Matthew C. Klein

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Founder of THE OVERSHOOT | co-author of TRADE WARS ARE CLASS WARS | For speaking engagements: https://www.chartwellspeakers.com/speaker/matthew-klein/

European criticism of the Inflation Reduction Act's narrow definition of friend-shoring isn't a surprise.

But it is strange that most of Europe now believes the IRA is a massive threat to European industry, while even more discriminatory Chinese policies are largely ignored

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See thread (17 tweets)
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Matthew C. Klein 9 days ago

Great thread from Brad. One key point (made lower down) is that the surge in exports is so far mostly going to places *other* than US+EU+Japan.

The definitive biography of the most important economic statesman of our time   Sebastian Mallaby's magisterial biography of Alan Greenspan, the product of over five years of research based on untrammeled access to his subject and his closest professional and personal intimates, brings into vivi
www.goodreads.com
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Matthew C. Klein 10 days ago

Definitely recommend this book:

Business Employment Dynamics data for Q2 2022 came out today. This data is based on the QCEW. The Philly fed spoiled the headline that there was negative net job change in the quarter on a SA basis. The BED reported a net job change of -287k vs +1 million www.bls.gov/news.release/cewbd.nr0.htm
See thread (7 tweets)
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Matthew C. Klein 10 days ago

Interesting thread

In my speech “Monetary policy tightening and the green transition” I discuss how the current macroeconomic environment, in particular painfully high inflation and rising interest rates, impacts the green transition and what this implies for monetary and fiscal policymakers. 1/17 twitter.com/ecb/status/1612754534127861760
See thread (17 tweets)
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Matthew C. Klein 24 days ago

Worth reading this whole thread for insight into how one major central bank is viewing the inflation/investment tradeoff

🧵🇨🇳🇷🇺
Does China distance itself from Russia because of war against Ukraine? A terrific @FT piece helps to understand how Beijing wants its policy towards Moscow to be seen in Western capitals. Spoiler alert: the real policy might be very different. Let me help to unpack it. 1/
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Matthew C. Klein 25 days ago

Very insightful thread

Reflections on a difficult year in China-watching, best of the newsletter and podcast, and plans for 2023
www.chinatalk.media
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Matthew C. Klein 27 days ago

I'm a paid reader, and I would encourage all of you to read and support the excellent work that @jordanschnyc does:

“In some periods they explain practically all major events, and in most periods they explain a great deal … But even greater than the causal is the symptomatic significance of fiscal history. The spirit of the people, its cultural level, its social structure, the deeds its policy may prepare … all t
adamtooze.substack.com
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Matthew C. Klein 28 days ago

Great @adam_tooze essay on who really paid for the Nazi war effort, and the relationship between dictatorships, welfare, and entitlements:

Back in 2016, when Russiagate was rearing its head and before it was made into an almost religious movement that obscured very real misdeeds and disturbing trends, my friend Alex Hazanov and I wrote something for the Washington Post. Back then, I was a very cloistered grad student and didn't write m
building-a-ruin.ghost.io
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Matthew C. Klein 1 month ago

(I strongly recommend reading Lawrence Freedman’s essays on the military situation and Yakov Feygin on Russia’s internal dynamics.)

Following Sam’s example I thought I should try to assess my own performance over the past year. From the moment we set up the substack it was clear that the big issue for me was going to be the Russian threat to Ukraine. I wrote five pieces in the period before the war and another 35 once it started
samf.substack.com
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Matthew C. Klein 1 month ago

(I strongly recommend reading Lawrence Freedman’s essays on the military situation and Yakov Feygin on Russia’s internal dynamics.)

I would like to say a few words about my article on Charles Kindleberger in the last issues of *Capitalism* (a thread and access to the paper by clicking on the link below)
👇
muse.jhu.edu/pub/56/article…
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Matthew C. Klein 1 month ago

Wonderful thread about one of the greatest economists of all time

Back in the Covid days, Axios ran with a wild story claiming as much as 50% of unemployment benefits were being stolen by street gangs and state-backed foreign criminal syndicates. Last week, Congress finally got to the bottom of where that claim came from. Turns out, it was made up by a company try
www.youtube.com 10 min
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Matthew C. Klein 1 month ago

Excellent work from @MattBruenig following up on one of the stranger claims made about emergency income support during the pandemic:

Everyone’s got a protection officer these days, but how do you find a good one? We meet the CPOs
www.ft.com
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Matthew C. Klein 2 months ago

This is one of the best How to Spend It articles I have read in years:

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