Content
2024
- 1-3 Consumer Debt Is High, but Consumers Seem to Have Room to Run
by Jason Brown & Colton Tousey - 1-4 Current Monetary Policy May Be Less Restrictive Than It Seems
by Johannes Matschke & Alice von Ende-Becker - 1-4 Young Workers Fuel Recovery in Jobs Requiring a High School Diploma or Less
by Emily Pollard - 1-4 Considerations for the Longer-Run Maturity Composition of the Federal Reserve’s Treasury Portfolio
by Rajdeep Sengupta & Andrew Lee Smith - 1-4 Despite High Inflation, Longer-Term Inflation Expectations Remain Well Anchored
by Brent Bundick & Andrew Lee Smith - 1-4 Consumer Discretionary Sector Has Boosted Recent Regional Services Activity as Business and Professional Activity Slows
by Chase Farha & Chad R. Wilkerson - 1-4 Downtown Office Use Has Declined, but Some Metropolitan Areas Are Faring Better than Others
by Jordan Rappaport - 1-4 Cost of Childcare Increasingly Weighs on Labor Force Engagement
by John McCoy - 1-4 Banks’ Commercial Real Estate Risks Are Uneven
by W. Blake Marsh & Jordan Pandolfo - 1-4 Bank Deposit Rates Haven't Kept Pace with Yields on Other Investments, but Depositors Are Staying Anyway
by Chris Acker & W. Blake Marsh & Padma Sharma - 1-4 Why Haven’t Recent Rate Increases Slowed the Economy More? Look to Unusually Low Private-Lending Spreads
by Andrew Glover & Johnson Oliyide - 1-4 Housing Services Inflation May Decline Only Gradually
by Jordan Rappaport - 1-4 Foreign-Born Women Have Driven the Recent Increase in Prime-Age Women in the Labor Force
by Emily Pollard & Didem Tuzemen - 1-4 Why Are Multifamily Property Prices Falling?
by Matt Hanauer & W. Blake Marsh & Nicholas Sly - 1-4 Interest Expenses on Farmland Debt Could Challenge Farm Profitability
by Ty Kreitman - 1-4 Agricultural Economic Summit Highlights Growing Connection Between Agriculture and Energy
by Nathan Kauffman & Ty Kreitman - 1-4 Labor Shortages in the Healthcare Sector Have Eased, Which May Soften Price Pressures
by Johannes Matschke & Emily Pollard - 1-4 Powering Up: The Surging Demand for Electricity
by Nida Çakır Melek & Alex Gallin - 1-4 Rising Immigration Has Helped Cool an Overheated Labor Market
by Elior Cohen - 1-4 Are Firms Hoarding Cash Post-Pandemic
by Phillip An & Karlye Dilts Stedman & W. Blake Marsh - 1-4 Hybrid Work May Pose Challenge to Bars and Restaurants in Parts of the Tenth Federal Reserve District
by John McCoy - 1-4 Not Bullish: U.S. Cattle Herds Hung Up on Higher Interest Expenses
by Cortney Cowley & Ty Kreitman & Francisco Scott - 97756 Corporate Interest Expenses Are Expected to Increase Further
by Phillip An & Huixin Bi & W. Blake Marsh
2023, Issue March 1st, 2023
- 1-4 A Tight Labor Market Could Keep Rent Inflation Elevated
by Brent Bundick & Andrew Lee Smith
2023, Issue February 3rd, 2023
- 1-4 The KC Fed LMCI Momentum Indicator Suggests Monetary Policy Is Beginning to Weigh on Labor Markets
by Jose Mustre-del-Rio & Emily Pollard
2023, Issue February 22, 2023
- 1-4 Pushing the Limit: Last-Minute Debt Limit Resolutions Have Increased Market Volatility and Uncertainty
by Stefan Jacewitz & W. Blake Marsh & Nicholas Sly
2023, Issue February 17, 2023
- 1-4 Home Prices Are Overvalued but Will Decline Only Gradually
by Jordan Rappaport
2023, Issue February 15, 2023
- 1-4 Gasoline Prices Unlikely to Bring Down Inflation in 2023
by Nida Çakır Melek & Francis Dillon & Andrew Lee Smith
2023
- 1-4 Failure of Silicon Valley Bank Reduced Local Consumer Spending but Had Limited Effect on Aggregate Spending
