CORRECT:BGC Partners: Clearing To Drive Credit Derivatives Rebound
April 22 2009 - 3:27PM
Dow Jones News
Interdealer broker BGC Partners Inc. (BGCP) sees central
counterparty clearing boosting banks' credit derivatives trading
activity, which has been sapped by the financial crisis.
Clearinghouses for credit default swaps, just beginning
operation after calls from regulators and market participants to
reduce systemic risk in the $28 trillion market, also are seen
driving increased electronic trading of the instruments.
"Historically, when a product goes centrally cleared, you see an
increase in trading velocity," said Jeffrey Hogan, managing
director and head of business development for BGC Partners, in an
interview with Dow Jones Newswires.
Credit products represent about a quarter of New York-based BGC
Partners' revenue and earned the company $307.5 million in 2008, up
34% from the prior year thanks to increased electronic trading of
the instruments in Europe.
The company is scheduled to report first-quarter results May
7.
BGC Partners, which facilitates inter-bank trading in credit,
foreign exchange and interest rate products, is battling GFI Group
(GFI) and Icap plc (IAP.LN) for a piece of a market damaged by the
financial crisis.
However, Hogan said he sees some recovery at hand. The
Depository Trust and Clearing Corporation, the New York-based
clearing entity, estimated the size of the credit derivatives
market at $28.2 trillion last week, ticking higher as efforts to
reduce the notional size of the market continue.
Trade compression has slashed the outstanding value of CDS
trades from $55 trillion last year, while trading activity slumped
following the near-collapse of American International Group Inc.
(AIG), feeding systemic risk fears.
Hogan said he expects the overall number of transactions will
continue growing as counterparty risk concerns ease and trade
resumes in index-based credit derivatives, though the market in
single-name swaps will remain suppressed until these can be
cleared.
Most credit derivatives clearing platforms are beginning with
index products, putting off the more complex single-name products
until terms are standardized.
Hogan said the advent of central clearing already is driving
more electronic CDS trading in the United States, where
participants have been slower than European counterparts in moving
away from the standard phone-brokered deals.
Key to reviving credit derivatives trading will be resolving
regulatory uncertainty, and Hogan said lawmakers' talk of mandated
clearing for the swaps has been muted by the recent launch of
clearing entities on both sides of the Atlantic.
Participants also want to see how much it will ultimately cost
to route trades through clearinghouses, Hogan said.
The dealer bank community have the deciding vote in the race
among exchanges' CDS clearinghouses, according to Hogan.
Atlanta-based IntercontinentalExchange Inc. (ICE) won the banks'
support in the United States, which he said gives ICE an edge in
Europe, where the exchange looks to launch a separate clearinghouse
in July.
Once clearing for credit derivatives takes hold on both sides of
the Atlantic, Hogan said dealer banks will push for more clearing
of interest rate swap trades and securities lending
transactions.
-By Jacob Bunge, Dow Jones Newswires; 312-750-4117;
jacob.bunge@dowjones.com