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The Currency Carry Trade and Subjective Expectations Kyung Rok Min

Dissertations & Theses @ University of Pennsylvania Available online

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Format:
Book
Thesis/Dissertation
Author/Creator:
Min, Kyung Rok, author.
Contributor:
University of Pennsylvania. Finance., degree granting institution.
Language:
English
Subjects (All):
Finance.
Film studies.
0508.
0900.
0501.
Local Subjects:
Finance.
Film studies.
0508.
0900.
0501.
Physical Description:
1 electronic resource (75 pages)
Contained In:
Dissertations Abstracts International 86-12A
Place of Publication:
Ann Arbor : ProQuest Dissertations and Theses, 2025
Language Note:
English
Summary:
Using survey-based forecasts, we construct measures of subjective return expectations for the currency carry trade and uncover systematic forecast errors in both the exchange rate and interest rate components. The evidence on forecast error dynamics points towards extrapolative beliefs. In addition, we find a negative correlation between return expectations and contemporaneous exchange rate movements, as well as a positive correlation with net bond inflows at the currency level, consistent with the idea that return expectations for the carry trade contribute to currency demand. We also document patterns in conditional correlation between expected currency appreciation and subsequent exchange rate movements, and link those results to a related evidence on forecast errors.
Notes:
Source: Dissertations Abstracts International, Volume: 86-12, Section: A.
Advisors: Roussanov, Nikolai Committee members: Myers, Sean; Abel, Andrew B.
Ph.D. University of Pennsylvania 2025
Local Notes:
School code: 0175
ISBN:
9798280757349
Access Restriction:
Restricted for use by site license

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