by Edmund Crawley & Taeyoung Doh & Minchul Shin - 1-4 Labor Constraints and Strong Demand Are Driving Robust Food Services Inflation
by Cortney Cowley & Francisco Scott - 1-4 Corporate Profits Contributed a Lot to Inflation in 2021 but Little in 2022—A Pattern Seen in Past Economic Recoveries
by Andrew Glover & Jose Mustre-del-Rio & Jalen Nichols - 1-4 Community Bank Funding Is Getting Costlier and Riskier
by Brendan Laliberte & W. Blake Marsh & Padma Sharma - 1-4 Decline in Number of Workers with “Some College” Is Boosting Healthcare Wage Inflation
by Emily Pollard - 1-4 Comparing Measures of Rental Prices Can Inform Monetary Policy
by Peter McAdam - 1-4 To Reach the Fed’s Inflation Target, Interest Rates May Have to Remain Restrictive for Some Time
by Johannes Matschke & Sai Sattiraju - 1-4 Why Has Monetary Policy Tightening Not Cooled the Labor Market Enough to Quell Inflation?
by Karlye Dilts Stedman & Emily Pollard - 1-4 Will High Underlying Inflation Persist?
by Amaze Lusompa & Sai Sattiraju - 1-4 Rapid Declines in the Fed’s Overnight Reverse Repurchase (ON RRP) Facility May Start to Slow
by Stefan Jacewitz - 1-4 Tight Labor Markets Have Been a Key Contributor to High Food Inflation
by Cortney Cowley & Ty Kreitman & Francisco Scott - 1-4 China's Post-COVID Recovery: Implications and Risks
by Thomas R. Cook & Johannes Matschke - 1-4 When the Music Stops: Slowing Wage Growth May Lead to More Delinquent Debt
by Jason Brown & Colton Tousey - 1-4 Post-Pandemic Labor Shortages Have Limited the Effect of Monetary Policy on the Labor Market
by Elior Cohen
2022, Issue September 23, 2022
- 1-4 Commodity Prices Have Limited Influence on U.S. Food Inflation
by Cortney Cowley & Francisco Scott
2022, Issue October 6, 2022
- 1-4 Marijuana Industry Has Boosted Economic Activity in the Tenth Federal Reserve District
by Alison Felix & Samantha Shampine
2022, Issue October 21, 2022
- 1-4 Labor Market May Remain Tight until Labor Demand Cools Further
by Didem Tuzemen
2022, Issue November 4, 2022
- 1-4 Negative Sentiment toward Spending and Declining Real Incomes May Meaningfully Lower Consumption
by Nida Çakır Melek & Emily Pollard - 1-4 Disruptions to Russian Energy Supply Likely to Weigh on European Output
by Thomas R. Cook & Amaze Lusompa & Jun Nie
2022, Issue May 6, 2022
- 1-4 How Many Workers Are Truly “Missing” from the Labor Force?
by Didem Tuzemen
2022, Issue May 20, 2022
2022, Issue May 11, 2022
- 1-4 Immigration Shortfall May Be a Headwind for Labor Supply
by Elior Cohen & Samantha Shampine
2022, Issue Mar 30, 2022
- 1-4 Lower Labor Force Participation Rates and Slower Population Growth Pose Challenges for Employers
by Alison Felix & Samantha Shampine
2022, Issue June 29, 2022
- 1-3 Disagreement among Households May Foreshadow a Rise in Inflation Expectations
by Andrew Glover
2022, Issue July 13, 2022
- 1-4 Increased Loan Demand and Higher Interest Rates May Benefit Ag Banks
by Francisco Scott
2022, Issue July 11, 2022
- 1-4 Assessing Market Conditions ahead of Quantitative Tightening
by Rajdeep Sengupta & Andrew Lee Smith
2022, Issue July 1, 2022
- 1-4 Inflation in 1972: A Cautionary Tale
by Cooper Howes
2022, Issue January 12, 2022
- 1-4 Global Supply Chain Disruptions Can Be Seen Anywhere, but Their Costs Are Not the Same Everywhere
by Nicholas Sly & Anson Soderbery
2022, Issue December 21, 2022
- 1-3 Have Lags in Monetary Policy Transmission Shortened?
