The Overshoot

  • Home
  • Archive
  • About
  • Morereturn ;
Share this publication
The Overshoot
theovershoot.co
The Overshoot

Making sense of the global economy and financial markets

By Matthew C. Klein · Thousands of paid subscribers
LoginAboutArchive
Top postsAboutArchiveAuthorsLogin
"Covid Zero" is Crushing ChinaProduction and consumption both cratered in April. The impact on the rest of the world is uncertain.
May 20
9
Comment2
Russia Is Losing Access to ImportsComprehensive data from March show that the Russian economy is being denied access to critical manufactured goods. The initial numbers for April suggest it's only getting worse for the Putin regime.
May 16
5
Comment1
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.
8 hr ago
7
Comment
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 services, most notably restaurants, could be worrying.
May 12
8
Comment5

Most popular

Inequality, Interest Rates, Aging, and the Role of Central Banks
16
Comment2
The Implications of Unrestricted Financial Warfare
9
Comment2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
Comment3
The Sanctions Are Already Working
10
Comment
"Covid Zero" is Crushing China
9
Comment2
Russia Is Losing Access to Imports
5
Comment1
See all popular
NewCommunity
Thoughts on DISORDER by Helen ThompsonI reviewed an ambitious, but frustrating, new history for Foreign Policy magazine.
May 10
7
Comment3
How Worrying is the Q1 GDP Decline?Getting into the guts of net exports, the statistical discrepancy, and more.
May 5
8
Comment6
Russia Sanctions Update: Germany, Japan, Switzerland, Thailand, and MalaysiaThe Putin regime is feeling the squeeze.
Apr 28
6
Comment1
Korean Exports to Russia Have CollapsedMore evidence on the impact of the sanctions so far.
Apr 25
10
Comment1
The Sanctions Are Already WorkingThe immediate goal is to prevent the Russian army from resupplying its forces. Look for a sharp drop in exports to Russia from the major manufacturing…
Apr 22
10
Comment
Covid-flation Meets Putin-flationDomestically-generated U.S. inflation was slowing down in March. But the good news was offset by Russia-related shortages of energy and food. Lockdowns…
Apr 13
9
Comment1
Last Looks at the Pre-War World (4): U.S. Incomes Were Outpacing InflationRising prices for goods and services weren't so bad that they limited real consumer spending or household saving.
Apr 7
8
Comment
Last Looks at the Pre-War World (3): The Return of "Exorbitant Privilege"?Americans financed large trade deficits as well as large net purchases of valuable foreign investments in 2021 by printing money and by issuing…
Mar 29
6
Comment
See all

Most popular

Inequality, Interest Rates, Aging, and the Role of Central Banks
16
Comment2
The Implications of Unrestricted Financial Warfare
9
Comment2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
Comment3
The Sanctions Are Already Working
10
Comment
"Covid Zero" is Crushing China
9
Comment2
Russia Is Losing Access to Imports
5
Comment1
See all popular
The Overshoot

The Overshoot

Making sense of the global economy and financial markets
RecommendationsView all 19
The Hundred
The Hundred
Marcel Dirsus
CalculatedRisk Newsletter
CalculatedRisk Newsletter
CalculatedRisk by Bill McBride
Value Added
Value Added
Duncan Weldon
O
On Another Note
Rishi Mishra
Commodity Context
Commodity Context
Rory Johnston

The Overshoot

AboutArchiveAuthorsRecommendations
© 2022 Matthew C. Klein
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing