The Overshoot

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The latest data on incomes and consumption (for May) suggest that most households were in solid financial shape.
Matthew C. Klein
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Data indicate that the Putin regime remained under pressure as of May.
Matthew C. Klein
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More stuff where it's possible, less demand where it's not.
Matthew C. Klein
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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
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The appropriate response depends on the cause of the problem.
Matthew C. Klein
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Some charts on what's good and what's bad.
Matthew C. Klein
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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
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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
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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.
Matthew C. Klein
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Production and consumption both cratered in April. The impact on the rest of the world is uncertain.
Matthew C. Klein
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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…
Matthew C. Klein
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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…
Matthew C. Klein
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