The Overshoot by Matthew C. Klein

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No direct emails from theovershoot.co. Read inside Substack or via the RSS feed. 20 posts pulled from the feed. Referenced 15 times by other newsletters.

Recent posts

2026-05-15Russia's Underwhelming Oil Revenue Windfall
2026-05-14The U.S. Job Market is (Still) Inflationary
2026-05-02The Growth Impulse from the Data Center Boom
2026-04-17"Look Through" the Hormuz Shock if You Want. U.S. Inflation is Still Running Hot.
2026-04-05Is U.S. Wage Growth Slowing Or Not?
2026-03-27Russia's Iran War Windfall in Perspective
2026-03-19The Fed is Misreading the Inflation Risks
2026-03-13Markets Are Still Sanguine About the Oil Outlook
2026-03-07If You Thought the Inflation Outlook Was Bad Before...
2026-02-28Tariffs and "International Payments Problems"
2026-02-20Arbitrary U.S. Tariffs Are Gone. What's Next?
2026-02-13Australia Is Raising Rates. Why Not the Fed?
2026-02-03Russian War Spending May be Maxed Out
2026-01-20Is the Market Underpricing the Risk of Fed Hikes?
2026-01-12Is Japan "Normal" Again?
2025-12-19U.S. Wages Still Rising Briskly, Employment Holding Up, and Inflation Still Sticky (Probably)
2025-12-12The Fed Submits?
2025-12-03Waking the Sleeping European Giant
2025-11-18The "Sell America Trade", QT, and Foreign Banks
2025-10-30Inside America's Consumption Recovery

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