by Taeyoung Doh & Andrew Foerster
2022, Issue December 16, 2022
- 1-4 Is Bank Capital Regulation Driving Continued Use of the Overnight Reverse Repurchase (ON RRP) Facility?
by W. Blake Marsh & Rajdeep Sengupta
2022, Issue August 31, 2022
- 1-4 Price Pressures for U.S. Exporters and a Strong Dollar Have Increased Inflation in Foreign Countries
by Johannes Matschke & Sai Sattiraju
2022, Issue August 17, 2022
- 1-4 Recent Appreciation in the U.S. Dollar Unlikely to Have Large Effect on Domestic Inflation
by Johannes Matschke & Sai Sattiraju
2022, Issue August 10, 2022
- 1-4 A Slowdown in Job Vacancies Is Likely to Coincide with Higher Unemployment and Slower Wage Growth
by Huixin Bi & Chaitri Gulati & Jose Mustre-del-Rio
2022, Issue April 22, 2022
- 1-4 Dampened Demand for Bank Loans Reflects Supply Bottlenecks, Not a Weakness in the Recovery
by Jacob Dice & Padma Sharma
2021, Issue October 20, 2021
- 1-4 KC Fed LMCI Suggests Recent Inflation Is Not Due to the Tight Labor Market
by Andrew Glover & Jose Mustre-del-Rio & Emily Pollard
2021, Issue October 19, 2021
- 1-3 KC Fed LMCI Implies the Labor Market Is Closer to a Full Recovery than the Unemployment Rate Alone Suggests
by Andrew Glover & Jose Mustre-del-Rio & Emily Pollard
2021, Issue October 14, 2021
- 1-4 When Normalizing Monetary Policy, the Order of Operations Matters
by Karlye Dilts Stedman & Chaitri Gulati
2021, Issue November 17, 2021
- 93450 Bank Profitability Rebounds despite Compressed Interest Margins
by Adam Byrdak & Rajdeep Sengupta
2021, Issue March 31, 2021
- 1-4 Cell Phone Data Suggest Persistent Differences in Work from Home by Income, Race, and Education during the Pandemic
by Nida Çakır Melek & Sungil Kim
2021, Issue June 2, 2021
- 1-5 To Improve the Accuracy of GDP Growth Forecasts, Add Financial Market Conditions
by Thomas R. Cook & Taeyoung Doh
2021, Issue February 24, 2021
- 1-3 The Evolving Relationship between COVID-19 and Financial Distress
by Kartik B. Athreya & Jose Mustre-del-Rio & Juan M. Sanchez & Olivia Wilkinson
2021, Issue February 2, 2021
- 1-4 Hybrid Officing Will Shift Where People and Businesses Decide to Locate
by Jordan Rappaport
2021, Issue February 17, 2021
- 1-4 Consumer Spending Declines, Shifts in Response to the Pandemic
by Alison Felix & Samantha Shampine
2021, Issue Dec 22, 2021
- 1-4 Labor Markets Are Tight, but Conditions Vary across States
by Johannes Matschke & Sai Sattiraju
2021, Issue August 11, 2021
- 1-4 What Has Driven the Recent Increase in Retirements?
