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The BondEconomics Newsletter

Brian Romanchuk

Discussion of bond market economics

Platform
Substack
PricingOnly free issues
PublishesTwice weeklyIssues284
SubscribersRead bondeconomics.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Sigh, Chaos Continues (4)

The crisis continues, following existing trends. Musk is destroying state capacity (and looting) while simultaneously reducing spending very little, and Trump is doing his best to undermine previously allied international relationships whil...

a month ago
5
2

Sigh, Chaos Continues (3)

I was planning on waiting for the fallout of The Lavrov-Rubio Pact before writing my next article, but so far things remain in flux on that front. Although one could pick up pennies in front of a steamroller by worrying about short-term eco...

a month ago
11
2

Sigh, Chaos Continues (2)

To the extent that the Trump administration has identifiable economic policies, they seem to align with what I expected. They are targeting what they see as enemies, but face the reality that the vast majority of the budget is spent on popu...

a month ago
8
3

Sigh, Chaos Continues

Although I have sympathies for economic commentators who want to engage in normalcy bias, doing so in the current environment requires sticking your head into the sand and ignoring the obvious risks to the macro outlook. Maybe if you are pi...

2 months ago
9
4

Authors

The writers behind this newsletter.

  • Brian Romanchuk

    Writer and publisher of BondEconomics.com

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