We produce a wide range of publications that share the latest data, analysis, and insights from various teams at the SF Fed. Our publications help inform and strengthen public understanding of economic issues and its impact on people and communities.
Economic Research Publications
FRBSF Economic Letter >
Economic analysis for general audiences
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Market Reactions to Tariff Announcements
Financial markets repriced assets across a wide range of sectors following the U.S. trade policy announcement on April 2, 2025. Analysis suggests that market participants interpreted tariffs to have direct effects not only on companies in the sectors involved but also indirect effects on overall demand. Investors expected declines in corporate profits to be persistent both in the United States and abroad. The U.S. dollar depreciated against other safe-haven currencies, which points to investors reallocating their portfolios away from the United States and toward other markets.
SF FedViews >
Analysis of current economic developments and the outlook
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SF FedViews: September 4, 2025
Andrew Foerster, senior research advisor at the Federal Reserve Bank of San Francisco, shared views on the current economy and the outlook from the Economic Research Department as of September 4, 2025.
Working Papers >
The latest in economic research
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Local Projections Bootstrap Inference
Bootstrap procedures for local projections typically rely on assuming that the data generating process (DGP) is a finite order vector autoregression (VAR), often taken to be that implied by the local projection at horizon 1. Although convenient, it is well documented that a VAR can be a poor approximation to impulse dynamics at horizons beyond […]
Community Engagement and Analysis Publications
Community Development Research Briefs >
Research briefs feature data and commentary on community development trends and issues.
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Understanding the Employment Patterns of Workers in Low- and Moderate-Income Households
This brief provides insights into the employment patterns and makeup of the workforce, including those in lower-income households, who account for nearly 30% of the nation’s workers. It also explores shifts in the number and makeup of workers in lower-income households over the past decade, reflecting broader changes in the labor market.
Community Development Working Papers >
Working papers provide in-depth analysis of emerging community development issues from practitioners and scholars.
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Housing Market Interventions and Residential Mobility in the San Francisco Bay Area
Limited evaluation research exists on which housing solutions are most effective in stabilizing communities so that those who wish to stay are able to do so in the midst of an influx of newcomers. This study seeks to fill this gap by assessing patterns of individual and household mobility related to specific housing interventions in the nine-county San Francisco Bay Area. Specifically, this study examines impacts of market-rate and subsidized development, and tenant protections, including rent stabilization and just cause for evictions protections.