Key reading
Hills, S et al (2010), The UK recession in context – what do three centuries of data tell us? in Bank of England (2010), 50th Anniversary Quarterly Bulletin (2010 Q4), Dec 13th
Rogers, S et al (2011), UK GDP since 1948, Guardian datablog, Nov 1st
OECD (2011), OECD at 50: Evolving paradigms in Economic Policy Making, OECD Economic Outlook 2011, v1
Shiller, R (2009), Animal Spirits Depend on Trust, Wall Street Journal, Jan 27th
Llewellyn, J (2010), Only Keynes’ animal spirits can intoxicate our hung-over economies, The Observer, Aug 22nd
Nationwide–TNS-RI (2011), Nationwide Consumer Confidence Index, October
ICAEW (2011), Business Confidence Monitor Q4, ICAEW/Grant Thornton,
Kose, MA and Prasad ES (2010), Emerging markets come of age, Finance and Development, December
Economist (2009), BRICS, emerging markets and the world economy: Not just straw men, The Economist, Jun 18th
Perez, C (2002), Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Age, Cheltenham: Edward Elgar Publishing Ltd [Google books link] – chapter 1 (pdf), chapter 7 (pdf)
Background
Office of National Statistics UK economy data
The Wikipedia entry on business cycles is quite extensive and pretty well-referenced and supported (though note editorial concerns)
