Share this publication
The Overshoot
theovershoot.co
Podcast with David Beckworth on the Pandemic, Inflation, and Interest RatesA wide-ranging conversation for the audio-inclined
| 1 | Share this post Podcast with David Beckworth on the Pandemic, Inflation, and Interest Rates theovershoot.co |
China's Credit Tightening and Financial OutflowsSome initial thoughts based on the AFRE, banking, and preliminary balance of payments numbers
| 1 | 1 | Share this post China's Credit Tightening and Financial Outflows theovershoot.co |
China's Faltering Recovery?The export and manufacturing surge that had helped offset consumer weakness is fading at the same time as the housing market is starting to roll over
| 2 | 1 | Share this post China's Faltering Recovery? theovershoot.co |
The Case for Patience on InflationFor now, anyway.
| 8 | 3 | Share this post The Case for Patience on Inflation theovershoot.co |
What's Happening With the U.S. Economy? (with Cardiff Garcia)A podcast and chart collection for anyone trying to get up to speed on how things are going, from GDP to jobs to wages to inflation to savings to entre…
| 3 | 4 | Share this post What's Happening With the U.S. Economy? (with Cardiff Garcia) theovershoot.co |
What's going on with interest rates? (Part 1)Making sense of the recent wild ride in the front end, with a special focus on the expiration of Australia's yield target
| 2 | Share this post What's going on with interest rates? (Part 1) theovershoot.co |
Kornai, Keynes, the Coronavirus, and KantSome thoughts on the implications of "soft budget constraints", featuring Eastern bloc economics, China's development model, and Perpetual Peace
| 6 | 1 | Share this post Kornai, Keynes, the Coronavirus, and Kant theovershoot.co |
Growth Slowed in Q3 Because of the Chip Shortage and the Delta Variant. The Future Should Be Better.The downturns in everything from car sales to dining out will probably either bottom out or at least moderate in the months ahead.
| 1 | 1 | Share this post Growth Slowed in Q3 Because of the Chip Shortage and the Delta Variant. The Future Should Be Better. theovershoot.co |
Publish on Substack
The Overshoot is on Substack – the place for independent writing