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American Economic Review Vol. 80 No. 4 1990

Long Swings in the Dollar: Are They in the Data and Do Markets Know It?

Charles Engel; James D. Hamilton

Abstract

The value of the dollar appears to move in one direction for long periods of time. We develop a new statistical model of exchange rate dynamics as a sequence of stochastic, segmented time trends. We reject the null hypothesis that exchange rates follow a random walk in favor of our model of long swings. Our model also generates better forecasts than a random walk. The specification is a natural framework for assessing the importance of the "peso problem" for the dollar. We nonetheless reject uncovered interest parity.

Volume
80
Issue
4
Pages
689-713
Sources
bibtex:phds-export.bib

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