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Results for “stress” · papers 18 · wiki 33
Academic Papers · 18arXiv q-fin live 8 · desk corpus 83
arXiv · arXiv q-fin · 2010

Capital allocation for credit portfolios under normal and stressed market conditions

If the probability of default parameters (PDs) fed as input into a credit portfolio model are estimated as through-the-cycle (TTC) PDs stressed market conditions have little impact on the results of the capital calculations conducted with the model. At first glance, this is totally different if the PDs are estimated as point-in-time (PIT) PDs. However, it can be argued that the reflection of stressed market condition

Norbert Jobst, Dirk Tasche
arXiv · arXiv q-fin · 2001

Forecasting Portfolio Risk in Normal and Stressed Markets

The instability of historical risk factor correlations renders their use in estimating portfolio risk extremely questionable. In periods of market stress correlations of risk factors have a tendency to quickly go well beyond estimated values. For instance, in times of severe market stress, one would expect with certainty to see the correlation of yield levels and credit spreads go to -1, even though historical estima

Vineer Bhansali, Mark B. Wise
arXiv · arXiv · 2021

Liquidity Stress Testing in Asset Management -- Part 3. Managing the Asset-Liability Liquidity Risk

This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions. The first dimension covers the modeling of the liability liquidity risk (or funding liquidity), the second dimension is dedicated to the modeling of the asset liquidity risk (or market liquidity), whereas the third dimension considers the management of the asset-liability liquidi

Thierry Roncalli
arXiv · arXiv · 2021

Liquidity Stress Testing in Asset Management -- Part 2. Modeling the Asset Liquidity Risk

This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions. The first dimension covers liability liquidity risk (or funding liquidity) modeling, the second dimension focuses on asset liquidity risk (or market liquidity) modeling, and the third dimension considers the asset-liability management of the liquidity gap risk (or asset-liability

Thierry Roncalli, Amina Cherief, Fatma Karray-Meziou, Margaux Regnault
arXiv · arXiv · 2021

Liquidity Stress Testing in Asset Management -- Part 1. Modeling the Liability Liquidity Risk

This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions. The first dimension covers liability liquidity risk (or funding liquidity) modeling, the second dimension focuses on asset liquidity risk (or market liquidity) modeling, and the third dimension considers asset-liability liquidity risk management (or asset-liability matching). The

Thierry Roncalli, Fatma Karray-Meziou, François Pan, Margaux Regnault
OpenAlex · Review of Financial Studies · 2022 · cites 55

Commonality in Credit Spread Changes: Dealer Inventory and Intermediary Distress

Abstract Two intermediary-based factors—a corporate bond dealer inventory measure and a broad intermediary distress measure—explain more than 40$\%$ of the puzzling common variation in credit spread changes beyond canonical structural factors. A simple intermediary-based model with partial market segmentation accounts for intermediary factors’ explanatory power and delivers three further implications with empirical s

Zhiguo He, Paymon Khorrami, Zhaogang Song
arXiv · arXiv · 2026

Herding and Liquidity in Order-Book Markets. I. A Robust Liquidity-Stress Crossover and its Reflexive Mechanism

Agent-based models of markets readily produce emergent instabilities, but telling a genuine collective effect apart from a parameter artefact takes discipline. We apply Bouchaud's phase-diagram method to a continuous-double-auction order-book model. The method is to map the full phase diagram, test its robustness to rule changes, and rule out degenerate and numerical origins before we call any feature a tipping point

Jan Novotny
arXiv · arXiv q-fin · 2021

Liquidity Stress Testing using Optimal Portfolio Liquidation

We build an optimal portfolio liquidation model for OTC markets, aiming at minimizing the trading costs via the choice of the liquidation time. We work in the Locally Linear Order Book framework of \cite{toth2011anomalous} to obtain the market impact as a function of the traded volume. We find that the optimal terminal time for a linear execution of a small order is proportional to the square root of the ratio betwee

Mike Weber, Iuliia Manziuk, Bastien Baldacci
arXiv · arXiv · 2024

Stress index strategy enhanced with financial news sentiment analysis for the equity markets

This paper introduces a new risk-on risk-off strategy for the stock market, which combines a financial stress indicator with a sentiment analysis done by ChatGPT reading and interpreting Bloomberg daily market summaries. Forecasts of market stress derived from volatility and credit spreads are enhanced when combined with the financial news sentiment derived from GPT-4. As a result, the strategy shows improved perform

Baptiste Lefort, Eric Benhamou, Jean-Jacques Ohana, David Saltiel, Beatrice Guez
arXiv · arXiv · 2026

