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Revenge Of The Expectations Fairies
I used to mock the idea of the “expectations fairies” — at least in the context of neoclassical theory.
Mar 10
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Brian Romanchuk
8
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Revenge Of The Expectations Fairies
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Sigh, Chaos Continues (7)
Since my last article, President Deals partially caved in Canadian/Mexican tariffs, but has just announced new tariffs on Canadian products (dairy and…
Mar 7
•
Brian Romanchuk
5
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Sigh, Chaos Continues (7)
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Sigh, Chaos Continues (6)
The tariff hammer finally fell on Canada/Mexico, and it is unclear how long the new policy will remain in place (and whether new tariffs will be stacked…
Mar 5
•
Brian Romanchuk
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Sigh, Chaos Continues (6)
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Sigh, Chaos Continues (5)
The Tariff Week speculation continues, and at the time of writing, it is unclear whether the Tariff Hammer falls on Canada/Mexico (deadline tomorrow).
Mar 3
•
Brian Romanchuk
6
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Sigh, Chaos Continues (5)
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February 2025
Sigh, Chaos Continues (4)
The crisis continues, following existing trends.
Feb 28
•
Brian Romanchuk
5
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Sigh, Chaos Continues (4)
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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.
Feb 24
•
Brian Romanchuk
11
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Sigh, Chaos Continues (3)
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Sigh, Chaos Continues (2)
To the extent that the Trump administration has identifiable economic policies, they seem to align with what I expected.
Feb 17
•
Brian Romanchuk
8
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Sigh, Chaos Continues (2)
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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…
Feb 10
•
Brian Romanchuk
9
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Sigh, Chaos Continues
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6
Normalcy Bias In Economic/Financial Research
The announcement and then rapid capitulation by President Trump on his tariffs on Canada and Mexico (but not China!) engendered a certain amount of…
Feb 4
•
Brian Romanchuk
4
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Normalcy Bias In Economic/Financial Research
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2
Canada/U.S. Free Trade, R.I.P.
Trump has declared economic war on Canada, and has done so in a fashion that Canadians can no longer take the premise of “free trade” seriously.
Feb 2
•
Brian Romanchuk
14
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Canada/U.S. Free Trade, R.I.P.
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January 2025
How I Learned To Stop Worrying And Love Trussonomics 2.0
If you suffer the misfortune of having to write about developed country macro, you have four options.
Jan 28
•
Brian Romanchuk
6
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How I Learned To Stop Worrying And Love Trussonomics 2.0
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Oh Noes, Not The Gilt Death Spiral!
(Where is my &^%*ing fainting couch?)
Jan 23
•
Brian Romanchuk
14
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Oh Noes, Not The Gilt Death Spiral!
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