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U.S. Breakeven Comments
I just refreshed my favourite U.S.
May 29, 2023
•
Brian Romanchuk
10
2
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AI And Publishing: Some Semi-Informed Comments
It is safe to say that technologies lumped under “Artificial Intelligence” (AI) will have an effect on the publishing and writing process, but I believe…
Feb 18
•
Brian Romanchuk
4
1
Secular Shifts In Employment
The Payrolls Employment Report in the United States released earlier this week was stronger than expected (although there were downward revisions of…
Feb 13
•
Brian Romanchuk
8
3
1
Fed Balance Sheet Unwinding
I ran across this article by David Beckworth that discusses the issues with the reduction of the Fed’s balance sheet (called “Quantitative Tightening…
Feb 3
•
Brian Romanchuk
4
14
Tariff Otaku Back?
This weekend had a couple tariff tweets from the White House (aimed at Canada and South Korea), but those appear to have dropped off the radar.
Jan 28
•
Brian Romanchuk
6
1
"Sell The Dollar": Think Price, Not Flows
The “sell the dollar” trade is coming up in the chatter I see.
Jan 26
•
Brian Romanchuk
10
1
4
Liberation Day 2.0
The latest crisis of the weekend was the announced tariffs on selected European countries for their decision to base a tripwire force in Greenland.
Jan 19
•
Brian Romanchuk
9
5
Debt/GDP Math Refresher
One of the joys about writing about bond markets is that I always get questions in real life (e.g., during a curling bonspiel) about whatever crisis du…
Jan 14
•
Brian Romanchuk
14
25
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