US Treasury market default risk and global interbank liquidity risk☆

Date

2025

Authors

Cottrell, S.
Lei, J.
Ma, Y.
Delpachitra, S.

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Borsa Istanbul Review, 2025; 25(1):66-78

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Abstract

Using Credit Default Swaps (CDS) on sovereign bonds, we investigate whether US sovereign default risk is a greater driving factor of domestic interbank funding risk than domestic sovereign default risk across the five Libor counties including Canada and Australia. We use equivalent-country interbank LIBOR-OIS spreads as a proxy for domestic interbank funding risk. Our results show evidence of US sovereign default-risk spillover into global interbank funding markets and that domestic sovereign default risk may not always drive equivalenthome-country interbank funding risk. Our analysis provides important insights into the channels through which sovereign default risk can impact financial stability.

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Copyright 2024 Borsa İstanbul Anonim Şirketi. Published by Elsevier B.V. This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/)

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