Research and analysis of economic trends and developments
February 24, 2026
Scott Davis
Artificial intelligence’s impact on the labor market will depend on whether the technology automates or augments worker tasks.
February 17, 2026
Lutz Kilian
Interest has recently increased in the question of whether the destabilization of inflation during the 1970s might repeat itself in the 2020s.
February 12, 2026
Rosie Levy and Matthew McCormick
As system liquidity declines and rates of return rise, new types of participants enter repo markets as lenders, although some may not be able to reliably deploy cash in the early morning when markets are most active. The short tenor and early-morning timing of most private market repo transactions make domestic banks especially inelastic lenders in response to unanticipated demands for lending.
February 10, 2026
Hugo De Vere, Srini Ramaswamy, Seth Searls
Financing needs related to AI data center investments are likely to be large and persistent. While the overall economics of such investments remains a topic of much debate, the duration supply implications for U.S. interest rate markets have received less attention.
February 5, 2026
Emma Weiss and Amy Chapel
A research workshop hosted by the Federal Reserve banks of Boston, Chicago and Dallas focused on trade-offs between increased efficiency and specialized expertise and the potential introduction of vulnerabilities that companies face when dealing with third-party service providers.
February 3, 2026
Cameron Barrett, Kunal Patel and Michael Plante
Texas is now the top state for utility-scale solar power generation capacity. However, developers of new solar projects face a changing operating environment, one lacking strong federal policy support but also featuring cost-boosting tariffs on imported solar module components.
Show post archive
Dallas Fed Economics
