Article: Long-term exchange rate movements: the role of the fundamentals in neoclassical models of exchange rates.

The central theme of the neoclassical approach to exchange rates has been that currency prices are determined by the "fundamentals," or those variables that guarantee the efficient operation of the foreign exchange market. This has remained the core concept despite its dismal empirical record. In fact, the only significant shift that failed statistical studies of the proposition have prompted has been the move to focus more intently on those contexts in which fundamentals-based models have worked best' Eric Pentecost's view is typical:

. . . if expectations are driven by charts [i.e., if they are not based on fundamentals], then economists clearly have little if ...

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