Abstracts of Doireann Fitzgerald’s Papers

 

Publications:

 

“Can Trade Costs Explain Why Exchange Rate Volatility Doesn’t Feed into Consumer Prices?” (September 2007). Journal of Monetary Economics, forthcoming. Data and Programs

 

Abstract: If countries specialize in imperfectly substitutable goods, trade costs increase the share of expenditure devoted to domestic output, reducing the exposure of consumer price inflation to exchange rate changes. I present a multi-country flexible-price model where expenditure shares are inversely related to trade costs through a gravity equation. In this setting, consumer price inflation can be approximated as an expenditure share weighted average of the contributions to inflation from all countries. I use data from 24 OECD countries, 1970-2003, to estimate a structural gravity model. I combine the fitted expenditure shares from the estimation with actual data on exchange rates to construct predictions of inflation. The behavior of these predictions indicates that trade costs can explain both qualitatively and quantitatively the failure of exchange rate volatility to feed into inflation.

 

“Specialization, Factor Accumulation and Development,” (December 2004), joint with Juan Carlos Hallak, Journal of International Economics 64 (2), 277-302.

 

Abstract: We estimate the effect of factor proportions on the pattern of manufacturing specialization in a cross-section of OECD countries, taking into account that factor accumulation responds to productivity. We show that the failure to control for productivity differences produces biased estimates. Our model explains 2/3 of the observed differences in the pattern of specialization between the poorest and richest OECD countries. However, because factor proportions and the pattern of specialization co-move in the development process, their strong empirical relationship is not sufficient to determine whether specialization is driven by factor proportions, or by other mechanisms also correlated with level of development.

 

Working Papers:

 

“Trade Costs, Asset Market Frictions and Risk Sharing: A Joint Test,” (May 2007).

 

Abstract: Why does international consumption risk sharing fail? I propose a new test that uses data on bilateral imports to identify whether both trade costs and asset market frictions are necessary to explain this failure. I implement the test using a sample of 73 developed and developing countries, 1970-2000. The null hypothesis of no trade costs is overwhelmingly rejected for both developed and developing countries. Two versions of the test give contrasting results on the role of asset market frictions. The baseline test does not reject the null hypothesis of frictionless asset markets within developed countries, though it does reject between developed and developing countries. A variant on the baseline test finds that the marginal utility of wealth moves with current income for both developed and developing countries. But the sensitivity of the marginal utility of wealth to income in developed countries is 1/3 of what it is in developing countries, and is only marginally significantly different from zero.

“Exchange Rates and Producer Prices: Evidence From Micro-Data,” with Stefanie Haller (June 2008).

 

Abstract: We use a unique data set that matches survey data on domestic and export prices to plant census information to address the following questions. Are desired markups constant or variable? How are markups adjusted in response to demand shocks? Does the probability that prices change respond to demand shocks? Our identification strategy is based on matched observations for the price charged for a given product by a given plant in two markets that are segmented by variable exchange rates. Changes in exchange rates shift perceived relative demand across the two markets while potentially also affecting costs. We use fixed effects to control for changes in marginal cost and focus on markup responses to demand shocks. Our findings suggest that desired markups are not constant. In particular, it appears that desired markups increase in response to increases in demand and fall in response to reductions in demand. Our findings on the state-dependence of price setting are equivocal. We are unable to distinguish between the case of no state dependence and the case of state dependence combined with a unit elasticity of desired markups with respect to exchange rate-driven demand shocks.

 

Old Stuff:

 

“Terms-of-Trade Effects, Interdependence and Cross-Country Differences in Price Levels,” (May 2003).

 

Abstract: This paper revisits the theory and the empirics of the classic Balassa-Samuelson productivity model of cross-country differences in price levels. The classic model says that price levels are positively related to productivity in the traded sector and negatively related to productivity in the non-traded sector. I show that once endogenous specialization and costly intra-temporal trade are added to the classic model, this result is modified in two ways. First, the elasticity of relative prices with respect to traded sector productivity depends on the strength of terms-of-trade effects, and may even be negative if terms-of-trade effects are sufficiently strong. Second, the asymmetric trade patterns induced by costly trade mean that the relative price level between a pair of countries depends on productivity in all other countries that these two countries trade with. I simulate the model with trade costs, and show that both of these effects are potentially important. I then use the insight that traded-sector production is specialized to reassess the empirical evidence on productivity models of price level differences. I show that the evidence of other researchers is inconclusive. I estimate the relationship in a way that is consistent with the theoretical model. The model is not rejected, but the evidence is not strongly in favor either.

 

“Exchange Rates and Asymmetric Shocks: How Did Europe Respond Before EMU?” (April 2000).

 

Abstract: In a currency union, regional adjustment to asymmetric shocks can be decomposed into four margins. Adjustment can take place through employment, unemployment, participation and wages. Where regions or countries have different currencies, exchange rates are a fifth margin of adjustment. I explore the response to shocks of wages denominated in a common currency under different conditions of exchange rate flexibility. I show that this wage measure is more responsive the greater the degree of exchange rate flexibility. This suggests that the exchange rate was potentially an important margin of adjustment to shocks in Europe before EMU.

 

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Last update to this page: January 2008