The Overshoot
Matthew C. Klein, Chris MarshMaking sense of the global economy and financial markets
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 287 | Subscribers | Read | theovershoot.co |
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| #60 | |
| #55 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
If You Thought the Inflation Outlook Was Bad Before...
Quantifying its size is impossible given how little we know about when and how this will end, but the direction of the impact is obvious. The big question is whether long-term beliefs will shift.
Tariffs and "International Payments Problems"
It has long been accepted that tariffs are an acceptable tool for managing balance of payments issues. The real question is whether they would be useful for the U.S. in 2026.
Arbitrary U.S. Tariffs Are Gone. What's Next?
The Supreme Court has ruled that the President cannot use "emergency" authority to impose tariffs at will. Inflation is still going to be a problem.
Australia Is Raising Rates. Why Not the Fed?
The U.S. economy is accelerating, yet policymakers are still unreasonably concerned about downside risks.
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Authors
The writers behind this newsletter.
Trying to understand how things work, with a focus on economics, finance, and history.
Senior Adviser Exante Data. The artist formerly known as The General Theorist.
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