ForwardSwapRate.java

package org.drip.sample.intexfeed;

import java.util.Map;

import org.drip.analytics.date.*;
import org.drip.market.otc.*;
import org.drip.numerical.common.FormatUtil;
import org.drip.param.creator.MarketParamsBuilder;
import org.drip.param.market.CurveSurfaceQuoteContainer;
import org.drip.param.valuation.ValuationParams;
import org.drip.product.rates.FixFloatComponent;
import org.drip.service.env.EnvManager;
import org.drip.service.template.LatentMarketStateBuilder;
import org.drip.state.discount.MergedDiscountForwardCurve;

/*
 * -*- mode: java; tab-width: 4; indent-tabs-mode: nil; c-basic-offset: 4 -*-
 */

/*!
 * Copyright (C) 2019 Lakshmi Krishnamurthy
 * Copyright (C) 2018 Lakshmi Krishnamurthy
 * Copyright (C) 2017 Lakshmi Krishnamurthy
 * 
 *  This file is part of DROP, an open-source library targeting risk, transaction costs, exposure, margin
 *  	calculations, valuation adjustment, and portfolio construction within and across fixed income,
 *  	credit, commodity, equity, FX, and structured products.
 *  
 *  	https://lakshmidrip.github.io/DROP/
 *  
 *  DROP is composed of three modules:
 *  
 *  - DROP Analytics Core - https://lakshmidrip.github.io/DROP-Analytics-Core/
 *  - DROP Portfolio Core - https://lakshmidrip.github.io/DROP-Portfolio-Core/
 *  - DROP Numerical Core - https://lakshmidrip.github.io/DROP-Numerical-Core/
 * 
 * 	DROP Analytics Core implements libraries for the following:
 * 	- Fixed Income Analytics
 * 	- Asset Backed Analytics
 * 	- XVA Analytics
 * 	- Exposure and Margin Analytics
 * 
 * 	DROP Portfolio Core implements libraries for the following:
 * 	- Asset Allocation Analytics
 * 	- Transaction Cost Analytics
 * 
 * 	DROP Numerical Core implements libraries for the following:
 * 	- Statistical Learning
 * 	- Numerical Optimizer
 * 	- Spline Builder
 * 	- Algorithm Support
 * 
 * 	Documentation for DROP is Spread Over:
 * 
 * 	- Main                     => https://lakshmidrip.github.io/DROP/
 * 	- Wiki                     => https://github.com/lakshmiDRIP/DROP/wiki
 * 	- GitHub                   => https://github.com/lakshmiDRIP/DROP
 * 	- Repo Layout Taxonomy     => https://github.com/lakshmiDRIP/DROP/blob/master/Taxonomy.md
 * 	- Javadoc                  => https://lakshmidrip.github.io/DROP/Javadoc/index.html
 * 	- Technical Specifications => https://github.com/lakshmiDRIP/DROP/tree/master/Docs/Internal
 * 	- Release Versions         => https://lakshmidrip.github.io/DROP/version.html
 * 	- Community Credits        => https://lakshmidrip.github.io/DROP/credits.html
 * 	- Issues Catalog           => https://github.com/lakshmiDRIP/DROP/issues
 * 	- JUnit                    => https://lakshmidrip.github.io/DROP/junit/index.html
 * 	- Jacoco                   => https://lakshmidrip.github.io/DROP/jacoco/index.html
 * 
 *  Licensed under the Apache License, Version 2.0 (the "License");
 *   	you may not use this file except in compliance with the License.
 *   
 *  You may obtain a copy of the License at
 *  	http://www.apache.org/licenses/LICENSE-2.0
 *  
 *  Unless required by applicable law or agreed to in writing, software
 *  	distributed under the License is distributed on an "AS IS" BASIS,
 *  	WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 *  
 *  See the License for the specific language governing permissions and
 *  	limitations under the License.
 */

/**
 * <i>ForwardSwapRate</i> generates the Forward Swap Rates over Monthly Increments with Maturity up to 60
 * Years for different Swap Tenors.
 *  
 * <br><br>
 *  <ul>
 *		<li><b>Module </b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/AnalyticsCore.md">Analytics Core Module</a></li>
 *		<li><b>Library</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/FixedIncomeAnalyticsLibrary.md">Fixed Income Analytics Library</a></li>
 *		<li><b>Project</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/sample/README.md">Sample</a></li>
 *		<li><b>Package</b> = <a href = "https://github.com/lakshmiDRIP/DROP/tree/master/src/main/java/org/drip/sample/intexfeed/README.md">Intex Feed Inputs</a></li>
 *  </ul>
 * <br><br>
 * 
 * @author Lakshmi Krishnamurthy
 */

