What happens when the Washington Consensus vacates Washington?| Institutional Economics
It wants its intelligentsia back| stephenkirchner.substack.com
Epistemic closure and the radical indeterminacy of the TACO trade| Institutional Economics
Plus, the August TACO value pack| stephenkirchner.substack.com
What’s priced in?| stephenkirchner.substack.com
Taking the win on supply-side progressivism| Institutional Economics
Plus, grading the year ahead consensus; and the new RBA Statement on the Conduct of Monetary Policy| stephenkirchner.substack.com
Learning that Lerner symmetry is a bitch| Institutional Economics
What emerging market equities tell us about US policy| Institutional Economics
Plus, voting records on the new RBA Monetary Policy Board| stephenkirchner.substack.com
Plus, US and Australian Q2 inflation; and QT and bond yields| Institutional Economics
Uncertainty is quantifiable and not all that uncertain in its effects| stephenkirchner.substack.com
Plus, a short intellectual history of fiscal policy and interest rates| Institutional Economics
Treasury yields, risk premia and institutional quality| stephenkirchner.substack.com
Why the tariffs are disinflationary| Institutional Economics
When the narrative identification writes itself| Institutional Economics
More tariff depredations ahead| stephenkirchner.substack.com
Plus, the RBA's 1991 policy shirk| Institutional Economics
