Publication collection
Extended analysis of economic mechanisms, policy choices and the evidence needed to distinguish among competing explanations.
Reports bring together institutional evidence, economic reasoning and quantitative analysis around a specified research question. They examine the mechanism, consider alternative explanations and state what the available evidence can establish.
A report may cross economies or policy domains, but the comparison remains subordinate to the question. Definitions, time periods and the basis for causal claims are made explicit.
Research Report
Public support may change whether, where or when an investment takes place. This report establishes the counterfactual evidence needed to distinguish additional investment from displacement, timing changes and projects that would have proceeded without support.
Read the analysisResearch Report
American growth must be reconciled across expenditure, industry, and input accounts. Dated official evidence and reproducible examples explain why household demand, investment, and productivity describe different aspects of the same production process.
Read the analysisResearch Report
Federal borrowing and tax design can exert opposing pressures on private investment. A dated Treasury refunding, official model evidence, and transparent user-cost calculations separate financing, asset choice, timing, and the policy counterfactual.
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Research Report
Public support may change whether, where or when an investment takes place. This report establishes the counterfactual evidence needed to distinguish additional investment from displacement, timing changes and projects that would have proceeded without support.
Research Report
American growth must be reconciled across expenditure, industry, and input accounts. Dated official evidence and reproducible examples explain why household demand, investment, and productivity describe different aspects of the same production process.
Research Report
Federal borrowing and tax design can exert opposing pressures on private investment. A dated Treasury refunding, official model evidence, and transparent user-cost calculations separate financing, asset choice, timing, and the policy counterfactual.
Research Report
A change in direct import partners can exceed the shift in upstream value added. Official production evidence and reproducible supply-chain examples distinguish relocation, supplier development, ownership, routing, and the dependencies relevant to resilience.
Research Report
This report separates sector composition, capital intensity, and working time in transatlantic productivity comparisons. Official evidence and a reproducible decomposition show why differences within industries require closer examination before aggregate gaps support policy conclusions.
Research Report
Contract design and financial structure determine when monetary decisions reach borrowers. Evidence from four economies and an original debt-cohort calculation explain why financing costs can keep rising after market rates decline.
Research Report
Official surveys measure different stages of AI adoption. Evidence from the United States, Korea, and Japan and a reproducible workflow calculation distinguish computing expenditure, reported use, labor savings, accepted output, and investment returns.
Research Report
Industrial energy costs depend on reliable delivery, connection timing, and the production process. Four official records and original cost scenarios show how interruptions, backup, and delayed operation can change a location comparison.
Research Report
Currency composition, repricing, and refinancing determine the payments behind a debt ratio. Four official debt-management records and an original stress calculation explain how revenue volatility and foreign-currency requirements constrain usable fiscal room.
Research Report
Indian employment outcomes depend on sector composition, hours, and the transition from investment to operating services. Official labor and industrial records and an original decomposition clarify the difference between output growth, formalization, and additional employment.
Research Report
Population projections do not directly determine labor input. Evidence from four economies and an exact accounting exercise separate demographic change from participation, employment, hours, migration, and the productivity improvements required to sustain output.
Research Report
Financial inflows and project announcements do not establish operating capacity. Official reporting from five economies and an original project ledger separate expenditure, acquisitions, construction, commissioning, utilization, and the timing of realized production.
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