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The Determinants of Recovery Rates in the US Corporate Bond Market

Title: The Determinants of Recovery Rates in the US Corporate Bond Market
Authors: Rainer Jankowitsch; Florian Nagler; Marti G. Subrahmanyam; Jel-classification G G
Contributors: The Pennsylvania State University CiteSeerX Archives
Source: http://people.stern.nyu.edu/msubrahm/papers/Recovery.September 2012.pdf.
Publication Year: 2012
Collection: CiteSeerX
Subject Terms: recovery rate; corporate bonds; liquidity
Description: We analyze the recovery rates of defaulted bonds in the US corporate bond market over the time period 2002 to 2010. Our data set is obtained from the Trade Reporting and Compliance Engine (TRACE) database maintained by the Financial Regulatory Authority (FINRA) and provides us with a complete set of traded prices and volumes around the default events. The analysis of the microstructure of trading activity allows us to estimate reliable market-based recovery rates. We investigate the relation between these recovery rates and a comprehensive set of bond characteristics, firm fundamentals and macroeconomic variables. In addition, we explore the effect of the liquidity of the individual bonds on their traded prices after default. Our panel regression analysis explains 64 % of the total variance in the recovery rates across bonds. We find that the type of default event, the seniority of the bond, and the industry in which the firm operates, are important determinants of the recovery rate. However, balance sheet ratios motivated by structural credit risk models, macroeconomic variables, and transaction costs metrics measuring liquidity, are of equal importance.
Document Type: text
File Description: application/pdf
Language: English
Relation: http://citeseerx.ist.psu.edu/viewdoc/summary?doi=10.1.1.420.9120; http://people.stern.nyu.edu/msubrahm/papers/Recovery.September 2012.pdf
Availability: http://citeseerx.ist.psu.edu/viewdoc/summary?doi=10.1.1.420.9120; http://people.stern.nyu.edu/msubrahm/papers/Recovery.September 2012.pdf
Rights: Metadata may be used without restrictions as long as the oai identifier remains attached to it.
Accession Number: edsbas.F26DB00A
Database: BASE