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Journal of Accounting and Economics Vol. 68 No. 2-3 2019

Do banks still monitor when there is a market for credit protection?

Chenyu Shan1; Dragon Yongjun Tang2; Andrew Winton3,4

1 Shanghai University of Finance and Economics · 2 University of Hong Kong · 3 University of Minnesota · 4 Shanghai Jiao Tong University

Abstract

The rise of credit default swaps (CDS) provides creditors with a market-based approach to obtaining protection, but it can also affect lenders' monitoring of the borrowers. We find that after CDS begin trading on a given firm, new loans to that firm are less likely to require collateral and have less strict financial covenants, even controlling for endogeneity. The effects are stronger when lenders have easier access to CDS, for safer firms, credit lines, and performance-based covenants. Our evidence is consistent with the theory that the introduction of CDS trading makes loan contracting more effective for better quality borrowers.

DOI
10.1016/j.jacceco.2019.101241
Volume
68
Issue
2-3
Pages
101241
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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