Commodity tail-risk and exchange rates

Massimiliano Bondatti, Giovanni Rillo

Research output: Contribution to journalArticlepeer-review

6 Citations (Scopus)

Abstract

This paper studies the downside tail-risk relationship between currencies and commodities. In order to do so, we use the novel MCoVaR with Elastic-Net of Bonaccolto et al. (2021) to simultaneously account for the potential ties among a large set of commodities. We show that exchange rates are significantly exposed to downside tail-risk with respect to several commodities, including, but not limited to, oil and gold. Additionally, we find that different exchange rates are vulnerable to tail-risk in different commodities. Lastly, the results with respect to gold indicate that the Japanese yen and the Swiss franc can be considered safe-haven assets.

Original languageEnglish
Article number102937
JournalFinance Research Letters
Volume47
DOIs
Publication statusPublished - Jun 2022

Keywords

  • Commodity prices
  • CoVaR
  • Elastic-Net
  • Exchange rates
  • Tail-risk

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