Working paper

Destabilizing carry trades

Guillaume Plantin, and Huyn Shin

Abstract

We offer a model of currency carry trades in which carry traders earn positive excess returns if they successfully coordinate on supply- ing excessive capital to a target economy. The interest-rate differential between their funding currency and the target currency is their coor- dination device. We solve for a unique equilibrium that exhibits the classic pattern of the carry-trade recipient currency appreciating for extended periods, punctuated by sharp falls.

Reference

Guillaume Plantin, and Huyn Shin, Destabilizing carry trades, TSE Working Paper, n. 14-512, June 2014.

Published in

TSE Working Paper, n. 14-512, June 2014