What are the contributions of demand and supply factors to inflation? To address this question, we follow Shapiro (2022) and construct quarterly demand-driven and supply-driven inflation series for 32 ...

We use randomized controlled trials in the US, UK, and Brazil to examine the causal effect of public debt on household inflation expectations. We find that people underestimate public debt levels and ...

Thoughtful inflation protection with excess return potential. Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers ...

Trump's tariffs have led some companies to announce that they plan to raise prices. Even before his so-called "Liberation Day," companies warned they would pass costs on to shoppers. BI is keeping ...