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Revisiting the Interest Rate-Exchange Rate Nexus: A Markov Switching Approach

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Author Info
Shiu-Sheng Chen (University of Wisconsin-Madison)

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Abstract

In this paper the interest rate-exchange rate nexus and the effectiveness of interest rate defence are investigated theoretically and empirically. We construct a simple theoretical model by incorporating Taylor rule in the model proposed by Jeanne and Rose (2002). Mixing the macroeconomic theory of exchange rate determination and the noise trading approach to asset price volatility, we present a model with multiple equilibria, which thereafter implies a possible switching between the regimes of high and low volatility of the exchange rates. The theoretical model motivates us to adopt a Markov-switching specification of the nominal exchange rate with time-varying transition probabilities. By investigating the data of Indonesia, South Korea, the Philippines, Thailand, Mexico, Hong Kong, and Turkey, it is shown that raising nominal interest rates leads to a higher probability of switching to a crisis regime. Thus, the empirical results presented here support the views that high interest rate policy is unable to defend the exchange rate. Unlike other studies which consider linear models only, our findings are robust and consistent over different countries and crisis episodes (Asian 1997 crises, Mexico 1994 crisis, and Turkey 1994, 2001 crises). In addition, this paper provides some evidences supporting the view of ``fear of floating''.

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Paper provided by EconWPA in its series International Finance with number 0303002.

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Length: 50 pages
Date of creation: 06 Mar 2003
Date of revision: 13 Mar 2003
Handle: RePEc:wpa:wuwpif:0303002

Note: Type of Document - ; pages: 50 ; figures: included. Preliminary. Comments welcome.
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Related research
Keywords: Exchange rates; Interest rates; Markov switching model;

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Find related papers by JEL classification:
F30 - International Economics - - International Finance - - - General
F31 - International Economics - - International Finance - - - Foreign Exchange
F41 - International Economics - - Macroeconomic Aspects of International Trade and Finance - - - Open Economy Macroeconomics
G15 - Financial Economics - - General Financial Markets - - - International Financial Markets

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  6. Olivier Jeanne & Andrew K. Rose, 2002. "Noise Trading And Exchange Rate Regimes," The Quarterly Journal of Economics, MIT Press, vol. 117(2), pages 537-569, May. [Downloadable!] (restricted)
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  7. Jeanne, Olivier & Masson, Paul R, 1998. "Currency Crises, Sunspots and Markov-Switching Regimes," CEPR Discussion Papers 1990, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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  11. Guillermo A. Calvo & Carmen M. Reinhart, 2002. "Fear Of Floating," The Quarterly Journal of Economics, MIT Press, vol. 117(2), pages 379-408, May. [Downloadable!] (restricted)
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  14. Engel, Charles, 1994. "Can the Markov switching model forecast exchange rates?," Journal of International Economics, Elsevier, vol. 36(1-2), pages 151-165, February. [Downloadable!] (restricted)
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Cited by:
(explanations, Please 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.)

  1. Francis Y. Kumah, 2007. "A Markov-Switching Approach to Measuring Exchange Market Pressure," IMF Working Papers 07/242, International Monetary Fund. [Downloadable!]
  2. Eric Bond & James R. Tybout & Hâle Utar, 2008. "Credit Rationing, Risk Aversion and Industrial Evolution in Developing Countries," NBER Working Papers 14116, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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