Institutional Economics

Institutional Economics

Share this post

Institutional Economics
Institutional Economics
Sovereign wealth managers as macro pundits (you like to see it)

Sovereign wealth managers as macro pundits (you like to see it)

Plus, Lowe’s NPC speech and US January non-farm payrolls

Stephen Kirchner
Feb 02, 2022
∙ Paid
1

Share this post

Institutional Economics
Institutional Economics
Sovereign wealth managers as macro pundits (you like to see it)
Share

Photo credit: ABC News, Matt Roberts.

Last week, we suggested letting Governor Lowe be the dove he truly wants to be, and the RBA Board obliged. While winding up QE, Lowe reiterated the patience mantr…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Stephen Kirchner
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share