Making sense of the global economy and financial markets
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 300 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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theovershoot.coLatest Issues
AI, Productivity, and Rates: Part I
Even if AI is disinflationary, the cost of capital might need to rise to balance out the higher prospective returns on new investments. But first: is productivity even accelerating?
Two videos you may be interested in from my recent trip t...
U.S. Inflation Is Not Really Slowing
Freakish declines in motor vehicle insurance, phone bills, and jewelry are probably not indicative of any change in underlying trends. Plus: more on how the memory shortage is affecting PCE.
It is perhaps fitting that the official consumer...
The Win-Win Solution to "China Shock 2.0"
The best way to address the concerns of China's trade partners is to let the Chinese people live better.
I will be in Dalian on June 23-25 for the World Economic Forum’s Annual Meeting of the New Champions. I will be giving a short present...
The Case for Higher U.S. Rates
Hormuz may be opening up, but the combination of robust growth and stable-to-accelerating underlying inflation suggests that the previous bias to lowering rates was a mistake.
Among other reasons, Kevin Warsh was nominated to run the Feder...
Yes, Living Standards Have Grown Slower in Northwest Europe than in the U.S.
But what that means for relative income levels is much less clear.
The point of working is to produce enough value for the rest of society to be able to consume as many goods and services as we want for at least as long as we are alive. “P...
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Trying to understand how things work, with a focus on economics, finance, and history.
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