Zara Jacob, Donghoon Lee, Daniel Mangrum, Joelle W. Scally, and Wilbert van der Klaauw During 2026:Q1, household debt balances increased…
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Hunter L. Clark, Jeffrey B. Dawson, and Shad Turney The conflict in the Middle East has precipitated a global supply…
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Viral V. Acharya, Nicola Cetorelli, and Bruce Tuckman Do the recent stresses in the NBFI space—notably the bankruptcies of Tricolor…
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Hunter L. Clark and Gregory Simitian Over the past year, U.S. trade policy with China has undergone enormous changes, but…
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Rajashri Chakrabarti, Thu Pham, Beck Pierce, and Maxim Pinkovskiy In March 2026, energy prices surged to a four-year high, driven…
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Rajashri Chakrabarti, Thu Pham, Beck Pierce, and Maxim L. Pinkovskiy Editors’ Note: The title of the second chart in this…
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Rajashri Chakrabarti, Thu Pham, Beck Pierce, and Maxim L. Pinkovskiy In our companion post, we used a new module of…
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Mary Amiti, Chris Flanagan, Sebastian Heise, and David E. Weinstein Over the course of 2025, the average tariff rate on…
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Tomas Jankauskas Understanding how short- and long-term assets are priced is one of the fundamental questions in finance. The term…
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Ali Hashim, Gizem Kosar, and Wilbert van der Klaauw The rapid spread of generative AI (AI) tools is reshaping the…