Robert Peston, the BBC's business editor, has a 6-page PDF with his thoughts on how the global crisis occurred and what the re-made economy will look like.
On a similar note, you can listen to a discussion Robert Peston chaired for Radio 4's PM programme about how bad the recession will be and what kind of global economy will be built from the rubble. With Roger Carr, the chairman of Centrica and Cadbury, Richard Lambert, director general of the CBI, and Martin Wolf, the Financial Times's chief economic comentator.