Consumer Finance

Our Consumer Finance Institute researches how people earn, spend, save, and invest, as well as how credit markets and payment systems affect the economy. Our goal is to foster a healthy consumer sector, a stable financial system, and a resilient regional and national economy.

Consumer Credit

Working Paper

Not Cashing In on Cashing Out: An Analysis of Low Cash-Out Refinance Rates

WP 26-01 – More than half of borrowers who have both home equity and high-interest loans fail to reduce their overall debt burden by folding this high-interest debt into a lower-interest mortgage when they undertake a mortgage refinance.

Consumer Credit

Working Paper

Property Tax Pass-Through to Renters: A Quasi-Experimental Approach

WP 25-41 – Does a landlord’s property tax bill affect a new tenant’s rent? According to standard economic theory, it should not — the law of one price implies that identical rental units in the same market should be priced identically, despite heterogeneity in property tax costs.

A woman looking through papers while sitting on the floor

Student Loans for Graduate School: Who Will Be Affected by the New Federal Lending Limits?

This report brings novel evidence on the potential effects of newly enacted reductions in federal borrowing limits for graduate education.

Consumer Credit

Working Paper

What Is My Home Worth?

WP 25-40 – Economic models often assume that agents always know the market value of their assets. We use residential property tax assessment as a laboratory to test this assumption for housing. We first show that assessed market value (AMV) is a noisy proxy for transaction-based market value (TMV).

Aerial view of a suburb

Home Mortgage Disclosure Act (HMDA) Lender File

The HMDA Lender File includes characteristics of firms receiving mortgage applications and originating loans. The data set enables users to connect HMDA filers to their parent organizations and compare a filer’s lending over time.

Consumer Credit

Working Paper

Gender Differences in Credit Card Limits: Evidence from Sole Mortgage Applicants

WP 23-30/R – Using linked mortgage application and credit bureau data, we document the existence of unconditional and conditional gender gaps in the distribution of total credit card limits for sole mortgage applicants

Event

May

14-15

2026

Mortgage Market Research Conference

Federal Reserve Bank of Philadelphia