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

Article Aug 12, 2023

Chartbook 232: Whither China? Part I - Authoritarian impasse?

by Adam Tooze

Recommended by 1 person

1 mention by Matthew C. Klein

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

Article Mar 6, 2023

The Hidden Message in Credit Spreads

by John Authers

Recommended by 1 person

1 mention by Matthew C. Klein

Article Feb 27, 2023

Jeffrey Sachs’s Great-Power Politics

by Isaac Chotiner

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

Recommended by 1 person

1 mention by Matthew C. Klein

Article 2023

Financial Times

by Financial Times

Recommended by 1 person

1 mention by Matthew C. Klein

Paper Feb 14, 2023

Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cyc

by Bob Prince and Aaron Goone

Recommended by 1 person

1 mention by Matthew C. Klein

Article Feb 18, 2023

On Klein on Construction

by Brian Potter

Recommended by 2 people

1 mention by Matthew C. Klein

Paper Feb, 2023

Non-bank lending during crises

by Iñaki Aldasoro and 2 others

Recommended by 1 person

1 mention by Matthew C. Klein

Article Feb 11, 2023

What Does Powell Think About Wages Now That ECI Is Near Its Trendline?

by Mike Konczal

Recommended by 1 person

1 mention by Matthew C. Klein

Article Feb 5, 2023

Lessons from the Great Reflation

by General Theorist

Recommended by 2 people

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

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