Example

Disequilibrium from Zero Expected Depreciation

This example illustrates how an expectation of zero currency depreciation can lead to a market disequilibrium under the Uncovered Interest Parity (UIP) principle. If investors anticipate no change in the South African rand's value against the US dollar (δE=0\delta^E = 0), a South African bond with a higher nominal interest rate than a US bond would offer a superior expected return. According to UIP, this scenario cannot be a sustained equilibrium, as the heightened attractiveness would create excessive demand for rand assets, disrupting the market balance.

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Updated 2026-05-02

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