The BondEconomics Newsletter
Brian RomanchukDiscussion of bond market economics
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 363 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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bondeconomics.substack.comLatest Issues
North American Trade Hardball Soon To Heat Up
There was a suggestion today suggesting that President Trump will formally “withdraw” from the Canada/Mexico/United States free trade pact (CUSMA/USMCA) tomorrow (Happy Canada Day!). However, unless he radically breaks the rules (always pos...
Forward Guidance Important? Yes And No.
I have returned from travels, and trying to catch up on things. The most important headlines have been about the situation in the Gulf of Hormuz, but I do not have anything new to say on that. The global economy seems to be coping with the...
Yet More U.K. Bond Market Vigilantism
I have been getting ready to leave town, and so wrapping up other projects. The only thing that popped up in my internet browsing was the Return of the Bond Market Vigilantes, this time courtesy of a tweet on May 30th by the U.K. Green Part...
Bond Vigilante Musings
Bond vigilantes are a popular topic in financial media. Part of this is that most people find government bonds boring, and they would rather read about equities, which can have more exciting returns as well as more interesting company and s...
Belated Comments On The AI Boom
Animal spirits have been soaring in the area of Artificial Intelligence (AI), and the surge in spending has shown up in the figure above. It shows the fixed investment in Information Technology Equipment and Software as a percentage of GDP...
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