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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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"Covid Zero" is Crushing China
Production and consumption both cratered in April. The impact on the rest of the world is uncertain.
May 20
9
Comment
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 it's only getting worse for the Putin regime.
May 16
5
Comment
1
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.
9 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
Comment
5
Most popular
Inequality, Interest Rates, Aging, and the Role of Central Banks
16
Comment
2
The Implications of Unrestricted Financial Warfare
9
Comment
2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
Comment
3
The Sanctions Are Already Working
10
Comment
"Covid Zero" is Crushing China
9
Comment
2
Russia Is Losing Access to Imports
5
Comment
1
See all popular
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Community
Thoughts on DISORDER by Helen Thompson
I reviewed an ambitious, but frustrating, new history for Foreign Policy magazine.
May 10
7
Comment
3
How Worrying is the Q1 GDP Decline?
Getting into the guts of net exports, the statistical discrepancy, and more.
May 5
8
Comment
6
Russia Sanctions Update: Germany, Japan, Switzerland, Thailand, and Malaysia
The Putin regime is feeling the squeeze.
Apr 28
6
Comment
1
Korean Exports to Russia Have Collapsed
More evidence on the impact of the sanctions so far.
Apr 25
10
Comment
1
The Sanctions Are Already Working
The 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-flation
Domestically-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
Comment
1
Last Looks at the Pre-War World (4): U.S. Incomes Were Outpacing Inflation
Rising 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
Comment
2
The Implications of Unrestricted Financial Warfare
9
Comment
2
Russia Was Prepared to Withstand Sanctions. Why Wasn't Europe Prepared to Impose Them?
17
Comment
3
The Sanctions Are Already Working
10
Comment
"Covid Zero" is Crushing China
9
Comment
2
Russia Is Losing Access to Imports
5
Comment
1
See all popular
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Making sense of the global economy and financial markets
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