Supervisor

Dr Maqsood Hussain Shah

Programme

MSc in Data Analytics

Subject

Computer Science

Abstract

Economic disruptions pose challenges for time series forecasting, but also offer opportunities to evaluate the value of exogenous information. This study investigates the role of external indicators during the COVID-19 pandemic and the 2025 U.S. tariff shock, using data from Dell (technology) and Boeing (aerospace/manufacturing). ARIMA, SARIMA, and LSTM models were tested with candidate exogenous variables. Results indicate that the benefit of external signals is highly context-dependent: sector, disruption type, and forecast horizon all influence effectiveness. LSTM models generally excel at longer horizons with exogenous inputs, while ARIMA-based models perform better short-term. Findings emphasize that careful variable selection, ongoing evaluation, and context-awareness are critical for effective forecasting, highlighting the limits of model sophistication alone.

Date of Award

2025

Full Publication Date

2025

Access Rights

open access

Document Type

Capstone Project

Resource Type

thesis

Included in

Data Science Commons

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