Stress Amplified Resilience: ESG and Joint Fragility in Equity Markets

Market stress rarely harms investors through one channel alone. Losses, volatility spikes, and deteriorating tradability often arrive together. We examine whether ESG is associated with lower exposure to clustered fragility in equity markets. Using monthly data on S&P 500 constituents from 2014 to 2025, we study downside returns, volatility, illiquidity, and a cofragility state that captures their joint occurrence wi

Minxuan Hu, Jiayu Yi, Ziheng Chen, Wenxi Sun, Qishi Zhan
arXiv · arXiv · 2025

CBDC Stress Test in a Dual-Currency Setting

This study explores the potential impact of introducing a Central Bank Digital Currency (CBDC) on financial stability in an emerging dual-currency economy (Romania), where the domestic currency (RON) coexists with the euro. It develops an integrated analytical framework combining econometrics, machine learning, and behavioural modelling. CBDC adoption probabilities are estimated using XGBoost and logistic regression

Catalin Dumitrescu
arXiv · arXiv · 2019

Healthy... Distress... Default

We discuss a simple, exactly solvable model of stochastic stock dynamics that incorporates regime switching between healthy and distressed regimes. Using this model, which is analytically tractable, we discuss a way of extracting expected returns for stocks from realized CDS spreads, essentially, the CDS market sentiment about future stock returns. This alpha/signal could be useful in a cross-sectional (statistical a

Zura Kakushadze
arXiv · arXiv · 2016

How the interbank market becomes systemically dangerous: an agent-based network model of financial distress propagation

Assessing the stability of economic systems is a fundamental research focus in economics, that has become increasingly interdisciplinary in the currently troubled economic situation. In particular, much attention has been devoted to the interbank lending market as an important diffusion channel for financial distress during the recent crisis. In this work we study the stability of the interbank market to exogenous sh

Matteo Serri, Guido Caldarelli, Giulio Cimini
arXiv · arXiv · 2016

What do central counterparties default funds really cover? A network-based stress test answer

In the last years, increasing efforts have been put into the development of effective stress tests to quantify the resilience of financial institutions. Here we propose a stress test methodology for central counterparties based on a network characterization of clearing members, whose links correspond to direct credits and debits. This network constitutes the ground for the propagation of financial distress: equity lo

Giulia Poce, Giulio Cimini, Andrea Gabrielli, Andrea Zaccaria, Giuditta Baldacci
arXiv · arXiv · 2026

Stablecoins under Stress in a National Economy: Transaction-Level Evidence from Austrian Crypto-Asset Service Providers

Cryptoassets are increasingly entangled with the traditional financial system, and how this activity integrates into national economies and behaves under stress bears on financial stability and the design of public digital money. However, blockchain pseudonymity and the lack of geographic identifiers force existing work to rely on indirect proxies to infer and locate market participants. Here we use a regulatory regi

Pietro Saggese, Michael Sigmund, Burkhard Raunig, Esther Segalla, Bernhard Haslhofer
arXiv · arXiv · 2026

Resolution-Aware Perpetual Futures on Binary Prediction Markets: Failure Modes and Mechanical Stress Tests Using Polymarket Data

We study whether crypto-style perpetual-futures mechanics can be applied to a binary event claim that ultimately pays 0 or 1. A synthetic long entered at price p0 with collateral xp0/L has terminal equity -xp0(1-1/L) when the claim pays 0, if the position survives to resolution without a top-up, close, or conversion. Thus any L > 1 creates an adverse-outcome account shortfall under these conditions, independent of th

Maksym Nechepurenko
arXiv · arXiv · 2026

Algorithmic Monitoring: Measuring Market Stress with Machine Learning

I construct a Market Stress Probability Index (MSPI) that estimates the probability of high stress in the U.S. equity market one month ahead using information from the cross-section of individual stocks. Using CRSP daily data, each month is summarized by a set of interpretable cross-sectional fragility signals and mapped into a forward-looking stress probability via an L1-regularized logistic regression in a real-tim

Marc Schmitt
arXiv · arXiv · 2025

LLM-Generated Counterfactual Stress Scenarios for Portfolio Risk Simulation via Hybrid Prompt-RAG Pipeline

We develop a transparent and fully auditable LLM-based pipeline for macro-financial stress testing, combining structured prompting with optional retrieval of country fundamentals and news. The system generates machine-readable macroeconomic scenarios for the G7, which cover GDP growth, inflation, and policy rates, and are translated into portfolio losses through a factor-based mapping that enables Value-at-Risk and E

Masoud Soleimani
Wiki Entities · 33
Banking

Bank CDS Index

Bank CDS Index tracks the cost of insuring major bank credit risk and serves as a real-time indicator of banking-system stress and confidence.

Banking

Liquidity Coverage Ratio

Liquidity Coverage Ratio — Regulatory high-quality liquid asset requirement for 30-day stress.

