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Contagion

The transmission of trouble from one market participant to others through mutual obligations, shared collateral and forced selling.

How to read the number

Three channels carry it: direct exposure to one another, common collateral that has to be sold, and suspicion — counterparties stop dealing with everyone who looks similar.

When the metric lies

Contagion crosses borders and asset classes: what gets sold is not what has fallen, but what is liquid and happens to be in the portfolio.

Also known as: financial contagion

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