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Why the Euro Will Rival the Dollar

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Author Info
Menzie Chinn () (University of Wisconsin)
Jeffrey Frankel () (Harvard University)

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Abstract

The euro has arisen as a credible eventual competitor to the dollar as leading international currency, much as the dollar rose to challenge the pound 70 years ago. This paper uses econometrically-estimated determinants of the shares of major currencies in the reserve holdings of the world’s central banks. Significant factors include: size of the home country, rate of return, and liquidity in the relevant home financial center (as measured by the turnover in its foreign exchange market). There is a tipping phenomenon, but changes are felt only with a long lag (we estimate a weight on the preceding year’s currency share around .9). The equation correctly predicts out-of-sample a (small) narrowing in the gap between the dollar and euro over the period 1999-2007. This paper updates calculations regarding possible scenarios for the future. We exclude the scenario where the United Kingdom joins euroland. But we do take into account of the fact that London has nonetheless become the de facto financial center of the euro, more so than Frankfurt. We also assume that the dollar continues in the future to depreciate at the trend rate that it has shown on average over the last 20 years. The conclusion is that the euro may surpass the dollar as leading international reserve currency as early as 2015.

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File URL: http://www.panoeconomicus.rs/casopis/jedanaestibroj/why%20the%20euro%20will%20rival%20the%20dollar.pdf
File Format: application/pdf
File Function: Translation in Serbian language, 2008
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Publisher Info
Paper provided by Faculty of economics, Department of Economics in its series Working Papers with number 200831.

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Length: 23 pages
Date of creation: Jul 2008
Date of revision: Jul 2008
Publication status: Published in International Finance (2008), 11(1), 49-73 Blackwell Publishing Ltd, Serbian translation published in Panoeconomicus, September 2008, pages 255-278
Handle: RePEc:voj:wpaper:200831

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Web page: http://www.panoeconomicus.rs/

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Related research
Keywords: Foreign exchange market; Euro; Dollar; Reserve currency;

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Find related papers by JEL classification:
E42 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Monetary Sytsems; Standards; Regimes; Government and the Monetary System
F0 - International Economics - - General
F02 - International Economics - - General - - - International Economic Order; Noneconomic International Organizations;; Economic Integration and Globalization: General
F31 - International Economics - - International Finance - - - Foreign Exchange

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  1. Christian Thimann, 2009. "Global roles of currencies," Working Paper Series 1031, European Central Bank. [Downloadable!]
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