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Valuing corporate bonds in systemic economies is challenging due to intricate webs of inter-institutional exposures. When a bank defaults, cascading losses propagate through the network, with payments determined by a system of fixed-point…

Computational Finance · Quantitative Finance 2026-02-16 Dohyun Ahn , Agostino Capponi

This paper analyzes the relation between bank profit performance and business models. Using a machine learning-based approach, we propose a methodological strategy in which balance sheet components' contributions to profitability are the…

General Economics · Economics 2024-01-24 F. Bolivar , Miguel A. Duran , A. Lozano-Vivas

The lifetime behaviour of loans is notoriously difficult to model, which can compromise a bank's financial reserves against future losses, if modelled poorly. Therefore, we present a data-driven comparative study amongst three techniques in…

Risk Management · Quantitative Finance 2026-04-22 Arno Botha , Tanja Verster , Roland Breedt

We consider networks of banks with assets and liabilities. Some banks may be insolvent, and a central bank can decide which insolvent banks, if any, to bail out. We view bailouts as an optimization problem where the central bank has given…

Social and Information Networks · Computer Science 2021-06-24 Beni Egressy , Roger Wattenhofer

While defaults are rare events, losses can be substantial even for credit portfolios with a large number of contracts. Therefore, not only a good evaluation of the probability of default is crucial, but also the severity of losses needs to…

Risk Management · Quantitative Finance 2012-03-15 Alexander Becker , Alexander F. R. Koivusalo , Rudi Schäfer

We argue that the present crisis and stalling economy continuing since 2007 are rooted in the delusionary belief in policies based on a "perpetual money machine" type of thinking. We document strong evidence that, since the early 1980s,…

General Finance · Quantitative Finance 2014-08-26 D. Sornette , P. Cauwels

Bad statistics make research papers unreproducible and misleading. For the most part, the reasons for such misusage of numerical data have been found and addressed years ago by experts and proper practical solutions have been presented…

Other Statistics · Statistics 2020-10-26 Farzan Shenavarmasouleh , Hamid R. Arabnia

We argue that the word ``critical'' in the title is not purely literary. Based on our and other previous work on nonlinear complex dynamical systems, we summarize present evidence, on the Oct. 1929, Oct. 1987, Oct. 1987 Hong-Kong, Aug. 1998…

Statistical Mechanics · Physics 2008-12-02 Anders Johansen , Didier Sornette

I summarize the recent work on market (in)efficiency, highlighting key elements why financial markets will never be made efficient. My approach is not by adding more empirical evidence, but giving plausible reasons as to where inefficiency…

Disordered Systems and Neural Networks · Physics 2008-12-02 Yi-Cheng Zhang

It is suggested to consider long term trends of financial markets as a growth phenomenon. The question that is asked is what conditions are needed for a long term sustainable growth or contraction in a financial market? The paper discuss…

Statistical Mechanics · Physics 2008-12-02 Jorgen Vitting Andersen

The importance of the global financial system cannot be exaggerated. When a large financial institution becomes problematic and is bailed out, that bank is often claimed as "too big to fail". On the other hand, to prevent bank's failure,…

Pricing of Securities · Quantitative Finance 2013-11-14 Masahiko Egami , Tadao Oryu

Central Counterparties (CCPs) are widely promoted as a requirement for safe banking with little dissent except on technical grounds (such as proliferation of CCPs). Whilst CCPs can have major operational positives, we argue that CCPs have…

General Finance · Quantitative Finance 2014-08-14 Chris Kenyon , Andrew Green

This theoretical model contains concept, equations, and graphical results for venture banking. A system of 27 equations describes the behavior of the venture-bank and underwriter system allowing phase-space type graphs that show where…

General Economics · Economics 2020-11-19 Brian P Hanley

Corporate bankruptcy impacts the functioning of the economy as it impacts its various stakeholders: Shareholders, financial and operational lenders, and the government. This paper aims to study the impact of a wide array of profitability,…

Risk Management · Quantitative Finance 2020-08-12 Adit Chopra , Abhi Bansal , Aryaman Wadhwa

Money laundering is a profound global problem. Nonetheless, there is little scientific literature on statistical and machine learning methods for anti-money laundering. In this paper, we focus on anti-money laundering in banks and provide…

Machine Learning · Statistics 2023-03-22 Rasmus Jensen , Alexandros Iosifidis

We compare observed corporate cumulative default probabilities to those calculated using a stochastic model based on an extension of the work of Black and Cox and find that corporations default as if via diffusive dynamics. The model, based…

Soft Condensed Matter · Physics 2008-12-02 Ting Lei , Raymond J. Hawkins

The negative externalities from an individual bank failure to the whole system can be huge. One of the key purposes of bank regulation is to internalize the social costs of potential bank failures via capital charges. This study proposes a…

General Finance · Quantitative Finance 2014-04-24 Xiaobing Feng , Haibo Hu

We propose a dynamical model for the estimation of Operational Risk in banking institutions. Operational Risk is the risk that a financial loss occurs as the result of failed processes. Examples of operational losses are the ones generated…

Risk Management · Quantitative Finance 2012-02-14 Marco Bardoscia , Roberto Bellotti

A financial market comprising of a certain number of distinct companies is considered, and the following statement is proved: either a specific agent will surely beat the whole market unconditionally in the long run, or (and this "or" is…

General Finance · Quantitative Finance 2010-12-30 Constantinos Kardaras

Regulatory stress tests have become one of the main tools for setting capital requirements at the largest U.S. banks. The Federal Reserve uses confidential models to evaluate bank-specific outcomes for bank-specific portfolios in shared…

Machine Learning · Statistics 2023-05-15 Paul Glasserman , Mike Li