Deriv R47: Forward Contracts - How do you determine short/long gain/loss

I thought I had this pretty solid. The value formulas are from the perspective of the long position (asset price - PV of excercise price) so a positive value is a gain for the long.

However EoC #1 asks who pays whom on the contract (negetive value). The answer says ‘Because the value is negetive, the short pays the long’

Now Im completely lost and there are no errata logged for the question. Can anyone explain how these two descriptions do not contradict each other?

Edit: I went through the rest of the problems with the logic: “positive value is a gain for the long” and had no other problems. Hopefully Im misreading it/missing a trick since the question was written in 2003 haha

Reread the question: this is an off-market forward. The value at inception is −$30.44; thus, long owes short $30.44. The only way that long can owe short at inception is that short has paid long that amount.

Ahhh I came back to update just a few minutes late haha - it clicked when off-market came up again in the following chapter.

Thanks for the explanation, I didnt want this left open to confuse anyone else.

Hi Bill,

Can u explain what does off market forward mean? It’s implications?

Without seeing the question, it sounds like it might be referring to an asset’s initial pricing, where (if we’re assuming standard persepective of the long party) the long pays any positive value, the short pays any negative value, and the inital price is not set to arbitrage-free value. These are ‘up-front’ expenses at t=0 to allow for tailored cash flows without compromising implied risk-return, known as an ‘off-market forward’ contract. I could be far off here though.

Off-market simply means that the value at inception is not zero: one party has to pay another.

Forwards, FRAs, and swaps can all be off market. Indeed, a (market) swap is equivalent to a set of off-market FRAs; that’s one of the LOSs, I believe.

That’s most helpful. Thanks Bill!

My pleasure.

Yup: that’s exactly what’s happening.