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cc-by-nc-nd, (c) Gómez-Puig et al., 2014
Si us plau utilitzeu sempre aquest identificador per citar o enllaçar aquest document: https://hdl.handle.net/2445/54725

EMU sovereign debt market crisis: Fundamentals-based or pure contagion?

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We empirically investigate whether the transmission of the recent crisis in euro area sovereign debt markets was due to fundamentals-based or pure contagion. To do so, we examine the behaviour of EMU sovereign bond yield spreads with respect to the German bund for a sample of both central and peripheral countries from January 1999 to December 2012. First we apply a dynamic approach to analyse the evolution of the degree of Grangercausality within the 90 pairs of sovereign bond yield spreads in our sample, in order to detect episodes of significantly increased causality between them (which we associate with contagion) and episodes of significantly reduced interconnection (which we associate with immunisation). We then use an ordered logit model to assess the determinants of the occurrence of the episodes detected. Our results suggest the importance of variables proxying market sentiment and of variables proxying macrofundamentals in determining contagion and immunisation outcomes. Therefore, our findings underline the coexistence of “pure” and “fundamentals-based contagion” during the recent European debt crisis.

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GÓMEZ-PUIG, Marta, SOSVILLA RIVERO, Simón. EMU sovereign debt market crisis: Fundamentals-based or pure contagion?. _IREA – Working Papers_. 2014. Vol.  IR14/02. [consulta: 24 de gener de 2026]. ISSN: 2014-1254. [Disponible a: https://hdl.handle.net/2445/54725]

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