Destabilizing carry trades

Plantin, G. & Song Shin, H. (2014). Destabilizing carry trades. (Systemic Risk Centre Discussion Papers 17). Systemic Risk Centre, The London School of Economics and Political Science.
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We offer a model of currency carry trades in which carry traders earn positive excess returns if they successfully coordinate on supplying excessive capital to a target economy. The interest-rate differential between their funding currency and the target currency is their coordination device. We solve for a unique equilibrium that exhibits the classic pattern of the carry-trade recipient currency appreciating for extended periods, punctuated by sharp falls.

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