Archive - Institutional Economics

December 2024

Reading the economic and financial market outlooks for 2025 so you don’t have to

What’s priced in?

Dec 31, 2024 •

Stephen Kirchner

Closing my tabs for 2024

Dec 29, 2024 •

Stephen Kirchner

2024 Year in Review: the centre did not hold

Plus, semi-annual sale: 20% off a paid sub forever

Dec 19, 2024 •

Stephen Kirchner

Markets grade the CCP’s economic work

Plus, the Phillips curve cannot fail

Dec 14, 2024 •

Stephen Kirchner

Trade policy uncertainty shocks and the second Trump administration

It's here already

Dec 6, 2024 •

Stephen Kirchner

November 2024

Scott Bessent’s ‘economic lollapalooza’

Plus, Bessent on Abenomics; and Australia’s exposure to the United States is 2x China

Nov 29, 2024 •

Stephen Kirchner

What the US dollar tells us about the next administration

Plus, the X-odus to Bluesky

Nov 22, 2024 •

Stephen Kirchner

How Jewish was Ayn Rand? a new Rand biography

Plus, the feds raid Polymarket; and the US October CPI

Nov 16, 2024 •

Stephen Kirchner

So much winning, you’re not going to believe it

Plus, is China ‘the world’s most productive economy’?

Nov 8, 2024 •

Stephen Kirchner

A final US election update

Plus, Q3 nowcasts; house prices; and Bullock’s Plan B

Nov 2, 2024 •

Stephen Kirchner

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