Banking

Regional Bank ETF

Regional Bank ETF performance helps track stress in smaller and mid-sized banks, especially around deposit stability, asset quality, and local credit conditions.

Banking

Systemic Risk Indicator

Systemic Risk Indicator — Aggregate capital shortfall under stress — connects banking to macro hedges.

Credit

Bankruptcy

Bankruptcy is a court process that stays creditors and restructures or liquidates claims when a firm cannot meet its obligations as they come due.

Credit

CDX HY Index

CDX HY Index tracks the cost of insuring a basket of North American high-yield corporate credit and serves as a sensitive gauge of credit risk appetite and stress.

Credit

CDX IG Index

CDX IG Index tracks the cost of insuring a basket of North American investment-grade corporate credit and is widely used as a real-time gauge of credit stress and financial conditions.

Credit

High Yield OAS

High Yield OAS measures the spread of high-yield corporate bonds over risk-free Treasuries after adjusting for embedded options, serving as a key gauge of speculative credit stress.

CTA

Long-Volatility CTA

A managed-futures book that is structurally long options or long VIX-curve convexity — pays carry, aims to print in jumps and persistent stress.

Derivatives

Move Index

The MOVE Index tracks implied volatility in the U.S. Treasury market and serves as a benchmark for rates uncertainty and macro stress.

Derivatives

VIX Term Structure

VIX term structure tracks the shape of volatility futures across maturities and helps identify whether the market is pricing stable conditions or near-term stress.

Emerging Markets

BTP-Bund Spread

BTP-Bund spread measures the yield difference between Italian and German government bonds and is a key indicator of euro-area sovereign stress and fragmentation risk.

Emerging Markets

China Property Cycle

China Property Cycle — Developer stress and land sales impacting global commodities and EM growth.

Emerging Markets

EMBI Sovereign Spread

EMBI sovereign spread measures the yield premium on emerging-market sovereign debt over U.S. Treasuries and serves as a key gauge of EM credit risk and external financing stress.

Fixed Income

Commercial Mortgage Delinquency

Commercial Mortgage Delinquency — Office and retail stress feeding through CRE credit and regional bank risk.

Fixed Income

Distressed Debt Ratio

Distressed Debt Ratio — Share of debt trading at deep discounts — early warning for credit cycle turns.

FX

Dollar Index vs EM FX Basket

Comparing DXY with an EM FX basket helps assess whether dollar strength is becoming a broader external-financing stress event for emerging markets.

Liquidity

Bank Term Funding Program Usage

BTFP usage tracks how much funding banks obtain through the Bank Term Funding Program, offering insight into balance-sheet stress and demand for official liquidity backstops.

Liquidity

Commercial Paper Spread

Commercial paper spreads track the cost of short-term corporate borrowing relative to safer benchmarks and help identify stress in corporate funding markets.

Liquidity

Discount Window Borrowing

Discount Window borrowing measures bank use of Federal Reserve emergency liquidity and serves as a signal of funding pressure and banking-sector strain.

Liquidity

FRA-OIS Spread

FRA-OIS spread measures the difference between interbank funding expectations and overnight indexed swap rates, often used as a gauge of banking and short-term funding stress.

Liquidity

Funding Liquidity Spiral

Funding Liquidity Spiral — Asset-market illiquidity and funding stress reinforcing each other.

Liquidity

Initial Margin Procyclicality

Initial Margin Procyclicality — Margin models that rise sharply in stress and amplify deleveraging.

Liquidity

LIBOR-OIS Spread

LIBOR-OIS spread tracks the gap between unsecured bank funding rates and overnight indexed swap rates, historically serving as a benchmark for banking-system stress.

Liquidity

TED Spread

TED Spread measures the difference between interbank lending rates and short-term U.S. government bill yields, historically used as a gauge of credit and funding stress.

Liquidity

USD/JPY Cross-Currency Basis

USD/JPY cross-currency basis measures the extra cost of obtaining dollars through FX swap markets and is a key indicator of offshore dollar funding stress.

Macro Policy

Cross-Currency Basis

Funding stress signal derived from FX swap pricing distortions and balance sheet constraints.

Macro Policy

Emergency Liquidity Facility

Emergency Liquidity Facility — Standing and ad-hoc facilities that reveal where stress is concentrated in the financial system.

Macro Policy

Yield Curve

The term structure of interest rates across maturities, used to read growth, liquidity, and stress expectations.

Rates

2s10s Treasury Curve

The 2s10s Treasury curve measures the spread between 10-year and 2-year Treasury yields and is a key indicator of growth expectations, policy path, and term structure dynamics.

