The Overshoot

Cadence

Every two weeks

Latest

2026-10-22

By

Matthew C. Klein

Based on

12 recent issues

• Covers: Global macroeconomic trends, central bank policies, inflation data, interest rates, and financial market dynamics.
• For: Economists, financial analysts, investors, and corporate strategists.
• Best for: Professionals needing deep analysis of global macroeconomic indicators and interest rate environments.
• Skip if: General consumers looking for personal budgeting or retail stock tips.

Start with

• Found: America’s Missing Interest Income: Explains inaccuracies in economic data regarding net business interest expenses and activity.
• France is the Biggest Loser in the Global Rates Reset: Analyzes how rising global borrowing costs affect European sovereign debt and markets.
• AI, Productivity, and Rates: Part 2: Examines the relationship between technological productivity booms and macroeconomic interest rates.

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