Credit market equilibrium theory and evidence: Revisiting the structural versus reduced form credit risk model debate

نویسنده

  • Robert A. Jarrow
چکیده

There are two competing paradigms for modeling credit risk: the structural and reduced form models. This paper applies our knowledgeof creditmarket equilibriumto thisdebate.Weshowthat credit markets have asymmetric information in the borrowing and lending relationshipwhich influenceequilibriumprices. Reduced formmodels are consistent with asymmetric equilibrium models, but structural models are not. This implies that structural models should not be used for pricing, hedging, or risk management. 2010 Elsevier Inc. All rights reserved.

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تاریخ انتشار 2016