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  • All HBS Web  (370)
    • News  (74)
    • Research  (239)
    • Multimedia  (1)
  • Faculty Publications  (98)

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  • All HBS Web  (370)
    • News  (74)
    • Research  (239)
    • Multimedia  (1)
  • Faculty Publications  (98)
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  • January 2004 (Revised June 2004)
  • Case

Innovation at the Treasury: Treasury Inflation-Protection Securities (A)

By: Kenneth A. Froot, Peter A. Hecht and Christopher Edward James Payton
In 1997, the U.S. Treasury was deciding whether to proceed with a proposal to issue inflation-indexed bonds. This case explores the challenges facing innovation in the financial markets as the Treasury tries to determine whether to introduce Treasury... View Details
Keywords: Inflation; Innovation; Federal Government; Securities; Debt Securities; Risk Management; Bonds; Investment Portfolio; Capital Markets; Inflation and Deflation; Government and Politics; Innovation and Invention; United States
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Froot, Kenneth A., Peter A. Hecht, and Christopher Edward James Payton. "Innovation at the Treasury: Treasury Inflation-Protection Securities (A)." Harvard Business School Case 204-112, January 2004. (Revised June 2004.)
  • May 2018
  • Article

U.S. Treasury Premium

By: Wenxin Du, Joanne Im and Jesse Schreger
We quantify the difference in the convenience yield of U.S. Treasuries and government bonds of other developed countries by measuring the deviation from covered interest parity between government bond yields. We call this wedge the “U.S. Treasury Premium.” We document... View Details
Keywords: Bonds; Investment Return; Interest Rates; Financial Crisis
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Du, Wenxin, Joanne Im, and Jesse Schreger. "U.S. Treasury Premium." Journal of International Economics 112 (May 2018): 167–181.
  • Forthcoming
  • Article

Calling All Issuers: The Market for Debt Monitoring

By: Huaizhi Chen, Lauren Cohen and Weiling Liu
95% of long-term municipal bonds have callable features, and yet we find new evidence of a substantial fraction of local governments exercising these valuable options sub-optimally, with significant delays – resulting in sizable losses. Using data from 2001 to 2019, we... View Details
Keywords: Bonds; Financial Institutions; Governing Rules, Regulations, and Reforms; Government Administration; Financing and Loans
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Chen, Huaizhi, Lauren Cohen, and Weiling Liu. "Calling All Issuers: The Market for Debt Monitoring." Management Science (forthcoming). (Pre-published online November 1, 2024.)
  • 2018
  • Working Paper

The Impact of Pensions and Insurance on Global Yield Curves

By: Robin Greenwood and Annette Vissing-Jorgensen
We document a strong effect of pension and insurance company (P&I) assets on the long end of the yield curve. Using data from 26 countries, the yield spread between 30-year and 10-year government bond yields is negatively related to the ratio of pension assets (in... View Details
Keywords: Pension Funds; Investment Funds; Insurance; Assets; Interest Rates; Bonds
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Greenwood, Robin, and Annette Vissing-Jorgensen. "The Impact of Pensions and Insurance on Global Yield Curves." Harvard Business School Working Paper, No. 18-109, June 2018. (Revised December 2018.)
  • March 1992 (Revised December 1992)
  • Case

Salomon and the Treasury Securities Auction

By: Dwight B. Crane
Set in June 1991, two months prior to Salomon Brothers' announcement that the firm had violated the Treasury Department's rules governing the auctions of new Treasury securities. Salomon Vice Chairman John Meriwether must decide how to address problems that continue to... View Details
Keywords: Debt Securities; Managerial Roles; Ethics; Market Transactions; Bonds; Investment Banking; Crisis Management; Auctions; Legal Liability; Banking Industry
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Crane, Dwight B. "Salomon and the Treasury Securities Auction." Harvard Business School Case 292-114, March 1992. (Revised December 1992.)
  • August 2014
  • Article

