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Scrambling for Dollars: International Liquidity, Banks and Exchange Rates / Javier Bianchi, Saki Bigio, Charles Engel.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Bianchi, Javier.
Contributor:
National Bureau of Economic Research.
Bigio, Saki.
Engel, Charles.
Series:
Working Paper Series (National Bureau of Economic Research) no. w29457.
NBER working paper series no. w29457
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2021.
Summary:
We develop a theory of exchange rate fluctuations arising from financial institutions' demand for dollar liquid assets. Financial flows are unpredictable and may leave banks "scrambling for dollars." Because of settlement frictions in interbank markets, a precautionary demand for dollar reserves emerges and gives rise to an endogenous convenience yield on the dollar. We show that an increase in the dollar funding risk leads to a rise in the convenience yield and an appreciation of the dollar, as banks scramble for dollars. We present empirical evidence on the relationship between exchange rate fluctuations for the G10 currencies and the quantity of dollar liquidity, which is consistent with the theory.
Notes:
Print version record
November 2021.

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