An empirical behavioral model of household’s deposit dollarization

Journal of Economic Interaction and Coordination - Tập 17 - Trang 827-847 - 2022
Ramis Khabibullin1, Alexey Ponomarenko1
1Bank of Russia, Moscow, Russian Federation

Tóm tắt

We use the behavioral concept to endogenously model the evolution of the link between households’ deposit dollarization and exchange rate developments in Russia. We estimate the model empirically and show that the reaction of households to exchange rate appreciation weakens when exchange rate developments become more volatile. The proposed model outperforms the contemporary nonlinear time series models in forecasting the changes in dollarization during the Bank of Russia’s transition to a flexible exchange rate regime.

Tài liệu tham khảo

Bank of Russia (2013) The history of the Bank of Russia’s exchange rate policy. BIS Papers 73:293–299 Barajas, A., Morales, R.A. (2003) Dollarization of liabilities: beyond the usual suspects. IMF Working Paper 03/11 Beal, M.J. (2003) Variational algorithms for approximate Bayesian inference (Doctoral dissertation, UCL (University College London)). Di Guilmi C, Gallegati M, Landini S (2008) Economic dynamics with financial fragility and mean-field interaction: A model. Physica A 387(15):3852–3861 Di Guilmi C, Gallegati M, Landini S, Stiglitz JE (2020) An analytical solution for network models with heterogeneous and interacting agents. J Econ Behav Organ 171:189–220 Di Narzo AF, Aznarte JL, Stigler M (2009) tsDyn: Time series analysis based on dynamical systems theory. Mimeo Feige EL (2003) Dynamics of currency substitution, asset substitution and de facto dollarization and euroisation in transition countries. Comp Econ Stud 45:358–383 Franke R, Westerhoff F (2012) Structural stochastic volatility in asset pricing dynamics: estimation and model contest. J Econ Dyn Control 36:1193–1211 Honohan P (2007) Dollarization and exchange rate fluctuations. CEPR Discussion Paper 6205 Kamin SB, Ericsson NR (2003) Dollarization in post-hyperinflationary Argentina. J Int Money Fin 22:85–211 Khabibullin R, Seleznev S (2020) Stochastic gradient variational Bayes with normalizing flows for estimation of macroeconomic models. Bank of Russia working paper series 61 Kokenyne A, Ley J, Veyrune R (2010) Dedollarization. IMF Working Paper 10/88 Koop G, Korobilis D (2013) Large time-varying parameter VARs. J Econometrics 177(2):185–198 Lamperti F, Roventini A, Sani A (2018) Agent-based model calibration using machine learning surrogates. J Econ Dyn Control 90:366–389 Lux T (2018) Estimation of agent-based models using sequential Monte Carlo methods. J Econ Dyn Control 91:391–408 Neanidis K, Savva C (2009) Financial dollarization: short-run determinants in transition economies. J Bank Finance 33:1860–1873 Nogueira F (2014) Bayesian Optimization: Open source constrained global optimization tool for Python. GitHub. See https://github.com/fmfn/BayesianOptimization. Perlin M (2015). MS_Regress-the Matlab package for markov regime switching models. Available at SSRN 1714016. Ponomarenko A, Solovyeva A, Vasilieva E (2013) Financial dollarization in Russia: causes and consequences. Macroecon and Fin Emerg Market Econ 6(2):221–243 Rezende DJ, Mohamed S (2015) Variational inference with normalizing flows. arXiv preprint arXiv:1505.05770. Samreth S (2011) An empirical study on the hysteresis of currency substitution in Cambodia. J Asian Econ 22(6):518–527 Valev NT (2010) The Hysteresis of Currency Substitution: Currency Risk vs Network Externalities. J Int Money and Fin. 29(2):224–235 Westerhoff F (2009) Exchange rate dynamics: a nonlinear survey. In: Rosser JB (ed) Handbook of Research on Complexity. Edward Elgar, Cheltenham, pp 287–325