Latest Items by Federal Reserve Bank of San Francisco

• The Impacts of Unauthorized Immigration on U.S. Labor and Housing Markets: New Evidence from Administrative Microdata
  Zhou, Xiaoqing & Wilson, Daniel J.
• Cash Transfers in Developing Countries: Local Multipliers, Aggregate Effects, and External Adjustment
  Pennings, Steven & Nguyen, Thuy Lan & Miyamoto, Wataru & Mendes, Arthur
• In Hot Water? The Macroeconomic Impacts of El Niño
  Roth Tran, Brigitte
• Bank Regulation Affects Monetary Policy Transmission
  Krainer, John & Greenwald, Daniel L. & Paul, Pascal
• Pricing Inflation Swaps in the Japanese Bond Market
  Christensen, Jens H. E. & Shrestha, Mizla & Spiegel, Mark M.
• What Do Financial Officers Predict for the Labor Market?
  Malhotra, Simar & Fried, Stephie & Graf, Tobin & Singh, Sanjay R.
• Effects of Oil Supply Disruptions on Oil Exporters, Importers
  Sergeyev, Dmitry & Nguyen, Thuy Lan & Miyamoto, Wataru
• Stablecoin Issuers’ Growing Appetite for Treasury Securities
  Sawyer, Aleisha & Leduc, Sylvain & Oliveira, Luiz E.
• Risk Appetite and Monetary Transmission
  Schrimpf, Andreas & Schmeling, Maik & Bauer, Michael D.
• How AI Adoption Might Affect Bank Lending
  Liu, Zheng & Halbersleben, Naomi & Avaradi, Greeshma & Spiegel, Mark M.
• Consumer Vibe Check: Gas Prices and Inflation Expectations
  Sung, Yeji & Kim, Taerin
• Can Fiscal, AI, or Monetary News Explain the Rise in r∗?
  Rudebusch, Glenn D. & Christensen, Jens H. E.
• Quality, Inequality and Understanding Housing Markets
  Louie, Schuyler & Wieland, Johannes F. & Najjar, Rami & Mondragon, John
• A Dual Mandate Can Support Price Stability
  Bundick, Brent & Petrosky-Nadeau, Nicolas
• What’s Behind the Declining Trend Unemployment Rate?
  Kim, Taerin & Avaradi, Greeshma & Hornstein, Andreas & Kudlyak, Marianna
• Assessing a Medium-Run Natural Rate of Interest
  Curdia, Vasco
• Financial Markets, Oil Prices, and Supply-Side Risks
  Wasserburger, Wesley & Mertens, Thomas M.
• Reaching for Duration
  Mertens, Thomas M. & Schneider, Andrés & Paul, Pascal
• Will AI Intensify or Weaken Market Competition?
  Liu, Zheng & Firooz, Hamid & Leduc, Sylvain
• Job-Finding Anomalies of the Current Expansion
  Kudlyak, Marianna & Chen, Ingrid & Mikhlin, Riva
• AI Adoption Among Small Businesses: Qualitative Insights from the Small Business Credit Survey
  Holmes, Natalie & Simms, Sarah & Sanchez-Moyano, Rocio
• Prices and Monetary Policy: The Role of Financial Constraints
  Czarnota, Alexander & Bauer, Michael D. & Klein, Mathias
• Recency Effects in Perceived Uncertainty
  Acosta, Miguel & Sung, Yeji
• Firms’ Inflation Expectations During the Pandemic-Era Surge
  Reinelt, Timo & Hajdini, Ina & Malhotra, Simar
• Using Inflation Shock Patterns to Help Forecast Inflation
  Shapiro, Adam Hale & Lansing, Kevin J.
• Calibrating Monetary Policy
  Singh, Aayush & Barnichon, Régis
• Central Bank Bond Purchases and the Price of Safety
  Mirkov, Nikola & Christensen, Jens H. E. & Zhang, Xin
• How Labor Force Participation Has Diverged Across Genders
  Hornstein, Andreas & Kim, Taerin & Avaradi, Greeshma & Kudlyak, Marianna
• Trends in Labor Force Participation and Unemployment, 1976-2024
  Kudlyak, Marianna & Hornstein, Andreas
• Have We Entered an Era of High Productivity Growth?
  Foerster, Andrew & Abdelrahman, Hamza