The Slow Climb: How Tariffs Gradually Raised Retail Prices in 2025
Tracking consumer sentiment versus how consumers are doing based on verified retail purchases
Coverage: Financial Times
How were Extra SNAP Benefits Spent?
A Better Way of Understanding the US Consumer: Decomposing Retail Sales by Household Income
Coverage: Associated Press, Bloomberg, Marketplace, Fortune
Supply vs Demand Factors Influencing Prices of Manufactured Goods
Back to the Future IV: challenges for financial stability policy in the next decade
What is the relationship between a markets-based measure of leverage and banks’ funding costs?
Consumption in the time of a pandemic: tracking UK consumption in real time
Great Expectations: the economic power of news about the future
An intuitive interpretation of factor models
When Linear Models are misleading