Predicting crude oil returns and trading position: evidence from news sentiment

We study the effectiveness of textual information in predicting the returns of crude oil futures and understanding the behavior of market participants. Using a machine learning method to extract oil market sentiment from news articles, we find that the computed sentiment is significantly effective i...

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Bibliographic Details
Main Authors: Hail Jung, Daejin Kim
Format: Article
Language:English
Published: Emerald Publishing 2025-05-01
Series:Seonmul yeongu
Subjects:
Online Access:https://www.emerald.com/insight/content/doi/10.1108/JDQS-12-2024-0050/full/pdf
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Summary:We study the effectiveness of textual information in predicting the returns of crude oil futures and understanding the behavior of market participants. Using a machine learning method to extract oil market sentiment from news articles, we find that the computed sentiment is significantly effective in explaining the crude oil futures returns, while existing textual analyses based on pre-defined dictionaries may mislead the contexts in the oil market. Consistent with previous findings that returns help explain the change in traders’ positions, the sentiment scores based on the machine learning method are also useful in explaining the behavior of different types of traders. Our empirical findings underscore the fact that accurately identifying textual information can increase the accuracy of oil price predictions and explain divergent behaviors of oil traders.
ISSN:1229-988X
2713-6647