Bond Market

Bond Vigilante Musings

Bond Vigilante Musings

Bond vigilantes are a popular topic in financial media. Part of this is that most people find government bonds boring, ...
Book Comments: “The Deficit Delusion”

Book Comments: “The Deficit Delusion”

A new book at my library caught my eye — “The Deficit Delusion: Why Everything Left, Right, and the Supply ...
Canadian Inflation Comments

Canadian Inflation Comments

So far, the gasoline price shock in Canada has not been as bad as what happened after the pandemic, but ...
Ceasefire Sort-Of Holding?

Ceasefire Sort-Of Holding?

The world economy remains hostage to the war in the Middle East. Although the news flow remains extremely erratic, direct ...
Postal Savings Banks

Postal Savings Banks

Postal savings banks are a venerable form of public banks. They were traditionally aimed at providing payment and savings options ...
Bond And Loan Financing

Bond And Loan Financing

In an earlier article, I did an over-simplified discussion of how a local public bank would interact with municipal bond ...
No War Plan Still

No War Plan Still

The main reason to be pessimistic about the war between Iran versus the United States and Israel is the lack ...
Public Banks And Municipal Bonds

Public Banks And Municipal Bonds

Tyler Suksawat and Scott Ferguson recently published “Reclaiming the Public Interest: Cities Should Sell Municipal Bonds to Their Own Public ...
Victory Declared — Did Not Go Home

Victory Declared — Did Not Go Home

I am about to write another article for publication tomorrow (I hope), but just wanted to express my dismay about ...
Iran War Risks

Iran War Risks

The main global economic risk associated with the renewed war against Iran is an energy price spike. (Regional problems are ...
Deflations Not Easy And Benign

Deflations Not Easy And Benign

This article is a preliminary unedited draft section of my inflation manuscript. There are therefore references to other “sections” and ...
Secular Employment Shifts

Secular Employment Shifts

The Payrolls Employment Report in the United States released earlier this week was stronger than expected (although there were downward ...
“Sell The Dollar”: Think Price, Not Flows

“Sell The Dollar”: Think Price, Not Flows

The “sell the dollar” trade is coming up in the chatter I see. I think that economists love making international ...
Liberation Day 2.0

Liberation Day 2.0

The latest crisis of the weekend was the announced tariffs on selected European countries for their decision to base a ...
Canadian Economy: Muddling, But 2026 Looms

Canadian Economy: Muddling, But 2026 Looms

Courtesy of President Trump chickening out on breaking the USMCA/CUSMA free trade agreement on autos, the damage due to the ...
UK MMT Wrangling

UK MMT Wrangling

There’s been a rise of Modern Monetary Theory (MMT) wrangling on my Bluesky timeline, largely the result of intra-left mudslinging ...
EU5 And Economics Part II: Inflation And The Fall Of The Roman Empire

EU5 And Economics Part II: Inflation And The Fall Of The Roman Empire

This article is a part of a series that resulted from some observations about the economic modelling in the strategy ...
EU5 And Economics: Part I, Historical Backstory

EU5 And Economics: Part I, Historical Backstory

The fifth installation of the video game Europa Universalis (hereafter EU5) just came out, and it had some interesting economic ...
Oh No, Missing CPI Data

Oh No, Missing CPI Data

It appears that the American October Consumer Price Index (CPI) will not be calculated by the Bureau of Labor [sic] ...

How to Evaluate Bond Fund Quality Beyond the Ratings

Evaluating Bond Fund Credit Quality: Beyond the Ratings Credit ratings provide a convenient shorthand for assessing bond quality, but relying ...

How to Calculate Accrued Interest on Your Bond Investments

Enhancing Your Understanding of Accrued Interest: Data, Examples, and Tools Let’s deepen your understanding of accrued interest with detailed tables, ...

Understanding the Basics of Treasury Securities

Understanding the Basics of Treasury Securities What Are Treasury Bonds (T-Bonds)? Treasury Bonds are long-term U.S. government securities with maturities ...

How to Calculate Bond Yield to Maturity Without a Calculator

How to Calculate Bond Yield to Maturity Without a Calculator: The Ultimate Step-by-Step Guide for Fixed Income Investors Whether you’re ...
California Municipal Bonds Vs Treasuries

California Municipal Bonds Vs Treasuries

Living in California comes with undeniable perks—year-round sunshine, world-class innovation hubs, and stunning natural beauty. But there’s one downside that ...