Acharya, Viral V. ; Bharath, Sreedhar T. ; Srinivasan, Anand Does industry-wide distress affect defaulted firms? Evidence from creditor recoveries. 2007 J. Financ. Econ.. 85 787-821
Amore, Mario Daniele ; Schneider, Cedric ; Zaldokas, Alminas Credit supply and corporate innovation. 2013 J. Financ. Econ.. 109 835-855
Arkhangelsky, Dmitry ; Athey, Susan ; Hirshberg, David A. ; Imbens, Guido W. ; Wager, Stefan Synthetic difference in differences, 2021. 2021 Am. Econ. Rev.. 111 4088-4118
Aslan, Hadiye ; Kumar, Praveen The product market effects of hedge fund activism. 2016 J. Financ. Econ.. 119 226-248
Augustin, Patrick ; Subrahmanyam, Marti ; Tang, Dragon Y. ; Wang, Sarah Credit default swaps: a survey. 2014 Found. Trends Financ.. 9 1-196
Augustin, Patrick ; Subrahmanyam, Marti ; Tang, Dragon Y. ; Wang, Sarah Credit default swaps: past, present, and future. 2016 Ann. Rev. Fin. Econ.. 8 175-196
Azar, Jose ; Schmalz, Martin ; Tecu, Isabel Anticompetitive effects of common ownership. 2018 J. Financ.. 73 1513-1565
Bartram, Sohnke M. ; Conrad, Jennifer ; Lee, Jongsub ; Subrahmanyam, Marti G. Credit default swaps around the world: investment and financing effects. 2021 Rev. Financ. Stud.. -
Bates, Thomas W. ; Kahle, Kathleen M. ; Stulz, Rene M. Why do U.S. firms hold so much more cash than they used to?. 2009 J. Financ.. 64 1985-2021
- Batta, George ; Yu, Fan Credit Derivatives and Firm Investment, Working Paper. 2019 :
Paper not yet in RePEc: Add citation now
Bernard, Andrew B. ; Jensen, Bradford J. ; Schott, Peter K. Trade costs, firms and productivity. 2006 J. Monet. Econ.. 53 917-937
Billett, Matthew T. ; Garfinkel, Jon A. ; Miaomiao, Yu The effect of asymmetric information on product market outcomes. 2017 J. Financ. Econ.. 123 357-376
Boehmer, Ekkehart ; Chava, Sudheer ; Tookes, Heather E. Related securities and equity market quality: the case of CDS. 2015 J. Financ. Quant. Anal.. 50 509-541
- Bolton, Patrick ; Chen, Hui ; Wang, Neng A unified theory of Tobin’s q, corporate investment, financing, and risk management. 2011 J. Financ.. 66 1545-1578
Paper not yet in RePEc: Add citation now
Bolton, Patrick ; Oehmke, Martin Credit default swaps and the empty creditor problem. 2011 Rev. Financ. Stud.. 24 2617-2655
Bolton, Patrick ; Scharfstein, David S. A theory of predation based on agency problems in financial contracting. 1990 Am. Econ. Rev.. 80 93-106
Bond, Philip ; Edmans, Alex ; Goldstein, Itay The real effects of financial markets. 2012 Ann. Rev. Fin. Econ.. 4 339-360
Brander, James ; Lewis, Tracy R. Oligopoly and financial structure: the limited liability effect. 1986 Am. Econ. Rev.. 76 956-970
Butler, Alexander ; Gao, Xiang ; Uzmanoglu, Cihan Financial innovation and financial intermediation: evidence from credit default swaps. 2021 Manag. Sci.. 67 2657-3320
Campello, Murillo Capital structure and product market interactions: evidence from business cycles. 2003 J. Financ. Econ.. 68 353-378
Campello, Murillo Debt financing: does it boost or hurt firm performance in product markets?. 2006 J. Financ. Econ.. 82 135-172
Campello, Murillo ; Matta, Rafael Credit default swaps and risk shifting. 2012 Econ. Lett.. 117 639-641
Campello, Murillo ; Matta, Rafael Investment risk, CDS insurance, and firm financing. 2020 Eur. Econ. Rev.. 125 24-34
