The Overshoot

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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.
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Production and consumption both cratered in April. The impact on the rest of the world is uncertain.
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Comprehensive data from March show that the Russian economy is being denied access to critical manufactured goods. The initial numbers for April suggest…
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Many price increases, particularly for manufactured goods, seem to be moderating or reversing. But persistent inflation in the prices of select…
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I reviewed an ambitious, but frustrating, new history for Foreign Policy magazine.
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Getting into the guts of net exports, the statistical discrepancy, and more.
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The Putin regime is feeling the squeeze.
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More evidence on the impact of the sanctions so far.
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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…
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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…
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Rising prices for goods and services weren't so bad that they limited real consumer spending or household saving.
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Americans financed large trade deficits as well as large net purchases of valuable foreign investments in 2021 by printing money and by issuing…
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© 2022 Matthew C. Klein
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