Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?

This paper examines the evolution of the relationship between the onshore and offshore benchmarks for New Zealand dollar funding during the global financial crisis. In August 2007 the BKBM-LIBOR differential switched from positive to negative and then widened considerably following the collapse of L...

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Main Authors: Poskitt, Russell, Waller, B.
Format: Journal Article
Published: Elsevier BV 2011
Subjects:
Online Access:http://econpapers.repec.org/article/eeepacfin/v_3a19_3ay_3a2011_3ai_3a2_3ap_3a173-193.htm
http://hdl.handle.net/20.500.11937/45956
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author Poskitt, Russell
Waller, B.
author_facet Poskitt, Russell
Waller, B.
author_sort Poskitt, Russell
building Curtin Institutional Repository
collection Online Access
description This paper examines the evolution of the relationship between the onshore and offshore benchmarks for New Zealand dollar funding during the global financial crisis. In August 2007 the BKBM-LIBOR differential switched from positive to negative and then widened considerably following the collapse of Lehman Brothers in September 2008, before narrowing gradually as the turmoil in financial markets subsided. Our structural regression model and decomposition analyses show that changes in liquidity, proxied by bid/ask spreads, largely explain the changes in the BKBM-LIBOR differential over this period and that credit risk factors only played a minor role. However our analysis also shows that bid/ask spreads in the offshore market price information regarding counterparty credit risk, suggesting that our initial results could understate the role played by credit risk factors.
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spelling curtin-20.500.11937-459562017-01-30T15:24:25Z Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential? Poskitt, Russell Waller, B. Financial rate Interest differential LIBOR crisis BKBM This paper examines the evolution of the relationship between the onshore and offshore benchmarks for New Zealand dollar funding during the global financial crisis. In August 2007 the BKBM-LIBOR differential switched from positive to negative and then widened considerably following the collapse of Lehman Brothers in September 2008, before narrowing gradually as the turmoil in financial markets subsided. Our structural regression model and decomposition analyses show that changes in liquidity, proxied by bid/ask spreads, largely explain the changes in the BKBM-LIBOR differential over this period and that credit risk factors only played a minor role. However our analysis also shows that bid/ask spreads in the offshore market price information regarding counterparty credit risk, suggesting that our initial results could understate the role played by credit risk factors. 2011 Journal Article http://hdl.handle.net/20.500.11937/45956 http://econpapers.repec.org/article/eeepacfin/v_3a19_3ay_3a2011_3ai_3a2_3ap_3a173-193.htm Elsevier BV restricted
spellingShingle Financial
rate
Interest
differential
LIBOR
crisis
BKBM
Poskitt, Russell
Waller, B.
Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title_full Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title_fullStr Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title_full_unstemmed Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title_short Do liquidity or credit effects explain the behavior of the BKBM-LIBOR differential?
title_sort do liquidity or credit effects explain the behavior of the bkbm-libor differential?
topic Financial
rate
Interest
differential
LIBOR
crisis
BKBM
url http://econpapers.repec.org/article/eeepacfin/v_3a19_3ay_3a2011_3ai_3a2_3ap_3a173-193.htm
http://hdl.handle.net/20.500.11937/45956