save and How Much to Invest , 2013, SSRN Electronic Journal.

[11]  Paul E. Fischer,et al.  What Do Management Earnings Forecasts Convey About the Macroeconomy , 2013 .

[12]  Paul E. Fischer,et al.  What Do Management Earnings Forecasts Convey About the Macroeconomy? , 2013 .

[13]  Gregory S. Miller,et al.  Assessing Methods of Identifying Management Forecasts: CIG vs. Researcher Collected , 2012 .

[14]  Susan Sunila Sharma,et al.  New evidence on oil price and firm returns , 2011 .

[15]  Joyce Dargay,et al.  World oil demand’s shift toward faster growing and less price-responsive products and regions , 2010 .

[16]  J. Elder,et al.  Oil Price Uncertainty , 2010 .

[17]  Lutz Kilian,et al.  The Role of Inventories and Speculative Trading in the Global Market for Crude Oil , 2010 .

[18]  L. Kilian,et al.  How sensitive are consumer expenditures to retail energy prices , 2009 .

[19]  Andrea Pescatori,et al.  Do Oil Prices Directly Affect the Stock Market , 2008 .

[20]  Christiane Baumeister,et al.  Time-Varying Effects of Oil Supply Shocks on the US Economy , 2008 .

[21]  L. Kilian,et al.  What Do We Learn from the Price of Crude Oil Futures? , 2007 .

[22]  L. Kilian The Economic Effects of Energy Price Shocks , 2007 .

[23]  Philippe Jorion,et al.  Firm Value and Hedging: Evidence from U.S. Oil and Gas Producers , 2006 .

[24]  Ben Jacobsen,et al.  Striking Oil: Another Puzzle? , 2003 .

[25]  Russell J. Lundholm,et al.  Bringing the Future Forward: The Effect of Disclosure on the Returns-Earnings Relation , 2002 .

[26]  Sendhil Mullainathan,et al.  Are CEOs Rewarded for Luck? The Ones Without Principals Are , 2001 .

[27]  G. Phillips,et al.  Financing Policy, Basis Risk, and Corporate Hedging: Evidence from Oil and Gas Producers , 2000 .

[28]  Shivaram Rajgopal,et al.  The Interaction between Accrual Management and Hedging: Evidence from Oil and Gas Firms , 2000 .

[29]  Steven J. Davis,et al.  Sectoral Job Creation and Destruction Responses to Oil Price Changes , 1999 .

[30]  Ronald W. Masulis,et al.  Energy Shocks and Financial Markets , 1996 .

[31]  S. P. Kothari,et al.  Lack of timeliness and noise as explanations for the low contemporaneuos return-earnings association , 1994 .

[32]  Campbell R. Harvey,et al.  The Risk and Predictability of International Equity Returns , 1993 .

[33]  Kalok Chan,et al.  Macroeconomic Influences and the Variability of the Commodity Futures Basis , 1993 .

[34]  James D. Hamilton Oil and the Macroeconomy since World War II , 1983, Journal of Political Economy.

[35]  George Foster,et al.  Intra-industry information transfers associated with earnings releases , 1981 .

[36]  Suresh Radhakrishnan,et al.  Forward-Looking MD&A Disclosures and the Information Environment , 2015, Manag. Sci..

[37]  Les Coleman,et al.  Explaining crude oil prices using fundamental measures , 2012 .

[38]  S. Ross,et al.  Economic Forces and the Stock Market , 1986 .

[39]  B. Bernanke The Determinants of Investment: Another Look , 1983 .