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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.
Matthew C. Klein
Jul 1
5
3
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Most Americans Are Doing Well. For Now.
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Russia Sanctions Update: April (comprehensive) and May (preliminary)
Data indicate that the Putin regime remained under pressure as of May.
Matthew C. Klein
Jun 29
5
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Russia Sanctions Update: April (comprehensive) and May (preliminary)
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What Should We Do About Inflation? (Part 2)
More stuff where it's possible, less demand where it's not.
Matthew C. Klein
Jun 22
13
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What Should We Do About Inflation? (Part 2)
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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…
Matthew C. Klein
Jun 16
11
3
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The Federal Reserve Brings the Pain
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What Should We Do About Inflation? (Part 1)
The appropriate response depends on the cause of the problem.
Matthew C. Klein
Jun 14
15
2
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What Should We Do About Inflation? (Part 1)
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U.S. Inflation in May: More Mixed News
Some charts on what's good and what's bad.
Matthew C. Klein
Jun 10
9
1
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U.S. Inflation in May: More Mixed News
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On the Russian Oil Sanctions
The goal is to limit Russian imports. Existing measures already did that. The new oil sanctions will add some to the pressure, but at substantially…
Matthew C. Klein
Jun 2
9
1
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On the Russian Oil Sanctions
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U.S. Economic Data Aren't Adding Up
Either corporate profits are being grossly overstated, the trade deficit is much narrower than implied by customs data, or business investment is being…
Matthew C. Klein
May 27
12
3
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U.S. Economic Data Aren't Adding Up
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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.
Matthew C. Klein
May 26
20
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What's Happening With the Global Economy? (with Cardiff Garcia)
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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.
Matthew C. Klein
May 20
11
2
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"Covid Zero" is Crushing China
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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…
Matthew C. Klein
May 16
8
1
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Russia Is Losing Access to Imports
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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…
Matthew C. Klein
May 12
10
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U.S. Inflation is Getting Worse (and Better?)
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