How it Works
This simulation models a network of banks connected by interbank loans. Each bank has external assets A, interbank receivables, external liabilities, and interbank liabilities. Equity E = A + receivables − liabilities. When equity drops below zero, the bank defaults.
The Eisenberg-Noe clearing mechanism computes how losses propagate. When bank i defaults, its creditors receive a proportional share of its remaining assets. If this causes a creditor's equity to turn negative, that creditor also defaults, triggering further rounds.
Key insight: the topology matters. A complete network diversifies small shocks but creates systemic fragility under large shocks. A ring network localizes losses but can create chain-reaction cascades.
Frequently Asked Questions
What is financial contagion?
Financial contagion is the spread of financial distress across institutions through direct linkages (interbank loans, derivatives) or indirect channels (fire sales, confidence effects). A default by one bank imposes losses on its creditors, potentially triggering further defaults.
What is the Eisenberg-Noe clearing model?
The Eisenberg-Noe model (2001) computes the unique clearing payment vector in an interbank network. Each bank pays its obligations in proportion to its liabilities, subject to limited liability. The algorithm iterates until a fixed point is reached.
What is systemic risk?
Systemic risk is the risk that failure of one institution triggers a cascade of failures throughout the financial system. It arises from interconnectedness, common exposures, and liquidity spirals that can cause solvent institutions to become insolvent.
What does too-big-to-fail mean?
Too-big-to-fail refers to banks so large and interconnected that their failure would cause systemic collapse. Governments therefore bail them out, creating moral hazard — banks take excessive risks knowing they will be rescued.
How does network structure affect contagion?
Complete networks (every bank lends to every other) are more resilient to small shocks but amplify large ones. Ring networks concentrate losses. Core-periphery structures, common in real interbank markets, create a vulnerable core.
What is a default cascade?
A default cascade occurs when an initial bank failure causes losses to creditor banks, pushing them into default, which in turn causes further losses downstream. The cascade can amplify the original shock many times.
What triggers a financial shock in the model?
External shocks include asset value drops (real-estate crash, sovereign debt write-downs), withdrawal of wholesale funding, or sudden loss of market confidence. In this simulation you can select a bank and apply an asset shock.
What is the recovery rate in bank defaults?
The recovery rate is the fraction of a defaulted bank's liabilities that creditors actually receive. In fire-sale scenarios, asset liquidation below book value reduces recovery rates, amplifying contagion losses.
How did the 2008 crisis illustrate financial contagion?
The 2008 crisis began with US subprime mortgage losses but spread globally through complex structured products, counterparty risk, and liquidity freezes. Lehman Brothers' failure triggered a global credit crunch demonstrating real-world default cascades.
What policies reduce financial contagion?
Policies include capital requirements (Basel III), central clearing for derivatives, bail-in mechanisms that impose losses on creditors rather than taxpayers, and macroprudential oversight to monitor network exposures.