A comprehensive list of recently added postings on Dallasfed.org.
Processing Power: The Effect of Data Centers on Wholesale Electricity Markets
Artificial-intelligence-driven data centers are reversing two decades of flat U.S. electricity demand and have generated questions about how this growth will impact electricity prices. This paper quantifies this effect using an hourly, unit-level least-cost dispatch model covering wholesale electricity markets in the continental United States.
March 20, 2026
Community Banks Play Important Role for Rural Eleventh District Communities
Many of the Eleventh District’s rural counties rely on community bank branches, particularly in Texas and Louisiana. These rural areas are important to the production and support of the cattle, agricultural and energy industries for the district, the U.S. and the world.
March 20, 2026
What the closure of the Strait of Hormuz means for the global economy
The ongoing military conflict between Iran and the United States and Israel has raised concerns about a major disruption of global oil supplies driven by geopolitical events. This conflict has involved attacks on oil infrastructure in neighboring countries, including Saudi Arabia, Kuwait and the United Arab Emirates.
March 20, 2026
Trimmed Mean PCE, January 2026
The Trimmed Mean PCE inflation rate over the 12 months ending in January was 2.43 percent.
March 13, 2026
Taiwan firms key to nearshoring and reshoring to support AI boom
While China’s trade and investment with Mexico have attracted significant attention, Taiwan firms’ investment in both Mexico and Texas is arguably more significant for the evolution of U.S.–Mexico production networks.
March 6, 2026
Data center boom expected to raise electricity component of PCE inflation
Even a modest data center boom could put upward pressure on retail electricity prices, impacting PCE inflation.
March 5, 2026
Eleventh District Beige Book
Economic activity in the Eleventh District expanded moderately over the reporting period. Activity vigorously rebounded in manufacturing while also picking up in the service sector.
March 4, 2026
Austin’s tech sector transforms the state capital into an innovation hub
In a recent visit to Austin, Dallas Fed President Lorie Logan met with business, education and finance leaders focused on positioning the city’s technology sector for the future.
March 4, 2026
U.S. battery industry cuts losses, shifts to new ventures amid EV bust
With demand for electric vehicles failing to meet ambitious projections, automakers, battery companies and utilities are reassessing how best to deploy battery power.
March 3, 2026
Social Network and Sentiment Contagion: Evidence from the Bitcoin Market
This paper introduces a novel measure of contagion intensity that significantly forecasts Bitcoin volatility, trading volume and market crashes.
March 2, 2026