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Making sense of the global economy and financial markets
By Matthew C. Klein · Thousands of paid subscribers
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Russia Sanctions Update: April (comprehensive) and May (preliminary)
Data indicate that the Putin regime remained under pressure as of May.
Jun 29
5
What Should We Do About Inflation? (Part 2)
More stuff where it's possible, less demand where it's not.
Jun 22
13
10
Most Americans Are Doing Well. For Now.
The latest data on incomes and consumption (for May) suggest that most households were in solid financial shape.
Jul 1
5
3
The Federal Reserve Brings the Pain
For the first time since the introduction of covid vaccines, America's central bankers believe that a price must be paid to bring inflation back under control.
Jun 16
11
3
Most popular
Inequality, Interest Rates, Aging, and the Role of Central Banks
17
2
U.S. Economic Data Aren't Adding Up
12
3
What Should We Do About Inflation? (Part 1)
15
2
The Implications of Unrestricted Financial Warfare
10
2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
3
On the Russian Oil Sanctions
9
1
See all popular
New
Community
What Should We Do About Inflation? (Part 1)
The appropriate response depends on the cause of the problem.
Jun 14
15
2
U.S. Inflation in May: More Mixed News
Some charts on what's good and what's bad.
Jun 10
9
1
On the Russian Oil Sanctions
The goal is to limit Russian imports. Existing measures already did that. The new oil sanctions will add some to the pressure, but at substantially…
Jun 2
9
1
U.S. Economic Data Aren't Adding Up
Either corporate profits are being grossly overstated, the trade deficit is much narrower than implied by customs data, or business investment is being…
May 27
12
3
What's Happening With the Global Economy? (with Cardiff Garcia)
Some charts to accompany an interview I did with the team at The New Bazaar, covering everything from U.S. household saving to the world's wheat supply.
May 26
20
"Covid Zero" is Crushing China
Production and consumption both cratered in April. The impact on the rest of the world is uncertain.
May 20
11
2
Russia Is Losing Access to Imports
Comprehensive data from March show that the Russian economy is being denied access to critical manufactured goods. The initial numbers for April suggest…
May 16
8
1
U.S. Inflation is Getting Worse (and Better?)
Many price increases, particularly for manufactured goods, seem to be moderating or reversing. But persistent inflation in the prices of select…
May 12
10
5
See all
Most popular
Inequality, Interest Rates, Aging, and the Role of Central Banks
17
2
U.S. Economic Data Aren't Adding Up
12
3
What Should We Do About Inflation? (Part 1)
15
2
The Implications of Unrestricted Financial Warfare
10
2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
3
On the Russian Oil Sanctions
9
1
See all popular
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