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• The Overshoot

  Making sense of the global economy and financial markets

  10 posts · theirs

Lately

• AI, Productivity, and Rates: Part 2

  The Overshoot · 2026-08-18

• AI, Productivity, and Rates: Part I

  The Overshoot · 2026-08-05

• U.S. Inflation Is Not Really Slowing

  The Overshoot · 2026-07-20

• The Win-Win Solution to "China Shock 2.0"

  The Overshoot · 2026-06-23

• The Case for Higher U.S. Rates

  The Overshoot · 2026-06-17

• Yes, Living Standards Have Grown Slower in Northwest Europe than in the U.S.

  The Overshoot · 2026-06-03

• Russia's Underwhelming Oil Revenue Windfall

  The Overshoot · 2026-05-15

• The U.S. Job Market is (Still) Inflationary

  The Overshoot · 2026-05-14

• The Growth Impulse from the Data Center Boom

  The Overshoot · 2026-05-02

• "Look Through" the Hormuz Shock if You Want. U.S. Inflation is Still Running Hot.

  The Overshoot · 2026-04-17

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