- Cao, Jie ; Jin, Yong ; Pearson, Neil ; Tang, Dragon Yongjun Does the introduction of one derivative affect another derivative? The effect of credit default swaps trading on equity options, Working paper. 2022 :
Paper not yet in RePEc: Add citation now
Cao, Jie ; Liang, Hao ; Zhan, Xintong Peer effects of corporate social responsibility. 2019 Manag. Sci.. 65 5449-5956
- Chakraborty, Indraneel ; Chava, Sudheer ; Ganduri, Rohan Credit Default Swaps and Lender Incentives in Renegotiations of Band Debt, Working Paper. 2020 :
Paper not yet in RePEc: Add citation now
Chang, Xin ; Chen, Yangyang ; Wang, Sarah Qian ; Zhang, Kuo ; Zhang, Wenrui Credit default swaps and corporate innovation. 2019 J. Financ. Econ.. 134 474-500
Chava, Sudheer ; Ganduri, Rohan ; Ornthanalai, Chayawat Do credit default swaps mitigate the impact of credit rating downgrades?. 2019 Rev. Fin.. 23 471-511
Chava, Sudheer ; Roberts, Michael R. How does financing impact investment? The role of debt covenants. 2008 J. Financ.. 63 2085-2121
Chemmanur, Thomas ; He, Jie IPO waves, product market competition, and the going public decision: theory and evidence. 2011 J. Financ. Econ.. 101 382-412
Chevalier, Judith A. Capital structure and product-market competition: empirical evidence from the supermarket industry. 1995 Am. Econ. Rev.. 85 415-435
Chod, Jiri ; Evgeny Lyandres, S. ; Yang, Alex Trade credit and supplier competition. 2019 J. Financ. Econ.. 131 484-505
Chod, Jiri ; Lyandres, Evgeny Strategic IPOs and product market competition. 2011 J. Financ. Econ.. 100 45-67
Covarrubias, Matias ; Gutierrez, German ; Philippon, Thomas From good to bad concentration? U.S. industries over the past 30 years. 2019 NBER Macroecon. Annu.. 34 1-46
Danis, Andras Do empty creditors matter? Evidence from distressed exchange offers. 2017 Manag. Sci.. 63 1271-1656
Danis, Andras ; Gamba, Andrea The real effects of credit default swaps. 2018 J. Financ. Econ.. 127 51-76
Das, Sanjiv ; Kalimipalli, Madhu ; Nayak, Subhankar Did CDS trading improve the market for corporate bonds?. 2014 J. Financ. Econ.. 111 495-525
De Loecker, Jan ; Eeckhout, Jan ; Unger, Gabriel The rise of market power and the macroeconomic implications. 2020 Q. J. Econ.. 135 561-644
De Loecker, Jan ; Warzynski, Frederic Markups and firm-level export status. 2012 Am. Econ. Rev.. 102 2437-2471
Favara, Giovanni ; Morellec, Erwan ; Schroth, Enrique ; Valta, Philip Debt enforcement, investment, and risk taking across countries. 2017 J. Financ. Econ.. 123 22-41
- Feenstra, Robert C. U.S. imports, 1972–1994, data and concordances. 1996 NBER Working Paper. 5515 -
Paper not yet in RePEc: Add citation now
- Feenstra, Robert C. ; Romalis, John ; Schott, Peter K. U.S. Imports, Exports and Tariff Data, 1989 to 2001, NBER Working Paper 9387. 2002 :
Paper not yet in RePEc: Add citation now
Fresard, Laurent Financial strength and product market behavior: the real effects of corporate cash holdings. 2010 J. Financ.. 65 1097-1122
Gaspar, J.-M. ; Massa, M. ; Matos, P. Shareholder investment horizons and the market for corporate control. 2005 J. Financ. Econ.. 76 135-165
