Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 11 pieces from central banks.
Titles marked with an arrow open on the publisher's site. How we choose.
Markets and economy
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Household Debt Balances Decreased Slightly; Credit Card Delinquency Transition Rates Remained Steady (opens newyorkfed.org)
The New York Fed's quarterly report on US household borrowing for the second quarter of 2026. Total household debt slipped to $18.8 trillion as mortgage balances fell while credit card and auto balances grew, and overall delinquency edged down to 4.7% of debt even as new card and auto delinquencies stayed elevated.
Topic: Markets and economynewyorkfed.org
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Financial Markets, Oil Prices, and Supply-Side Risks (opens frbsf.org)
San Francisco Fed economists read market correlations to judge what kind of risk investors are pricing. Stocks and bonds, and stocks and oil, now tend to move in opposite directions, which they take as a sign that supply shocks dominate, raising the odds of elevated inflation alongside softer growth.
Topic: Markets and economyfrbsf.org
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Monetary Policy Report – July 2026 (opens federalreserve.gov)
The Fed's semiannual report to Congress on the economy and monetary policy. It describes inflation running well above the 2% goal, with core PCE prices up 3.4% over the year to May, citing tariffs and an energy price surge, alongside a 4.2% unemployment rate and a policy rate held steady since the start of 2026.
Topic: Markets and economyfederalreserve.gov
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Financial Stability Report - May 2026 (opens federalreserve.gov)
The Fed Board's twice-yearly assessment of vulnerabilities in the US financial system. The spring 2026 edition judges asset valuations elevated, with stock prices high relative to earnings, sees household and business debt as moderate overall but weaker at riskier private borrowers, and notes hedge fund leverage near record highs.
Topic: Markets and economyfederalreserve.gov
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The Dual Mandate in Conflict: Balancing Current Tensions between Inflation and Employment (opens stlouisfed.org)
A St. Louis Fed economist looks at the Fed's two goals pulling against each other in early 2026, with unemployment at 4.3% and inflation above target. He estimates that about half of the inflation overshoot comes from tariffs, which frames how hard the policy tradeoff is.
Topic: Markets and economystlouisfed.org
Retirement income
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Report on the Economic Well-Being of U.S. Households in 2025 (opens federalreserve.gov)
The Fed Board's annual survey of household finances. Overall well-being held steady in 2025, but only 35% of non-retirees thought their retirement saving was on track, and lower-income, younger, Black and Hispanic adults and women remained less likely to have retirement accounts or pensions.
Topic: Retirement incomefederalreserve.gov
Estate planning
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How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey (opens richmondfed.org)
Richmond Fed economists present new survey data on money passed between family members. Transfers are common but usually small and flow mostly from parents to adult children: 42% of respondents gave help and 21% received it, while inheritances and help with housing or education account for the largest sums.
Topic: Estate planningrichmondfed.org
Fixed income
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Treasury Market Liquidity Since April 2025 (opens libertystreeteconomics.newyorkfed.org)
New York Fed economists track how easy it has been to trade Treasuries since the April 2025 tariff announcement. Liquidity worsened sharply during that shock, recovered quickly once some tariffs were rolled back, and held fairly steady into early 2026.
Topic: Fixed incomelibertystreeteconomics.newyorkfed.org
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Why have far-forward nominal Treasury rates increased so much in the past few years? Old risks reemerge in an era of Fed credibility (opens federalreserve.gov)
Fed Board economists ask why long-term Treasury yields stayed high even after 175 basis points of rate cuts. They trace it to a higher risk premium driven by worries about supply shocks and federal deficits, and find no sign that fear of future inflation played a role.
Topic: Fixed incomefederalreserve.gov
Alternatives
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Private Credit and Leveraged Loan Markets: Similarities, Differences, and Substitution (opens federalreserve.gov)
Fed Board economists compare private credit with the leveraged loan market, each about $1.4 trillion at the end of 2025. The two serve similar borrowers but are funded and traded very differently, and larger companies can switch between them while smaller ones would bear more of any private credit pullback.
Topic: Alternativesfederalreserve.gov
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Early Warning Signals in Private Credit? What BDC Portfolios Reveal about Emerging Risks (opens bostonfed.org)
Boston Fed researchers use public filings from business development companies as a window into private credit. The share of loans paying interest in kind rose from about 6% to about 10% by early 2026, a sign of cash strain at borrowers, while narrowing spreads suggest competition is squeezing pricing.
Topic: Alternativesbostonfed.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.