Archive - Institutional Economics

July 2025

When virtue is its own reward: the July RBA MPB minutes

Plus, the August TACO value pack

Jul 25 •

Stephen Kirchner

Abundance, YIMBY, neo-liberalism and libertarianism

Taking the win on supply-side progressivism

Jul 18 •

Stephen Kirchner

Yet another TACO Tuesday

Plus, grading the year ahead consensus; and the new RBA Statement on the Conduct of Monetary Policy

Jul 11 •

Stephen Kirchner

From 'liberation day' to Independence Day

Learning that Lerner symmetry is a bitch

Jul 6 •

Stephen Kirchner

June 2025

US exceptionalism without the exceptionalism

What emerging market equities tell us about US policy

Jun 28 •

Stephen Kirchner

From trade war to war war

Plus, voting records on the new RBA Monetary Policy Board

Jun 20 •

Stephen Kirchner

TACO hell and the 'mob of macro intelligentsia'

Plus, US and Australian Q2 inflation; and QT and bond yields

Jun 13 •

Stephen Kirchner

Measuring uncertainty and its economic implications

Uncertainty is quantifiable and not all that uncertain in its effects

Jun 7 •

Stephen Kirchner

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