Introducing CARTS: A New Index Tracking National Retail Spending
During the early days of the Covid-19 pandemic in the U.S., the speed with which economic activity responded to the spread of the virus and the public policy responses that followed laid bare the…
Read the full articleYou might also wanna read

Tracking the K‑Shaped Economy: Who’s Driving Spending?
Aggregate real consumer spending has risen solidly since 2023. However, it is less clear how widely shared this improvement has been across

Seeing Through the Shutdown’s Missing Inflation Data
Data releases for inflation have been scarce over the past four months due to the government shutdown. As a result, until January 22 no pers

Same Shock, Different Roads? A K‑Shaped Pattern at the Pump
In March 2026, energy prices surged to a four-year high, driven by the Iranian closure of the Strait of Hormuz amid the ongoing conflict in

The Post‑Pandemic Global R*
In this post we provide a measure of “global” r* using data on short- and long-term yields and inflation for several countries with the appr

A New Dataset for Consumer Spending in the New York Fed EHIs
We are enhancing our set of Economic Heterogeneity Indicators (EHIs) by adding a set of metrics on consumer spending with data presented by

The Fed’s Treasury Purchase Prices During the Pandemic
In March 2020, the Federal Reserve commenced purchases of U.S. Treasury securities to address the market disruptions caused by the pandemic.

Comments
Sign in to join the conversation.
No comments yet. Be the first.