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Loan loss provisions and macroeconomic shocks: some empirical evidence for Italian banks during the crisis

Title: Loan loss provisions and macroeconomic shocks: some empirical evidence for Italian banks during the crisis
Authors: Caporale, GM; Alessi, M; Di Colli, S; Lopez, JS
Publication Year: 2017
Collection: Brunel University London: Brunel University Research Archive (BURA)
Subject Terms: loan loss provision; bank lending; financial system cyclicality
Description: Supplementary materials are available online at: https://www.sciencedirect.com/science/article/pii/S1544612317303471?via%3Dihub#sec0006 . ; Copyright © 2017 The Authors. This paper uses data from a panel of more than 400 Italian banks for the period 2001 – 2015 to examine the main determinants of loan loss provision (LLP), which are classified as either discretionary (income smoothing, capital management, signalling) or non-discretionary (related to the business cycle). The possible effects of the double-dip recession of 2008-9 and 2011-15 are also examined. The results suggest that LLP in Italian banks is countercyclical, with non-discretionary components and macroeconomic shocks playing a significant role. Moreover, LLP is less cyclical in the case of local banks, since their loans are more collateralized and their behaviour is more strongly affected by supervisory activity.
Document Type: article in journal/newspaper
Language: unknown
Relation: Finance Research Letters; https://bura.brunel.ac.uk/handle/2438/15336; https://doi.org/10.1016/j.frl.2017.10.031
DOI: 10.1016/j.frl.2017.10.031
Availability: https://bura.brunel.ac.uk/handle/2438/15336; https://doi.org/10.1016/j.frl.2017.10.031
Rights: Copyright © 2017 The Authors. Published by Elsevier Inc. This is an open access article under the CC BY license (https://creativecommons.org/licenses/by/4.0/). ; https://creativecommons.org/licenses/by/4.0/ ; The Authors
Accession Number: edsbas.4E2B9D56
Database: BASE