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The London money market and non-British bank lending during the first globalisation: evidence from Brazil

Abstract:
This study examines the relationship between the London money market (LMM) and the credit provision of non-British overseas banks in peripheral economies during the first wave of globalisation. Using monthly data between 1889 and 1913, we find a positive relationship between the amount of credit authorised by the German Brasilianische Bank für Deutschland in Brazil and the spread between the London market and floating rate. Our results suggest that increased demand for foreign bills and/or decreased borrowing costs in the LMM leads to an increase in credit supply. We use the impact of annual tax payments on the spread between the market and floating rate as an instrumental variable (IV) to show that this relationship is causal. Although there is a significant amount of literature on London’s historic role as a global financial centre and a growing number of studies on foreign banking history, little quantitative evidence is available about the connection between the two. This study bridges this gap.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1007/s11698-024-00284-5

Authors


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Institution:
University of Oxford
Division:
HUMS
Department:
History Faculty
Role:
Author
More by this author
Institution:
University of Oxford
Division:
HUMS
Department:
History Faculty
Oxford college:
Pembroke College
Role:
Author
ORCID:
0000-0002-2791-9506


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Funder identifier:
https://ror.org/0472cxd90
Grant:
883758


Publisher:
Springer
Journal:
Cliometrica More from this journal
Volume:
19
Issue:
1
Pages:
81-122
Publication date:
2024-04-15
Acceptance date:
2024-02-28
DOI:
EISSN:
1863-2513
ISSN:
1863-2505


Language:
English
Keywords:
Pubs id:
1729782
Local pid:
pubs:1729782
Deposit date:
2024-03-04

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