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What Have We Learned from the U.S. Tariff Increases of 2018-19?
Dvorkin, Maximiliano; Marks, Cassandra
(2025-05-22)
An analysis of the 2018-19 tariff hikes on Chinese imports suggests they affected import patterns and prices of the kind of goods subject to the duties.
On the Economy
Making Sense of Recession Probabilities
Owyang, Michael T.; Hathhorn, Brooke
(2025-05-27)
While recession probabilities can provide a snapshot of current economic conditions, relying on them to judge whether a recession is underway can be risky.
On the Economy
Who Trades More with China than with the U.S.?
Chinagorom-Abiakalam, Dawn; Ravikumar, B.
(2025-06-02)
In 2002, many countries around the world traded more with the U.S. than they did with China. An analysis shows this tally had reversed by 2022.
On the Economy
Unemployment Insurance Eligibility and Benefits: An Analysis of Rules across U.S. States and Time
See, Kurt; Gerlach, Gus; Birinci, Serdar
(2025-06-03)
Using a unique database, this analysis finds large variations among U.S. states’ rules governing eligibility and benefits for unemployment insurance.
On the Economy
Economic Sentiment and Indicators of Household Financial Wellness
Rodgers, William M.
(2025-06-05)
An analysis looks at inflation, household income and consumer debt during recent economic expansions to understand U.S. consumer sentiment since COVID-19.
On the Economy
Banking Analytics: Net Interest Margins Rise at U.S. Banks
Jenkins, Suzanne; Zott, Richard
(2025-06-10)
Net interest margins at U.S. banks continued to increase in the first quarter of 2025 after rising steadily throughout 2024.
On the Economy
Exploring Trends in Community Development Consumer Lending
Eggleston, Mike
(2025-06-17)
Consumer loans make up the largest part of community development financial institution (CDFI) financing. How does this lending differ in the Eighth District and the U.S.?
On the Economy
Financial Market Volatility in the Spring of 2025
Neely, Christopher J.
(2025-06-20)
In April 2025, U.S. financial markets experienced a sharp, temporary rise in volatility. How did this level of volatility compare with the levels seen in other periods since 1990?
On the Economy
Economic Sentiment and the Role of the Labor Market
Rodgers, William M.
(2025-06-26)
An analysis looks at labor share, wages and price growth during recent economic expansions to understand U.S. consumer sentiment since COVID-19.
On the Economy
Banking Analytics: The Growing Connection between Bank and Nonbank Sectors
Romanko, Reed; Estenssoro, Amalia
(2025-06-30)
U.S. banks have steadily increased lending to nondepository financial institutions, such as mortgage firms and insurers, in recent years. What is the composition of these loans to NDFIs?
On the Economy
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