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.

The Economy

Working Paper

An Auditable AI Agent Loop for Empirical Economics: A Case Study in Forecast Combination

WP 26-41 – AI coding agents, general-purpose assistants that write and execute code, make empirical specification search fast and cheap, but they also widen hidden researcher degrees of freedom.

Banking Trends: Who Benefits When Banks Must Share Your Data?

Economic Insights — Open banking boosts fintech competition, helping many but potentially creating risks for privacy and financial stability.

State Coincident Indexes

Monthly index of general economic conditions for each of the 50 states

Monetary Policy

Working Paper

Structural Estimation with Unstructured Data

WP 26-40 – Standard macroeconomic data do not cleanly separate the systematic and nonsystematic components of monetary policy. We show that incorporating unstructured text data into the structural estimation of a DSGE model can sharpen this distinction.

Event

Oct

9-10

2026

2026 Conference on Real-Time Data Analysis, Methods, and Applications

Federal Reserve Bank of Philadelphia

Regional Economics

Working Paper

Zoning and the American Suburb

WP 26-37 – American suburbs are generally characterized by single-family neighborhoods featuring large lots, with few businesses or apartments.

The Economy

Article

The Long-Term Benefits of School Spending a Hundred Years Ago and a Surprising Contributing Factor

Research in Focus — Allison Shertzer of the Philadelphia Fed and her coauthor uncover the influence of anti-German sentiment on post–World War I investments in U.S. city schools.