- ______ (1906): Föreläsningar i nationalekonomi II, Gleerups: Lund. (translation (1935): Lectures on political economy, London: George Routledge & Sons, Ltd).
Paper not yet in RePEc: Add citation now
- ——— (1932): Booms and depressions, New York: Adelphi Co.
Paper not yet in RePEc: Add citation now
- ——— (2011): “Natural hazards: some pitfalls on the path to a neutral interest rateâ€, C D Howe Institute Backgrounder, no 140, July.
Paper not yet in RePEc: Add citation now
- ——— (2012): “Inflation targeting and financial stabilityâ€, Sveriges Riksbank, Economic Review, 2012:1, pp 7–32.
Paper not yet in RePEc: Add citation now
- ——— (2014): “Low interest rates and secular stagnation: is debt a missing link?“, VoxEU, 25 June.
Paper not yet in RePEc: Add citation now
- ——— (2014): World Economic Outlook, April.
Paper not yet in RePEc: Add citation now
- ——— (2014b): “Monetary policy and financial stability: what role in prevention and recovery?â€, Capitalism and Society, vol 9, no 2, article 1. Also available as BIS Working Papers, no 440, January 2014.
Paper not yet in RePEc: Add citation now
- ——— (2014c): “The international monetary and financial system: its Achilles heel and what to do about itâ€, BIS Working Papers, no 456, September.
Paper not yet in RePEc: Add citation now
- ——— (2014d): “Macroprudential frameworks: (too) great expectations?â€, Central Banking Journal, 25th Anniversary issue, August. Also available in BIS Speeches.
Paper not yet in RePEc: Add citation now
- ——— (2015): “Capital flows and the current account: taking financing (more) seriously“, BIS Working Papers, no 525, October.
Paper not yet in RePEc: Add citation now
- ——— (2015): “Measuring the natural rate of interest redux“, Federal Reserve bank of San Francisco, Working Papers, no 2015-16.
Paper not yet in RePEc: Add citation now
- ——— (2015): “Monetary policy and financial stabilityâ€, IMF Policy Papers, September.
Paper not yet in RePEc: Add citation now
- ——— (2015): “Rethinking the international monetary systemâ€, Cato Institute Monetary Conference on Rethinking Monetary Policy, November.
Paper not yet in RePEc: Add citation now
- ——— (2015): “Why are interest rates so low, part 3: the global savings glutâ€, Ben Bernanke’s Blog, 1 April, http://www.brookings.edu/blogs/ben-bernanke/posts/2015/04/01-whyinterest -rates-low-global-savings-glut.
Paper not yet in RePEc: Add citation now
- ——— (2017): “Cost-benefit analysis of leaning against the windâ€, Journal of Monetary Economics, 90, pp 193-213.
Paper not yet in RePEc: Add citation now
- ——— (2017a): “Rethinking potential output: embedding information about the financial cycleâ€, Oxford Economic Papers, vol 69, no 3, July, pp 655–77.
Paper not yet in RePEc: Add citation now
- ——— (2017a): “Through the looking glassâ€, OMFIF City Lecture, London, 22 September.
Paper not yet in RePEc: Add citation now
- ——— (2017b): “Secular stagnation or financial cycle drag?â€, Business Economics, vol 52, no 2, pp 87–98.
Paper not yet in RePEc: Add citation now
Adrian, T and N Liang (2016): “Monetary policy, financial conditions, and financial stabilityâ€, Federal Reserve Bank of New York, Staff Reports, no 690, July.
Ajello, A, T Laubach, D López-Salido and T Nakata (2015): “Financial stability and optimal interest-rate policyâ€, presented at the Federal Reserve Bank of San Francisco conference The New Normal for Monetary Policy.
Arseneau, D and M Kiley (2014): “The role of financial imbalances in assessing the state of the economyâ€, Board of Governors of the Federal Reserve System, FEDS Notes, 2014-04-18.
- Baldwin, R (2016): The great convergence, Boston: Harvard University Press.
Paper not yet in RePEc: Add citation now
Ball, L (2014): “Long-term damage from the Great Recession in OECD countriesâ€, European Journal of Economics and Economic Policies, vol 11, no 2, pp 149–60.
Ball, L and S Mazumder (2011): “Inflation dynamics and the great recessionâ€, NBER Working Papers, no 17044, May.
- Bank for International Settlements (BIS) (2017): “Understanding globalisationâ€, 87th Annual Report, Chapter VI, June.
Paper not yet in RePEc: Add citation now
- Basel Committee on Banking Supervision (BCBS) (2010): An assessment of the long-term economic impact of stronger capital and liquidity requirements, July.