Mortgage Convexity

By: Samuel G. Hanson
Most home mortgages in the United States are fixed-rate loans with an embedded prepayment option. When long-term rates decline, the effective duration of mortgage-backed securities (MBS) falls due to heightened refinancing expectations. I show that these changes in MBS... View Details
Keywords: Mortgages; Interest Rates; Volatility
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Hanson, Samuel G. "Mortgage Convexity." Journal of Financial Economics 113, no. 2 (August 2014): 270–299. (Internet Appendix Here.)
  • February 2018
  • Article

Financial Repression in the European Sovereign Debt Crisis

By: Bo Becker and Victoria Ivashina
By the end of 2013, the share of government debt held by the domestic banking sectors of Eurozone countries was more than twice its 2007 level. We show that this type of increasing reliance on the domestic banking sector for absorbing government bonds generates a... View Details
Keywords: Credit Cycles; Sovereign Debt; Financial Repression; Sovereign Finance; Borrowing and Debt; Credit; Europe
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Becker, Bo, and Victoria Ivashina. "Financial Repression in the European Sovereign Debt Crisis." Review of Finance 22, no. 1 (February 2018): 83–115.
  • 2014
  • Working Paper

Financial Repression in the European Sovereign Debt Crisis

By: Bo Becker and Victoria Ivashina
By the end of 2013, the share of government debt held by the domestic banking sectors of Eurozone countries was more than twice its 2007 level. We show that this type of increasing reliance on the domestic banking sector for absorbing government bonds generates a... View Details
Keywords: Credit Cycles; Sovereign Debt; Financial Repression; Sovereign Finance; Greece
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Becker, Bo, and Victoria Ivashina. "Financial Repression in the European Sovereign Debt Crisis." Working Paper, April 2014.
  • 29 Jan 2019
  • Research & Ideas

'Green Bonds' May Be Our Best Bet for Environmental Damage Control

United States, and the easiest to track thanks to the availability of government data. “The story is supply and demand. If there is an element of a security that the investor desires for nonfinancial reasons, it will trade at a higher... View Details
Keywords: by Michael Blanding; Energy; Utilities; Construction; Green Technology; Public Administration
  • November 2018 (Revised June 2019)
  • Case

The Rise of Populism and Italy's Electoral 'Tsunami'

By: Rawi Abdelal, Dante Roscini and Elena Corsi
Italy’s March 2018 elections led to a populist government that included the right-wing League and the anti-establishment 5 Star Movement. To respect their electoral promises, the two parties came up with a budget plan that provided for a public deficit at 2.4%, a... View Details
Keywords: Globalized Economies; Unemployment; Extremism; Political Elections; Immigration; Poverty; Social Issues; Government and Politics; Financial Condition; Financial Markets; Italy
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Abdelal, Rawi, Dante Roscini, and Elena Corsi. "The Rise of Populism and Italy's Electoral 'Tsunami'." Harvard Business School Case 719-042, November 2018. (Revised June 2019.)
  • June 2001 (Revised July 2001)
  • Case

Amazon.com in the Year 2000

By: Krishna G. Palepu and Jeremy Cott
An analyst's critique of Amazon's prospectus from the perspective of its bond holders. View Details
Keywords: Bonds; Accounting Audits; Financial Reporting; Governing and Advisory Boards; Internet and the Web; Forecasting and Prediction; Retail Industry
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Palepu, Krishna G., and Jeremy Cott. "Amazon.com in the Year 2000." Harvard Business School Case 101-045, June 2001. (Revised July 2001.)
  • February 2003 (Revised May 2003)
  • Case

Mobile Energy Services Company

By: Benjamin C. Esty and Aldo Sesia
When Al "Chainsaw" Dunlap became CEO of the Scott Paper Co., the company owned a large, vertically integrated production facility in Mobile, Alabama. Dunlap sold part of the production facility, a cogeneration power plant (later known as Mobile Energy Services Co.), to... View Details
Keywords: Mergers and Acquisitions; Risk and Uncertainty; Contracts; Agreements and Arrangements; Investment; Projects; Vertical Integration; Energy Sources; Bonds; Ownership; Restructuring; Energy Industry; Alabama
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Esty, Benjamin C., and Aldo Sesia. "Mobile Energy Services Company." Harvard Business School Case 203-061, February 2003. (Revised May 2003.)
  • December 2007 (Revised December 2021)
  • Case

