“82nd Annual Report: Rebalancing Growth.” Bank for International Settlements, June 24, 2012.
“The Elephant in the Room.” JP Morgan Research, September 2, 2015.
“The Future History of China’s Deleveraging.” Gavekal Dragonomics, July 2014.
“Global Financial Stability Report: The Quest for Lasting Stability.” International Monetary Fund, April 2011.
Goldsmith, Raymond W. “Financial Structure and Development.” National Bureau of Economic Research, 1969.
Hensley, David, David Mackie, and Zina Bushra Sajid. “Special Report: Hazard Ahead: The EM Credit Cycle Has Turned Down.” JP Morgan Research, November 7, 2015.
He, Dong, and Robert Neil McCauley. “Transmitting Global Liquidity to East Asia: Policy Rates, Bond Yields, Currencies and Dollar Credit.” Bank for International Settlements, Working Paper no. 431, October 2013.
Jordà, Òscar, Moritz Schularick, and Alan Taylor. “The Great Mortgaging: Housing Finance, Crises, and Business Cycles.” National Bureau of Economic Research, Working Paper no. 20501, September 2014.
Jordà, Òscar, Moritz Schularick, and Alan Taylor. “Leveraged Bubbles.” National Bureau of Economic Research, Working Paper no. 21486, August 2015.
Kaplan, Robert. “China’s Perilous Tangle of Military and Economic Fortunes.” Financial Times, July 27, 2014.
Kindleberger, Charles, and Robert Z. Aliber. Manias, Panics, and Crashes: A History of Financial Crises. 6th ed. London: Palgrave Macmillan, 2011.
Laeven, Luc, and Fabián Valencia. “Systemic Banking Crises Database: An Update.” International Monetary Fund, Working Paper no. 12/163, June 2012).
Laponte, Pierre, and Alex Bellefleur. “When the Music Stops Playing for Chinese Credit.” Pavilion, October 2, 2014.
Lowenstein, Matthew. “China’s Shadow Currency.” Diplomat, December 12, 2013.
Lund-Jensen, Kasper. “Monitoring Systemic Risk Based on Dynamic Thresholds.” International Monetary Fund, Working Paper no. 12/159, June 2012.
McKinnon, Ronald. Money and Capital in Economic Development. Washington, DC: Brookings Institution Press, 1973.
Mendoza, Enrique G., and Marco E. Terrones. “An Anatomy of Credit Booms: Evidence from Macro Aggregates and Firm Level Data.” International Monetary Fund, Working Paper no. 08/226, April 6, 2008.
Mian, Atif, and Amir Sufi. House of Debt: How They (And You) Caused the Great Recession, and How We Can Prevent It from Happening Again. Chicago: University of Chicago Press, 2014.
Murphy, David, and Lei Chen. “Default at the Gate.” CLSA, September 29, 2014.
“New Mediocre.” Lombard Street Research, November 6, 2014.
Peek, Joe, and Eric S. Rosengren. “Unnatural Selection: Perverse Incetives and the Misallocation of Credit in Japan.” National Bureau of Economic Research, Working Paper no. 9643, April 2003.
Pettis, Michael. Avoiding the Fall: China’s Economic Restructuring. Washington, DC: Carnegie Endowment for International Peace, 2013.
Reinhart, Carmen M., and Kenneth S. Rogoff. “Banking Crises: An Equal Opportunity Menace.” National Bureau of Economic Research, Working Paper no. 14587, December 2008.
Reinhart, Carmen M., and Kenneth S. Rogoff. “From Financial Crash to Debt Crisis.” National Bureau of Economic Research, Working Paper no. 15795, March 2010.
Reinhart, Carmen M., and Kenneth S. Rogoff. “Financial and Sovereign Debt Crises: Some Lessons Learned and Those Forgotten.” International Monetary Fund, December 24, 2013.
“Risks to Growth from Build Ups in Public Debt.” Goldman Sachs Global Investment Research, March 7, 2012.
Rodrik, Dani. One Economics, Many Recipes: Globalization, Institutions, and Economic Growth. Princeton, NJ: Princeton University Press, 2007.
Savary, Mathieu. “Give Credit Where Credit Is Due.” BCA Research, November 27, 2015.
Schularick, Moritz, and Alan Taylor. “Credit Booms Gone Bust: Monetary Policy, Leverage Cycles, and Financial Crises 1870–2008.” National Bureau of Economic Research, Working Paper no. 15512, November 2009.
“Shanghai Surprises.” Wall Street Journal, December 10, 2014.
Sharma, Ruchir. “China Has Its Own Debt Bomb.” Wall Street Journal
