March 20, 2026
Lutz Kilian, Michael D. Plante and Alexander W. Richter
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 5, 2026
Owen Kay, Lutz Kilian and Reid Taylor
Even a modest data center boom could put upward pressure on retail electricity prices, impacting PCE inflation.
March 3, 2026
Michael Plante, Adefemi Abimbola, Kunal Patel and Isabelle Tseng
With demand for electric vehicles failing to meet ambitious projections, automakers, battery companies and utilities are reassessing how best to deploy battery power.
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.
January 15, 2026
Tryg Aanenson, Erik Andres Escayola, Enrique Martínez García, Efthymios Pavlidis, Iván Payá and Kostas Vasilopoulos
House prices matter to more than just individual homebuyers and sellers. They are closely tied to consumer spending, business investment and the broader path of the economy.