FRBSF Economic Letter
1973 - 2026
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2026, volume 2026, articles 21
- Financial Markets, Oil Prices, and Supply-Side Risks pp. 6

- Thomas Mertens and Wesley Wasserburger
2026, volume 2026, articles 20
- Job-Finding Anomalies of the Current Expansion pp. 6

- Ingrid Chen, Marianna Kudlyak and Riva Mikhlin
2026, volume 2026, articles 19
- Firms’ Inflation Expectations During the Pandemic-Era Surge pp. 6

- Ina Hajdini, Simar Malhotra and Timo Reinelt
2026, volume 2026, articles 18
- Using Inflation Shock Patterns to Help Forecast Inflation pp. 6

- Kevin Lansing and Adam Shapiro
2026, volume 2026, articles 17
- Calibrating Monetary Policy pp. 5

- Régis Barnichon and Aayush Singh
2026, volume 2026, articles 16
- Central Bank Bond Purchases and the Price of Safety pp. 5

- Jens Christensen, Nikola Mirkov and Xin Zhang
2026, volume 2026, articles 15
- How Labor Force Participation Has Diverged Across Genders pp. 6

- Greeshma Avaradi, Andreas Hornstein, Taerin Kim and Marianna Kudlyak
2026, volume 2026, articles 14
- Have We Entered an Era of High Productivity Growth? pp. 5

- Hamza Abdelrahman and Andrew Foerster
2026, volume 2026, articles 13
- Is Optimism for Artificial Intelligence Boosting Investment? pp. 6

- Aakash Kalyani and Huiyu Li
2026, volume 2026, articles 12
- AI-Powered Algorithmic Pricing and Monetary Policy pp. 5

- Greeshma Avaradi, Zheng Liu and Steven Zhao
2026, volume 2026, articles 11
- What Do Financial Officers Predict for Price Growth? pp. 6

- Stephie Fried, Tobin Graf, Simar Malhotra and Sanjay Singh
2026, volume 2026, articles 10
- Regionalism at the Federal Reserve: Many Voices, One Purpose pp. 5

- Mary Daly
2026, volume 2026, articles 09
- Monetary Policy Through the Lens of Market-Based Inflation pp. 6

- Sylvain Leduc and Luiz E. Oliveira
2026, volume 2026, articles 08
- Fed Communications and Inflation Expectations pp. 6

- Michael Bauer and Wesley Wasserburger
2026, volume 2026, articles 07
- The Effects of Tariffs on the Components of Inflation pp. 6

- Naomi Halbersleben, Oscar Jorda and Fernanda Nechio
2026, volume 2026, articles 06
- The AI Moment? Possibilities, Productivity, and Policy pp. 8

- Mary Daly
2026, volume 2026, articles 05
- Unauthorized Immigration Effects on Local Labor Markets pp. 5

- Daniel Wilson and Xiaoqing Zhou
2026, volume 2026, articles 04
- Is the PPPLF Still Encouraging Small Business Lending? pp. 5

- Lora Dufresne and Mark Spiegel
2026, volume 2026, articles 03
- Housing Affordability and Housing Demand pp. 5

- Schuyler Louie, John Mondragon, Rami Najjar and Johannes Wieland
2026, volume 2026, articles 02
- The Recent Slowdown in Labor Supply and Demand pp. 6

- Leila Bengali, Ingrid Chen, Addie New-Schmidt and Nicolas Petrosky-Nadeau
2026, volume 2026, articles 01
- What Can History Tell Us About Tariff Shocks? pp. 5

- Régis Barnichon and Aayush Singh
2025, volume 2025, articles 30
- The Changing Sensitivity of Interest Rates to Oil Supply News pp. 5

- Wataru Miyamoto, Rami Najjar, Thuy Lan Nguyen and Dmitriy Sergeyev
2025, volume 2025, articles 29
- The Economic Effects of Tariffs pp. 6

- Naomi Halbersleben, Oscar Jorda and Fernanda Nechio
2025, volume 2025, articles 28
- Immigration and Changes in Labor Force Demographics pp. 6

- Evgeniya A. Duzhak and Addie New-Schmidt
2025, volume 2025, articles 27
- Modern Central Banking: Monetary Policy Implementation and Communication pp. 6

