The BondEconomics Newsletter

Home
Archive
About

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.
 • 
Brian Romanchuk
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…
 • 
Brian Romanchuk
1
Back From Vacation...
I was out camping and had a backlog of things to deal with after I got back.
 • 
Brian Romanchuk
1

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…
 • 
Brian Romanchuk
18
Trump Folded, Uncertainty Remains
Uncertainty got the upper hand this weak.
 • 
Brian Romanchuk
1
Tariff Primer
Note: this unedited article may be used within a new chapter in my inflation primer.
 • 
Brian Romanchuk
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…
 • 
Brian Romanchuk
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.
 • 
Brian Romanchuk
3
Economic Phoney War
Although the advance estimate of U.S.
 • 
Brian Romanchuk

April 2025

© 2025 Brian Romanchuk
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture