= suggested by clients.

Views expressed herein are those of the authors, not of Trend Macrolytics LLC or its principals.

• Seven Faces of The Peril
  James Bullard
  Preprint, Federal Reserve Bank of St. Louis Review
  September-October Issue
  • The Perils of Taylor Rules
    Jess Benhabib, Stephanie Schmitt-Grohe and Martin Uribe
    Journal of Economic Theory 96, 2001
• The Information Value of the Stress Test and Bank Opacity
  Stavros Peristiani, Donald P. Morgan and Vanessa Savino
  Federal Reserve Bank of New York Staff Report no. 460
  July 2010
• Disasters, recoveries, and the equity premium
  Robert Barro, Emi Nakamura, Jón Steinsson and Jose F. Ursua
  VoxEU
  July 8, 2010
• The Bush Tax Cuts and the Deficit Myth
  Brian Riedl
  The Wall Street Journal
  July 13, 2010
• The Political Economy of the Subprime Mortgage Credit Expansion
  Atif R. Mian, Amir Sufi and Francesco Trebbi
  Chicago Booth Research Paper No. 10-21
  June 9, 2010

• Crisis Economics
  N. Gregory Mankiw
  National Affairs
  Summer 2010
• Economics is Hard. Don’t Let Bloggers Tell You Otherwise
  Kartik Athreya
  Federal Reserve Bank of Richmond
  June 17, 2010
• Resolution of Banking Crises: The Good, the Bad, and the Ugly
  Luc Laeven and Fabian Valencia
  IMF Working Paper 10/146
  June 1, 2010
• The Fed’s Exit Strategy for Monetary Policy
  Glenn D. Rudebusch
  Federal Reserve Bank of San Francisco Economic Letter
  June 14, 2010
• How California’s Public Pension System Broke (and How to Fix It)
  Adam B. Summers
  Reason Foundation
  June 2010

• Causes of the Financial Crisis
  Mark Jickling
  Congressional Research Service
  April 9, 2010
• Do Powerful Politicians Cause Corporate Downsizing?
  Lauren Cohen, Joshua Coval and Christopher Malloy
  Harvard Business School
  March 16,2010
• Calling Recessions in Real Time
  James D. Hamilton
  University of California, San Diego
  May 13, 2010

• Is Greece different? Adjustment difficulties in southern Europe
  Alcidi Cinzia and Daniel Gros
  VoxEU
  April 22, 2010
• The US-Sino Currency Dispute: New Insights from Economics, Politics, and Law
  Edited by Simon J. Evenett
  VoxEU and CEPR
  April, 2010
• Health Care Reform: How Much Does It Redistribute Income?
  by Patrick Fleenor and Gerald Prante
  Tax Foundation Fiscal Facts
  April 15, 2010
• The Housing Drag on Core Inflation
  Bart Hobijn, Stefano Eusepi and Andrea Tambalotti
  San Francisco Fed Economic Letter
  April 5, 2010

• The Story of the CDO Market Meltdown: An Empirical Analysis
  Anna Katherine Barnett-Hart
  Thesis, Harvard College
  March 19, 2009
• Timeline of Tax Provisions in the House Health Care Bill
  Tax Foundation
  March 21, 2010
• How to compete and grow: A sector guide to policy
  McKinsey Global Institute
  March 2010

• Capital Inflows: The Role of Controls
  Jonathan D. Ostry, Atish R. Ghosh, Karl Habermeier, Marcos Chamon, Mahvash S. Qureshi, and Dennis B.S. Reinhardt
  IMF Staff Position Note
  February 19, 2010
• Rethinking Macroeconomic Policy
  Olivier Blanchard, Giovanni Dell’Ariccia, and Paolo Mauro
  IMF Staff Position Note
  February 12, 2010
• How inflation can destroy shareholder value
  Marc Goedhart, Timothy M. Koller, and David Wessels
  McKinsey Quarterly
  February, 2010

• The Fed's Anti-Inflation Exit Strategy Will Fail
  Allan H. Meltzer
  Wall Street Journal
  January 27, 2010
• Housing, depressions and credit collapses
  Vernon L. Smith and Steven Gjerstad
  Financial Times Economists Forum
  January 24, 2010
• Analysing the impact of the Fed’s mortgage-backed securities purchase
  Johannes Stroebel and John Taylor
  VoxEu
  January 27, 2010

• Why Are Banks Holding So Many Excess Reserves?
  Todd Keister and James J. McAndrews, Current Issues in Economics and Finance, New York Fed, December 2009
• The predictive power of Google data: New evidence on US unemployment
  Francesco D'Amuri Juri Marcucci
  VoxEu
  December 14, 2009
• The World Needs Further Monetary Ease, Not an Early Exit
  Joseph E. Gagnon
  Peterson Institute for International Economics
  December 2009

• Sudden Financial Arrest
  Ricardo J. Caballero
  November 2, 2009
• The US dollar shortage in global banking and the international policy response
  Patrick McGuire and Götz von Peter
  October 2009
• Paulson’s Gift
  Pietro Veronesi and Luigi Zingales
  October, 2009
• The Constitutionalization of Money
  James M. Buchanan
  May 12, 2009

• Has the Rise in American Inequality Been Exaggerated?
  Robert J. Gordon
  August 28, 2009
• Growing Up in a Recession: Beliefs and the Macroeconomy
  Paola Giuliano and Antonio Spilimbergo
  Institute for the Study of Labor Working Papers Series
  August, 2009

