Economic Commentaries
Firms' Inflation Expectations During the Pandemic-Era Surge
with Simar Malhotra and Timo Reinelt, July 2026, FRBSF Economic Letter 2026-19
The (Re)Anchoring of US Firms' Inflation Expectations
with Alexander Cline, Christian Garciga, Timo Reinelt, and Robert Rich, May 2026, FRBC Economic Commentary 2026-11
Expanding the Survey of Firms' Inflation Expectations
with Bernardo Candia, Edward Knotek, Damjan Pfajfar, and Robert Rich, May 2026, FRBC Economic Commentary 2026-09
Consumer Inflation Expectations Across Surveys and over Time
with Edward Knotek, John Leer, Mathieu Pedemonte, Damjan Pfajfar, Raphael Schoenle, Taylor Shiroff, August 2025, FRBC Economic Commentary 2025-07
Wage Growth, Labor Market Tightness, and Inflation: A Service Sector Analysis
August 2024, FRBC Economic Commentary 2024-15
Implications of Bank Equity Price Declines for Inflation
November 2023, FRBC Economic Commentary 2023-18
Trend Inflation and Implications for the Phillips Curve
April 2023, FRBC Economic Commentary 2023-07
Media coverage: Reuters
Indirect Consumer Inflation Expectations
with Edward Knotek, John Leer, Mathieu Pedemonte, Robert Rich, Raphael Schoenle, March 2022, FRBC Economic Commentary 2022-03
Media coverage: WSJ, The Economist