Cross-Currency Basis and International Bond Management

Fixed Income and Derivatives Mastery · 3:42

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Lyrics

[Verse 1]
When you invest in bonds across the sea
Different currencies create complexity
A dollar bond in Europe, yen in the States
Currency risk determines your bond's fate
You want to hedge that risk away
But the basis spread is here to stay

[Chorus]
Cross-currency basis, it's not zero anymore
LIBOR plus basis, that's what swaps are for
Dollar shortage overseas makes the basis wide
Hedged returns will differ from what you thought you'd find
Basis, basis, drives the cost of hedge
Basis, basis, puts returns on edge

[Verse 2]
Let's say you buy a German corporate bond
Euro denominated, five years long
You're based in dollars, want to hedge currency
Enter the cross-currency swap, your remedy
Pay euros, receive dollars in the trade
But basis means the perfect hedge can't be made

[Chorus]
Cross-currency basis, it's not zero anymore
LIBOR plus basis, that's what swaps are for
Dollar shortage overseas makes the basis wide
Hedged returns will differ from what you thought you'd find
Basis, basis, drives the cost of hedge
Basis, basis, puts returns on edge

[Bridge]
Post-crisis world changed everything we knew
Regulation made banks more careful too
Dollar funding costs rose around the globe
Arbitrage can't close the gap, here's what you need to know

[Verse 3]
Your hedged return equals the foreign yield
Plus the basis that the swap will yield
If basis is negative, your return drops down
Even with perfect hedge, you'll lose some ground
International bonds need careful thought
The basis matters more than what you bought

[Chorus]
Cross-currency basis, it's not zero anymore
LIBOR plus basis, that's what swaps are for
Dollar shortage overseas makes the basis wide
Hedged returns will differ from what you thought you'd find
Basis, basis, drives the cost of hedge
Basis, basis, puts returns on edge

[Outro]
Remember basis when you hedge your bet
International bonds aren't risk-free yet
Currency hedged but basis risk remains
That's the cost of global investment gains

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