public class ForwardSwapRate {

	private static final FixFloatComponent OTCIRS (
		final JulianDate dtSpot,
		final String strCurrency,
		final String strMaturityTenor)
	{
		FixedFloatSwapConvention ffsc = IBORFixedFloatContainer.ConventionFromJurisdiction (
			strCurrency,
			"NYC",
			strMaturityTenor,
			"MAIN"
		);

		return ffsc.createFixFloatComponent (
			dtSpot,
			strMaturityTenor,
			0.,
			0.,
			1.
		);
	}

	private static final MergedDiscountForwardCurve FundingCurve (
		final JulianDate dtSpot,
		final String strCurrency)
		throws Exception
	{
		String[] astrDepositMaturityTenor = new String[] {
			"2D"
		};

		double[] adblDepositQuote = new double[] {
			0.0130411 // 2D
		};

		double[] adblFuturesQuote = new double[] {
			0.01345,	// 98.655
			0.01470,	// 98.530
			0.01575,	// 98.425
			0.01660,	// 98.340
			0.01745,  	// 98.255
			0.01845   	// 98.155
		};

		String[] astrFixFloatMaturityTenor = new String[] {
			"02Y",
			"03Y",
			"04Y",
			"05Y",
			"06Y",
			"07Y",
			"08Y",
			"09Y",
			"10Y",
			"11Y",
			"12Y",
			"15Y",
			"20Y",
			"25Y",
			"30Y",
			"40Y",
			"50Y"
		};

		double[] adblFixFloatQuote = new double[] {
			0.016410, //  2Y
			0.017863, //  3Y
			0.019030, //  4Y
			0.020035, //  5Y
			0.020902, //  6Y
			0.021660, //  7Y
			0.022307, //  8Y
			0.022879, //  9Y
			0.023363, // 10Y
			0.023820, // 11Y
			0.024172, // 12Y
			0.024934, // 15Y
			0.025581, // 20Y
			0.025906, // 25Y
			0.025973, // 30Y
			0.025838, // 40Y
			0.025560  // 50Y
		};

		return LatentMarketStateBuilder.SmoothFundingCurve (
			dtSpot,
			strCurrency,
			astrDepositMaturityTenor,
			adblDepositQuote,
			"ForwardRate",
			adblFuturesQuote,
			"ForwardRate",
			astrFixFloatMaturityTenor,
			adblFixFloatQuote,
			"SwapRate"
		);
	}

	public static final void main (
		final String[] astrArgs)
		throws Exception
	{
		EnvManager.InitEnv ("");

		JulianDate dtSpot = DateUtil.CreateFromYMD (
			2017,
			DateUtil.OCTOBER,
			5
		);

		int iNumMonth = 720;
		String strCurrency = "USD";
		String[] astrSwapTenor = new String[] {
			"02Y",
			"03Y",
			"04Y",
			"05Y",
			"06Y",
			"07Y",
			"08Y",
			"09Y",
			"10Y",
			"11Y",
			"12Y",
			"15Y",
			"20Y",
			"25Y",
			"30Y",
			"40Y",
			"50Y"
		};

		MergedDiscountForwardCurve mdfc = FundingCurve (
			dtSpot,
			strCurrency
		);

		ValuationParams valParams = ValuationParams.Spot (dtSpot.julian());

		CurveSurfaceQuoteContainer csqc = MarketParamsBuilder.Create (
			mdfc,
			null,
			null,
			null,
			null,
			null,
			null
		);

		System.out.println ("SpotDate,ForwardDate,MaturityTenor,MaturityDate,SwapRate,SpotDV01,ForwardDV01");

		for (int i = 0; i <= iNumMonth; ++i) {
			JulianDate dtForward = dtSpot.addMonths (i);

			double dblDFForward = mdfc.df (dtForward);

			for (int j = 0; j < astrSwapTenor.length; ++j) {
				FixFloatComponent ffc = OTCIRS (
					dtForward,
					strCurrency,
					astrSwapTenor[j]
				);

				Map<String, Double> mapOutput = ffc.value (
					valParams,
					null,
					csqc,
					null
				);

				double dblForwardSwapRate = mapOutput.get ("SwapRate");

				double dblForwardSwapDV01 = mapOutput.get ("CleanFixedDV01");

				System.out.println (
					dtSpot + "," +
					dtForward + "," +
					astrSwapTenor[j] + "," +
					ffc.maturityDate() + "," +
					FormatUtil.FormatDouble (dblForwardSwapRate, 1, 8, 100.) + "%" + "," +
					FormatUtil.FormatDouble (dblForwardSwapDV01, 1, 8, 10000.) + "," +
					FormatUtil.FormatDouble (dblForwardSwapDV01 / dblDFForward, 1, 8, 10000.)
				);
			}
		}

		EnvManager.TerminateEnv();
	}
}