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Trump versus the impossible trinity
US dollar policy in a second Trump administration
Apr 17
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Stephen Kirchner
3
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Trump versus the impossible trinity
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Disinflation’s progress
The role of housing
Apr 13
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Stephen Kirchner
1
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Disinflation’s progress
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Safe assets and the cycle
When your preferred safe haven is just another cyclical asset
Apr 6
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Stephen Kirchner
4
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Safe assets and the cycle
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March 2024
Japanese markets after the BoJ
Japanese equities join JGBs as the new widow maker
Mar 29
•
Stephen Kirchner
2
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Japanese markets after the BoJ
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Bank of Japan ends negative interest rates and yield curve control
Can the BoJ claim victory?
Mar 22
•
Stephen Kirchner
2
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Bank of Japan ends negative interest rates and yield curve control
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Central bank independence revisited. Is it still a free lunch?
Plus, the RBA Reforms bill; and the US February CPI
Mar 15
•
Stephen Kirchner
3
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Central bank independence revisited. Is it still a free lunch?
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Drying paint or boiling water? The effects of QT revisited
Plus, Australia’s net capital exports
Mar 8
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Stephen Kirchner
1
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Drying paint or boiling water? The effects of QT revisited
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Douglas Irwin on the past and future of globalisation
Populism is due to too little globalisation, not too much
Mar 1
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Stephen Kirchner
5
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Douglas Irwin on the past and future of globalisation
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February 2024
Australia not the canary in the coal mine on global rates
Plus, revisiting section 11 of the RBA Act
Feb 23
•
Stephen Kirchner
1
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Australia not the canary in the coal mine on global rates
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The Russian economy under sanctions
Revisiting the effectiveness of economic sanctions as an instrument of foreign policy
Feb 20
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Stephen Kirchner
3
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The Russian economy under sanctions
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The Russian economy under sanctions
Revisiting the effectiveness of economic sanctions as an instrument of foreign policy
Feb 20
•
Stephen Kirchner
1
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The Russian economy under sanctions
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US disinflation and productivity growth
US outperformance is everywhere except Biden’s approval numbers
Feb 17
•
Stephen Kirchner
2
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US disinflation and productivity growth
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