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.
January 13, 2026
Daniel Wilson and Xiaoqing Zhou
A sudden reversal in U.S. net unauthorized immigration has important implications for the demographic outlook, labor force participation, employment growth and local labor markets.
January 6, 2026
Tyler Atkinson and Shane Yamco
In recent years, unemployment has gradually ticked up, and job searchers report increased difficulty finding new work. Is this related to AI?
December 31, 2025
Enrique Martínez García and Mark Wynne
During a presentation and discussion hosted by the Global Institute last month, Steve Kamin discussed how tariffs, volatility and evolving payment technologies are challenging—but not yet dislodging—the dollar’s position as a reserve currency at the center of the global financial system.
December 30, 2025
Brendan Kelly and J. Scott Davis
Nearly 30 percent of China's industrial firms operate at a loss, up from 20 percent before the pandemic. The question arises: How can this be sustained?