The BondEconomics Newsletter
Brian RomanchukDiscussion of bond market economics
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 361 | Founded | 5 years ago | Last Issue | 11 days ago |
| Active | |||||
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bondeconomics.substack.comLatest Issues
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...
Inflation Outlook: Was I Too Pessimistic?
Although I have not been attempting to do economic forecasts, the current environment is surprising to me, at least with regards to inflation. The above figure shows the 5-year breakeven inflation rate as based on the U.S. inflation-indexed...
Book Comments: "The Deficit Delusion"
A new book at my library caught my eye — “The Deficit Delusion: Why Everything Left, Right, and the Supply Side Tells You About the National Debt is Wrong,” by John Tamny. I was not familiar with Tamny, but he is Editor of the RealClearMark...
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