• Cost of State Regulations on California Small Business Study
  Sanjay B. Varshney and Dennis H. Tootelian
  September, 2009
• Broken Promises: a G20 Summit Report
  Global Trade Alert
  September 18, 2009
• "Why did Paul Krugman get it so wrong?"
  John H. Cochrane
  University of Chicago website, September 10 2009.
• "The story from the inside"
  David Blanchflower
  New Statesman, September 10, 2009
• "Misdiagnosing the crisis: The real problem was not real, it was nominal"
  Scott Sumner
  VoexEU, September 10, 2009
• "The crisis and citizens’ trust in central banks"
  Daniel Gros and Felix Roth
  Vix EU, September 10, 2009

• "How Will Unemployment Fare Following the Recession?"
  Edward S. Knotek II and Stephen Terry
  Economic Review, Federal Reserve Bank of Kansas City, Third Quarter 2009
• In Fed We Trust
  David Wessel
  Crown Business, 2009

• "Oh, the Economics You'll Find in Dr. Seuss!"
  Ben Miller and Michael Watts
  Purdue University, March 12, 2009
• The Road Ahead for the Fed
  John Ciorciari and John B. Taylor, editors
  Hoover Institution Press, 2009
• "Why foreign exchange transactions did not freeze up during the global financial crisis: The role of the CLS Bank"
  Richard M. Levich
  VoxEU, July 10, 2009
• "The (Mythical?) Housing Wealth Effect"
  Charles Calomiris, Stanley D. Longhofer and William Miles
  NBER Working Paper No. 15075, June 2009
• Platt on Working at Wal-Mart
  Charles Platt
  Econtalk, June 15, 2009
• "Fly on the Wal"
  Charles Platt
  New York Post, February 7, 2009

• "Defining Deviancy"
  Kevin Warsh
  Institute of International Bankers Annual Meeting, June 17, 2009
• "Jobless Recovery Redux?"
  Mary Daly, Bart Hobijn and Joyce Kwok
  FRBSF Economic Letter, June 5, 2009
• "Why is Japan so heavily affected by the global economic crisis? An analysis based on the Asian international input-output tables"
  Kyoji Fukao and Tangjun Yuan
  VoxEU, June 8, 2009
• Epstein on the Rule of Law
  Richard Epstein
  Econtalk, June 1, 2009

• Getting Off Track
  John B. Taylor
  Hoover Institution Press, 2009
• "Green shoot or dead twig: Can unemployment claims predict the end of the American recession?"
  Robert Gordon
  VoxEU, May 1, 2009
• Economic Patterns and Stories
  Edward E. Leamer
  Springer, 2008

• "The Financial Crisis: An Inside View"
  Phillip Swagel
  Brookings Papers on Economic Activity, Spring 2009
• "Why Capital Structure Matters"
  Michael Milken
  Wall Street Journal, April 21, 2009
• "It May Be Time for the Fed to Go Negative"
  N. Gregory Mankiw
  New York Times, April 19, 2009
• "The Panic of 2008"
  Kevin Warsh
  Council of Institutional Investors 2009 Spring Meeting, April 6, 2009
• "The 'Great Recession' as the Institutional and Ideological Residue of the Great Depression"
  Steven Horwitz
  Symposium on the Economy in Crisis: Causes and Cures, Georgia State University, March 18, 2009

• "A (Mostly) Private Capital Assistance Programme"
  Ricardo Caballero
  VoxEU, March 17, 2009
• "The Obama Rosetta Stone"
  Daniel Henninger
  Wall Street Journal, March 13, 2009
• 'The Global Banking Community Had a Heart Attack'
  Interview with Bryan Marsal
  Spiegel Online, March 13, 2009
• Too Big Has Failed
  Thomas M. Hoenig
  Federal Reserve Bank of Kansas City, March 6, 2009
• The Financial Crisis and the Systemic Failure of Academic Economics
  David Colander, Hans Föllmer et al.
  Dahlem Workshop, November 17, 2008

• How to Lift a Falling Economy
  Ricardo J. Caballero
  Washington Post, February 22, 2009
• Late Change in Course Hobbled Rollout of Geithner's Bank Plan
  Neil Irwin and Binyamin Appelbaum
  Washington Post, February 17, 2009
• How To Make TARP II Work
  Lucian Arye Bebchuk
  Harvard University, February 12, 2009
• The Collapse of a Country
  Jon Danielsson and Gylfi Zoega
  Author's London School of Economics web site, February 9, 2009
• Financial Stability in Iceland
  Frederic S. Mishkin and Tryggvi T. Herbertsson
  Iceland Chamber of Commerce, May 2006
• The Financial Trust Index
  Paola Sapienza and Luigi Zingales
  Index web site, January 27, 2009

• Let's Stimulate Private Risk Taking
  by Alberto Alesina and Luigi Zingales
  Wall Street Journal, January 21, 2009
• Animal Spirits Depend on Trust  
  by Robert Shiller
  Wall Street Journal, January 27, 2009
• Fiscal Stimulus, Fiscal Inflation, or Fiscal Fallacies?
  by John Cochrane
  Author's University of Chicago Booth School website, January 15, 2009
• A Global Perspective on the Great Financial Insurance Run: Causes, Consequences, and Solutions by Ricardo Caballero
  Author's MIT website, January 20, 2009