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institutional economics stephen kirchner substack institutional economics subscribe sign in home notes bluesky archive leaderboard about grading the turn of the year consensus half time score read the latest most popular view all why trump 47 will be perversely positive for usd assets jan 20 2024 stephen kirchner 10 2 2 why is the australian dollar so weak sep 4 2023 stephen kirchner 12 2 2 holiday reads two biographies of ayn rand dec 31 2023 stephen kirchner 9 2 disinflation if you can keep it jan 13 2024 stephen kirchner 8 2 latest top discussions too lowe for zero the rba s framework for additional monetary policy tools jul 3 stephen kirchner 3 the ever lovely and the oil contango the oil price shock is over the positive demand shock isn t jun 26 stephen kirchner 1 3 my review of the age of turbulence by alan greenspan 1926 2026 a memoir of a not so turbulent age jun 23 stephen kirchner 2 2 consumers voters and inflation economic voting is coming for your politics jun 19 stephen kirchner 2 3 nowhere to hide kevin warsh and the core pce decomp jun 12 stephen kirchner 3 2 mind the gaps output gap measures in the us japan canada and australia jun 5 stephen kirchner 2 3 immigration and living standards in the long run australia belgium and sweden may 29 stephen kirchner 1 2 what s not to like about rising bond yields ai and duration risk may 22 stephen kirchner 17 5 one way or another market hopium versus nacho and expected conflict duration plus the federal budget inter gen equity and long run productivity growth may 15 stephen kirchner 6 4 see all institutional economics economics finance and public policy subscribe recommendations view all 24 australian higher education policy andrew norton sinocism bill bishop imen s substack imen economics parnell palme mcguinness party to many things parnell palme mcguinness early morning with dave david rosenberg podcasts macro musings david beckworth fellow travellers andrew norton higher ed policy guru basil halperin phd student in economics at mit the pursuit of happiness scott sumner institutional economics subscribe about archive recommendations sitemap 2026 stephen kirchner privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts