International Finance Multiple choice questions, finish within 30 mins

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ch031.ppt

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Multinational Financial Management

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CHAPTER 3

THE INTERNATIONAL MONETARY SYSTEM

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CHAPTER OVERVIEW

I. ALTERNATIVE EXCHANGE RATE SYSTEMS

II. A BRIEF HISTORY OF THE INTERNATIONAL MONETARY SYTEM

III. THE EUROPEAN MONETARY SYSTEM AND MONETARY UNION

IV. EMERGING MARKET CURRENCY CRISES

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PART I. ALTERNATIVE
EXCHANGE RATE SYSTEMS

I. FIVE MARKET MECHANISMS

A. Freely Floating (“Clean Float”)

1. Market forces of supply and demand determine rates.

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ALTERNATIVE EXCHANGE RATE SYSTEMS

2. Forces influenced by

a. price levels

b. interest rates

c. economic growth

3. Rates fluctuate randomly over time.

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ALTERNATIVE EXCHANGE RATE SYSTEMS

B. Managed Float (“Dirty Float”)

1. Market forces set rates unless excess volatility occurs.

2. Then, central bank determines rate.

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ALTERNATIVE EXCHANGE RATE SYSTEMS

C. Target-Zone Arrangement

1. Rate Determination

a. Market forces constrained to upper and lower range of rates.

b. Members to the arrangement

adjust their national economic policies to maintain target.

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ALTERNATIVE EXCHANGE RATE SYSTEMS

D. Fixed Rate System

1. Rate determination

a. Government maintains target rates.

b. If rates threatened, central banks buy/sell currency.

c. Monetary policies coordinated.

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ALTERNATIVE EXCHANGE RATE SYSTEMS

E. Current System

1. A hybrid system

a. Major currencies: use freely- floating method

b. Other currencies move in and out of various fixed-rate systems.

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PART II. A BRIEF HISTORY OF THE INTERNATIONAL MONETARY SYSTEM

I. THE USE OF GOLD

A. Desirable properties

B. In short run: High production costs limit changes.

C. In long run: Commodity money insures stability.

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A BRIEF HISTORY

II. The Classical Gold Standard

(1821-1914)

A. Major global currencies on gold standard.

1. Nations fix the exchange rate in terms of a specific amount of gold.

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A BRIEF HISTORY

2. Maintenance involved the

buying and selling of gold at that price.

3. Disturbances in Price Levels:

Would be offset by the price- specie*-flow mechanism.

* specie = gold coins

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A BRIEF HISTORY

a. Price-specie-flow mechanism

adjustments were automatic:

1.) When a balance of payments surplus led to a gold inflow;

2.) Gold inflow led to higher prices which reduced surplus;

3.) Gold outflow led to lower prices and increased surplus.

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A BRIEF HISTORY

III. The Gold Exchange Standard (1925-1931)

A. Only U.S. and Britain allowed to hold gold reserves.

B. Others could hold both gold, dollars or pound reserves.

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A BRIEF HISTORY

C. Currencies devalued in 1931

- led to trade wars.

D. Bretton Woods Conference

- called in order to avoid

future protectionist and

destructive economic policies

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A BRIEF HISTORY

V. The Bretton Woods System (1946-1971)

1. U.S.$ was key currency;

valued at $1 - 1/35 oz. of gold.

2. All currencies linked to that price in a fixed rate system.

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A BRIEF HISTORY

3. Exchange rates allowed to fluctuate by 1% above or below initially set rates.

B. Collapse, 1971

1. Causes:

a. U.S. high inflation rate

b. U.S.$ depreciated sharply.

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A BRIEF HISTORY

V. Post-Bretton Woods System (1971-Present)

A. Smithsonian Agreement, 1971:

US$ devalued to 1/38 oz. of gold.

By 1973: World on a freely floating exchange rate system.

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A BRIEF HISTORY

B. OPEC and the Oil Crisis (1973-774)

1. OPEC raised oil prices four fold;

2. Exchange rate turmoil resulted;

3. Caused OPEC nations to earn large surplus B-O-P.

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A BRIEF HISTORY

4. Surpluses recycled to debtor nations which set up debt crisis of 1980’s.

C. Dollar Crisis (1977-78)

1. U.S. B-O-P difficulties

2. Result of inconsistent monetary policy in U.S.

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A BRIEF HISTORY

3. Dollar value falls as confidence shrinks.

D. The Rising Dollar (1980-85)

1. U.S. inflation subsides as the Fed raises interest rates

2. Rising rates attracts global capital to U.S.

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A BRIEF HISTORY

3. Result: Dollar value rises.

E. The Sinking Dollar:(1985-87)

1. Dollar revaluated slowly downward;

2. Plaza Agreement (1985)

G-5 agree to depress US$

further.

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A BRIEF HISTORY

3. Louvre Agreement (1987)

G-7 agree to support the falling US$.

F. Recent History (1988-Present)

1. 1988 US$ stabilized

2. Post-1991 Confidence resulted in stronger dollar

3. 1993-1995 Dollar value falls

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PART III.
THE EUROPEAN MONETARY SYSTEM

I. INTRODUCTION

A. The European Monetary System (EMS)

1. A target-zone method (1979)

2. Close macroeconomic policy coordination required.

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THE EUROPEAN MONETARY SYSTEM

B. EMS Objective:

to provide exchange rate stability to all members by holding exchange rates within specified limits.

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THE EUROPEAN MONETARY SYSTEM

C. European Currency Unit (ECU)

a “cocktail” of European currencies with specified weights as the unit of account.

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THE EUROPEAN MONETARY SYSTEM

1. Exchange rate mechanism (ERM)

- each member determines mutually agreed upon central cross rate for its currency.

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THE EUROPEAN MONETARY SYSTEM

2. Member Pledge:

to keep within 15% margin above or below the central rate.

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THE EUROPEAN MONETARY SYSTEM

D. EMS ups and downs

1. Foreign exchange interventions:

failed due to lack of support by coordinated monetary policies.

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THE EUROPEAN MONETARY SYSTEM

2. Currency Crisis of Sept. 1992

a. System broke down

b. Britain and Italy forced towithdraw from EMS.

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THE EUROPEAN MONETARY SYSTEM

G. Failure of the EMS:

members allowed political priorities to dominate exchange rate policies.

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THE EUROPEAN MONETARY SYSTEM

H. Maastricht Treaty

1. Called for Monetary Union by 1999 (moved to 2002)

2. Established a single currency:

the euro

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THE EUROPEAN MONETARY SYSTEM

3. Calls for creation of a single

central EU bank

4. Adopts tough fiscal standards

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THE EUROPEAN MONETARY SYSTEM

I. Costs / Benefits of A Single Currency

A. Benefits

1. Reduces cost of doing business

2. Reduces exchange rate risk

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THE EUROPEAN MONETARY SYSTEM

B. Costs

1. Lack of national monetary flexibility.

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PART IV. EMERGING MARKET CURRENCY CRISES

Transmission Mechanisms

A. Trade links

contagion spreads through trade

B. Financial System

-more important transmission mechanism

-investors sell off to make up for losses

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EMERGING MARKET CURRENCY CRISES

Origins of Emerging Market Crises

A. Moral hazard

B. Fundamental Policy Conflict

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EMERGING MARKET CURRENCY CRISES

Policy Proposals for Dealing with Emerging Market Crises

A. Currency Controls

B. Freely Floating Currency

C. Permanently Fixed Exchange Rate