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Three current account balances: A "Semi-Structuralist" interpretation

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Author Info
Chinn, Menzie D.
Lee, Jaewoo

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Abstract

Three current account imbalances - one very large deficit (the United States) and two surpluses (Japan and the Euro area) - are subjected to a minimalist structural interpretation. Though simple, this interpretation enables us to assess how much of each of the imbalances require a real exchange rate adjustment. According to the estimates, a large part of the U.S. current account deficit (nearly 2 percentage points of the 2006 deficit of 5(1/2)% of GDP) will undergo an adjustment process that involves real depreciation in its exchange rate. For Japan, a little more than 1 percentage point (of GDP) of the current account surplus is found to require an exchange rate movement (real appreciation) as the surpluses adjust down. For the Euro area, less than half a percentage point of its current account surplus is found to require an adjustment via real appreciation.

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Publisher Info
Article provided by Elsevier in its journal Japan and the World Economy.

Volume (Year): 21 (2009)
Issue (Month): 2 (March)
Pages: 202-212
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Handle: RePEc:eee:japwor:v:21:y:2009:i:2:p:202-212

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Web page: http://www.elsevier.com/locate/inca/505557

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Related research
Keywords: Real exchange rate Current account Historical decomposition;

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Cited by:
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  1. Jaewoo Lee, 2005. "Transfer Effect in National Price Levels," International Finance 0512004, EconWPA. [Downloadable!]
    Other versions:
  2. Kevin Cowan & Sebastián Edwards & Rodrigo Valdés, 2007. "Current Account and External Financing: An Introduction," Working Papers Central Bank of Chile 439, Central Bank of Chile. [Downloadable!]
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This page was last updated on 2009-11-7.


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