Paper not yet in RePEc: Add citation now
- Bean, C, C Broda, T Ito and R Kroszner (2015): “Low for long? Causes and consequences of persistently low interest ratesâ€, Geneva Reports on the World Economy, 17, Geneva: ICMB and London: CEPR Press.
Paper not yet in RePEc: Add citation now
- Bernanke, B (2005): “The global saving glut and the US current account deficitâ€, remarks at the Sandridge Lecture, Richmond, 10 March.
Paper not yet in RePEc: Add citation now
- Blagrave, P, R GarcÃa-Saltos, D Laxton and F Zhang (2015): “A simple multivariate filter for estimating potential outputâ€, IMF Working Papers, WP/15/79.
Paper not yet in RePEc: Add citation now
- Blanchard, O (2017): “The US Phillips curve: back to the 60s?â€, Peterson Institute note.
Paper not yet in RePEc: Add citation now
Blanchard, O, E Cerutti and L Summers (2015): “Inflation and activity – two explorations and their monetary policy implicationsâ€, NBER Working Papers, no 21726, November.
- Bloomfield, A (1959): “Monetary policy under the international gold standard, 1880-1914â€, Federal Reserve Bank of New York.
Paper not yet in RePEc: Add citation now
Bordo, M (1999): The gold standard and related regimes: collected essays, Cambridge: Cambridge University Press.
- Borio, C and A Filardo (2004): “Looking back at the international deflation recordâ€, North American Journal of Economics and Finance, vol 15, no 3, December, pp 287–311. Also available, in extended form, as “Back to the future? Assessing the deflation recordâ€, BIS Working Papers, no 152, March.
Paper not yet in RePEc: Add citation now
Borio, C and M Drehmann (2011): “Towards an operational framework for financial stability: ‘fuzzy’ measurement and its consequencesâ€, in R Alfaro (ed), Financial stability, monetary policy, and central banking, Central Bank of Chile, vol 15, pp 63–123lso available as BIS Working Papers, no 284, June 2009.
Borio, C and P Disyatat (2011): “Global imbalances and the financial crisis: link or no link?â€, BIS Working Papers, no 346, June. Revised and extended version of “Global imbalances and the financial crisis: reassessing the role of international financeâ€, Asian Economic Policy Review, 5, 2010, pp 198–216.
Borio, C, E Kharroubi, C Upper and F Zampolli (2016): “Labour reallocation and productivity dynamics: financial causes, real consequencesâ€, BIS Working Papers, no 534, January.
Borio, C, M Erdem, A Filardo and B Hofmann (2015): “The costs of deflations: a historical perspectiveâ€, BIS Quarterly Review, March, pp 31–54.
Borio, C, P Disyatat and M Juselius (2014): “A parsimonious approach to incorporating economic information in measures of potential outputâ€, BIS Working Papers, no 442, February.
Borio, C, P Disyatat, M Juselius and P Rungcharoenkitkul (2017b): “Why so long for so long? A long-term view of real interest ratesâ€, BIS Working Papers, no 685, December.
- Bruno, V and H S Shin (2014): “Cross-border banking and global liquidityâ€, BIS Working Papers, no 458, September.
Paper not yet in RePEc: Add citation now
- Carvalho, C, A Ferrero and F Nechio (2016): “Demographics and real interest rates: inspecting the mechanismâ€, Federal Reserve Bank of San Francisco, Working Papers, no 2016-5.
Paper not yet in RePEc: Add citation now
Cerra, V and S Saxena (2008): “Growth dynamics: the myth of economic recoveryâ€, American Economic Review, vol 98, no 1, pp 439–57.
- Claessens, S and M Kose (2018): “Frontiers of macrofinancial linkagesâ€, BIS Papers, no 95, January.
Paper not yet in RePEc: Add citation now
Claessens, S, M Kose and M Terrones (2011): “Financial cycles: What? How? When?â€, IMF Working Papers, WP/11/76.
Clement, P (2010): “The term ‘macroprudential’: origins and evolutionâ€, BIS Quarterly Review, March, pp 59–65.
Coibion, O and Y Gorodnichenko (2015): “Is the Phillips curve alive and well after all? Inflation expectations and the missing disinflationâ€, American Economic Journal: Macroeconomics, vol 7, no 1, pp 197–232.
- Council of Economic Advisers (CEA) (2015): “Long-term interest rates: a surveyâ€, July.
Paper not yet in RePEc: Add citation now
- Crockett, A (2000): “Marrying the micro- and macroprudential dimensions of financial stabilityâ€, keynote address at the Eleventh International Conference of Banking Supervisors, Basel, 20–21 September, BIS Speeches, 21 September.
Paper not yet in RePEc: Add citation now
- De Cecco, M (1974): Money and empire: the international gold standard, Oxford: Blackwell.
