Barometer of Fear

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Barometer of Fear Page 30

by Alexis; Stenfors


  Lukes, Steven, 186

  makers, price, 24

  Malaysia, financial crisis, 36

  Mankell, Henning, 235

  ‘marked to market’ trading books, 62

  market, the financial: ‘colour’ 202; ‘conventions’, 228–33; ‘courtroom’, 171; interbank spread choosing ‘image’, 229; liquidity risk, 42–3; making, see below; perfections of, 15; relationships dependent, 225–6; risks limits management failure, 281

  market makers/making, 24, 72, 117, 201, 206, 217, 226–7, 257; ‘ability’, 185; cash-settled derivatives, 133; failure to manage, 281; NIBOR IRS, 132; profession of, 200; two-way price quoting, 228; visibility of, 202

  Martin Brokers, 85

  Mathew, Jonathan, 139

  McAdams, Richard, 231

  McDermott, Tracey, 282

  Meitan Tradition, 100, 175

  Merita Bank, 56

  Merrill Lynch, 2–3, 8–9, 12, 46, 49, 59–60, 62, 64, 69, 92–3, 96, 140, 153, 155, 160–1, 164, 188, 272, 285; Bank of America takeover, 67; bonuses, 10, 162–3; financial centre, 48; International Bank Limited Dublin, 4; mismarking, 68; risk taking encouraged, 281; silence rule, 242

  Midland Montagu (Midland Bank Stockholm Branch), 20, 22–3, 27, 29; Stockholm, 22, 29

  ‘Millenium bug’ fears, LIBOR impact, 44

  mismarking, 9

  mistakes, fear of, 26

  Mollenkamp, Carrick, 98

  ‘monetary transmission mechanism’, 39

  money market(s): decentralised, 224; freeze, 110; international basis, 112; ‘risk premium’, 42; stable illusion-making, 106; -state link, 224

  Moody’s, 96

  morals, 66; morality, 69

  Morgan Stanley, 49, 193, 223, 272

  mortgage bonds, 21

  NASDAQ stock exchange, transparency, 220

  New York 2001 attacks, 263

  New York Times, 4, 9, 11, 163, 241, 243

  NIBOR (Norwegian Interbank Offered Rate), 28, 72, 130–1; fixing dates, 76; inaccurate fixing, 74; IRS market, 132; new unpredictability, 62; one month IRS market, 136

  nicknames, use of, 25–6

  Nordbanken, nationalised, 27

  Nordic bank branches, 30

  Norges Bank, NIBOR use, 152

  Norinchukin Bank, 153

  Northern Rock, Newcastle queues, 109

  Norway, banking system, 131

  ‘objective’ fact, LIBOR, 149

  ‘off-balance-sheet’, trading, 137–8

  official interest rate, predicting, 38

  OIS (overnight index swap), 51; see also LIBOR-OIS

  one month IRS market, 136

  OPEC (Organization of the Petroleum Exporting Countries), US dollar surpluses, 113

  options desk, FX, 214

  ‘over-the-counter’ trades, 63 derivatives, 129, 134; interest rate options, 130; markets, 227

  Philippines, financial crisis, 37

  Philips, cassette launch, 111

  PIBOR (Paris Interbank Offered Rate), 19, 127

  post scandals, reforms, 282

  price(s), as interactions, 200; brokers indications role, 87; ‘resolution hypothesis’, 218

  primary dealers, 175, 178

  privacy, individual rights to, 167

  Rabobank, LIBOR fine, 83, 153, 282

  RBC, bank, 223

  RBS, bank, 92, 153, 185, 188, 192, 220–1, 223, 284; LIBOR scandal fine, 83

  reciprocity: -and trust, 226, 284; informal agreements, 228

  regret, fear of, 258

  regulatory arbitrage: Eurodollar market prompting, 118; platform for, 114

  ‘reputation’, 185

  respect, among traders, 267

  Reuters, 19, 79, 151; Dealing, 41, 195, 260; Dealing 2000–2, 29, 34, 194; indicative prices, 62; screen price, 53

  risk, 135; buzz of, 261–2; limits breaking, 274; ‘loss aversion’, 255; managers, 253; organizational limits, 250; pressures for, 63

  risk taking: addictive, 262; enjoyment of, 260; fear control, 263; increase, 73; individualistic, 262; reward anticipation, 254; reward interpretation, 259; supervision need, 253

  risk takers, 270; respect among, 268–9

  Robert, Alain, 260

  ‘rogue traders’, 1, 237; ‘bad apples’ narrative, 237, 240, 246, 279; fame, 252; fascination with, 246; losses, 259; ranking list, 250; risk list, 251; scandals, 258; stigma, 247

  rogue trading, 274; definitions, 249; labelling, 248; risk link, 250

  Royal Bank of Canada, 153

  RP Martins, 153

  rules of the game, loyalty to, 25

  ‘run-throughs’, 87–9, 226–7

  Russia, financial crisis, 36

  Ryan, Ian, 3, 9, 68

  Sanford C. Bernstein & Company, 10

  Sanwa Bank, 34

  Scandanavia: banking crisis, 31, 47; derivatives market, 27

  secrets, 157, 170; bank employee clauses, 156, 158; value of, 157

  self-confidence, hubristic sense of, 261

  ‘self-detection’, 213

  Service Employees International Union, USA, 163

  SFO, 13

  Sherman Anti-Trust Act, 220

  short-term maturities, trading, 145

  short-termism, 279

  SIMEX (Singapore International Monetary Exchange), 127

  Simmel, George, 157

  skydivers, studies on, 268

  Smith, Adam, 234

  Smithfield market, London, 48

  Snapchat, monitoring difficulty, 283

  ‘snipers’, hardened traders, 66

  Snow, Jon, 11; blog of, 247

  SOAS (School of Oriental and African Studies), 6–7, 168

  social norms, fear of retaliation, 231

  Societé Générale, 194, 223

  ‘sophisticated traders’, financial crisis impact on, 276

  Soros, George, 32

  South Korea, financial crisis, 36

  Spandau Ballet, Gold, 188

  ‘spoofing’, 204

  Standard & Poor’s, 96

  Standard Chartered, 223

  Stenfors, Alexis: accusation distress, 245; childhood coins interest, 64–5; father of, 57–8; FCA five year ban, 244; FSA Final Notice, 249; guilt feelings, 69; media coverage distress, 11, 247; mismarking episode 280; press coverage, 242; silencing of, 12; threats against, 243

