The demand for and supply of a currency

International Trade and Globalisation – Foreign‑Exchange Rates

Objective

Explain why individuals, businesses and governments buy or sell foreign currencies, describe how the foreign‑exchange market determines the exchange rate, and analyse the short‑term effects of exchange‑rate movements.

Key Concepts

  • Foreign‑exchange rate (exchange rate): the price of one currency expressed in terms of another (e.g. £ = 1.30 US$).
  • Floating exchange rate: a rate that is set by the interaction of demand and supply in the foreign‑exchange market, without a legally binding ceiling or floor.
  • Appreciation: the home currency becomes more valuable – it can buy **more** foreign currency.
  • Depreciation: the home currency becomes less valuable – it can buy **less** foreign currency.

Why Do Economic Agents Buy or Sell Foreign Currency?

The Cambridge IGCSE syllabus identifies four main motives. Each creates either a demand for or a supply of foreign currency.

Motive Typical transaction Effect on the market
Trade in goods & services (imports & exports) Importers need foreign currency to pay overseas suppliers; exporters receive foreign currency when they sell abroad. Imports → demand for foreign currency; Exports → supply of foreign currency.
Investment & profit flows (interest‑rate motive) Foreign investors buy domestic assets (stocks, bonds) and need the home currency; domestic firms pay dividends, interest or profits to foreign shareholders. Capital inflows → supply of foreign currency; profit/dividend payments abroad → demand for foreign currency.
Tourism, remittances and personal transfers Travellers buy foreign currency before a holiday; migrant workers send money home (remittances). Tourism & remittances → demand for foreign currency; receiving remittances → supply of foreign currency.
Speculation & government intervention Speculators buy foreign currency expecting it to rise in value; central banks may buy or sell reserves to stabilise the rate. Speculative buying → demand; speculative selling → supply; government purchases → supply, government sales → demand.

Determination of the Foreign‑Exchange Rate

The market works like any other price‑determination arena: the exchange rate adjusts until the quantity of a foreign currency that buyers wish to obtain equals the quantity that sellers are willing to provide.

Demand for a Foreign Currency

The demand curve slopes downwards – a lower price (home‑currency appreciation) makes the foreign currency cheaper, encouraging more purchases.

Factors that increase demand (shift right)
FactorReason for shift
Higher domestic incomeMore imports → greater need for foreign currency.
Higher relative price of domestic goodsConsumers switch to cheaper foreign goods.
Expectation that the home currency will depreciateBuy foreign currency now to avoid a higher future price.
Increased tourism abroadMore travellers need foreign currency.
Government purchases of foreign reservesOfficial demand for foreign currency.
Profit or dividend payments to foreign shareholdersDomestic firms convert home currency into foreign currency.
Factors that decrease demand (shift left)
FactorReason for shift
Recession or fall in domestic incomeFewer imports.
Expectation that the home currency will appreciateDelay purchases of foreign currency.
Reduced tourism abroadFewer travellers need foreign currency.
Government sale of foreign reservesOfficial supply reduces private demand.

Supply of a Foreign Currency

The supply curve slopes upwards – a higher price (home‑currency depreciation) makes it more attractive for holders of the foreign currency to sell it.

Factors that increase supply (shift right)
FactorReason for shift
Increase in domestic production for exportExporters receive foreign currency.
Higher foreign interest ratesForeign investors move capital into the home country, converting foreign currency into the home currency.
Expectation that the home currency will appreciateSell foreign currency now.
Remittances from abroadWorkers send money home, converting foreign currency.
Government sale of foreign reservesOfficial increase in supply.
Factors that decrease supply (shift left)
FactorReason for shift
Fall in export earningsLess foreign currency earned.
Capital outflows (foreign investors selling domestic assets)Domestic investors need to buy foreign currency.
Expectation that the home currency will depreciateHold foreign currency longer.
Government purchase of foreign reservesOfficial reduction in supply.

Equilibrium Exchange Rate

The equilibrium exchange rate, \(E^{*}\), is the price at which the quantity demanded equals the quantity supplied.

Mathematically:

\[ Q_D(E^{*}) = Q_S(E^{*}) \]

At this point the market “clears” – there is no excess demand or excess supply.

Effect of Shifts in Demand and Supply

ShiftTypical syllabus causeResulting change in \(E\)
Demand curve shifts right (increase) Higher domestic income, expectation of depreciation, larger tourism outflow, government buying reserves Exchange rate rises → home currency **depreciates**
Demand curve shifts left (decrease) Recession, expectation of appreciation, reduced tourism, government selling reserves Exchange rate falls → home currency **appreciates**
Supply curve shifts right (increase) Export boom, higher foreign interest rates, remittances, government selling reserves Exchange rate falls → home currency **appreciates**
Supply curve shifts left (decrease) Export decline, capital outflows, expectation of depreciation, government buying reserves Exchange rate rises → home currency **depreciates**
Suggested diagram: Simultaneous shifts in demand and supply and the resulting new equilibrium exchange rate.

Numerical Example

In the UK the demand and supply for US dollars are given by:

\[ Q_D = 500 - 20E \qquad\text{and}\qquad Q_S = 100 + 10E \]

where \(Q\) is in millions of dollars and \(E\) is the exchange rate (£ per $1). To find the equilibrium rate:

  1. Set \(Q_D = Q_S\):
    \(500 - 20E = 100 + 10E\)
  2. Solve for \(E\):
    \(400 = 30E \;\Rightarrow\; E^{*}= \dfrac{400}{30}\approx 13.33\;£/\$

Interpretation: At £13.33 per US$, the amount of dollars that UK residents want to buy equals the amount that UK exporters and investors are willing to sell.

Consequences of Exchange‑Rate Changes

  • Export competitiveness: Depreciation makes domestic goods cheaper for foreign buyers → export demand rises; appreciation has the opposite effect.
  • Import prices: Depreciation raises the domestic price of imported goods → consumers may buy less and producers face higher input costs.
  • Inflation: Higher import prices can feed into overall price levels, especially in economies that rely heavily on imported inputs.
  • GDP and employment: Increased export demand can boost national output and create jobs in export‑oriented sectors; reduced export demand can have the opposite impact.
  • Balance of payments: A sustained depreciation tends to improve the current‑account balance (more exports, fewer imports); appreciation can worsen it.

Summary

  • Demand for a foreign currency arises from imports, tourism, profit/dividend payments, speculation and government purchases of reserves.
  • Supply of a foreign currency comes from exports, foreign investment (interest‑rate motive), remittances, speculation and government sales of reserves.
  • The floating exchange rate is set where the demand and supply curves intersect; any shift in either curve causes the rate to appreciate or depreciate.
  • Exchange‑rate movements immediately affect export/import competitiveness, price levels, inflation, GDP, employment and the balance of payments.
  • Understanding these mechanisms explains short‑term exchange‑rate volatility and informs business decisions and government policy.

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