Grieser, William ; Liu, Zack Corporate investment and innovation in the presence of competitor constraints. 2019 Rev. Financ. Stud.. 32 4271-4303
Grullon, Gustavo ; Larkin, Yelena ; Michaely, Roni Are U.S. industries becoming more concentrated?. 2019 Rev. Fin.. 23 697-743
Haushalter, David ; Klasa, Sandy ; Maxwell, William F. The influence of product market dynamics on a firm’s cash holdings and hedging behavior. 2007 J. Financ. Econ.. 84 797-825
He, Jie Jack ; Huang, Jiekun Product market competition in a world of cross-ownership: evidence from institutional blockholdings. 2017 Rev. Financ. Stud.. 30 2674-2718
Hoberg, Gerard ; Phillips, Gordon Product market synergies and competition in mergers and acquisitions: a text-based analysis. 2010 Rev. Financ. Stud.. 23 3773-3811
- Hoberg, Gerard ; Phillips, Gordon Scope, Scale and Competition: The 21st Century Firm. 2021 Working Paper:
Paper not yet in RePEc: Add citation now
Hoberg, Gerard ; Phillips, Gordon Text-based network industries and endogenous product differentiation. 2016 J. Polit. Econ.. 124 1423-1465
Hoberg, Gerard ; Phillips, Gordon ; Prabhala, Nagpurnanand Product market threats, payouts, and financial flexibility. 2014 J. Financ.. 69 293-324
Hsu, Hung-chia ; Reed, Adam V. ; Rocholl, Jorg The new game in town: competitive effects of IPOs. 2010 J. Financ.. 65 495-528
Jens, Hainmueller Entropy balancing for causal effects: a multivariate reweighting method to produce balanced samples in observational studies. 2012 Polit. Anal.. 20 25-46
Jiang, Wei Have instrumental variables brought us closer to truth?. 2017 Rev. Corp. Financ. Stud.. 6 127-140
Jiang, Wei ; Jitao, Ou ; Zhu, Zhongyan Mutual fund holdings of credit default swaps: liquidity, yield, and risk. 2021 J. Financ.. 76 537-586
Khanna, Naveen ; Tice, Sheri Strategic responses of incumbents to new entry: the effect of ownership structure, capital structure and focus. 2000 Rev. Financ. Stud.. 13 749-779
Kovenock, Dan ; Phillips, Gordon Capital structure and product market behavior: an examination of plant exit and investment decisions. 1997 Rev. Financ. Stud.. 10 767-803
- Lee, Jongsub ; Junho, Oh. ; Yermack, David Credit Default Swaps, Agency Problems, and Management Incentives. 2018 Working paper:
Paper not yet in RePEc: Add citation now
Li, Fan ; Morgan, Kari L. ; Zaslavsky, Alan M. Balancing covariates via propensity score weighting. 2018 J. Am. Stat. Assoc.. 113 390-400
Li, Jay Y. ; Tang, Dragon Y. The leverage externalities of credit default swaps. 2016 J. Financ. Econ.. 120 491-513
- Liu, Jinyu ; Ng, Jeffrey ; Tang, Dragon Yongjun ; Zhong, Rui Withholding Bad News in the Face of Credit Default Swap Trading: Evidence from Stock Price Crash Risk, Working Paper. 2022 :
Paper not yet in RePEc: Add citation now
Lyandres, Evgeny Capital structure and interaction among firms in output markets: theory and evidence. 2006 J. Bus.. 79 2381-2421
MacKay, Peter ; Phillips, Gordon How does industry affect firm financial structure. 2005 Rev. Financ. Stud.. 18 1433-1466
Martin, Xiumin ; Roychowdhury, Sugata Do financial market developments influence accounting practices? Credit default swaps and borrowers’ reporting conservatism. 2015 J. Account. Econ.. 59 80-104
- Masulis, Ronald ; Wang, Cong ; Xie, Fei Worker-manager alliances and shareholder returns from acquisitions. 2020 J. Financ. Quant. Anal.. 55 473-516
