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Business cycles

JP’s slides [pdf]

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)