The BondEconomics Newsletter
Brian RomanchukDiscussion of bond market economics
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 270 | Subscribers | Read | bondeconomics.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Yes, Banknotes Are A Central Bank Liability
David Bholat recently wrote “How to Modernise Central Bank Balance Sheets: No Notes.” It is partly in response to this article. The idea is that banknotes (“dollar bills”/”pound notes” etc. issued by the government should not be classified ...
Tariffs: Only Transitory Inflation
I managed to not notice a curling rock in my path when sweeping on Monday, so my writing plans this week were curtailed as I nurse my left knee. As such, I am stuck with following the herd on Bluesky. My consulting work schedule has still b...
Tariffs As A Fiscal Tool?
One of the more predictable outcomes of this election is that I am now running into analyses suggesting that tariffs are a growth-enhancing policy tool. One of the ugly realities of financial/economic commentary is that a lot of it is the r...
Epilogue: The Trump Re-Election
Editorial note. This article is an unedited excerpt that is the last section of my inflation manuscript. I have been sitting on that manuscript for a long time, as I was not completely satisfied with the final chapter that discussed the pos...
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