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Integration or Independence? An Alternative Assessment of Real Interest Rate Linkages in the European Union

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Author Info
Mark J. Holmes

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Abstract

The relationship between national real interest rates provides a valuable insight into the extent of economic and financial integration between countries. This paper tests for long-run parity in ex post real interest rates among the major European Union (EU) countries over the period 1979-2003. The empirical investigation, however, is based on an alternative approach. Strong parity is determined by whether or not the first largest principal component (LPC), based on real interest rate differentials with respect to a chosen base country, is stationary. The qualitative outcome of the test is invariant to the choice of base country, and compared with alternative multivariate tests for long-run parity, this methodology places less demands on limited data sets. Strong evidence of onshore parity occurs during 1979-1990 and 1993-2003 with the half-life of a deviation to parity that varies towards 6 months. There is no evidence of long-run parity among EU members during 1990-1993 despite the easing of remaining capital controls in 1990. Parity is rejected for a sample of non-EU countries throughout the study period. Copyright Banca Monte dei Paschi di Siena SpA, 2005

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Publisher Info
Article provided by Banca Monte dei Paschi di Siena SpA in its journal Economic Notes.

Volume (Year): 34 (2005)
Issue (Month): 3 (November)
Pages: 407-427
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Handle: RePEc:bla:ecnote:v:34:y:2005:i:3:p:407-427

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  1. Ling, Tai-Hu & Liew, Venus Khim-Sen & Syed Khalid Wafa, Syed Azizi Wafa, 2007. "Fisher hypothesis: East Asian evidence from panel unit root tests," MPRA Paper 5432, University Library of Munich, Germany. [Downloadable!]
  2. Chan, Tze-Haw & Baharumshah, Ahmad Zubaidi & Lau, Evan, 2005. "Real Financial Integration among the East Asian Economies: A SURADF Panel Approach," MPRA Paper 2021, University Library of Munich, Germany, revised Feb 2007. [Downloadable!]
  3. Michael G. Arghyrou & Andros Gregoriou & Alexandros Kontonikas, 2007. "Do real interest rates converge? Evidence from the European Union," Working Papers 2007_21, Department of Economics, University of Glasgow. [Downloadable!]
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  4. Pierre-Richard Agenor & Joshua Aizenman, 2008. "Capital Market Imperfections and the Theory of Optimum Currency Areas," NBER Working Papers 14088, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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