Rates

Repo Rate

Repo rates reflect the cost of short-term secured borrowing against collateral and are central to understanding liquidity, Treasury market functioning, and funding stress.

Rates

Swap Spread

Swap spread measures the difference between interest rate swap rates and Treasury yields of similar maturity, helping track balance-sheet conditions, collateral dynamics, and structural stress in rates markets.

Systems

Stress Testing Framework

Stress Testing Framework — Scenario PnL under historical and hypothetical shock libraries.

Option Blackboard · 2
Encyclopedia · 24
Banking · Foundations

Bank CDS Index

Bank CDS Index tracks the cost of insuring major bank credit risk and serves as a real-time indicator of banking-system stress and confidence.

Liquidity · Foundations

Bank Term Funding Program Usage

BTFP usage tracks how much funding banks obtain through the Bank Term Funding Program, offering insight into balance-sheet stress and demand for official liquidity backstops.

Emerging Markets · Foundations

BTP-Bund Spread

BTP-Bund spread measures the yield difference between Italian and German government bonds and is a key indicator of euro-area sovereign stress and fragmentation risk.

Credit · Foundations

CDX HY Index

CDX HY Index tracks the cost of insuring a basket of North American high-yield corporate credit and serves as a sensitive gauge of credit risk appetite and stress.

Credit · Foundations

CDX IG Index

CDX IG Index tracks the cost of insuring a basket of North American investment-grade corporate credit and is widely used as a real-time gauge of credit stress and financial conditions.

Emerging Markets · Foundations

China Property Cycle

China Property Cycle — Developer stress and land sales impacting global commodities and EM growth.

Fixed Income · Foundations

Commercial Mortgage Delinquency

Commercial Mortgage Delinquency — Office and retail stress feeding through CRE credit and regional bank risk.

Liquidity · Foundations

Commercial Paper Spread

Commercial paper spreads track the cost of short-term corporate borrowing relative to safer benchmarks and help identify stress in corporate funding markets.

Macro Policy · Foundations

Cross-Currency Basis

Funding stress signal derived from FX swap pricing distortions and balance sheet constraints.

Fixed Income · Foundations

Distressed Debt Ratio

Distressed Debt Ratio — Share of debt trading at deep discounts — early warning for credit cycle turns.

FX · Foundations

Dollar Index vs EM FX Basket

Comparing DXY with an EM FX basket helps assess whether dollar strength is becoming a broader external-financing stress event for emerging markets.

Emerging Markets · Foundations

EMBI Sovereign Spread

EMBI sovereign spread measures the yield premium on emerging-market sovereign debt over U.S. Treasuries and serves as a key gauge of EM credit risk and external financing stress.

Macro Policy · Foundations

Emergency Liquidity Facility

Emergency Liquidity Facility — Standing and ad-hoc facilities that reveal where stress is concentrated in the financial system.

Liquidity · Foundations

FRA-OIS Spread

FRA-OIS spread measures the difference between interbank funding expectations and overnight indexed swap rates, often used as a gauge of banking and short-term funding stress.

Liquidity · Foundations

Funding Liquidity Spiral

Funding Liquidity Spiral — Asset-market illiquidity and funding stress reinforcing each other.

Credit · Foundations

High Yield OAS

High Yield OAS measures the spread of high-yield corporate bonds over risk-free Treasuries after adjusting for embedded options, serving as a key gauge of speculative credit stress.

Liquidity · Foundations

Initial Margin Procyclicality

Initial Margin Procyclicality — Margin models that rise sharply in stress and amplify deleveraging.

Liquidity · Foundations

LIBOR-OIS Spread

LIBOR-OIS spread tracks the gap between unsecured bank funding rates and overnight indexed swap rates, historically serving as a benchmark for banking-system stress.

Banking · Foundations

Liquidity Coverage Ratio

Liquidity Coverage Ratio — Regulatory high-quality liquid asset requirement for 30-day stress.

CTA · Foundations

Long-Volatility CTA

A managed-futures book that is structurally long options or long VIX-curve convexity — pays carry, aims to print in jumps and persistent stress.

Derivatives · Foundations

Move Index

The MOVE Index tracks implied volatility in the U.S. Treasury market and serves as a benchmark for rates uncertainty and macro stress.

Banking · Foundations

Regional Bank ETF

Regional Bank ETF performance helps track stress in smaller and mid-sized banks, especially around deposit stability, asset quality, and local credit conditions.

Rates · Foundations

Repo Rate

Repo rates reflect the cost of short-term secured borrowing against collateral and are central to understanding liquidity, Treasury market functioning, and funding stress.

Systems · Foundations

Stress Testing Framework

Stress Testing Framework — Scenario PnL under historical and hypothetical shock libraries.

Cards · 3
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