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Trump versus the impossible trinity
US dollar policy in a second Trump administration
 • 
Stephen Kirchner
Disinflation’s progress
The role of housing
 • 
Stephen Kirchner
Safe assets and the cycle
When your preferred safe haven is just another cyclical asset
 • 
Stephen Kirchner
Japanese markets after the BoJ
Japanese equities join JGBs as the new widow maker
 • 
Stephen Kirchner
Bank of Japan ends negative interest rates and yield curve control
Can the BoJ claim victory?
 • 
Stephen Kirchner
Central bank independence revisited. Is it still a free lunch?
Plus, the RBA Reforms bill; and the US February CPI
 • 
Stephen Kirchner
Drying paint or boiling water? The effects of QT revisited
Plus, Australia’s net capital exports
 • 
Stephen Kirchner
2
Douglas Irwin on the past and future of globalisation
Populism is due to too little globalisation, not too much
 • 
Stephen Kirchner
Institutional Economics
Institutional Economics
Economics, finance and public policy.
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