The Economy

We produce and compile research and data on the overall economy, banking and financial markets. Our goal is to help financial institutions operate in a safe manner and support a robust U.S. financial system.

Demand-Based Asset Pricing in General Equilibrium

WP 26-12 – This paper’s macrofinance model — in which financial intermediaries face frictions in adjusting their portfolios, generating inelastic asset demand — quantitatively illustrates how institutional frictions explain asset pricing puzzles.

Aruoba-Diebold-Scotti Business Conditions Index

An index designed to track real business conditions at high observation frequency

Regional Economics

Working Paper

Strong Spatial Spillovers Determine Neighborhood Shape and Neighborhood Change

WP 26-11 – This paper explores how spatial spillovers — changes in the perceived value of a location as a result of the choices of others — affect how neighborhoods are shaped and how they change over time.

Unlocking Historical Tables and Expanding Research Opportunities

Research in Focus — Two Fed economists and their coauthor design a new method for producing a digitized historical panel data set. Their test case is the adoption of vehicles in 20th century America.

Event

Apr

3

2026

2026 Fintech and Financial Institutions Research Conference

Federal Reserve Bank of Philadelphia

Macroeconomics

Working Paper

Racial Heterogeneity in Consumption Responses to the Economic Impact Payment

WP 26-06 – We investigate how households of different racial groups changed their consumption expenditures differently upon receiving a pandemic check and what is behind the racial differences.

Macroeconomics

Working Paper

Large SVARs

WP 26-04 – We develop a new algorithm to analyze economic data using SVAR models identified with sign restrictions. We demonstrate its usefulness on a small SVAR of the world oil market and a large SVAR of the U.S. economy.