Principales références théoriques
Alexander S. (1959), “Effects of a Devaluation: A Simplified Synthesis of Elasticities and Absorption Approaches”, The American Economic Review, vol. 49, No. 1 (Mar., 1959), p. 22-42.
Bernanke B. (2005), “The Global Saving Glut and the U.S. Current Account Deficit”, At the Homer Jones Lecture, St. Louis, Missouri, le 14 avril.
Blanchard, O., Giavazzi F. et Sa F. (2005), “The U.S. current account and the dollar”, NBER Working Paper, No. 11137.
Brender A. et Pisani F. (2007), Les déséquilibres financiers internationaux, La Découverte, Collection repères.
Godley W. et Lavoie M. (2006), Monetary Economics: An Integrated Approach to Credit, Money, Income, Production and Wealth, Houndsmills, Baskingstoke, UK: Palgrave Macmillan.
Goldstein J. S. (1988), Long Cycles: Prosperity and War in the Modern Age, New Haven: Yale University Press.
Hurlin C. et Mignon V. (2007), « Une synthèse des tests de cointégration sur données de panel », Économie et Prévision, n° 178-179, p. 241-265.
Kindleberger C. P. (1990), Les Mouvements internationaux de capitaux, trad. de l’anglais par Henri Bernard, traduction de International capital movements, Paris, Dunod, 1990.
Kouri P. (1983), “Balance of Payments and the foreign exchange market: A dynamic partial equilibrium model”, p. 116-156, in Economic interdependence and Flexible exchange rates, J. Bhandari and B. Putnam eds, MIT Press, Cambridge, Mass.
Lee J. et Chinn M. D. (1998), “The current account and the real exchange rate: a structural VAR analysis of major currencies”, NBER working paper 6495.
Maćkowiak B. (2007), “External shocks, U.S. monetary policy and macroeconomic fluctuations in emerging markets”, Journal of Monetary Economics, vol. 54, p. 2512-2520.
Subacchi P. (2005), “Macroeconomic performance and global capital flows: is there a role for Europe to play?”, Royal Institute of International Affairs, Chatham House, Tokyo Club Foundation for Global Studies, Kyoto, 21-22 novembre.