Взлеты и падения государств

Fischer, David Hackett. The Great Wave: Price Revolutions and the Rhythm of History. New York: Oxford University Press, 1996.

Fisher, Irving. “The Debt Deflation Theory of Great Depression.” St. Louis Federal Reserve, n.d.

Gavae, Charles. “Back to MV=PQ.” GK Research, January 9, 2014.

Hatiuz, Jan. “Revisiting the Risk of Another Bus.” Goldman Sachs Global Investment Research, November 3, 2014.

Irwin, Neil. “Of Kiwis and Currencies: How a 2 % Inflation Target Became Global Economic Gospel.” New York Times, December 19, 2014.

Kay, John. “History Is the Antidote to Fear of Falling Prices.” Financial Times, January 27, 2015.

Lubin, David, Guillermo Mondino, and Johanna Chua. “Emerging Markets Macro and Strategy Outlook: Can EM Grow If World Trade Doesn’t?” Citigroup Research, February 27, 2015.

Luhnor, David. “The Two Latin Americas.” Wall Street Journal, January 3, 2014. Maheshwari, Vivek, Nimish Joshi, Bravesh Shah, and Rohit Kadam. “Taste of India: E-Tailing, A Virtual Reality.” CLSA Research, January 10, 2014.

Minack, Gerard. “The Wrong Soft of Inlation.” Minack Advisors, August 22, 2014. “Mission Impossible: 2 % Inflation.” BCA Research, August 20, 2015.

Mohanty, Deepak, A. B. Chakraborty, Abhiman Das, and Joice John. “Inflation Threshold in India: An Empirical Investigation.” RBI Working Paper Series, 2011.

“OPEC Annual Statistical Bulletin 2015.” 2015.

Paldam, Martin. “Inflation and Political Instability in Eight Latin American Countries 1946–83.” Public Choice 52, no. 2 (1987): 143–68.

Redenius, Jeremy, Catherine Tubb, and Noelle Guo. “The Challenges to Feeding the World May Not Be So Challenging After All.” Bernstein Research, December 6, 2013.

Reid, Jim, Nick Burns, and Seb Barker. “Long-Term Asset Return Study: Bonds: The Final Bubble Frontier?” Deutsche Bank Markets Research Report, September 10, 2014.

Schofield, Mark. “Challenging the Consensus on Inflation.” Citigroup Research, June 29, 2015.

Scott, David. “Deflationary Boom – Some Random Thoughts and Questions.” Chaam Advisors, March 2, 2015.

Sharma, Ruchir. “The Oil Shock with No Pain.” Newsweek, October 31, 2005.

Sharma, Ruchir. “Cracking Inflation Should Be India’s Priority.” Financial Times, December 8, 2013.

Stephens, Bret. “Book Review: ‘The Myth of America’s Decline,’ by Josef Joffe.” Wall Street Journal, November 6, 2013.

Ward, Justin. “Commodity Super Cycle Analysis.” Wells Fargo Research, January 15, 2015.

Warsh, Kevin, and Stanley Druckenmiller. “The Asset-Rich, Income-Poor Economy.” Wall Street Journal, June 19, 2014.

Wilson, Dominican. “Emerging Markets: EM Macro Daily – Who in EM Can Live the Australian Dream?” Goldman Sachs Global Investment Research, February 26, 2014.

“World Bank Tackles Food Emergency.” BBC News, April 14, 2008.

Глава 8. Дешево – это хорошо

Ahmed, Shaghil, and Andrei Zlate. “Capital Flows to Emerging Market Economies: A Brave New World.” Federal Reserve, June 2013.

Basri, M. Chatib, and Hal Hill. “Ideas, Interests, and Oil Prices: The Political Economy of Trade Reform During Soeharto’s Indonesia.” University of Indonesia and Australian National University, 2004.

Davidson, Paul. “IMF Chief Says Global Growth Still Too Weak.” USA Today, April 2, 2014.

“Don’t Catch Falling Knives.” BCA Research, July 29, 2015.

“EM Macro Daily: China Capital Outflow Risk – The Curious Case of the Missing $ 300 Billions.” Goldman Sachs Global Investment Research, January 13, 2015.

Forbes, Kristin. “Financial ‘Deglobalization’?: Capital Flows, Banks, and the Beatles.” Bank of England, 2014.

Freund, Caroline. “Current Account Adjustment in Industrialized Countries.” International Finance Discussion Papers, 2000.

“Global Macro Jottings: Financial Deglobalization.” VTB Capital, November 20, 2014.

Harvey, Oliver, and Robin Winkler. “Dark Matter: The Hidden Capital Flows That Drive G10 Exchange Rates.” Deutsche Bank Markets Research, March 6, 2015).

Hyman, Ed. “Bond Yields Up But S&P Advances.” Evercore ISI, February 18, 2015.

“Is That a Kleptocrat in Your Balance of Payments?” Financial Times Alphaville, March 10, 2015.

Kaminsky, Graciela, Saul Lizondo, and Carmen Reinhart. “Leading Indicators of Currency Crises.” International Monetary Fund, 1998.

Keohane, David. “China, When a Hot Money Outflow Threatens to Become a Torrent.” Financial Times Alphaville, May 13, 2015.

Lowther, Ed. “A Short History of the Pound.” BBC News, February 14, 2014. “NRIs Sent Home $ 65 Billion in Past Six Months: Lord Swraj Paul.” Press Trust of India, April 22, 2015.

“Pushing the Limits of International Trade Policy.” World Bank, 2014.

Sanyal, Sanjeev. “The Random Walk: Mapping the World’s Prices 2015.” Deutsche Bank Research, April 14, 2015.