  Stern, Andy, 163

  STIBOR (Stockholm Interbank Offered Rate), 28, 76, 79; new unpredictability, 62

  Stiglitz, Joseph, 225

  STIRT (Short-term Interest Rate Trading) desk, 30, 40, 52, 140, 215

  stock markets, benchmarks, 149

  Stockholm School of Economics, 20

  stop-loss order, 205–9; 258

  Story, Louise, 9

  Strange, Susan, ‘casino capitalism’, 171

  Suez War outbreak of, 113

  supply and demand, FX information, 207

  swap desk, FX, 214

  Swedbank, 23

  Sweden, 32; banking crisis, 20; central bank, 116–17; fixed-income market, 22; FX market, 176, 178; T-bills, official rule book, 230

  Swiss franc, 44; derivatives market, market makers cartel, 221

  Swiss National Bank, 151

  syndicated loans market, LIBOR prompting, 117–19

  T-bills, 21, 230; pricing, 23

  ‘take-profit orders’, 206–8

  takers, market/price, 24

  Telerate, LIBOR rate updating, 19

  Term Auction Facility, Federal Reserve, 51

  Thailand, financial crisis, 37

  Thain, John, 164

  Thatcher, Margaret, ‘Big Bang’, 115

  TIBOR (Tokyo Interbank Offered Rate), 14, 76, 78–9, 127, 130; new unpredictability of, 62; yen, 81

  TIBOR-LIBOR spread, 81, 127; ‘barometer of fear’ gauge, 36; Japanese Christmas party, 101

  TIFFE (Tokyo International Financial Futures Exchange), 127

  Tokyo-Mitsubishi Bank, 34

  ‘Tomnext’, contracts, 145

  tomorrow rate bets, LIBOR,
146

  Totan brokerage, 101

  trade tickets, 24; ‘Benchmark’ detail, 19; details on, 18

  traders: biases, 203; bonds and FX, 27; bonuses, 56; brokers blackmailing, 90; constant observation of, 26; ‘feel’, 32; ‘profit centres’, 95; respect among, 267; risk takers, 257, 260; sloppy mistakes, 253; stereotypical perceptions of, 240

  trades, 79; client prioritised, 19; speed of, 29

  trading: books, 2; buzz addiction, 271; competitive, 267; computer speed, 273; principles erosion, 67; proprietary, 257; risk level, 62; risk taking, 280; rules social norms, 65; secrets, 167; ‘styles’, 47

  transparency, LIBOR lack, 79

  trimming process, 7, 79, 81–2

  Tullett Prebon brokerage, 101, 175

  Turner, Adair, 124

  ‘two-way price’ making, 116

  UBS bank, 92–3, 101, 153, 188, 192–3, 210, 213, 220–1, 223; bad apple narrative, 214, 236; FX scandal press release, 232; LIBOR scandal fine, 82; rogue trading scandal, 168

  UK (United Kingdom): Consumer Price Index, 123; EU referendum pound fall, 171; Prudential Regulation Authority, 279; taxpayers RBS rescue, 83; Treasury, 222

  University of Cologne, 17

  University of Iowa, 237

  USA: corporations innovative borrowing, 112; Reserve, 44–5, 50–1, 163, 174, 176, 225, 265; SEC, 180; sub-prime mortgage market, 49

  US dollars, 44; demand for, 98; growing pool abroad, 112; LIBOR, 45

  US dollar: LIBOR panel, 82; Middle East Europe placing, 113; trading in, 30

  USSR (Union of Soviet Socialist Republics), Banque pour l’Europe du Nord, 113

  Wall Street, 236, 250

  Wall Street Journal 182

  ‘wash trades’, 91–2, 94, 96

  Weber, Axel, 213

  Wheatley, Martin, 188

  Whitehouse, Mark, 98

  Wilson, Paul, 238–9

  Winter War, USSR-Finland, 65

  WM/Reuters 4pm fix, 208, 212, 277

  World Trade Center Attacks, New York, 45, 264–6

  yen, 33

  ‘Your Amount’, trader call, 143–4

  Zacher, Linda, 153

  ABOUT THE AUTHOR

  Alexis Stenfors spent 15 years as a foreign exchange and interest rate derivatives trader at HSBC, Citi, Crédit Agricole and Merrill Lynch. In 2009, he found himself at the centre of a ‘mismarking’ scandal that would eventually result in him being described as one of the ‘world’s most infamous rogue traders’. Returning to academia the same year, he completed his doctoral thesis with the title ‘Determining the LIBOR: A Study of Power and Deception’ in 2013. Alexis holds a civilekonom degree and an MSc in financial economics from the Stockholm School of Economics, a CEMS master’s degree from the Community of European Management Schools, and a PhD in economics from SOAS, University of London. He is currently senior lecturer in economics and finance at Portsmouth Business School.

 

 

 


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