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Journal of Political Economy Vol. 87 No. 2 1979

One-Way Arbitrage and Its Implications for the Foreign Exchange Markets

Alan V. Deardorff

Abstract

The relationship between spot and forward exchange rates and domestic and foreign interest rates is examined with transactions costs in all markets. Market participants choose the least-cost method of exchanging currencies in these markets, thus engaging in one-way arbitrage if that is preferable to a direct transaction. One-way arbitrage consists of using one exchange market and the two securities markets to replace a direct transaction in the other exchange market. It is shown that one-way arbitrage should prevent rates from ever departing enough from interest parity for conventional covered interest arbitrage to break even.

DOI
10.1086/260760
Volume
87
Issue
2
Pages
351-364
Language
en
Sources
openalex crossref

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