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U.S. Breakeven Comments
I just refreshed my favourite U.S.
May 29, 2023
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Brian Romanchuk
9
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Term Premium Comments
I have been looking at term premium models as part of a non-writing project.
Sep 24
•
Brian Romanchuk
3
1
Yes, Don't Compare Raw Bond Yields Across Currencies
Toby Nangle recently wrote “How to (more) properly compare bond yields across markets” (non-gift link).
Sep 16
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Brian Romanchuk
5
Inflation: Paint Drying, &c
A weak August PPI report today continues the narrative that inflation in the United States is a nothingburger.
Sep 10
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Brian Romanchuk
7
Comments On "The Race Between Asset Supply And Demand"
Adrien Auclert, Hannes Malmberg, Matthew Rognlie, and Ludwig Straub presented the paper “The Race Between Asset Supply and Demand” at the Jackson Hole…
Sep 2
•
Brian Romanchuk
7
2
Republicans: We Shall Seize The Means Of Production
The week starts with news that the American “free market party” seized 10% of an ailing chip maker and has announced the intention to do similar…
Aug 25
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Brian Romanchuk
5
Carney Capitulates?
News today was that Prime Minister Mark Carney withdrew many Canadian retaliatory tariffs on American good, although some remain.
Aug 22
•
Brian Romanchuk
4
3
Chickening Out Over The Jobs Report
I was slow to the outrage about the floated idea of stopping the publication of the monthly Jobs report (in favour of just the quarterly numbers).
Aug 13
•
Brian Romanchuk
4
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