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ORCID

Szczepan Urjasz: 0000-0001-8335-0695

Keywords

stock market, uncertainty, volatility, risk, connectedness, TVP-VAR model

Abstract

This study examines the dynamic connectedness and spillover effects among various financial and economic indicators, including uncertainty indices, market volatility, and stock market indices, from 3 June 2008, to 30 December 2024. This interconnectedness implies that shocks originating in one market or asset class can rapidly transmit to others, underscoring the potential for systemic risk and financial contagion. The US emerges as a significant net transmitter of influence within the global financial system, with the VIX playing a crucial role in influencing global financial conditions. Major European equity markets also transmit influence, while the Geopolitical Risk Index (GRI) and the Economic Policy Uncertainty Index (EPUI) are primarily influenced by the broader financial system. Total connectedness varies over time, spiking during periods of economic distress, and volatility indices exhibit positive net connectedness during periods of financial stress, indicating their role as significant sources of volatility transmission.

Acknowledgments

Funding

The research received no funds.

Declaration of Conflicting Interests

The author declared no potential conflicts of interest with respect to the research, authorship, and publication of the article.

Declaration about the scope of AI utilization

The authors did not use an AI tool in the preparation of the article.

First Page

113

Last Page

134

Page Count

22

Received Date

5.05.2025

Revised Date

7.10.2025

Accept Date

14.10.2025

Online Available Date

25.11.2025

DOI

10.7172/2353-6845.jbfe.2025.2.7

JEL Code

G14, G15, G18

Publisher

University of Warsaw

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