Derivatives holdings and bank systemic risk: Cross-country evidence

In this paper, we analyse data from 493 listed banks across 28 countries to investigate the impact and mechanisms through which banks' derivatives holdings influence systemic risk. Our empirical results indicate that banks' derivatives holdings significantly increase systemic risk. Regardi...

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Main Authors: Yu Wang, Gaoya Song, Yiming Lu
Format: Article
Language:English
Published: Elsevier 2025-07-01
Series:Borsa Istanbul Review
Subjects:
Online Access:http://www.sciencedirect.com/science/article/pii/S2214845025000511
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author Yu Wang
Gaoya Song
Yiming Lu
author_facet Yu Wang
Gaoya Song
Yiming Lu
author_sort Yu Wang
collection DOAJ
description In this paper, we analyse data from 493 listed banks across 28 countries to investigate the impact and mechanisms through which banks' derivatives holdings influence systemic risk. Our empirical results indicate that banks' derivatives holdings significantly increase systemic risk. Regarding the underlying mechanisms, we find that derivatives holdings increase systemic risk by increasing asset risk, leverage risk, and operational risk. After conducting a series of robustness checks, our findings remain consistent. Heterogeneity analysis reveals that the effect of banks' derivatives holdings on systemic risk is particularly pronounced during periods of economic downturns and accommodative monetary policy. Furthermore, this influence is especially significant when banks exhibit higher leverage and lower liquidity. We also examine the differential impacts of various types of derivatives holdings on systemic risk. Our research enriches the understanding of the driving factors and transmission channels of systemic risk, assisting regulatory agencies in better identifying and addressing the systemic risk associated with derivatives holdings.
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spelling doaj-art-d85c2ff1a9e2418aa56bc59be20932132025-08-20T02:35:29ZengElsevierBorsa Istanbul Review2214-84502025-07-0125468169110.1016/j.bir.2025.03.006Derivatives holdings and bank systemic risk: Cross-country evidenceYu Wang0Gaoya Song1Yiming Lu2School of Economics and Management, Yanshan University, Hebei Province, Qinhuangdao, 066004, PR ChinaSchool of Business, Wuyi University, Fujian Province, Wuyishan, 354300, PR China; Corresponding author.School of Economics, Northeastern University at Qinhuangdao, Hebei Province, Qinhuangdao, 066004, PR ChinaIn this paper, we analyse data from 493 listed banks across 28 countries to investigate the impact and mechanisms through which banks' derivatives holdings influence systemic risk. Our empirical results indicate that banks' derivatives holdings significantly increase systemic risk. Regarding the underlying mechanisms, we find that derivatives holdings increase systemic risk by increasing asset risk, leverage risk, and operational risk. After conducting a series of robustness checks, our findings remain consistent. Heterogeneity analysis reveals that the effect of banks' derivatives holdings on systemic risk is particularly pronounced during periods of economic downturns and accommodative monetary policy. Furthermore, this influence is especially significant when banks exhibit higher leverage and lower liquidity. We also examine the differential impacts of various types of derivatives holdings on systemic risk. Our research enriches the understanding of the driving factors and transmission channels of systemic risk, assisting regulatory agencies in better identifying and addressing the systemic risk associated with derivatives holdings.http://www.sciencedirect.com/science/article/pii/S2214845025000511G21G18M14
spellingShingle Yu Wang
Gaoya Song
Yiming Lu
Derivatives holdings and bank systemic risk: Cross-country evidence
Borsa Istanbul Review
G21
G18
M14
title Derivatives holdings and bank systemic risk: Cross-country evidence
title_full Derivatives holdings and bank systemic risk: Cross-country evidence
title_fullStr Derivatives holdings and bank systemic risk: Cross-country evidence
title_full_unstemmed Derivatives holdings and bank systemic risk: Cross-country evidence
title_short Derivatives holdings and bank systemic risk: Cross-country evidence
title_sort derivatives holdings and bank systemic risk cross country evidence
topic G21
G18
M14
url http://www.sciencedirect.com/science/article/pii/S2214845025000511
work_keys_str_mv AT yuwang derivativesholdingsandbanksystemicriskcrosscountryevidence
AT gaoyasong derivativesholdingsandbanksystemicriskcrosscountryevidence
AT yiminglu derivativesholdingsandbanksystemicriskcrosscountryevidence