Do changes in the implied volatility of stock options predict future changes in CDS spreads?

This study examines whether changes in the implied volatility of stock options have cross-sectional predictability for future changes in credit default swap (CDS) spreads in the Korean market. The major findings are as follows. First, in the CDS portfolio analysis, when buying a portfolio with the h...

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Main Authors: Changsoo Hong, Yuen Jung Park
Format: Article
Language:English
Published: Emerald Publishing 2025-05-01
Series:Seonmul yeongu
Subjects:
Online Access:https://www.emerald.com/insight/content/doi/10.1108/JDQS-12-2024-0048/full/pdf
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author Changsoo Hong
Yuen Jung Park
author_facet Changsoo Hong
Yuen Jung Park
author_sort Changsoo Hong
collection DOAJ
description This study examines whether changes in the implied volatility of stock options have cross-sectional predictability for future changes in credit default swap (CDS) spreads in the Korean market. The major findings are as follows. First, in the CDS portfolio analysis, when buying a portfolio with the highest increases in implied volatility and selling a portfolio with the highest decreases and rebalancing monthly, the average change in future CDS spreads is positive and statistically significant. Second, the cross-sectional predictive regression analysis shows that the coefficients for changes in implied volatility are significant in most models. The magnitude of the coefficients remains generally stable regardless of the control variables. These findings provide further evidence supporting the perspective of Cao et al. (2023) that increases in implied volatility reflect information about increased default risk due to higher firm value volatility.
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publishDate 2025-05-01
publisher Emerald Publishing
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series Seonmul yeongu
spelling doaj-art-561932c6aa104c81992aa80c6dc98cd42025-08-20T01:51:16ZengEmerald PublishingSeonmul yeongu1229-988X2713-66472025-05-0133215016710.1108/JDQS-12-2024-0048Do changes in the implied volatility of stock options predict future changes in CDS spreads?Changsoo Hong0Yuen Jung Park1NICE Pricing & Information Inc, Seoul, South KoreaDepartment of Finance, College of Business, Hallym University, Chuncheon, South KoreaThis study examines whether changes in the implied volatility of stock options have cross-sectional predictability for future changes in credit default swap (CDS) spreads in the Korean market. The major findings are as follows. First, in the CDS portfolio analysis, when buying a portfolio with the highest increases in implied volatility and selling a portfolio with the highest decreases and rebalancing monthly, the average change in future CDS spreads is positive and statistically significant. Second, the cross-sectional predictive regression analysis shows that the coefficients for changes in implied volatility are significant in most models. The magnitude of the coefficients remains generally stable regardless of the control variables. These findings provide further evidence supporting the perspective of Cao et al. (2023) that increases in implied volatility reflect information about increased default risk due to higher firm value volatility.https://www.emerald.com/insight/content/doi/10.1108/JDQS-12-2024-0048/full/pdfCDSStock optionImplied volatilityDefault risk
spellingShingle Changsoo Hong
Yuen Jung Park
Do changes in the implied volatility of stock options predict future changes in CDS spreads?
Seonmul yeongu
CDS
Stock option
Implied volatility
Default risk
title Do changes in the implied volatility of stock options predict future changes in CDS spreads?
title_full Do changes in the implied volatility of stock options predict future changes in CDS spreads?
title_fullStr Do changes in the implied volatility of stock options predict future changes in CDS spreads?
title_full_unstemmed Do changes in the implied volatility of stock options predict future changes in CDS spreads?
title_short Do changes in the implied volatility of stock options predict future changes in CDS spreads?
title_sort do changes in the implied volatility of stock options predict future changes in cds spreads
topic CDS
Stock option
Implied volatility
Default risk
url https://www.emerald.com/insight/content/doi/10.1108/JDQS-12-2024-0048/full/pdf
work_keys_str_mv AT changsoohong dochangesintheimpliedvolatilityofstockoptionspredictfuturechangesincdsspreads
AT yuenjungpark dochangesintheimpliedvolatilityofstockoptionspredictfuturechangesincdsspreads