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The Effects of Real Exchange Rate Depreciation in an Economy with Extreme Liability Dollarization
 

The Effects of Real Exchange Rate Depreciation in an Economy with Extreme Liability Dollarization

Ola Melander
715
SSE/EFI Working Paper Series in Economics and Finance, 715, Economic Research Institute, Stockholm School of Economics (EFI)
2009
Real exchange rate VAR liability dollarization balance sheet effects contractionary depreciation E44 F41 G15
This paper studies the effects of real exchange rate (RXR) shocks in an economy with extreme liability dollarization using vector autoregression (VAR) methods. Bolivia’s extreme liability dollarization makes it an interesting case for empirical testing of the contractionary-depreciations hypothesis. In contrast to the previous contractionary-depreciations literature, the paper uses identification assumptions which are inspired by modern macroeconomic theory and common in the empirical VAR literature on the effects of monetary policy. I find that a RXR depreciation has negligible effects on output, since a contractionary balance-sheet effect on investment is counteracted by the standard expansionary effect on net exports. Furthermore, I find that a RXR depreciation has inflationary effects.

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