Allen, F. and D. Gale (2000): `Bubbles and Crises, Economic Journal 110: 236-255.
Baks, K. and C. Kramer (1999): `Global Liquidity and Asset Prices: Measurement, Implications, and Spillovers, IMF Working Paper 99/1 68.
Bank for International Settlements (2006): `Asian bond markets: issues and prospects, BIS Papers, 30, Basle.
Bernanke, B. S. and K. N. Kuttner (2005): `What Explains the Stock Market's Reaction to Federal Reserve Policy? Journal of Finance 60(3): 1221-1258.
- Bernanke, B. S. and M. Gertler (1999): `Monetary Policy and Asset Price Volatility, Federal Reserve Bank of Kansas City Economic Review (4): 17-51.
Paper not yet in RePEc: Add citation now
Blanchard, 0. J. (1981): `Output, the Stock Market and Interest Rates, American Economic Review7l(1): 132-1 43.
Blinder, A. S. and R. Reis (2005): `Understanding the Greenspan Standard, paper presented at the FRBKC symposium The Greenspan Era: Lessons for the Future, Jackson Hole, Wyoming, Federal Reserve Bank of Kansas City.
Borio, C. and P. Lowe (2002): `Asset prices, financial and monetary stability: exploring the nexus, BIS Working Papers, 114.
Collyns, C. and A. Senhadji (2002): `Lending Booms, Real Estate Bubbles, and the Asian Crisis, IMF Working Paper 02/20.
- Dixon, H. (2007). `Greed Keeps Fear in Check, Wall Street Journal, June 12, C12.
Paper not yet in RePEc: Add citation now
- Dudley, W. and J. Hatzius (2000): `The Goldman Sachs Financial Conditions Index: The Right Tool for a New Monetary Policy Regime, Goldman Sachs Global Economics Paper 44.
Paper not yet in RePEc: Add citation now
- Economist (2007): `A fluid concept, February 10.
Paper not yet in RePEc: Add citation now
English, W., K. Tsatsaronis and E. Zoli (2005): `Assessing the predictive power of measures of financial conditions for macroeconomic variables, BIS Papers, 22, Basle, Bank for International Settlements: 228-252.
Estrella, A. and G. Hardouvelis (1991): `The Term Structure as a Predictor of Real Economic Activity, Journal of Finance 46(2): 555-576.
Fama, E. F. (1981): `Stock Returns, Real Activity, Inflation, and Money, American Economic Review 71(4): 545-565.
- Fleckenstein, B. (2005): `Greenspan: The Worst Fed Chief Ever, MSN Money, October 4.
Paper not yet in RePEc: Add citation now
Friedman, B. M. (1977): `The Inefficiency of Short-Run Monetary Targets for Monetary Policy, Brookings Papers on Economic Activity 1977(2): 293-346.
Friedman, B. M. (1990): `Targets and Instruments of Monetary Policy, Handbook of Monetary Economics, B. M. Friedman and F. H. Hahn, Amsterdam, North Holland, 2: 1185-1230.
Friedman, B. M. and K. N. Kuttner (1992): `Money, Income, Prices, and Interest Rates, American Economic Review 82(3): 472-492.
- Gouteron, S. and D. Szpiro (2005): `Excess Monetary Liquidity and Asset Prices, Banque de France Working Paper 131.
Paper not yet in RePEc: Add citation now
- International Monetary Fund (2005). Global Financial Stability Report, Washington, DC.
Paper not yet in RePEc: Add citation now
- King, M. (2006): `Speech by Mervyn King, Governor of the Bank of England, given at a dinner for Kent Business Contacts in conjunction with the Kent Messenger Group/Kent Business, January 16. BlSPapersNo39 191 Kumar, M., U. Moorthy and W. Perraudin (2003): `Predicting emerging market currency crashes, Journal of Empirical Finance 10: 427-454.
Paper not yet in RePEc: Add citation now
Kuttner, K. N. and P. C. Mosser (2002): `The Monetary Transmission Mechanism: Some Answers and Further Questions, Federal Reserve Bank of New York Economic Policy Review8(1): 15-26.
- Lahart, J. (2006): `Liquid Diet, Wall Street Journal, December 7, Cl.
Paper not yet in RePEc: Add citation now
- Liu, H. C. K. (2007): `Liquidity boom and looming crisis, Asia Times Online, May 9. Retrieved July 16, 2007, from http://www.atimes.com/atimes/Global_Economy/lE09Dj01 .html.
Paper not yet in RePEc: Add citation now
- Mauro, P. (1989): `Stock Returns and Output Growth in Emerging and Advanced Economies, IMF Working Paper 00/89.
Paper not yet in RePEc: Add citation now
Meltzer, A. (1995): `Monetary, Credit and (Other) Transmission Processes: A Monetarist Perspective, Journal of Economic Perspectives 9(4): 49-72.
- Patinkin, D. (1965): Money, Interest and Prices: An Integration of Monetary and Value Theory, New York, Harper & Row.
Paper not yet in RePEc: Add citation now
Posen, A. 5. (2003): `It Takes More Than a Bubble to Become Japan, Asset Prices and Monetary Policy, T. Richards and T. Robinson, Sydney, Australia, Reserve Bank of Australia: 203-249.
R
- Rajan, R. G. (2006): `Investment Restraint, The Liquidity Glut, and Global Imbalances, remarks by Raghuram G. Rajan, Economic Counselor and Director of Research, IMF, at the Conference on Global Imbalances organized by the Bank of Indonesia in Bali, November 16.
Paper not yet in RePEc: Add citation now
- Sender, H. (2007): `Investors Riding The `Cash Rapids, Wall Street Journal, January 2, Cl.
Paper not yet in RePEc: Add citation now
Stock, J. H. and M. W. Watson (1989): `New Indexes of Leading and Coincident Economic Indicators, NBER Macroeconomics Annual: 351-394.
Stock, J. H. and M. W. Watson (2001): `Forecasting Output and Inflation: The Role of Asset Prices, NBER Working Papers, 8180.
Stock, J. H. and M. W. Watson (2002): `Macroeconomic forecasting using diffusion indexes, Journal of Business and Economic Statistics 20(2): 147-162.
Svensson, L. (1997): `Inflation forecast targeting: Implementing and monitoring inflation targets, European Economic Review 41: 1111-1146.
- Wells Capital Management (2007): Economic and Market Perspective, Issue 1, January. 192 BlSPapersNo39
Paper not yet in RePEc: Add citation now