Paper not yet in RePEc: Add citation now
Drehmann M, M Juselius (2014): “Evaluating early warning indicators of banking crises: Satisfying policy requirementsâ€, International Journal of Forecasting, vol 30, no 3, pp 759–80.
Drehmann, M, C Borio and K Tsatsaronis (2012): “Characterising the financial cycle: don’t lose sight of the medium term!â€, BIS Working Papers, no 380, June.
- Drehmann, M, M Mikael and A Korinek (2017): “Accounting for debt service: the painful legacy of credit boomsâ€, BIS Working Papers, no 645, June.
Paper not yet in RePEc: Add citation now
Eichengreen, B (2015): “Secular stagnation: the long viewâ€, American Economic Review, vol 105, no 5, pp 66–70.
- Faust, J and E Leeper (2015): “The myth of normal: the bumpy story of inflation and monetary policyâ€, in Inflation dynamics and monetary policy, proceedings of the 39th Jackson Hole Economic Symposium, Federal Reserve Bank of Kansas City, 27–29 August.
Paper not yet in RePEc: Add citation now
- Faust, J and J Wright (2013): “Forecasting inflationâ€, in Handbook of Economic Forecasting, vol 2, pp 2–56.
Paper not yet in RePEc: Add citation now
- Favero, C and D Hendry (1992): “Testing the Lucas critiqueâ€, Econometric Reviews, vol 11, no 3, pp 265–306.
Paper not yet in RePEc: Add citation now
Filardo, A and P Rungcharoenkitkul (2016): “A quantitative case for leaning against the windâ€, BIS Working Papers, no 594, December.
- Flandreau, M (2008): “Pillars of globalization: a history of monetary policy targets 1797–1997â€, in A Beyer and L Reichlin (eds), The role of money: money and monetary policy in the twentyfirst century: fourth ECB Central Banking Conference, 9-10 November 2006, Frankfurt: European Central Bank, pp 208–43.
Paper not yet in RePEc: Add citation now
- Friedman, M (1968): “The role of monetary policyâ€, The American Economic Review, vol 58, no 1, pp 1–17.
Paper not yet in RePEc: Add citation now
Friedman, M and A Schwartz (1982): Monetary trends in the United States and the United Kingdom: their relation to income, prices and interest rates, 1867-1975, Chicago: University of Chicago Press for the National Bureau of Economic Research.
Gagnon, E, K Johannsen and D López-Salido (2016): “Understanding the new normal: the role of demographicsâ€, Board of Governors of the Federal Reserve System, FEDS Notes, 2016-080.
Gambacorta, L and F Signoretti (2014): “Should monetary policy lean against the wind? An analysis based on a DSGE model with bankingâ€, Journal of Economic Dynamics and Control, vol 43, pp 146–74. Also available as BIS Working Papers, no 418, July 2013.
Gerdrup, K, F Hansen, T Krogh and J Maih (2017): “Leaning against the wind when credit bites backâ€, International Journal of Central Banking, vol 13, no 3, pp 287–320.
Gordon, R (2013): “The Phillips curve is alive and well: inflation and the NAIRU during the slow recoveryâ€, NBER Working Papers, no 19390, August.
- Gourio F, A Kashyap and J Sim (2017): “The tradeoffs in leaning against the windâ€, NBER Working Papers, no 23658, August.
Paper not yet in RePEc: Add citation now
Hamilton, J, E Harris, J Hatzius and K West (2015): “The equilibrium real funds rate: past, present, and futureâ€, NBER Working Papers, no 21476, August.
- International Monetary Fund (IMF) (2013): “The dog that didn’t bark: has inflation been muzzled or was it just sleepingâ€, World Economic Outlook, April, Chapter 3.
Paper not yet in RePEc: Add citation now
- Jordà , O, M Schularick and A Taylor (2013): “When credit bites backâ€, Journal of Money, Credit and Banking, vol 45, no 2, pp 3–28.
Paper not yet in RePEc: Add citation now
Juselius, M and M Drehmann (2015): “Leverage dynamics and the real burden of debtâ€, BIS Working Papers, no 501, May.
Juselius, M, C Borio, P Disyatat and M Drehmann (2017): “Monetary policy, the financial cycle and ultra-low interest ratesâ€, International Journal of Central Banking, vol 13, no 3. Also available as BIS Working Papers, no 569, July.
- Keynes, J (1936): The general theory of employment, interest and money, London: Macmillan.
Paper not yet in RePEc: Add citation now
Kiley, M (2015): “Low inflation in the United States: summary of recent researchâ€, Board of Governors of the Federal Reserve System, FEDS Notes, 23 November.
Laubach, T and J Williams (2003): “Measuring the natural rate of interestâ€, The Review of Economics and Statistics, vol 85, no 4, pp 1063–70.
