Squam Lake Report:  Fixing the Financial System (with Kenneth R. French et al.) Princeton University Press, June 2010 (background to report) (link to Amazon page)

Discussion of “The Leverage Cycle” by John Geanakoplos (link to discussion) NBER Macroeconomics Annual 2009, 24, 75-84, University of Chicago Press, November 2009

Prices and Quantities in the Monetary Policy Transmission Mechanism (with Tobias Adrian)(link to paper) International Journal of Central Banking, 5(4), 131-142, 2009

Money, Liquidity and Monetary Policy (with Tobias Adrian)(link to paper) American Economic Review (papers and proceedings), 99, 600–605, 2009

Yen Carry Trade and the Subprime Crisis (with Masazumi Hattori) (link to paper) IMF Staff Papers, 56, 384-409, 2009

Geneva Report on the World Economy 11:  The Fundamental Principles of Financial Regulation (with Markus Brunnermeier Andrew Crockett Charles Goodhart and Avinash Persaud), June 2009 (conference version) (VoxEU page) (link to final version)

Securitisation and Financial Stability Economic Journal, 119, 309 – 332 (2009), paper presented as the Economic Journal Lecture at the 2008 Royal Economic Society Conference (pdf file of paper) (presentation slides) (VoxEU page) (audio interview for Vox)

Reflections on Northern Rock:  The Bank Run that Heralded the Global Financial Crisis Journal of Economic Perspectives, 23-1, 101-119 (Winter 2009) (paper) (link to longer working paper version) (link to JEP issue) (short version in Italian) (Economist article)  

Financial Regulation in a System Context (with Stephen Morris) Brookings Papers on Economic Activity, Fall 2008, 229-274 (link to paper) (presentation slides)

Financial Intermediaries, Financial Stability and Monetary Policy (with Tobias Adrian)(pdf file of paper) Proceedings of the 2008 Federal Reserve Bank of Kansas City Symposium at Jackson Hole, August 2008 (Jackson Hole Symposium page with link to discussion)

Leveraged Losses:  Lessons from the Mortgage Market Meltdown (with David Greenlaw, Jan Hatzius and Anil Kashyap) US Monetary Policy Forum Report No. 2  (2008) (some press comment)

Risk and Liquidity in a System Context (pdf file) Journal of Financial Intermediation, 17, 315-329 (2008)

Marking to Market:  Panacea or Pandora’s Box? (with Haresh Sapra and Guillaume Plantin), Journal of Accounting Research, 46, 435 – 460 (2008)  (link to paper) (link to powerpoint file) (audio interview for Vox) (some press comment)(non-technical summary in Banque de France Financial Stability Review )(French version)

Optimal Communication (with Stephen Morris) (pdf file), Journal of the European Economic Association, 5, 594-602, conference proceedings (2007)

Catalytic Finance:  When Does It Work? (with Stephen Morris) (pdf file)  (powerpoint presentation), Journal of International Economics, 70, 161-177 (2006)

Beauty Contests and Iterated Expectations in Asset Markets (with Franklin Allen and Stephen Morris) (pdf file) (slides), Review of Financial Studies, 19, 719 – 752 (2006)

Disclosure Risk and Price Drift (pdf file) (slides) Journal of Accounting Research, 44, 351 – 379 (2006)

Inertia of Forward-Looking Expectations (with Stephen Morris) (pdf file) (slides) American Economic Review Papers and Proceedings, 96(2), 152-157 (2006)

Reply to "Social Value of Public Information:  Morris and Shin (2002) is Actually Pro Transparency Not Con" (with Stephen Morris and Hui Tong) (pdf file) short note in American Economic Review, 96(1), 453-455 (2006). This short note was written in response to a comment by Lars Svensson.

Imperfect Common Knowledge and the Information Value of Prices (with Jeffery Amato) (pdf file) (slides), Economic Theory, symposium issue on monetary policy, 27, 213 – 241 (2006).

Central Bank Transparency and the Signal Value of Prices (with Stephen Morris) (pdf file) (powerpoint slides) Brookings Papers on Economic Activity, Issue 2, 2005, 1 – 66.

Heterogeneity and Uniqueness in Interaction Games (with Stephen Morris) (PDF file) in The Economy as an Evolving Complex System III, edited by L. Blume and S. Durlauf.  Santa Fe Institute Studies in the Sciences of Complexity.  New York:  Oxford University Press, (2005).

The Analytics of Sovereign Debt Restructuring (with Andy Haldane, Adrian Penalver and Vicky Saporta) (pdf file) Journal of International Economics 65, 315-333, (2005) (link to Bank of England working paper version)

Opening and Closing the Market:  Evidence from the London Stock Exchange (with Andrew Ellul and Ian Tonks) (link to paper on SSRN) Journal of Financial and Quantitative Analysis, 40, 779 – 801, (2005).

Liquidity Risk and Contagion (with Rodrigo Cifuentes and Gianluigi Ferrucci) Journal of the European Economic Association, 3, 556-566 (2005) (link to long version of paper).

Liquidity and Contagion: the Crisis of 1763 (with Isabel Schnabel) (formerly entitled “Foreshadowing LTCM:  the Crisis of 1763”), Journal of the European Economic Association, 2(6), 929-968, (2004) (abstract) (pdf file) (slides).

