Replication Package for Funding Conditions and Bank Loan Adjustment under Recession Risk

This replication package contains the frozen public-source inputs, data-processing and estimation code, compact analysis panels, and machine-readable outputs for the manuscript “Funding Conditions and Bank Loan Adjustment under Recession Risk.” The analysis combines pseudo-real-time U.S. recession-risk estimates with quarterly FDIC Call Reports and Summary of Deposits data for 2000Q1–2026Q1. The package reproduces the reported episode exclusions, merger cleaning, financial-stress controls, local-demand specifications, placebo diagnostics, and quarter-cluster wild-bootstrap inference.