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The Overshoot

Substack
theovershoot.co· irregular· Published 13 days ago

A macroeconomics newsletter examining the global economy and financial markets through data revisions, bond yields and central bank policy. Readers get detailed, data-driven analysis that challenges official statistics and explains what the numbers imply.

bea revisionsnet interest incomeglobal bond yieldsfrance bondsfederal reservefed rate hikekevin warshus economyinflationgovernment debtnational accountseconomic data
Platform
Substack
Frequency
Irregular
Latest issue
Oct 9, 2026
Language
English
Written for
Economists, investors and finance professionals following macro data and rates
Tone
analytical
Tracked since
Oct 21, 2026

Website: https://theovershoot.co