The BondEconomics Newsletter

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Happy Holidays!
Happy Holidays to you and yours!
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Brian Romanchuk
Banknote Short Follow Up
I have again been ambushed by distractions — Christmas shopping and consulting (to pay for the Christmas shopping).
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Brian Romanchuk
19
Canada Recession Watch
I saw a comment by former Bank of Canada Governor Stephen Poloz that suggested that only population growth is keeping Canada from slipping into an…
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Brian Romanchuk
1
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…
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Brian Romanchuk
4

November 2024

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.
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Brian Romanchuk
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.
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Brian Romanchuk
4
Epilogue: The Trump Re-Election
Editorial note.
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Brian Romanchuk
3
Trump Victory Comments
From the perspective of the rates markets, I see limited effects of the Trump election victory when we look at known information.
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Brian Romanchuk
7

October 2024

September 2024

© 2024 Brian Romanchuk
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