Further predictions of secular dollar weakness, from a portfolio balance perspective
Category Archives: exchange rates
The dollar and interest rate expectations
What can one read from asset responses to “news”
Exchange rate pass through and dollar decline
Is there a direct relationship running from a change in the dollar’s value and import and export prices and thence to consumer prices?
Is dollar depreciation a separate policy channel for trade balance adjustment?
The dollar is on the decline…more or less. Will this cause the long awaited adjustment?
The portfolio balance effect and reserve diversification
Implications from the debate over the Renminbi. And the Won. And the…
Interpreting and Re-interpreting Meese-Rogoff
What the Meese-Rogoff papers do and don’t say, and the implications for empirical exchange rate modeling
New research on the current account adjustment process
Insights on how global current account imbalances might be resolved
New Research on the Sources of Current Account Deficits
Some excerpts from a recent conference on Current Account Sustainability in Major Advanced Economies
Is the Renminbi (Rmb) undervalued in price terms? Does it matter if it is?
With the visit of President Hu to the United States, Chinese currency misalignment is at the top of the agenda. What is “misalignment”?
Trends in Dollar Reserves
Latest data