Making sense of the global economy and financial markets
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 296 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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theovershoot.coLatest Issues
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...
Russia's Underwhelming Oil Revenue Windfall
The latest data show that the increase in energy prices since the start of the conflict with Iran has done relatively little to improve the finances of the Russian government or its military industry.
A barrel of Brent crude oil cost about...
The U.S. Job Market is (Still) Inflationary
Wage growth is now accelerating slightly, supporting the quickening of "supercore" service price increases. Plus: more on the health care wage slowdown mystery.
I was fortunate to attend two fascinating conferences in the Bay Area last wee...
The Growth Impulse from the Data Center Boom
There is much less than meets the eye, although the official numbers may also be undercounting some of what is happening.
It is convenient that Amazon, Google, Microsoft, and Meta all reported their 2026Q1 results the night before the Bure...
"Look Through" the Hormuz Shock if You Want. U.S. Inflation is Still Running Hot.
A wide range of underlying measures indicates that prices are rising too fast to be consistent with the Fed's alleged 2% yearly target. Plus: explaining the CPI-PCE gap.
I was only away in Yosemite for a week, but somehow that was long eno...
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Trying to understand how things work, with a focus on economics, finance, and history.
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