Единственная игра в городе: центральные банки, нестабильность и предотвращение следующего коллапса
Шрифт:
6. Carmen M. Reinhart and Kenneth S. Rogoff, “Financial and Sovereign Debt Crises: Some Lessons Learned and Those Forgotten,” IMF Working Paper, WP/13/266, December 2013, https://www.imf.org/external/pubs/ft/wp/2013/wp13266.pdf.
7. “Bleak Words and Difficult Homework from the IMF,” Financial Times, October 5, 2014, http://www.ft.com/intl/cms/s/0/53516aec-4af6-11e4-b1be-00144feab7de.html.
8. Mohamed A. El-Erian, “The New Isolationism: Why the World’s Richest Countries Can’t Work Together,” Atlantic, September 3, 2013, http://www.theatlantic.com/business/archive/2013/09/the-new-isolationism-why-the-worlds-richest-countries-cant-work-together/279282/.
CHAPTER 21: WHEN DESIRABLE AND FEASIBLE DIFFER
1. Mohamed A. El-Erian, “Obama Sets Terms of 2016 Debate,” Bloomberg View, January 21, 2015, http://www.bloombergview.com/articles/2015-01-21/obama-sets-terms-of-2016-debate.
2. Amartya K. Sen, “Rational Fools: A Critique of the Behavioral Foundations of Economic Theory,” Philosophy and Public Affairs 6, no. 4 (Summer 1977), http://www.jstor.org/discover/10.2307/2264946?sid=21105866957553&uid=3739256&uid=4&uid=2&uid=3739560.
3. Mohamed A. El-Erian, “The 1 Equation Investors Need to Know to Understand the World Today,” Atlantic, May 22, 2013, http://www.theatlantic.com/business/archive/2013/05/the-1-equation-investors-need-to-know-to-understand-the-world-today/276124/.
CHAPTER 22: TURNING PARALYZING COMPLEXITY INTO ACTIONABLE SIMPLICITY
1. Mohamed A. El-Erian, “What We Need from the IMF/World Bank Meetings,” Financial Times, October 6, 2013, http://blogs.ft.com/the-a-list/2013/10/06/what-we-need-from-the-imfworld-bank-meetings/.
CHAPTER 23: THE BELLY OF THE DISTRIBUTION OF POTENTIAL OUTCOMES
1. “The World in 2015,” Economist, December 2014.
2. Michael J. Casey, “Flattening Yield Curve Latest Complication for Fed,” Wall Street Journal, April 12, 2015, http://blogs.wsj.com/moneybeat/2015/04/12/flattening-yield-curve-latest-complication-for-fed/?mod=WSJ_hps_MIDDLE_Video_Third.
3. Mohamed A. El-Erian, “The Instability in Central Bank Divergence,” Financial Times, February 26, 2014, http://blogs.ft.com/the-a-list/2014/02/26/the-instability-in-central-bank-divergence/.
CHAPTER 24: A WORLD OF GREATER DIVERGENCE (I): MULTI-SPEED GROWTH
1. Mohamed A. El-Erian, “A Year of Divergence,” Project Syndicate, December 8, 2014, http://www.project-syndicate.org/commentary/economic-monetary-policy-divergence-2015-by-mohamed-a--el-erian-2014-12.
2. Mohamed A. El-Erian, “Missteps and Miscalculations That Could Cost Greece the Euro,” Financial Times, March 25, 2015, http://www.ft.com/intl/cms/s/0/a28549d6-d303-11e4-a792-00144feab7de.html.
CHAPTER 25: A WORLD OF GREATER DIVERGENCE (II): MULTI-TRACK CENTRAL BANKS
1. Mohamed A. El-Erian, “An Accidental Currency War,” Project Syndicate, February 10, 2015,and Mohamed A. El-Erian, “Rising Risk of Currency Market Instability,” Financial Times, August 26, 2014, http://www.ft.com/intl/cms/s/0/a82d9c14-2ce4-11e4-911b-00144feabdc0.html.
2. Ben S. Bernanke, “The Logic of Monetary Policy,” remarks by Governor Ben S. Bernanke before the National Economists Club, Washington, D.C., December 2, 2004, http://www.federalreserve.gov/Boarddocs/speeches/2004/20041202/default.htm.
CHAPTER 26: A WORLD OF GREATER DIVERGENCE (III): NON-ECONOMIC, NON-POLICY HEADWINDS
1. Mohamed A. El-Erian, “Greece Can Learn from Brazil and Argentina,” Bloomberg View, January 13, 2015, http://www.bloombergview.com/articles/2015-01-13/greece-can-learn-from-brazil-and-argentina.
CHAPTER 27: A WORLD OF GREATER DIVERGENCE (IV): DISRUPTIVE INNOVATION GOES MACRO
1. Daniel Yergin, “Who Will Rule the Oil Market?,” New York Times, January 23, 2015, http://www.nytimes.com/2015/01/25/opinion/sunday/what-happened-to-the-price-of-oil.html.
2. Mohamed A. El-Erian, “Good, Bad and Ugly of Lower Oil Prices,” Bloomberg View, December 1, 2014, http://www.bloombergview.com/articles/2014-12-01/good-bad-and-ugly-of-lower-oil-prices.
3. Erik Brynjolfsson and Andrew McAfee, The Second Machine Age: Work, Progress, and Prosperity in a Time of Brilliant Technologies (New York: Norton, 2014).
4. See, for example, Erik Brynjolfsson and Andrew McAfee, Race Against the Machine: How the Digital Revolution Is Accelerating Innovation, Driving Productivity, and Irreversibly Transforming Employment and the Economy (Lexington, MA: Digital Frontier Press, 2011).
CHAPTER 28: PUTTING IT ALL TOGETHER
1. Richard Dobbs, James Manyika, and Jonathan Woetzel, No Ordinary Disruption: The Four Global Forces Breaking All the Trends (New York: PublicAffairs, 2015).
2. Mohamed A. El-Erian, “Creative Self-Disruption,” Project Syndicate, April 7, 2015, http://www.project-syndicate.org/commentary/consumer-sharing-economy-adaptation-by-mohamed-a--el-erian-2015-04.
CHAPTER 29: WHAT HISTORY TELLS US
1. Richard Dobbs, James Manyika, and Jonathan Woetzel, No Ordinary Disruption: The Four Global Forces Breaking All the Trends (New York: PublicAffairs, 2015).
2. Daniel Kahneman, Thinking, Fast and Slow (New York: Farrar, Straus & Giroux, 2011).
3. Lea Wineman, “A Machine for Jumping to Conclusions,” Monitor on Psychology 43, no. 2 (February 2012).
4. Daniel Kahneman, Thinking, Fast and Slow (New York: Farrar, Straus & Giroux, 2011).
CHAPTER 30: RECOGNIZING BLIND SPOTS AND OVERCOMING BIASES
1. Mohamed A. El-Erian, “Remarks at the Launch of USAID’s Policy on Gender Equality and Women Empowerment,” PIMCO Viewpoint, March 2012.