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Macroeconomics

Minneapolis Fed research examining the larger, aggregate view of the economy, including trends in income and spending of government, business, nonprofit institutions, and households.

1-12 of 243

Staff Reports
Why People Disagree About What Drives Stock PricesAndrew Atkeson | ConsultantJonathan Heathcote | Monetary Advisor & Deputy DirectorFabrizio Perri | Monetary Advisor & Deputy Director
February 25, 2026
Research
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Modeling the forces behind convenience yields—a step toward smarter liquidity regulationJeff Horwich | Senior Economics Writer
February 24, 2026
Article
The Federal Reserve Bank of Minneapolis building and logo
Fresh examination of money demand finds higher cost of inflationJeff Horwich | Senior Economics Writer
February 13, 2026
Article
The Federal Reserve Bank of Minneapolis building and logo
New measure: Tariffs twice as restrictive as popular estimatesJeff Horwich | Senior Economics Writer
February 9, 2026
Article
Staff Reports
A Macroeconomic Perspective on Stock Market Valuation RatiosAndrew Atkeson | ConsultantJonathan Heathcote | Monetary Advisor & Deputy DirectorFabrizio Perri | Monetary Advisor & Deputy Director
January 30, 2026
Research
Staff Reports
Monetary Policy and Sovereign Risk in Emerging Economies (NK-Default)Cristina Arellano | Assistant Director, Policy and Monetary Advisor

Yan Bai | University of Rochester, NBER, and CEPR

Gabriel Mihalache | Ohio State University

January 14, 2026
Research
The Federal Reserve Bank of Minneapolis building and logo
Investors seeking haven in U.S. assets drive currency rates, hamper global economic growthJeff Horwich | Senior Economics Writer
January 12, 2026
Article
Staff Reports
How Restrictive is U.S. Trade Policy?Michael E. Waugh | Monetary Advisor
January 9, 2026
Research
Staff Reports
The Role of Dispersed Information in Maintaining Low Interest RatesMarco Bassetto | Monetary Advisor

Carlo Galli | Universidad Carlos III de Madrid and CEPR

Jason Hall | Research Analyst

December 12, 2025
Research
Staff Reports
Default and Interest Rate Shocks: Renegotiation Matters

Victor Almeida | Carleton College

Carlos Esquivel | Rutgers University

Timothy J. Kehoe | Consultant, University of Minnesota, and National Bureau of Economic ResearchJuan Pablo Nicolini | Principal Research Economist and Universidad Torcuato Di Tella
December 8, 2025
Research
Staff Reports
Official Sovereign DebtCristina Arellano | Assistant Director, Policy and Monetary Advisor

Leonardo Barreto | Research Analyst

December 5, 2025
Research
Staff Reports
Economists Should Be Studying Monopoly Much More Extensively: How Our Interest in Monopoly Waned After We Began Thinking About Monopoly All WrongJames A. Schmitz, Jr. | Principal Research Economist
November 26, 2025
Research