Economic research & policy analysis
Research on the American economy, the policies that shape business conditions, and the forces connecting markets across the world.
Examine the U.S. outlook, compare economies, follow a policy issue or investigate the measurement behind a headline. The collections connect analysis with its evidence and the next question to consider.
Household demand, business investment and public policy affect the outlook through different channels. U.S. research examines the composition of growth, the financing of investment and the distribution of adjustment across firms and households.
Production, capital and policy decisions cross national borders. Economy studies examine local institutions and economic conditions; comparative research identifies where a common explanation holds and where it breaks down.
Selected analysis addresses industrial investment, domestic demand, international growth comparisons and financial conditions. Each publication states the question, the evidence and the limits of the conclusion.
Research Report
Public support may change whether, where or when an investment takes place. This report establishes the counterfactual evidence needed to distinguish additional investment from displacement, timing changes and projects that would have proceeded without support.
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Comparative Study
American and euro-area quarterly GDP releases commonly use different rate conventions. Reconciliation of annualized and quarter-on-quarter growth establishes the basis for comparison before differences in economic performance can be assessed.
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Economy Study
The September 2026 national-accounts vintage shows why private domestic demand and headline GDP require separate readings. Consumption, fixed investment, inventories and imports provide different evidence about the composition of U.S. growth.
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Singapore’s exchange-rate framework and a company’s financing conditions operate through different channels. The study examines policy interpretation, international interest rates, currency exposure and the terms of business borrowing.
Read the analysisEight subjects organize the work across countries and publication types. Follow a subject to move from an economic mechanism to the policies, institutions and data that bear on it.
Economic growth is examined through the sources of demand, the composition of production and the capacity to sustain expansion.
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Research on price formation, monetary decisions and the financial channels through which policy reaches households and firms.
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Analysis of public revenue, expenditure, debt and the institutions that determine how fiscal decisions affect the economy.
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Research on international production, trade exposure, investment and the transmission of policy across borders.
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Analysis of productive capacity, firm investment, industrial policy and the organization of supply.
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Research on the diffusion of technology, the organization of production and the sources of improvements in economic efficiency.
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Research on energy systems, transport and public infrastructure as determinants of costs, reliability and productive capacity.
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Research on employment, earnings, participation, skills and the demographic conditions shaping economic adjustment.
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A policy commitment acquires economic significance through its legal scope, financing and implementation. Policy analysis follows those stages and examines who is affected, how incentives change and what evidence would establish a result.
Data notes examine the construction and interpretation of economic indicators. Explainers set out the accounting relationships and institutional arrangements needed to read a policy or economic release.
Data Note
Chained-dollar expenditure components can fail to sum to real GDP without an accounting error. A reproducible two-good example explains nonadditivity and identifies the measures appropriate for shares and contributions to growth.
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Economic Explainer
The public-debt ratio relates a stock of obligations to a period’s output. The explainer examines the effects of growth, interest, primary balances and valuation changes, and why the ratio alone cannot establish financing pressure.
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Research identifies its sources, separates observation from inference and makes the assumptions behind calculations explicit. Official publications retain their original meaning, reference period and institutional scope.
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