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The term structure of CIP violations / Patrick Augustin, Mikhail Chernov, Lukas Schmid, Dongho Song.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Augustin, Patrick.
Contributor:
National Bureau of Economic Research.
Chernov, Mikhail.
Schmid, Lukas.
Song, Dongho.
Series:
Working Paper Series (National Bureau of Economic Research) no. w27231.
NBER working paper series no. w27231
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2020.
Summary:
We show theoretically that persistent deviations from covered interest parity (CIP) across multiple horizons imply simultaneous arbitrage opportunities only if uncollateralized interbank lending rates are riskless. In the absence of observable riskless discount rates, we extract them empirically from interest rate swaps using a simple no-arbitrage framework. They deliver novel quantitative benchmarks that reconcile a zero cross-currency basis with non-zero cross-currency basis swap rates. We quantify that the no-arbitrage benchmark, which is consistent with intermediary-based asset pricing paradigms, accounts for about two thirds of the alleged CIP deviations. The residual pricing errors are associated with the limits-to-arbitrage framework.
Notes:
Print version record
May 2020.

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