Matthew Klein is the author of The Overshoot, a newsletter that helps readers make sense of the global economy. Matt is also a returning guest to the podcast, and rejoins Macro Musings to talk about the hot topic of inflation and its outlook. Specifically, David and Matt discuss what is driving trend inflation, Matt’s decomposition of the CPI, whether or not we should be worried about inflationary trends, and more.

 

Transcript for the episode can be found here.

 

Matthew’s Twitter: @M_C_Klein

Matthew’s Substack: https://theovershoot.co/about

 

Related Links:

 

*The Case for Patience on Inflation* by Matthew Klein

https://theovershoot.co/p/the-case-for-patience-on-inflation

 

*What’s Going On With Interest Rates? (Part 1)* by Matthew Klein

https://theovershoot.co/p/whats-going-on-with-interest-rates

 

*Fed Policy Must Adjust for Inflation* by Martin Wolf

https://www.ft.com/content/dc3bedc7-5694-4868-8b86-f9a215966f52

 

David’s Twitter: @DavidBeckworth

David’s blog: http://macromarketmusings.blogspot.com/