How The Economic Machine Works by Ray Dalio

Dalio has also written papers on this and related topics [0]. Originally, there were three separate papers, but it looks like they've been combined in to a new draft. The three main sections:

* How the Economic Machine Works

* Debt Cycles: Leveragings & Deleveragings

* Productivity: Why Countries Succeed & Fail Over the Long Term

[0] http://www.bwater.com/home/research--press/how-the-economic-...