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Kicking the Can Down the Road: Government Interventions in the European Banking Sector / Viral V. Acharya, Lea Borchert, Maximilian Jager, Sascha Steffen.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Acharya, Viral V.
Contributor:
National Bureau of Economic Research.
Borchert, Lea.
Jager, Maximilian.
Steffen, Sascha.
Series:
Working Paper Series (National Bureau of Economic Research) no. w27537.
NBER working paper series no. w27537
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Kicking the Can Down the Road
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2020.
Summary:
We analyze the determinants and the long-run consequences of government interventions in the eurozone banking sector during the 2008/09 financial crisis. Using a novel and comprehensive dataset, we document that fiscally constrained governments "kicked the can down the road" by providing banks with guarantees instead of full-fledged recapitalizations. We adopt an econometric approach that addresses the endogeneity associated with governmental bailout decisions in identifying their consequences. We find that forbearance caused undercapitalized banks to shift their assets from loans to risky sovereign debt and engage in zombie lending, resulting in weaker credit supply, elevated risk in the banking sector, and, eventually, greater reliance on liquidity support from the European Central Bank.
Notes:
Print version record
July 2020.

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