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Persistent wage growth could keep interest rates higher for longer
....* Former Alphavillain Matthew Klein is among those to have looked at the latter, writing in his newsletter in November: [The] “statistical discrepancy” between expenditure-based estimates of the value...
...This, as I understand it, is one upshot of the work of people such as Atif Mian, Ludwig Straub and Amir Sufi; and Michael Pettis and Matthew Klein....
...With his Fide international rating of 2719, Vitiugov ranks ahead of David Howell (2676), Michael Adams (2662) and the currently inactive Matthew Sadler (2694)....
...The excellent Matthew Klein has also just published a newsletter showing that the Hungarian economy is impressively inured against possible capital flight....
...The 120 artists represented include Dorothea Lange, William Klein and other giants of the medium....
...Matthew Klein, formerly of the FT and now the writer of the excellent financial-economic newsletter The Overshoot, has just published an update of his own very good analysis of this that is well worth a...
...Other contributions that have caught my eye include the essay by Adam Posen I mentioned in my column last week, Michael Pettis’s Twitter thread on his argument, and my former colleague Matthew Klein’s good...
Lower demand from China for imported goods is easing inflationary pressure elsewhere
...Freshfields has hired Schulte Roth & Zabel’s Gayle Klein as a litigation partner in New York....
There is a disconnect between the size of the trade deficit and the apparent weakness of corporate investment
...Matt Klein: I may regret saying this, but I really don’t see why the BoJ would need to abandon YCC....
...As Matthew Klein so memorably puts it, banks are “speculative investment funds grafted on top of critical infrastructure....
...My former colleague Matthew Klein, whose newsletter is a must-read for digging through Russian data, suggests it reflects not so much “disguised reserve accumulation” but Russian businesses “not getting...
If one-time emergency measures become routine, that might create new problems
...My former colleague Matthew Klein writes: “The oil boycott likely won’t do much additional damage to Russia because the economic measures already in place have been extraordinarily effective at degrading...
...Matthew Klein attributes a lot of the Russian asset accumulation in 2022 to households transferring hard currency-denominated deposits abroad or taking out foreign exchange cash; he points out that Russian...
Freezing temperatures and storms bring disruption, but extent of snow cover is lower than normal in parts
...Latham & Watkins has hired Matthew Friedrich as a real estate partner in Los Angeles. He joins from Winston & Strawn....
...Do sign up to the FT’s Unhedged newsletter — I particularly liked my colleagues’ exchange with our great ex-colleague Matthew Klein on the pros and cons of the Bank of Japan’s policy to target the 10-year...
...And arguably, none better than Matthew C Klein....
...Matthew Klein’s The Overshoot on whether the two-quarter decline in US GDP was all it seemed. Duncan Weldon on what a new prime minister means for UK economics....
...Several of our picks overlapped with those of Matthew Klein at The Overshoot. He picked Tips under stagflation; John says buy precious metals. Readers were even more imaginative....
...Klein’s newsletter demonstrates....
...Greg Obenshain at Verdad makes the case in a recent note (thanks to Matt Klein for spotting). You might think inflation would eat away at bonds’ fixed payments....
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