Saturday, April 9, 2011

Forward contract on a Treasury bond

Forward contract on a Treasury bond
Days(underlying) TreasuryForward
0Price = $98.25
182Coupon = 100*5%*(1/2) = $2.50
270
maturity
365Coupon = 100*5%*(1/2) = $2.50

Forward contract
  • Underlying: $1 million Treasury bond (w/ 10 years remaining to maturity)
  • Underlying coupon: 5% (just after a coupon payment)
  • Effective annual risk-free rate: 4%

No-arbitrage forward price
= (98.25-2.50/1.04^(182/365))*1.04^(270/365)
= 98.25*1.04^(270/365)-2.50*1.04^((270-182)/365)
= $98.6185 = $98.62



Forward contract on a Treasury bond
Days(underlying) TreasuryForward
60Price = $98.25 → $98.11
182Coupon = 100*5%*(1/2) = $2.50
270
maturity
365Coupon = 100*5%*(1/2) = $2.50

Value of a long position in the 270-day forward contract on a $10 million bond
= (98.11-2.50/1.04^(122/365) - 98.62/1.04^(210/365)) = -0.77696 (per $100)

-0.77696 * $10*10^6 /$100 = -$77,697 (per $10 million)



Value of a short position in the 270-day forward contract on a $10 million bond
= +0.77696 (per $100)

+$77,697 (per $10 million)

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