Does One Soros Make a Difference?  A Theory of Currency Crises with Large and Small Traders (with Giancarlo Corsetti, Amil Dasgupta and Stephen Morris) (pdf file) (abstract) Review of Economic Studies, 71 (1), 87-114 (2004)

Crisis costs and debtor discipline: the efficacy of public policy in sovereign debt crises (with Prasanna Gai and Simon Hayes)  Journal of International Economics, 62, 245-262 (2004) (link to typescript) (link to Bank of England working paper version)

Coordination Risk and the Price of Debt (with Stephen Morris) (abstract) European Economic Review, 48, 133 - 153 (2004)  (link to typescript)

Debt Maturity Structure with Pre-emptive Creditors (with Prasanna Gai) (PDF file), Economics Letters,  85(2), 195 - 200, (2004) (link to Bank of England working paper version)

The Impact of Risk Regulation on Price Dynamics (with Jon Danielsson and Jean-Pierre Zigrand)  Journal of Banking and Finance, 28, 1069-1087 (2004) (abstract) (link to typescript)

Liquidity Black Holes (with Stephen Morris)  Review of Finance, 8, 1-18 (2004) (link to paper on Review of Finance site) (link to typescript) (slides)

Disclosures and Asset Returns (PDF file) (Slides) Econometrica, 71 (1), 105 - 133,  (2003)

Global Games:  Theory and Applications (with Stephen Morris) (PDF file) (Abstract), in Advances in Economics and Econometrics, the Eighth World Congress (edited by M. Dewatripont, L. Hansen  and  S. Turnovsky), Cambridge University Press, (2003).

Social Value of Public Information (with Stephen Morris) (PDF file for paper)(PDF file for Appendix) (Slides) American Economic Review, 52 (5), 1521-1534 (2002).

Equilibrium Departures from Common Knowledge in Games with Non-Additive Expected Utility (with Sujoy Mukerji)  Advances in Theoretical Economics, BE Press (2002) (link to paper on BE Press site)

Rethinking Multiple Equilibria in Macroeconomic Modelling (with Stephen Morris) (PDFfile) (Abstract) (Slides) NBER Macroeconomics Annual 2000, 139 - 161, MIT Press, 2001.

Approximate Common Knowledge in a Search Model in P. Hammond and G. Myles (eds) Incentives, Organization and Public Economics: Papers in Honour of Sir James Mirrlees, Oxford University Press, 2000 (PDF file)

A Theory of the Onset of Currency Attacks (with Stephen Morris) (PDF file) in The Asian Financial Crisis (edited by P.-R. Agenor, M. Miller, D. Vines and A. Weber), Cambridge University Press, 1999.

A violation of dominance and the consumption value of gambling (with Johnnie Johnson and Raymond O'Brien) Journal of Behavioral Decision Making, 12, 19-36, 1999 (pdf file)

Unique Equilibrium in a Model of Self-Fulfilling Currency Attacks (with Stephen Morris) American Economic Review, 88, 587-597 (1998) (pdf file) (Summary), reprinted in New Research in Financial Markets, edited by B. Biais and M. Pagano, Oxford University Press (2002); reprinted in Credit, Intermediation and the Macroeconomy, edited by S. Bhattacharya, A. Boot and A. Thakor, Oxford University Press (2004).

Adversarial and Inquisitorial Procedures in Arbitration Rand Journal of Economics, 29, 378-405 (1998) (PDF file) (Summary).

International Environmental Agreements under Uncertainty (with Seong-lin Na) Oxford Economic Papers, 50, 173-185 (1998) (PDF file)

The Rationality and Efficacy of Decisions under Uncertainty and the Value of an Experiment (with Stephen Morris), Economic Theory, 9, 309-324 (1997)

Approximate Common Knowledge and Coordination:  Some Lessons from Game Theory (with Stephen Morris) Journal of Logic, Language and Information, 6, 171-190 (1997) (PDF file)

How Much Common Belief is Necessary for a Convention? (with Timothy Williamson) Games and Economic Behavior, 13, 252-268 (1996) (link to paper) Reprinted in C. Bicchieri, ed., The Logic of Strategy: 119-136. Oxford: Oxford University Press, 1999.

Comparing the Robustness of Trading Systems to Higher Order Uncertainty Review of Economic Studies, 63, 39-59 (1996) (PDF file)

Depth of Knowledge and the Effect of Higher Order Uncertainty (with Stephen Morris and Andrew Postlewaite) Economic Theory, 6, 453-467 (1995)

p-Dominance and Belief Potential (with Stephen Morris and Rafael Rob) Econometrica, 63, 145-158 (1995)

The Burden of Proof in a Game of Persuasion Journal of Economic Theory, 64, 253-263 (1994) (link to abstract and paper on Elsevier site)

News Management and the Value of Firms Rand Journal of Economics, 25, 58-71 (1994)

Representing the Knowledge of Turing Machines (with Timothy Williamson)  Theory and Decision, 37, 125-146, (1994), reprinted in M. Bacharach, L.-A. Gérard-Varet, P. Mongin and H.S. Shin, eds., Epistemic Logic and the Theory of Games and Decisions: 169-190. Dordrecht: Kluwer Academic Publishers, 1997.

Logical Structure of Common Knowledge Journal of Economic Theory, 60, 1-13 (1993) (link to abstract and paper on Elsevier site)

Measuring the Incidence of Insider Trading in a Market for State-Contingent Claims Economic Journal, 103, 1141-1153 (1993).

A Comment on a Model of Vertical Product Differentiation (with C. J. Choi) Journal of Industrial Economics, 40, 229-231.

Prices of State Contingent Claims with Insider Traders and the Favourite Longshot Bias Economic Journal, 102, 426-435, (1992)

Optimal Betting Odds Against Insider Traders Economic Journal, 101, 1179-85, (1991)

A Reconstruction of Jeffrey's Notion of Ratifiability in Terms of Counterfactual Beliefs Theory and Decision, 31, 21 - 47 (1991)