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The Returns to Currency Speculation / Craig Burnside, Martin Eichenbaum, Isaac Kleshchelski, Sergio Rebelo.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Burnside, Craig.
Contributor:
National Bureau of Economic Research.
Eichenbaum, Martin.
Kleshchelski, Isaac.
Rebelo, Sergio.
Series:
Working Paper Series (National Bureau of Economic Research) no. w12489.
NBER working paper series no. w12489
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2006.
Summary:
Currencies that are at a forward premium tend to depreciate. This 'forward-premium puzzle' represents an egregious deviation from uncovered interest parity. We document the properties of returns to currency speculation strategies that exploit this anomaly. We show that these strategies yield high Sharpe ratios which are not a compensation for risk. In practice bid-ask spreads are an increasing function of order size. In addition, there is price pressure, i.e. exchange rates are an increasing function of net order flow. Together these frictions greatly reduce the profitability of currency speculation strategies. In fact, the marginal Sharpe ratio associated with currency speculation can be zero even though the average Sharpe ratio is positive.
Notes:
Print version record
August 2006.

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