4 Comments

You're back :-)

Looking forward to Part 2!

Expand full comment

Lily- thanks for this post! I really appreciate your comments on figuring out if we are overpaying or underpaying for risk. That's a million dollar question!

Expand full comment

Shouldn't you expect EUR to weaken relative to USD if interest in EUR>USD?

Expand full comment
author

You're correct. I reglanced over the writing this morning. Not a currency trader myself, but that's the correct implication (if you want to eradicate the profit of an arbitrage under CIRP, you'd expect that the higher interest rate is offset by an increasingly adverse exchange rate).

Fixed it.

Expand full comment