Matthew C. Klein

theovershoot.co

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community-curated profile

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

Overview Posts Content Recommendations

Tweet Mar 12, 2023

I worked in bank liquidity and treasury for the better part of the last decade, and there is one very interesting risk factor from the SVB collapse that I do not think we have ever witnessed before in modern finance, a 🧵:

by professorstam.eth

Recommended by 1 person

1 mention by Matthew C. Klein

Tweet Feb 27, 2023

While the advanced economies talked about deglobalization, China's auto industry ... globalized. And in a big way. Amazing chart from Gavekal 1/ twitter.com/Brad_Setser/status/1630235351594807297/photo/1

by Brad Setser

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1 mention by Matthew C. Klein

Tweet Jan 25, 2023

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 po

by Brad Setser

Recommended by 2 people

1 mention by Matthew C. Klein

Tweet Jan 25, 2023

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 mi

by B.M.

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1 mention by Matthew C. Klein

Tweet Jan 11, 2023

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

by Isabel Schnabel

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1 mention by Matthew C. Klein

Tweet Jan 10, 2023

🧵🇨🇳🇷🇺 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. Le

by Alexander Gabuev 陳寒士

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1 mention by Matthew C. Klein

Tweet Dec 23, 2022

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…

by marc flandreau

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1 mention by Matthew C. Klein

Tweet Oct 13, 2022

Want to do a quick thread on rental inflation. There's a whole lot to unpack here, and sadly my main takeaway is we urgently need more data... 🧵

by Adam Ozimek

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1 mention by Matthew C. Klein

Tweet Mar 23, 2022

For the love of God, inflation is *not* causing a living standards squeeze.

by Tony Yates🇺🇦🌻

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1 mention by Matthew C. Klein

Tweet Mar 7, 2022

What happened to "common prosperity"? Xi Jinping's new favorite slogan is almost completely missing from the government's official policy agenda for 2022, as presented in the documents for the annual legislative session.

by Andrew Batson

Recommended by 1 person

1 mention by Matthew C. Klein

Tweet Mar 1, 2022

What’s going on with European banks and what are the risks from the Ukrainian conflict? I know it might sound slightly irrelevant, considering all is going on, but the past few days have shown that financial plumbing can have huge ramifications… S

by Johannes Borgen

Recommended by 2 people

1 mention by Matthew C. Klein

Tweet Feb 25, 2022

Let's discuss Putin speech. He declared Ukrainians to be "Neonazis" and promised to "denazify" them. Indeed the "Nazi" character of Ukrainian statehood and identity has long been a central thesis of Russian propaganda. Let's discuss why and how it r

by Kamil Galeev

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1 mention by Matthew C. Klein