https://www.frbsf.org/research-and-insights/publications/economic-letter/ Economic analysis and research summaries for a general audience. en-us https://wordpress.org/?v=7.0.7 201690440 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/10/pricing-inflation-swaps-in-japanese-bond-market/ Wed, 07 Oct 2026 17:00:00 -0700 "Jens H. E. Christensen", "Mizla Shrestha", "Mark M. Spiegel" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/10/pricing-inflation-swaps-in-japanese-bond-market/ 424834 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/10/what-do-financial-officers-predict-for-labor-market/ Mon, 05 Oct 2026 17:00:00 -0700 "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Simar Malhotra", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/10/what-do-financial-officers-predict-for-labor-market/ 424761 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/effects-of-oil-supply-disruptions-on-oil-exporters-importers/ Wed, 30 Sep 2026 17:00:00 -0700 "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/effects-of-oil-supply-disruptions-on-oil-exporters-importers/ 424692 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/stablecoin-issuers-growing-appetite-for-treasury-securities/ Mon, 28 Sep 2026 17:00:00 -0700 "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Sylvain Leduc", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/stablecoin-issuers-growing-appetite-for-treasury-securities/ 419449 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/how-ai-adoption-might-affect-bank-lending/ Mon, 21 Sep 2026 17:00:00 -0700 "Greeshma Avaradi", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/09/how-ai-adoption-might-affect-bank-lending/ 414118 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/consumer-vibe-check-gas-prices-and-inflation-expectations/ Mon, 31 Aug 2026 17:00:00 -0700 "Greeshma Avaradi", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Taerin Kim", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel", "Yeji Sung" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/consumer-vibe-check-gas-prices-and-inflation-expectations/ 403119 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/whats-behind-declining-trend-unemployment-rate/ Mon, 24 Aug 2026 17:00:00 -0700 "Greeshma Avaradi", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Andreas Hornstein", "Taerin Kim", "Marianna Kudlyak", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel", "Yeji Sung" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/whats-behind-declining-trend-unemployment-rate/ 397670 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/assessing-medium-run-natural-rate-of-interest/ Mon, 17 Aug 2026 17:00:00 -0700 "Greeshma Avaradi", "Vasco C\u00fardia", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Andreas Hornstein", "Taerin Kim", "Marianna Kudlyak", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel", "Yeji Sung" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/assessing-medium-run-natural-rate-of-interest/ 392393 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/financial-markets-oil-prices-and-supply-side-risks/ Mon, 10 Aug 2026 17:00:00 -0700 "Greeshma Avaradi", "Vasco C\u00fardia", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Andreas Hornstein", "Taerin Kim", "Marianna Kudlyak", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Thomas M. Mertens", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel", "Yeji Sung", "Wesley Wasserburger" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/financial-markets-oil-prices-and-supply-side-risks/ 387163 https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/job-finding-anomalies-of-current-expansion/ Mon, 03 Aug 2026 17:00:00 -0700 "Greeshma Avaradi", "Vasco C\u00fardia", "Ingrid Chen", "Jens H. E. Christensen", "Stephie Fried", "Tobin Graf", "Naomi Halbersleben", "Andreas Hornstein", "Taerin Kim", "Marianna Kudlyak", "Sylvain Leduc", "Zheng Liu", "Simar Malhotra", "Thomas M. Mertens", "Riva Mikhlin", "Wataru Miyamoto", "Thuy Lan Nguyen", "Luiz Edgard Oliveira", "Aleisha Sawyer", "Dmitriy Sergeyev", "Mizla Shrestha", "Sanjay R. Singh", "Mark M. Spiegel", "Yeji Sung", "Wesley Wasserburger" https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/job-finding-anomalies-of-current-expansion/ 381888