References
The following works informed the analysis throughout this series. They are organised by theme rather than by chapter.
Core Economic History
Reinhart, Carmen M. and Rogoff, Kenneth S. (2009). This Time Is Different: Eight Centuries of Financial Folly. Princeton University Press.
Friedman, Milton and Schwartz, Anna J. (1963). A Monetary History of the United States, 1867–1960. Princeton University Press.
Keynes, John Maynard (1936). The General Theory of Employment, Interest and Money. Macmillan.
Minsky, Hyman P. (1986). Stabilizing an Unstable Economy. Yale University Press.
Financial Crises & Systemic Risk
Borio, Claudio (2012). The Financial Cycle and Macroeconomics: What Have We Learnt? Bank for International Settlements Working Papers.
Taleb, Nassim Nicholas (2007). The Black Swan: The Impact of the Highly Improbable. Random House.
Bernanke, Ben S. (2015). The Courage to Act: A Memoir of a Crisis and Its Aftermath. W. W. Norton & Company.
Monetary Policy & Inflation
Hayek, Friedrich A. (1945). “The Use of Knowledge in Society.” American Economic Review, 35(4), 519–530.
Phelps, Edmund S. (1968). “Money-Wage Dynamics and Labor-Market Equilibrium.” Journal of Political Economy, 76(4), 678–711.
Lucas, Robert E. (1976). “Econometric Policy Evaluation: A Critique.” Carnegie-Rochester Conference Series on Public Policy, 1, 19–46.
Goodhart, Charles A.E. (1975). “Problems of Monetary Management: The U.K. Experience.” Papers in Monetary Economics, Reserve Bank of Australia.
Behavioural Economics & Narratives
Kahneman, Daniel (2011). Thinking, Fast and Slow. Farrar, Straus and Giroux.
Shiller, Robert J. (2019). Narrative Economics: How Stories Go Viral and Drive Major Economic Events. Princeton University Press.
Thaler, Richard H. and Sunstein, Cass R. (2008). Nudge: Improving Decisions About Health, Wealth, and Happiness. Yale University Press.
Institutions, Growth & Development
Acemoglu, Daron and Robinson, James A. (2012). Why Nations Fail: The Origins of Power, Prosperity, and Poverty. Crown Publishers.
Ostrom, Elinor (1990). Governing the Commons: The Evolution of Institutions for Collective Action. Cambridge University Press.
Stiglitz, Joseph E., Sen, Amartya and Fitoussi, Jean-Paul (2010). Mismeasuring Our Lives: Why GDP Doesn’t Add Up. The New Press.
International Finance & Currency
Mundell, Robert A. (1961). “A Theory of Optimum Currency Areas.” American Economic Review, 51(4), 657–665.
Timmermann, Allan (2018). “Forecasting Methods in Finance.” Annual Review of Financial Economics, 10, 449–479.