DOI: 10.1108/s2514-465020260000014006 ISSN:

Explaining the Momentum Spillover From Stocks to Bonds

Hai Lin, Junbo Wang, Chunchi Wu

Abstract

In addition to the momentum spillover from stocks to investment-grade bonds, this paper documents evidence of a more pronounced momentum spillover effect for speculative-grade bonds. The momentum spillover effect is significant in economic terms and is not a manifestation of stock or bond momentum effects. Transaction costs and trading frictions cannot explain the momentum spillover effect. The momentum spillover is attributable to the information diffusion from stock returns to bond returns.

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