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Forecasting

  • Living Up to Expectations: The Effectiveness of Forward Guidance and Inflation Dynamics Post-Global Financial Crisis

    This paper studies the effectiveness of forward guidance when central banks face private agents with heterogeneous expectations allowing for a degree of bounded rationality.

  • Texas Employment Forecast

    The Texas Employment Forecast indicates jobs will increase 1.9 percent in 2025, with an 80 percent confidence band of 1.2 to 2.6 percent.

  • Texas Employment Forecast

    The Texas Employment Forecast indicates jobs will increase 1.9 percent in 2025, with an 80 percent confidence band of 1.2 to 2.6 percent.

  • Dallas Fed Economics

    Evidence suggests U.S. house price/rent ratio, real home prices to decline

    The ratio of house prices to rents in the U.S. has risen 20 percent since first quarter 2020, coinciding with the beginning of the pandemic. The ratio is near its previous high in 2006. The future course of inflation may well be influenced by how this now-lofty ratio reverts to a more usual level.

  • Dallas Fed Economics

    Is inflation still slowing? Early 2025 data pivotal to outlook

    January inflation data were stronger in 2023 and 2024 than forecasters expected, even after more encouraging results had been reported for the ends of 2022 and 2023. Rather than reflecting seasonal adjustment difficulties, this pattern may be caused by a large share of firms changing prices at the start of a new year.

  • Texas Employment Forecast

    The Texas Employment Forecast indicates jobs will increase 1.6 percent in 2025, with an 80 percent confidence band of 0.8 to 2.4 percent.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 1.6 percent in 2024, with an 80 percent confidence band of 1.5 to 1.7 percent.

  • Dallas Fed Economics

    Rising unemployment doesn’t counter signs of strong GDP growth

    Real (inflation-adjusted) GDP grew strongly during the second and third quarters of 2024, increasing at an annualized pace of 2.9 percent. Yet, the unemployment rate also rose 0.4 percentage points, an unusually large amount except during recessions.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 2.2 percent in 2024, with an 80 percent confidence band of 2.0 to 2.4 percent.

  • Navigating in shallow waters: Monetary policy strategy in a better-balanced economy

    After a voyage through rough waters, the shore is in sight: the FOMC’s Congressionally mandated goals of maximum employment and stable prices. But the ship hasn't tied up yet, and risks remain that could push the economy back out to sea or slam it into the dock too hard.