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Option-Based Credit Spreads / Christopher L. Culp, Yoshio Nozawa, Pietro Veronesi.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Culp, Christopher L.
Contributor:
National Bureau of Economic Research.
Nozawa, Yoshio.
Veronesi, Pietro.
Series:
Working Paper Series (National Bureau of Economic Research) no. w20776.
NBER working paper series no. w20776
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2014.
Summary:
We present a novel empirical benchmark for analyzing credit risk using "pseudo firms" that purchase traded assets financed with equity and zero-coupon bonds. By no-arbitrage, pseudo bonds are equivalent to Treasuries minus put options on pseudo-firm assets. Empirically, like corporate spreads, pseudo-bond spreads are large, countercyclical, and predict lower economic growth. Using this framework, we find that bond market illiquidity, investors' over-estimation of default risks, and corporate frictions do not seem to explain excessive observed credit spreads, but, instead, a risk premium for tail and idiosyncratic asset risks is the primary determinant of corporate spreads.
Notes:
Print version record
December 2014.

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