Is Foreign Exchange Exposure Priced? Evidence from the Bond Market

John K. Wald, Sattar Mansi, Yaxuan Qi

Research output: Conference PapersRGC 32 - Refereed conference paper (without host publication)peer-review

Abstract

This study offers empirical evidence on the relation between foreign exchange risk and firms’ cost of public debt. Using Fama–MacBeth two-step regressions, we find that currency risk is priced on average, and foreign currency risk explains 17.6% of bond risk premiums. Moreover, the absolute value of currency risk exposure matters as either larger positive or negative exposures imply higher spreads. We also find that currency exposure is greater for firms in more competitive or more fluid markets, and lower for firms with greater multinational activity. Additional tests show that greater tariffs are associated with lower currency risk exposures.

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