Matthew C. Klein

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theovershoot.co
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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/

More details on Japanese financial positions and the state of yield curve control.
theovershoot.co
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Squeezed consumers and homebuilders are forcing up the trade surplus via stagnant imports. And higher lending to local governments likely reflects cashflow problems rather than help from the center.
theovershoot.co
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Putin unwittingly pushed us into a new world. How will it change behavior?
theovershoot.co
1 Recommender
A comprehensive decomposition of the changes in consumer prices since the pandemic began suggests that supply constraints in a handful of sectors are still the main source of the trouble.
theovershoot.co
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For now, anyway.
theovershoot.co
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A provocative look at how today’s trade conflicts are caused by governments promoting the interests of elites at the expense of workers Trade disputes are usually understood as conflicts between countries with competing national interests, but as Matthew C. Klein and Michael Pettis show in this bo
www.goodreads.com
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The emerging consensus for greater government activism in domestic economic affairs should be paired with a more expansive vision of the constructive role that the U.S. can play internationally.
theovershoot.co
Foreign banks and global hedge funds played an outsized role at a time when many reserve managers were selling.
theovershoot.co
Consumer goods prices continue to fall, but more importantly, there was encouraging progress on stubborn services prices as well as underlying wage growth.
theovershoot.co
Michael and I will be having monthly conversations about the global economy and financial system.
theovershoot.co
Employment is rising as workers rejoin the labor force, while pay growth now looks to be slowing thanks to revisions. But other indicators suggest that job churn has changed little since the summer.
theovershoot.co
From puzzles in U.S. GDP data to the global impact of Russia's war on Ukraine, a look back on the past year and some thoughts on what might lie ahead.
theovershoot.co
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