The Overshoot
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Doing My Part to Raise R*
Or: Some Personal News
Matthew C. Klein
Mar 16
55
21
Share this post
Doing My Part to Raise R*
theovershoot.co
Copy link
Twitter
Facebook
Email
Thoughts on the Bank Bailouts
Financing risk-taking with deposits is an inherently fragile business model that depends on persistent government support. There are alternatives.
Matthew C. Klein
Mar 13
45
9
Share this post
Thoughts on the Bank Bailouts
theovershoot.co
Copy link
Twitter
Facebook
Email
New Episode of UN/BALANCED!
Michael and I discuss globalization, Mary Poppins, the IRA, and what China gets right that so many other developing countries get wrong.
Matthew C. Klein
Mar 10
22
1
Share this post
New Episode of UN/BALANCED!
theovershoot.co
Copy link
Twitter
Facebook
Email
Reconsidering the "2020s as 1940s" Analogy
Trying to figure out why one reflation was also a growth miracle, while the other one was not.
Matthew C. Klein
Mar 8
27
7
Share this post
Reconsidering the "2020s as 1940s" Analogy
theovershoot.co
Copy link
Twitter
Facebook
Email
Checking in on the U.S. Housing Market
Activity is normalizing along with rates. Builders' prudence on hiring during the boomlet is now shielding the job market.
Matthew C. Klein
Mar 2
15
2
Share this post
Checking in on the U.S. Housing Market
theovershoot.co
Copy link
Twitter
Facebook
Email
February 2023
Americans' Incomes Are Rising Too Fast for 2% Inflation
The question is whether that is enough of a problem to justify the costs of addressing it.
Matthew C. Klein
Feb 25
20
3
Share this post
Americans' Incomes Are Rising Too Fast for 2% Inflation
theovershoot.co
Copy link
Twitter
Facebook
Email
Closing the Gaps in the Sanctions on Russia
Russia's imports have almost certainly recovered thanks in part to surging exports from Ukraine's supporters to Russia's relatively friendly neighbors…
Matthew C. Klein
Feb 22
17
4
Share this post
Closing the Gaps in the Sanctions on Russia
theovershoot.co
Copy link
Twitter
Facebook
Email
"Soft Landing"? More Like "No Landing"
The latest wave of U.S. economic data suggest that growth remains strong even as excessive inflation persists. The interest rates that made sense in the…
Matthew C. Klein
Feb 18
24
Share this post
"Soft Landing"? More Like "No Landing"
theovershoot.co
Copy link
Twitter
Facebook
Email
"Quantitative Tightening" and the U.S. Banking System
The Federal Reserve's asset portfolio has shrunk by roughly $500 billion since last summer. The impact has not been distributed evenly.
Matthew C. Klein
Feb 16
15
9
Share this post
"Quantitative Tightening" and the U.S. Banking System
theovershoot.co
Copy link
Twitter
Facebook
Email
The Bank of England's Jonathan Haskel on Inflation, Productivity, Brexit, and More
An exclusive interview with a member of the Monetary Policy Committee.
Matthew C. Klein
Feb 13
26
Share this post
The Bank of England's Jonathan Haskel on Inflation, Productivity, Brexit, and More
theovershoot.co
Copy link
Twitter
Facebook
Email
The Mysterious $300 Billion Flow Out of China
The discrepancy between Chinese goods exports according to customs data and according to the balance of payments remains extremely large.
Matthew C. Klein
Feb 10
19
1
Share this post
The Mysterious $300 Billion Flow Out of China
theovershoot.co
Copy link
Twitter
Facebook
Email
Whither Globalization? And What Would that Even Mean, Anyway?
Before getting worried about U.S.-led "deglobalization" or "fragmentation", it helps to have some context about what has already happened.
Matthew C. Klein
Feb 7
23
6
Share this post
Whither Globalization? And What Would that Even Mean, Anyway?
theovershoot.co
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts