Matthew C. Klein(@M_C_Klein):New at THE OVERSHOOT: The Fed Finally Gets It https://t.co/37OcYKIJhb Tariffs, Hormuz, and fiscal policy are not good reasons to hike. The underlying growth trend and the asymmetric sensitivity of private sector spending to the level of interest rates are. Plus: margin debt!

Matthew C. Klein

@M_C_Klein

Founder of THE OVERSHOOT and UN/BALANCED | co-author of TRADE WARS ARE CLASS WARS | For speaking:

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Matthew C. Klein@M_C_Klein

2026.09.24 22:25

New at THE OVERSHOOT: The Fed Finally Gets It Tariffs, Hormuz, and fiscal policy are not good reasons to hike. The underlying growth trend and the asymmetric sensitivity of private sector spending to the level of interest rates are. Plus: margin debt!