Paper not yet in RePEc: Add citation now
Nain, Amrita ; Wang, Yan The product market impact of minority stake acquisitions. 2018 Manag. Sci.. 64 825-844
Narayanan, Rajesh ; Uzmanoglu, Cihan Credit default swaps and firm value. 2018 J. Financ. Quant. Anal.. 53 1227-1259
Narayanan, Rajesh ; Uzmanoglu, Cihan Credit insurance, distress resolution costs, and bond spreads. 2018 Financ. Manag.. 47 931-951
- Oehmke, Martin ; Zawadowski, Adam The anatomy of the CDS market. 2016 Rev. Financ. Stud.. 30 80-119
Paper not yet in RePEc: Add citation now
Opler, Tim ; Pinkowitz, Lee ; Stulz, Rene ; Williamson, Rohan The determinants and implications of corporate cash holdings. 1999 J. Financ. Econ.. 52 3-46
Opler, Tim ; Titman, Sheridan Financial distress and corporate performance. 1994 J. Financ.. 49 1015-1040
Parlour, Christine ; Winton, Andrew Laying off credit risk: loan sales versus credit default swaps. 2013 J. Financ. Econ.. 107 25-45
- Richmond, Anastasia ; Tang, Dragon Yongjun ; Wang, Sarah Qian Do Workers Benefit from Financial Innovation? Working paper. 2022 :
Paper not yet in RePEc: Add citation now
Saretto, Alessio ; Tookes, Heather Corporate leverage, debt maturity, and credit supply: the role of credit derivatives. 2013 Rev. Financ. Stud.. 26 1190-1247
Schott, Peter K. The relative sophistication of Chinese exports. 2008 Econ. Policy. 53 7-49
Schwert, G.W. Hostility in takeovers: in the eyes of the beholder?. 2000 J. Financ.. 55 2599-2640
Shan, Chenyu ; Tang, Dragon Y. ; Winton, Andrew Do banks still monitor when there is a market for credit protection?. 2019 J. Account. Econ.. 68 -
Shan, Chenyu ; Tang, Dragon Yongjun ; Yan, Hong ; Zhou, Xing Alex Credit default swaps and bank regulatory capital. 2021 Rev. Fin.. 25 121-152
Shleifer, Andrei ; Vishny, Robert W. Liquidation values and debt capacity: a market equilibrium approach. 1992 J. Financ.. 47 1343-1366
Spiegel, Matthew ; Tookes, Heather Dynamic competition, valuation, and merger activity. 2013 J. Financ.. 68 125-172
Spiegel, Matthew ; Tookes, Heather Why does an IPO affect rival firms?. 2020 Rev. Financ. Stud.. 33 3205-3249
Subrahmanyam, Marti G. ; Tang, Dragon Y. ; Wang, Sarah Q. Credit default swaps, exacting creditors and corporate liquidity management. 2017 J. Financ. Econ.. 124 395-414
Subrahmanyam, Marti G. ; Tang, Dragon Y. ; Wang, Sarah Q. Does the tail wag the dog? Credit default swaps and credit risk. 2014 Rev. Financ. Stud.. 27 2927-2960
- Tang, Dragon Yongjun ; Yan, Hong Liquidity and Credit Default Swap Spreads, Working paper. 2007 :
Paper not yet in RePEc: Add citation now
Tang, Dragon Yongjun ; Yan, Hong Understanding transactions prices in credit default swaps market. 2017 J. Financ. Mark.. 32 1-27
Valta, Philip Competition and the cost of debt. 2012 J. Financ. Econ.. 105 661-682
Xu, Jin Profitability and capital structure. 2012 J. Financ. Econ.. 106 427-446
- Yang, Liyan Disclosure, Competition and Learning from Asset Prices, Working Paper. 2020 University of Toronto:
Paper not yet in RePEc: Add citation now
Zingales, Luigi Survival of the fittest or the fattest? Exit and financing in the trucking industry. 1998 J. Financ.. 53 905-938