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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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Is America's Job Market "Too Good"?
Federal Reserve officials want to reduce businesses' demand for workers to put downward pressure on wage growth and contain inflation. Yet the pace of hiring remained strong as of mid-July.
Aug 9
10
2
Price Discovery in Subscription Research
If you are thinking about upgrading to a paid subscription, or are undecided about whether to renew, now is the time to lock in the current rate. Plus: a review of 2022 so far.
Aug 2
24
2
U.S. Inflation May Be Turning the Corner
The Consumer Price Index was flat in July compared to June, thanks largely to a drop in energy prices that may or may not persist. The Producer Price Index provides more reasons for optimism.
18 hr ago
5
1
Is the 2022H1 GDP Decline...Fake?
The details of the data continue to be confusing and contradictory. But the economy is almost certainly slowing even if it hasn't yet started shrinking.
Jul 31
16
5
Most popular
Inequality, Interest Rates, Aging, and the Role of Central Banks
19
2
Is the 2022H1 GDP Decline...Fake?
16
5
China's Unbalancing Is Going Into Overdrive
19
1
U.S. Economic Data Aren't Adding Up
14
3
What Should We Do About Inflation? (Part 1)
16
2
The Implications of Unrestricted Financial Warfare
10
2
See all popular
New
Community
China's Unbalancing Is Going Into Overdrive
Squeezed consumers and homebuilders are forcing up the trade surplus via stagnant imports. And higher lending to local governments likely reflects…
Jul 22
19
1
Inflation Isn't Getting Better. Yet.
Consumer prices rose rapidly in June. But many of the forces blamed for inflation are moving in the other direction.
Jul 14
14
"Quantitative Tightening" So Far
Banks' deposits at the Federal Reserve have dropped by about $1 trillion since the end of last year. The impact has been borne primarily by U.S.-based…
Jul 12
13
1
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
13
3
Russia Sanctions Update: April (comprehensive) and May (preliminary)
Data indicate that the Putin regime remained under pressure as of May.
Jun 29
9
What Should We Do About Inflation? (Part 2)
More stuff where it's possible, less demand where it's not.
Jun 22
15
10
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…
Jun 16
12
3
What Should We Do About Inflation? (Part 1)
The appropriate response depends on the cause of the problem.
Jun 14
16
2
See all
Most popular
Inequality, Interest Rates, Aging, and the Role of Central Banks
19
2
Is the 2022H1 GDP Decline...Fake?
16
5
China's Unbalancing Is Going Into Overdrive
19
1
U.S. Economic Data Aren't Adding Up
14
3
What Should We Do About Inflation? (Part 1)
16
2
The Implications of Unrestricted Financial Warfare
10
2
See all popular
The Overshoot
Making sense of the global economy and financial markets
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