Leeper, E and T Zha (2003): “Modest policy interventionsâ€, Journal of Monetary Economics, vol 50, no 8, pp 1673–1700.
- Leijonhufvud, A (1981): “The Wicksell connection: variations on a themeâ€, in Information and coordination: essays in macroeconomic theory, Oxford University Press: Oxford, pp 131–202.
Paper not yet in RePEc: Add citation now
Lubik, T and C Matthes (2016): “Indeterminacy and learning: an analysis of monetary policy in the Great Inflationâ€, Journal of Monetary Economics, 82, pp 85–106.
Lunsford, K and K West (2017): “Some evidence on secular drivers of safe real ratesâ€, mimeo.
Marx M, B Mojon and F Velde (2017): “Why have interest rates fallen far below the return on capital?â€, Bank of France, Working Papers, no 630.
- Melolinna, M and M Tóth (2016): “Output gaps, inflation and financial cycles in the UKâ€, Bank of England, Staff Working Papers, no 585.
Paper not yet in RePEc: Add citation now
- Mian, A, A Sufi and E Verner (2017): “Household debt and business cycles worldwideâ€, Quarterly Journal of Economics, vol 132, issue 4, pp 1755–1817.
Paper not yet in RePEc: Add citation now
- Mian, A, K Rao and A Sufi (2013): “Household balance sheets, consumption, and the economic slumpâ€, Quarterly Journal of Economics, vol 128, issue 4, pp 1687–1726.
Paper not yet in RePEc: Add citation now
- Obstfeld, M and A Taylor (2003): “Globalisation and capital marketsâ€, in M Bordo, A Taylor and J Williamson (eds), Globalisation in historical perspective, NBER book, University of Chicago Press.
Paper not yet in RePEc: Add citation now
Rachel, L and T Smith (2017): “Are low real interest rates here to stay?â€, International Journal of Central Banking, vol 13, no 3, pp 1–42.
- Rajan, R (2014): “Competitive monetary easing: is it yesterday once more?â€, remarks at the Brookings Institution, 10 April.
Paper not yet in RePEc: Add citation now
- Rey, H (2013): â€Dilemma not trilemma: the global financial cycle and monetary policy independenceâ€, in Global dimensions of unconventional monetary policy, proceedings of the 37th Jackson Hole Symposium, Federal Reserve Bank of Kansas City, 21–23 August, pp 285–333.
Paper not yet in RePEc: Add citation now
Rudebusch, G (2005): “Assessing the Lucas critique in monetary policy modelsâ€, Journal of Money, Credit and Banking, vol 37, no 2, pp 245–72.
- Rungcharoenkitkul, P, C Borio and P Disyatat (2017): “Monetary policy as financial anchor for the real economy: a modelâ€, mimeo.
Paper not yet in RePEc: Add citation now
Shin, H S (2012): “Global banking glut and loan risk premiumâ€, Mundell Fleming Lecture, IMF Economic Review, no 60, no 4, pp 155–92.
Stock, J and M Watson (2007): “Why has US inflation become harder to forecast?â€, Journal of Money, Credit and Banking, vol 39, no 1, pp 3–33.
Summers, L. (2014): “US economic prospects: secular stagnation, hysteresis, and the zero lower boundâ€, Business Economics, vol 49, no 2, pp 65–73.
Svensson, L (2014): “Inflation targeting and ‘leaning against the wind’â€, International Journal of Central Banking, vol 10, no 2, pp 103–14.
- Taylor, J (1993): “Discretion versus policy rules in practiceâ€, Carnegie-Rochester Conference Series on Public Policy, no 39, pp 195–214.
Paper not yet in RePEc: Add citation now
Thwaites, G (2015): “Why are real interest rates so low? Secular stagnation and the relative price of investment goodsâ€, Bank of England, Staff Working Papers, no 564.
- Wicksell, K (1898): Geldzins und Güterpreise. Eine Untersuchung über die den Tauschwert des Geldes bestimmenden Ursachen, Jena: Gustav Fischer (translation (1936): Interest and prices. A study of the causes regulating the value of money, London: Macmillan).
Paper not yet in RePEc: Add citation now
- Woodford, M (2003): Interest and prices, Princeton: Princeton University Press.
Paper not yet in RePEc: Add citation now
- WP706 Monetary policy in the grip of a pincer movement 31 Borio, C and P Lowe (2002): “Asset prices, financial and monetary stability: exploring the nexusâ€, BIS Working Papers, no 114, July.
Paper not yet in RePEc: Add citation now
- WP706 Monetary policy in the grip of a pincer movement 33 Laidler, D (1991): The golden age of the quantity theory, Princeton: Princeton University Press.
Paper not yet in RePEc: Add citation now