Simone Lenzu In the third quarter of 2025, America’s largest tech firms for the first time spent more on capital…
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Matthew Higgins and Thomas Klitgaard Foreign holdings of U.S. financial assets are immense, with official estimates putting their current market…
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Richard Audoly, Miles Guerin, and Giorgio Topa As generative AI tools become more widely used, a key issue is the…
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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…