Economy & PolicyExtended setexperimental liveNew

Sanctions Supply Chain Passthrough

Updated eventData needs: mediumshort only
paper
2021
Source
Carvalho, V.M., Nirei, M., Saito, Y.U., & Tahbaz-Salehi, A. (2021). "Supply chain disruptions: Evidence from the Great East Japan Earthquake." Quarterly Journal of Economics 136(2), 1255-1321. (Thematic mechanism origin only: documents sales-growth network passthrough from disrupted suppliers to downstream firms; does NOT study sanctions, equity returns, or a trading window.)
Read the paper →

In plain terms

When a country a company sources inputs from gets sanctioned, the supply-chain disruption tends to weigh on the downstream company. The academic basis (Carvalho et al 2021) shows this kind of supplier shock lowers firms' sales growth; the specific stock-holding window here is our own modeled choice, not a finding from the paper.

How it works

Carvalho-Nirei-Saito-Tahbaz-Salehi 2021 document that supply-chain disruptions propagate through firm-to-firm production networks: firms whose suppliers are disrupted suffer significant SALES-GROWTH declines over the year following the shock (3.6pp for direct disaster-hit suppliers). Internal generalization: a country a firm sources inputs from getting OFAC-sanctioned is treated as an analogous supplier-side disruption, motivating a downstream SHORT. The equity holding window and any magnitude are an internal heuristic, NOT findings of the paper (which reports no equity-return, no 1-3 month lag, no amplification factor, and no Sharpe/alpha).

No live results for this strategy yet. Charts appear once it has earned a top spot on at least one stock, either on its own or as part of a blend of several strategies.
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Data dependencies

  • Daily prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • Ofac sdn

    A data feed this strategy reads, refreshed on its normal schedule.

  • Ofac corporate exposure

    A data feed this strategy reads, refreshed on its normal schedule.

Expected edge

Tested over
T+1 to T+90d

Carvalho et al 2021 QJE network passthrough; internal target 150-400 bps over 30-90d.

Example tickers where this is likely to fire

Illustrative only, the signal fires based on the live data, not a fixed list.

Related families

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For informational and educational purposes only. Not financial advice. Learn more