Household Heterogeneity and the Real Exchange Rate: Still a Puzzle
Abstract
Kocherlakota and Pistaferri (EJ, 2007) [KP] develop a model of a world economy with private-information Pareto optimal (PIPO) risk sharing; in that model, the real exchange rate tracks relative domestic/foreign cross-sectional distributions of consumption. KP claim that the PIPO model fits the UK/US real exchange rate well. This paper shows that the PIPO model is inconsistent with the UK/US data. Minor specification changes overturn KP’s regression results. I also document that the relevant (relative) cross-sectional consumption moment is orders of magnitude more volatile than the real exchange rate, and less persistent. The link between the real exchange rage and consumption (heterogeneity) remains a puzzle.Download Info
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Bibliographic Info
Paper provided by C.E.P.R. Discussion Papers in its series CEPR Discussion Papers with number 7301.Length:
Date of creation: May 2009
Date of revision:
Handle: RePEc:cpr:ceprdp:7301
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Related research
Keywords: heterogeneity; International risk sharing; real exchange rate;Find related papers by JEL classification:
- F36 - International Economics - - International Finance - - - Financial Aspects of Economic Integration
- F41 - International Economics - - Macroeconomic Aspects of International Trade and Finance - - - Open Economy Macroeconomics
This paper has been announced in the following NEP Reports:
- NEP-ALL-2009-05-23 (All new papers)
- NEP-CBA-2009-05-23 (Central Banking)
- NEP-IFN-2009-05-23 (International Finance)
- NEP-OPM-2009-05-23 (Open Economy Macroeconomic)
References
References listed on IDEASPlease report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
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Citations
Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.Cited by:
- Vo Phuong Mai Le & Patrick Minford & Michael Wickens, 2009.
" The ‘Puzzles’ Methodology: En Route to Indirect Inference?,"
CDMA Conference Paper Series
0903, Centre for Dynamic Macroeconomic Analysis.
- Le, Vo Phuong Mai & Minford, Patrick & Wickens, Michael, 2010. "The 'Puzzles' methodology: En route to Indirect Inference?," Economic Modelling, Elsevier, vol. 27(6), pages 1417-1428, November.
- Le, Vo Phuong Mai & Minford, Patrick & Wickens, Michael, 2009. "The 'Puzzles' methodology: en route to Indirect Inference?," Cardiff Economics Working Papers E2009/22, Cardiff University, Cardiff Business School, Economics Section.
- Le, Vo Phuong Mai & Minford, Patrick & Wickens, Michael R., 2009. "The 'Puzzles' Methodology: en route to Indirect Inference?," CEPR Discussion Papers 7539, C.E.P.R. Discussion Papers.
- Atanas CHRISTEV & Jacques MELITZ, 2010.
"EMU, EU, Capital Market Integration and Consumption Smoothing,"
Working Papers
2010-06, Centre de Recherche en Economie et Statistique.
- Christev, Atanas & Mélitz, Jacques, 2010. "EMU, EU, capital market integration and consumption smoothing," CEPR Discussion Papers 7776, C.E.P.R. Discussion Papers.
- Atanas Christev & Jacques Melitz, 2011.
"EMU, EU, Market Integration and Consumption Smoothing,"
Working Papers
2011-21, CEPII research center.
- Atanas Christev & Jacques Melitz, 2012. "EMU, EU, Market Integration and Consumption Smoothing," Heriot-Watt University Economics Discussion Papers 1209, Department of Economics, School of Management and Languages, Heriot Watt University.
- Basu, Parantap & Semenov, Andrei & Wada, Kenji, 2011. "Uninsurable risk and financial market puzzles," Journal of International Money and Finance, Elsevier, vol. 30(6), pages 1055-1089, October.
- Le, Vo Phuong Mai & Minford, Patrick & Wickens, Michael R., 2010.
"Some Problems in the Testing of DSGE Models,"
CEPR Discussion Papers
7621, C.E.P.R. Discussion Papers.
- Le, Vo Phuong Mai & Minford, Patrick & Wickens, Michael, 2009. "Some problems in the testing of DSGE models," Cardiff Economics Working Papers E2009/31, Cardiff University, Cardiff Business School, Economics Section.
- Basu, Parantap & Semenov, Andrei & Wada, Kenji, 2009. "Uninsurable Risk and Financial Market Puzzles," MPRA Paper 23351, University Library of Munich, Germany.
- Michael B. Devereux & Viktoria Hnatkovska, 2011. "Consumption Risk-Sharing and the Real Exchange Rate: Why does the Nominal Exchange Rate Make Such a Difference?," NBER Working Papers 17288, National Bureau of Economic Research, Inc.
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