Research and analysis of economic trends and developments
March 31, 2026
Anton Cheremukhin, Daniel Wilson and Xiaoqing Zhou
For policymakers, interpreting labor market conditions increasingly requires looking beyond headline payroll growth and incorporating timely measures of immigration and labor supply.
March 24, 2026
Shan Ge, Stephanie Johnson and Nitzan Tzur-Ilan
The rise in homeowners insurance premiums since the pandemic is not just a pricing issue; it is a growing source of financial stress, inequality and geographic sorting.
March 20, 2026
Lutz Kilian, Michael Plante and Alexander W. Richter
The ongoing military conflict between Iran and the United States and Israel has raised concerns about a major disruption of global oil supplies driven by geopolitical events. This conflict has involved attacks on oil infrastructure in neighboring countries, including Saudi Arabia, Kuwait and the United Arab Emirates.
March 5, 2026
Owen Kay, Lutz Kilian and Reid Taylor
Even a modest data center boom could put upward pressure on retail electricity prices, impacting PCE inflation.
March 3, 2026
Michael Plante, Adefemi Abimbola, Kunal Patel and Isabelle Tseng
With demand for electric vehicles failing to meet ambitious projections, automakers, battery companies and utilities are reassessing how best to deploy battery power.
February 24, 2026
Scott Davis
Artificial intelligence’s impact on the labor market will depend on whether the technology automates or augments worker tasks.
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Dallas Fed Economics