Monetary policy’s rising FX impact in the era of ultra-low rates

B-Tier
Journal: Journal of Banking & Finance
Year: 2021
Volume: 129
Issue: C

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We show that the impact of monetary policy on exchange rates has been growing significantly in recent years. Our results are established by a high-frequency event study of how key fixed income instruments with different maturities respond jointly with exchange rates to monetary policy news from six major central banks. Across countries, news affecting short-term maturity bonds tend to have the strongest impact, highlighting the relevance of communication regarding the path of future monetary policy for exchange rate movements even when policy rates are near their lower bound. We find that the FX impact of monetary policy is state-dependent and is stronger the lower is the level of interest rates, in line with a greater effect through currency risk premia.

Technical Details

RePEc Handle
repec:eee:jbfina:v:129:y:2021:i:c:s037842662100100x
Journal Field
Finance
Author Count
3
Added to Database
2026-01-26