The Overshoot
Matthew C. KleinMaking sense of the global economy and financial markets
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 244 |
| Subscribers | Read | theovershoot.co |
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| #39 | |
| #32 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Trump or No Trump, 2% Inflation Was Not Coming Any Time Soon
Prices were failing to decelerate even before there were concerns about tariffs and other disruptive policies thanks to robust income growth and consumer spending.
Thinking About the Financial Implications of the U.S. Fiscal Position
The federal deficit is larger than in 2018-19 mostly because interest rates on existing debt are higher. What does it all mean?
China's Depression and the U.S. Inflation Outlook
Underlying price pressures in 2024 were either the same or barely changed from 2023. That was despite a worsening slowdown in China that reduced demand for commodities and manufactured goods.
Conflicting Signals in the Strong Jobs Data
Core unemployment fell sharply while the monthly pace of core wage growth decelerated. Broader measures look a little different.
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Authors
The writers behind this newsletter.
Trying to understand how things work, with a focus on economics, finance, and history.
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