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Equilibrium Asset Pricing with Transaction Costs

2019-01-30 · Martin Herdegen, Johannes Muhle-Karbe, Dylan Possamaï

We study risk-sharing economies where heterogenous agents trade subject to quadratic transaction costs. The corresponding equilibrium asset prices and trading strategies are characterised by a system of nonlinear, fully-coupled forward-backward stochastic differential equations. We show that a unique solution generally exists provided that the agents' preferences are sufficiently similar. In a benchmark specification with linear state dynamics, the illiquidity discounts and liquidity premia observed empirically correspond to a positive relationship between transaction costs and volatility.

📄 PDF Abstract BibTeX arXiv:1901.10989

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