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Political Cycles & Policy with Nellie Liang
Financial Fragmentation is Creating New Risks in Your Portfolio
Stablecoins and Safe Asset Prices
This paper examines the impact of dollar-backed stablecoin flows on short- term US Treasury yields using daily data from 2021 to 2025. Estimates from instrumented local projection regressions suggest that a 2-standard deviation inflow into stablecoins lowers 3-month Treasury yields…
The Tariff Map: Who Can Pass Along Price Increases & Who Can’t
Defending Federal Reserve Independence
We Must Defend Fed Independence but Enhance Transparency and Accountability
Immigration & Innovation with Rebecca Diamond
Calls for Rate Cuts Grow as Fed Grapples with Inflation Risks & Weaker Job Market
Economics & Markets Roundup – Summer 2025 – Issue II
Since Liberation Day on April 2, global markets have seen a broad-based rally across risky assets. Global equity markets are up, high-yield credit spreads have narrowed, and gold and bitcoin have rallied — all despite largely flat long-term bond yields…
The Politics of Financial Stability with Raghuram Rajan
