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U.S. Treasury Curve Comment
Happy Canada Day!
Jul 1
•
Brian Romanchuk
2
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U.S. Treasury Curve Comment
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June 2025
The TACO Principle And Inflation Risk
At the time of writing, President Trump is waffling about the possibility of joining Israel in its attacks on Iran.
Jun 19
•
Brian Romanchuk
4
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The TACO Principle And Inflation Risk
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Justifications For Tariffs (Part II)
This article continues the discussion of “why would anyone want to impose tariffs” that was started in this article. The first article discussed a…
Jun 11
•
Brian Romanchuk
5
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Justifications For Tariffs (Part II)
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1
Back From Vacation...
I was out camping and had a backlog of things to deal with after I got back.
Jun 5
•
Brian Romanchuk
3
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Back From Vacation...
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May 2025
Justifications For Tariffs (Part I)
Although the focus of this text is on the price effects of tariffs, that might be seen as unfair as that is just looking at the direct negative effect…
May 21
•
Brian Romanchuk
10
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Justifications For Tariffs (Part I)
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18
Trump Folded, Uncertainty Remains
Uncertainty got the upper hand this weak.
May 16
•
Brian Romanchuk
10
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Trump Folded, Uncertainty Remains
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1
Tariff Primer
Note: this unedited article may be used within a new chapter in my inflation primer.
May 8
•
Brian Romanchuk
4
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Tariff Primer
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1
Trump Trade "Deals"
Recent comments by Donald Trump seemed to confirm what he implied in his earlier remarks: the “90 trade deals in 90 days” he promised generally did not…
May 6
•
Brian Romanchuk
5
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Trump Trade "Deals"
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No Feedback
I have a primer in the pipeline, but I just want to comment on President’s Trump’s statements/posts that hit yesterday.
May 5
•
Brian Romanchuk
11
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3
Economic Phoney War
Although the advance estimate of U.S.
May 1
•
Brian Romanchuk
8
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Economic Phoney War
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April 2025
Whither Treasury Yields?
Since I am allegedly writing about the intersection of the bond market and economics, I need to periodically check in with what is happening in the bond…
Apr 22
•
Brian Romanchuk
8
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Whither Treasury Yields?
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4
USD No Longer A Reserve Currency (And Why That Doesn't Matter)
There are two potential definitions of “reserve currency.” The first is quantitative and weak: do other countries hold official foreign exchange…
Apr 15
•
Brian Romanchuk
22
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USD No Longer A Reserve Currency (And Why That Doesn't Matter)
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