Sitemap - 2024 - Institutional Economics
Reading the economic and financial market outlooks for 2025 so you don’t have to
2024 Year in Review: the centre did not hold
Markets grade the CCP’s economic work
Trade policy uncertainty shocks and the second Trump administration
Scott Bessent’s ‘economic lollapalooza’
What the US dollar tells us about the next administration
How Jewish was Ayn Rand? a new Rand biography
So much winning, you’re not going to believe it
Nice pro-cyclical asset you’ve got there. Shame if something were to happen to it.
Markets and the US Presidential election
MAGAnomics as negative supply shock
China syndrome: Why fiscal stimulus won’t cut it
The Simon-Ehrlich wager over 123 years
A short history of the second monetarist counter-revolution
China policymakers shooting the bond market messenger
In defence of hoomers: launching the Big Aussie Short Hoomer Doomer Loser Index
Terry McCrann’s trip down the section 11 time tunnel
Bürgenstock: the anti-Bretton Woods
Fading the Trump trade: US dollar asset market correlations with Trump betting odds
Crypto, gold, prisons and gun stocks: more on the Trump trade
Project 2025 and US monetary policy
The myth of wage stagnation in the United States: revisiting the 'decoupling' debate
Tariffs or capital controls? Trump may try both
Dollar dominance, if you can keep it
Nowcasting the national accounts
Prediction markets aren’t popular
Is ‘neoliberalism’ to blame for Donald Trump?
Country risk premia and a second Trump administration
The Japanese yen and other catastrophes
The dollar bloc inflation shock: FAIT versus FIT
Trump versus the impossible trinity
Japanese markets after the BoJ
Bank of Japan ends negative interest rates and yield curve control
Central bank independence revisited. Is it still a free lunch?
Drying paint or boiling water? The effects of QT revisited
Douglas Irwin on the past and future of globalisation
Australia not the canary in the coal mine on global rates
The Russian economy under sanctions
The Russian economy under sanctions
US disinflation and productivity growth
The RBA’s new Board meeting format gets its first outing
The right way to be bearish on China
The US 2023 recession that wasn’t
Why Trump 47 will be perversely positive for USD assets
Disinflation, if you can keep it
The inflation effects of quantitative easing: getting over QE aversion