The international transmission of arbitrage information across futures markets

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Bilson, Chris M
Brailsford, Tim
Evans, Twm

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Canberra, ACT: School of Finance and Applied Statistics, The Australian National University.

Abstract

The paper examines whether deviations from a domestic spot-futures relation, as identified through mispricing series in stock index futures, spillover international boundaries. Such spillovers suggest that information from a mispricing series in one market conveys a signal of similar mispricing in another market. In the presence of arbitrage traders and in the absence of market frictions, mispricing series should be independent across international boundaries. The study employs a VAR analysis of stock index futures mispricing across Australia, the UK and USA. Using time zone differences, tests are conducted for the daily transmission of arbitrage information. The results reveal the relationship between mispricing series is bi-directional. Based on this finding, a trading strategy is employed to examine the economic significance of apparent profits. The results show that some profits are possible but that a long horizon, probably beyond the scope of most traders, is required to exploit the spillover information.

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Keywords

stock index futures; futures mispricing; spillovers; international market transmission

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Working/Technical Paper

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