Tandiyono, Felicia. “ASEAN Infrastructure: Indonesia vs Thailand.” JP Morgan Research, November 5, 2014.

Technion. 100 Years of Science and Technology. 2011.

Timmons, Heather, and J. Adam Huggins. “New York Manhole Covers, Forged Barefoot in India.” New York Times, November 26, 2007.

Titon, Andrew. “How India Can Become the Next Korea.” Goldman Sachs Global Investment Research, April 11, 2014.

Titon, Andrew. “Growth Recovery and Trade Stagnation – Evidence from New Data.” Goldman Sachs Global Investment Research, June 5, 2015.

“US Shale: Calm Before the Storm.” Financial Times, December 3, 2015. “What Next for the Start-up Nation?” Economist, January 21, 2012.

“Why Africa Is Becoming Less Dependent on Commodities.” Economist, January 11, 2015.

Глава 7. Цены на лук

Anderson, Jonathan. “OK, Seriously, What Will It Take to Get Brazilian Inflation Down?” EM Advisers Group, March 1, 2014.

Anderson, Jonathan. “The Food Glut Charts (2014 Edition).” EM Advisers Group, October 31, 2014.

Bellemare, Marc. “Rising Food Prices, Food Price Volatility, and Social Unrest.”, American Journal of Agricultural Economics, June 26, 2014.

Bergen, Mark. “Line of Credit.” Caravan Magazine, October 1, 2013.

Berger, Helge, and Mark Spoerer, “Economic Crises and the European Revolutions of 1848,” Journal of Economic History 61, no. 2 (June 2001): 293–326.

Bloom, Nick, Stephen Bond, and John Van Reenen. “Uncertainty and Investment Dynamics.” Review of Economic Studies 74, no. 2 (2006): 391–415.

Borio, Claudio, Magdalena Erdem, Andrew Filardo, and Boris Hofmann. “The Costs of Deflations: A Historical Perspective.” Bank of International Settlements, 2015.

Cesa-Bianchi, Ambrogio, Luis Cespedes, and Alessandro Rebucci. “Global Liquidity, House Prices and the Macroeconomy: Evidence from Advanced and Emerging Economies.” Bank of England Working Papers, 2015.

Cochrane, John H. “Who’s Afraid of a Little Deflation?” Wall Street Journal, November 17, 2014.

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

“Falling Prices Are Good for Workers.” Lombard Street Research, January 23, 2015.

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.