- Mary Daly
2025, volume 2025, articles 25
- Signs of Cyclical Weakness in Part-Time Employment? pp. 6

- Greeshma Avaradi, Stephie Fried and Tobin Graf
2025, volume 2025, articles 24
- Measuring Labor Market Similarities in Nearby Regions pp. 6

- Leila Bengali and Cheikh Fall
2025, volume 2025, articles 23
- Market Reactions to Tariff Announcements pp. 6

- Rohit Garimella, Simon Kwan and Thomas Mertens
2025, volume 2025, articles 22
- Steady Through Change: In Policy, Business, and Life pp. 4

- Mary Daly
2025, volume 2025, articles 21
- Industry Decline and Household Finances pp. 6

- Joshua Blonz, Brigitte Roth Tran, Sarah Siegel, Erin Troland and Cindy Zhao
2025, volume 2025, articles 20
- Will Trade Uncertainty Boost Automation? pp. 6

- Deepika Baskar Prabhakar, Hamid Firooz, Sylvain Leduc and Zheng Liu
2025, volume 2025, articles 19
- Tracking Labor Market Stress pp. 6

- Rohit Garimella, Oscar Jorda and Sanjay Singh
2025, volume 2025, articles 18
- Tracking Business Sentiment in the Western United States pp. 6

- Hamza Abdelrahman, Luiz E. Oliveira and Aditi Poduri
2025, volume 2025, articles 16
- The Economic Implications of Tariff Increases pp. 5

- Caroline M. Paulson, Aditi Poduri, Aayush Singh and Mauricio Ulate
- The Zero Lower Bound Remains a Medium-Term Risk pp. 6

- Sophia Cho, Thomas Mertens and John Williams
2025, volume 2025, articles 15
- Dynamic Central Bank Communication pp. 6

- Mary Daly
2025, volume 2025, articles 14
- Is Demand or Supply More Important for Inflation? pp. 6

- Kevin Lansing
2025, volume 2025, articles 13
- Do Local Economic Conditions Influence FOMC Votes? pp. 5

- Anton E. Bobrov, Rupal Kamdar, Caroline M. Paulson, Aditi Poduri and Mauricio Ulate
2025, volume 2025, articles 12
- The Effects of Tariffs on Inflation and Production Costs pp. 6

- Bart Hobijn and Fernanda Nechio
2025, volume 2025, articles 11
- A Rising Star: The Natural Interest Rate in the Euro Area pp. 6

- Jens Christensen and Sarah Mouabbi
2025, volume 2025, articles 10
- Underlying Trends in the U.S. Neutral Interest Rate pp. 6

- Carlos Carvalho, Andrea Ferrero, Felipe Mazin and Fernanda Nechio
2025, volume 2025, articles 09
- Assessing the Recent Rise in Unemployment pp. 6

- Greeshma Avaradi, Marianna Kudlyak, Brandon E. Miskanic and David Wiczer
2025, volume 2025, articles 08
- The Changing Disparity in Prices Across States pp. 6

- Sabrina J. Considine and Andrew Foerster
2025, volume 2025, articles 07
- Do Low Survey Response Rates Threaten Data Dependence? pp. 5

- Sylvain Leduc, Luiz E. Oliveira and Caroline M. Paulson
2025, volume 2025, articles 05
- Current Perceptions About Monetary Policy pp. 6

- Michael Bauer, Carolin Pflueger and Adi Sunderam
2025, volume 2025, articles 04
- What’s Driving Labor Force Participation Among Women? pp. 5

- Deepika Baskar Prabhakar, Sabrina J. Considine, Brandon E. Miskanic and Nicolas Petrosky-Nadeau
2025, volume 2025, articles 3
- Does Monetary Policy Tightening Reduce Inflation? pp. 6

- Rami Najjar and Adam Shapiro
2025, volume 2025, articles 02
- Ben Bernanke: Solving a Crisis, Changing the Fed pp. 7

- Mary Daly
2025, volume 2025, articles 01
- Pandemic-Era Demand Squeezed Housing Inventories pp. 6

- Valeska Fresquet Kohan, John Mondragon and Adam Shapiro
2024, volume 2025, articles 06
- The Ups and Downs of Household Income pp. 6

- Deepika Baskar Prabhakar and Robert Valletta