Archive - Institutional Economics

November 2024

Scott Bessent’s ‘economic lollapalooza’

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

Nov 29 •

Stephen Kirchner

What the US dollar tells us about the next administration

Plus, the X-odus to Bluesky

Nov 22 •

Stephen Kirchner

How Jewish was Ayn Rand? a new Rand biography

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

Nov 16 •

Stephen Kirchner

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

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

Nov 8 •

Stephen Kirchner

A final US election update

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

Nov 2 •

Stephen Kirchner

October 2024

Nice pro-cyclical asset you’ve got there. Shame if something were to happen to it.

Plus, whale watching

Oct 25 •

Stephen Kirchner

Markets and the US Presidential election

Plus, the China stimulus that nearly wasn’t; and the Australian Q3 inflation outlook

Oct 18 •

Stephen Kirchner

Prediction market whales

Why they increase market efficiency and accuracy

Oct 11 •

Stephen Kirchner

MAGAnomics as negative supply shock

When Trump-O-Mania rules again

Oct 4 •

Stephen Kirchner

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