by Jun Nie & Shu-Kuei X. Yang
2021
2020, Issue May 27, 2020
- 1-4 Understanding the Recent Rise in Municipal Bond Yields
by Huixin Bi & Jacob Dice & Chaitri Gulati & W. Blake Marsh
2020, Issue May 13, 2020
- 1-4 COVID-19 Challenges State and Local Government Finances
by Alison Felix
2020, Issue May 11, 2020
- 1-5 The Global Pandemic and Run on Shadow Banks
by Rajdeep Sengupta
2020, Issue March 25, 2020
- 1-4 Inflation Expectations Limit the Power of Negative Interest Rates
by Andrew Glover & Emily Pollard
2020, Issue April 6, 2020
- 1-5 Coronavirus Dampens China’s First-Quarter GDP
by Yifei Lyu & Jun Nie
2020, Issue April 16, 2020
- 1-5 Women Take a Bigger Hit in the First Wave of Job Losses due to COVID-19
by Thao Tran & Didem Tuzemen
2020, Issue April 15, 2020
- 1-4 Safe-Haven Performance in the Age of Bitcoin
by Jesse Leigh Maniff & Sabrina Minhas & David Rodziewicz & Rebecca Ruiz
2020
- 1-3 Were Teleworkable Jobs Pandemic-Proof?
by Thao Tran & Didem Tuzemen - 1-4 U.S. Federal Debt Has Increased, but Appears Sustainable for Now
by Huixin Bi & Wenyi Shen & Shu-Chun S. Yang - 1-4 Why Are Americans Saving So Much of Their Income?
by Andrew Lee Smith - 1-4 The G-Spread Suggests Federal Reserve Restored Calm to Treasury Markets
by Karlye Dilts Stedman - 1-4 U.S. Business Applications Surge in the Face of COVID-19
by Jason Brown - 1-4 Pandemic Relief Has Aided Low-Income Individuals: Evidence from Alternative Financial Services
by Ying Lei Toh & Thao Tran - 1-4 COVID-19 Poses Risks for State and Local Public Pensions
by Alison Felix - 1-4 COVID-19 Stuns U.S. and Tenth District Economies, but Both Show Signs of Stabilization
by Jason Brown & Alison Felix - 1-5 PPP Raised Community Bank Revenue but Lowered Profitability
by W. Blake Marsh & Padma Sharma - 1-5 Policymakers Have Options for Additional Accommodation: Forward Guidance and Yield Curve Control
by Brent Bundick & Andrew Lee Smith
2019, Issue October 16, 2019
- 1-4 Rainy Day Funds Have Grown as State Tax Revenue Strengthens
by Jaeheung Bae & Huixin Bi
2019, Issue May 22, 2019
- 1-5 Drilling Productivity in the United States: What Lies Beneath
by Jason Brown & David Rodziewicz & Colton Tousey
2019, Issue June 5, 2019
- 1-5 Escaping the Housing Shortage
by Jordan Rappaport
2019, Issue July 16, 2019
- 00006 Rural Hospital Closures and Growth in Employment and Wages
by Kelly D. Edmiston
2019, Issue Dec 18, 2019
- 1-4 Women Are Driving the Recent Recovery in Prime-Age Labor Force Participation
by Thao Tran & Didem Tuzemen
2019, Issue August 21, 2019
- 1-4 How Have Banks Responded to Declining Reserve Balances?
by W. Blake Marsh & Rajdeep Sengupta
2019, Issue Aug 28, 2019
- 1-4 Assessing the Risk of Extreme Unemployment Outcomes
by Thomas R. Cook & Taeyoung Doh
2019, Issue April 17, 2019
- 1-4 The Persistent Effects of the Temporary Tightening in Financial Conditions
by Brent Bundick
2019, Issue April 10, 2019
- 1-1 Introducing the KC Fed Economic Bulletin
by Willem Van Zandweghe - 1-3 The Outlook for Farmland Values amid Higher Interest Rates
by Cortney Cowley & Nathan Kauffman
2019
- 1-3 As Manufacturing Weakens, Consumers Pull Back
by Jose Mustre-del-Rio & Emily Pollard