Gourinchas, Pierre-Olivier. Session 2 : U.S. Monetary Policy, 'Imbalances' and the Financial Crisis: Presentation : Macroeconomic Factors and U.S. Monetary Policy, Financial Crisis Inquiry Commission : Documents Relating to the Financial Crisis of 2007-2009. https://fraser.stlouisfed.org/archival/4967/item/520509/content/pdf/fcic_presentation_gourinchas_20100226, accessed on March 15, 2026.