Monday, August 13, 2012

Some brilliant ideas to fix LIBOR




While the media has been focused on the LIBOR setting scandal, no one seems to be asking the question: why would banks want to contribute their LIBOR numbers at all? If you run a bank you have to pay your treasurer to make up a bunch of numbers every day and send them out to be scrutinized. Yes, it's multiple numbers - by currency, by maturity. The media, the regulators, and clients will all read your contributions and compare them to other banks. Chances are that once in a while your numbers will be considerably higher or lower than the average and you will be accused of wrongdoing. It's just the law of random numbers - sooner or later you'll be on the tail of the distribution.

Of course your treasurer can't be bothered with making up numbers daily, so she will delegate it to some junior folks. And you can only hope those junior employees don't have too many persuasive friends on the trading floor trading basis swaps. This is a serous headache. Most businesses want to get paid for their headaches. But LIBOR/EURIBOR is charity work - banks do it for free to get their name on the British Bankers Association (BBA) or the European Banking Federation (EBF) list. Makes them feel important. Tons of downside risk with no upside opportunity.

It is therefore likely that many banks will simply pull out of this exciting venture going forward, which could turn out to be a big embarrassment….


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