The South Sea Company (A)

By: David A. Moss, Eugene Kintgen, Agnieszka Rafalska and Kimberly Hagan
In early 1720, the South Sea Company and the Bank of England were cometing for the right to issue new shares and to exchange those shares for government bons that were then in the hands of the public. The British government had already executed two such debt conversion... View Details
Keywords: Borrowing and Debt; Debt Securities; Stock Shares; Financial Strategy; Bids and Bidding; Business and Government Relations; Banking Industry; Financial Services Industry; Great Britain
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Moss, David A., Eugene Kintgen, Agnieszka Rafalska, and Kimberly Hagan. "The South Sea Company (A)." Harvard Business School Case 708-005, December 2007. (Revised December 2021.)
  • May 1998 (Revised April 2000)
  • Case

City of New York, The

By: Paul M. Healy
This case examines the economics of a municipality, and then explores its financial position from the perspective of a bond rating firm. View Details
Keywords: Bonds; Financial Management; Public Sector; City; Financial Statements; Government Administration
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Healy, Paul M. "City of New York, The." Harvard Business School Case 198-030, May 1998. (Revised April 2000.)
  • 30 Jun 2015
  • First Look

First Look: June 30, 2015

underlying the ratings. Our tests examine whether these forms of disclosure reflect firms' real efforts to combat corruption or are cheap talk. We find that the ratings are related to enforcement and monitoring, country and industry corruption risk, and View Details
Keywords: Carmen Nobel
  • 01 Jul 2010
  • Working Paper Summaries

Cyclicality of Credit Supply: Firm Level Evidence

Keywords: by Bo Becker & Victoria Ivashina; Banking
  • November 2003 (Revised September 2021)
  • Case

Ivar Kreuger and the Swedish Match Empire

By: Geoffrey Jones and Ingrid Vargas
Taught in Evolution of Global Business. Globalization and corporate fraud are the central themes of this case on the international growth of Swedish Match in the interwar years. Between 1913 and 1932, Ivar Kreuger, known as the "Swedish Match King," built a small,... View Details
Keywords: History; International Finance; Globalized Firms and Management; Crime and Corruption; Ethics; Monopoly; Business and Government Relations; Sweden
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Jones, Geoffrey, and Ingrid Vargas. "Ivar Kreuger and the Swedish Match Empire." Harvard Business School Case 804-078, November 2003. (Revised September 2021.)
  • August 2017 (Revised December 2017)
  • Case

Accounting for Nuclear Power Provisions at RWE

By: Paul Healy and Jonas Heese
In early 2016, RWE, a utility that operates nuclear power plants in Germany, came under scrutiny from regulators and the media over the adequacy of its provisions for costs of decommissioning and dismantling (D&D) its nuclear power plants. Accounting standards required... View Details
Keywords: Liabilities; Provisions For Long-term Obligations; Discounting; Accounting; Energy Generation; Energy Industry; Germany
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Healy, Paul, and Jonas Heese. "Accounting for Nuclear Power Provisions at RWE." Harvard Business School Case 118-013, August 2017. (Revised December 2017.)
  • June 2017
  • Article

The Social Trajectory of a Finance Professor and the Common Sense of Capital

By: Marion Fourcade and Rakesh Khurana
This paper traces the career of Michael Jensen, a Chicago finance PhD turned Harvard Business School professor to reveal the intellectual and social conditions that enabled the emergence and institutionalization of what we call the “neoliberal common sense of capital,”... View Details
Keywords: Executive Pay; The Firm; Michael Jensen; Neo-Liberalism; Shareholder Value; Agency Theory; Corporate Governance; Executive Compensation; Business and Shareholder Relations; Transformation
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Fourcade, Marion, and Rakesh Khurana. "The Social Trajectory of a Finance Professor and the Common Sense of Capital." History of Political Economy 49, no. 2 (June 2017): 347–381.
  • 19 Mar 2013
  • Working Paper Summaries

Carry Trade and Exchange-Rate Regimes

Keywords: by Laura Alfaro & Fabio Kanczuk
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