Subject: Weekly round-up of Economics articles

ECONOMICS WEEKLY
TOP STORY
Macroeconomics
Broader view of debt sustainability is needed – NBER paper
Government debt is not necessarily at historical highs, authors say
07 Jan 2026   |  Research
Macroeconomics
US ‘bearing large share’ of tariff costs – NBER paper
Authors find pass-through is nearly 100% and is reshaping how country trades
06 Jan 2026   |  Research
Economics
EMs gain less from GenAI adoption than AEs – BIS study
Service economies with strong digital and legal frameworks best placed to benefit from AI
22 Dec 2025   |  Research
Macroeconomics
Dollarisation tends to come in waves – Fed researchers
Authors say the euro once may have been a rival to the dollar
22 Dec 2025   |  Research
Economics
Mutual funds amplify FX sensitivity to capital flows – study
Investment in Swiss bonds increasingly linked to franc’s value, SNB paper finds
19 Dec 2025   |  Research
Data
NBFIs grew twice as fast as banks in 2024, FSB finds
Annual report highlights strong growth in investment funds but flags lack of data on private credit
16 Dec 2025   |  Research
Macroeconomics
Water scarcity threatens economies, IMF and BIS warn
Studies say impacts on growth, inflation, fiscal policy and balance of payments are likely to worsen
12 Dec 2025   |  News
Economics
Manufacturing will not be jobs engine in US – St Louis Fed study
Authors say periods of rising productivity in sector have been accompanied by drops in employment
12 Dec 2025   |  Research
Macroeconomics
Is this the end of dollar dominance?
Steve Kamin tracks evolving investor attitudes to the US in the wake of 'Liberation Day'
12 Dec 2025   |  Opinion
Economics
Tariffs may permanently raise medical goods costs – NBER study
Research also finds that trade barriers can worsen domestic supply shortages
10 Dec 2025   |  Research
ECONOMICS CORRESPONDENT
Dan Hinge is editor of the economics newsletter
 
Daniel Hinge is the editor of Central Banking’s Benchmarking Service and subject specialist for economics.
daniel.hinge@centralbanking.com

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