Explorez tous les épisodes du podcast Moody's Talks - Inside Economics
| Titre | Date | Durée | |
|---|---|---|---|
| August Jobs: Pretty Good | 06 Sep 2024 | 00:34:40 | |
The Inside Economics crew gathers in Southern California for an early morning reaction to the August jobs report, which they all concur is “pretty good”. They discuss the implications of slowing job growth for the Fed’s upcoming meetings as well as the presidential election. Finally, they all give their odds for a recession occurring in the next year—Cris remains the bear of the group.
Guest: Dante DeAntonio - Senior Director, Economic Research Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Economy's Highs and Lows | 30 Aug 2024 | 01:11:20 | |
The Inside Economics team discusses what they found most encouraging and disquieting in the blizzard of economic releases and events of this past week. Emily Mandel, our state and local government expert, also weighs in on the fiscal health of states and how the economy is performing in states that stand to swing the Presidential election. The group also takes up listener questions; keep the Qs coming.
Guest: Emily Mandel - Associate Director, Senior Economist, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Jitters Over Jobs | 05 Jul 2024 | 01:11:26 | |
Dante joins the podcast to break down the June employment report. While everyone agreed that the report was mostly good, concerns remain around the concentration of job gains and the slowdown in hiring. With job growth moderating and the unemployment rate edging higher, the team argues that the time is now for the Fed to start cutting rates. Guest Hosts: Dante DeAntonio - Senior Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Ho-Hum Savings and Happy Holidays | 23 Dec 2022 | 01:20:51 | |
Colleague, Scott Hoyt, joins to discuss where the American consumer stands and how that differs by income group. A shrinking savings rate and sputtering retail sales won't break the American consumer or Mark's good mood. The group differs on the odds of recession, but is in agreement a slowcession is underway. Happy Holidays to all our listeners. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Mispriced Markets, Miserable Outlook | 16 Dec 2022 | 01:10:10 | |
Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, Mark and the team this week. We get into the causes and outlook for inflation and prospects for the economy and financial markets. Greg shares his dark forecast with the group. Full Episode Transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Humble Forecasting, Hopeful Outlook | 09 Dec 2022 | 01:05:13 | |
Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, joins the podcast to discuss inflation, monetary policy, and prospects for recession next year. Are we being too pessimistic when so much is going well with the U.S. economy? Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Mixed Messages and Moderating Jobs? | 03 Dec 2022 | 00:57:22 | |
Mark and Cris welcome back colleague, Dante DeAntonio of Moody's Analytics, to analyze the November U.S. Employment Report. Is the jobs market moderating? Depends who you ask. Full episode transcript. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Resilient Job Market and Remote Work Part 2 | 25 Nov 2022 | 00:34:58 | |
Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, discuss the state of remote work and the economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Resilient Job Market and Remote Work Part 1 | 22 Nov 2022 | 00:52:19 | |
Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, join the podcast to provide a labor market outlook. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Climate and the Curve | 18 Nov 2022 | 01:28:22 | |
Mark, Cris, and Marisa discuss the yield curve and give their latest recession odds. They also welcome back colleagues, Gaurav Ganguly, Chris Lafakis, and Bernard Yaros of Moody's Analytics, to examine the challenges of climate change and the impact on the U.S. economy. Full episode transcript Mark, Chris, and Bernard's paper, The Macroeconomic Cost of Climate Inaction Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Mark’s References, Moderating Inflation, and the Midterms | 11 Nov 2022 | 01:19:42 | |
Mark and Cris break down the October CPI Report and the latest on inflation. Colleagues, Dan White and Emily Mandel of Moody's Analytics, join the podcast to give a rundown of the midterm election results and the economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Debating Jobs, Debating Forecasts | 04 Nov 2022 | 01:16:02 | |
Mark and the team dissect October's employment report, the Fed's most recent rate hike, and what it all means for the prospects for a recession in the coming year. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Welcoming Marisa and What’s Next for Multifamily | 28 Oct 2022 | 01:24:52 | |
Mark Obrinsky, Chief Economist for the National Multifamily Housing Council, joins the podcast and gives a detailed housing outlook. Topics include rent growth, housing shortage, and the impact of inflation on the housing market. Mark and Cris also welcome Marisa DiNatale as the new co-host of Inside Economics. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight
Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: Assessing the Macroeconomic Consequences of Biden vs. Trump | 03 Jul 2024 | 01:06:25 | |
President Joe Biden and former President Donald Trump will pursue very different economic policies if reelected. Both have put forward a wide range of proposals to change the tax code, government spending, and trade, immigration and regulatory policies that if implemented could have significant consequences on the economy’s performance for years to come. In this bonus episode of Inside Economics, the team considers what policies would likely be implemented under different election scenarios and their economic impact. Guest Hosts: Justin Begley - Economist, Moody's Analytics, Brendan La Cerda - Director/Senior Economist, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Consumer Sentiment and Sentimental Farewell | 21 Oct 2022 | 01:11:52 | |
On Ryan's final episode of Inside Economics, John Leer, Chief Economist of Morning Consult, joins the podcast to discuss the state of the economy, consumer sentiment, inflation expectations, and the potential early signs of a wage-price spiral. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Klein on Threats to the Global Financial System | 18 Oct 2022 | 01:09:09 | |
Mark, Ryan, and Cris welcome back Aaron Klein, Miriam K. Carliner Chair and Senior Fellow at the Brookings Institution, to discuss stress points in the global financial system, the conditions for a financial crisis, and whether central banks are going to break something. Full episode transcript. Follow @aarondklein on twitter Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Hot CPI and Hail Mary Outlook | 14 Oct 2022 | 01:05:39 | |
Colleague Marisa DiNatale, Director Economist at Moody's Analytics, joins Mark and Cris to breakdown the September Consumer Price Index Report. They also discuss the impact of inflation on energy prices, food prices, the housing market, and wage growth. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Monthly Jobs and Mark's Journey | 07 Oct 2022 | 01:20:03 | |
Colleague Dante DeAntonio, Senior Economist at Moody's Analytics joins the podcast to analyze the September U.S. Employment Report and OPEC's announcement to cut oil production. Everyone gives their latest odds of a recession and how soon that could happen. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Poor Policy, Plunging Home Prices, and a Plummeting Pound | 30 Sep 2022 | 00:51:36 | |
Mark, Ryan, and Cris breakdown this week's key economic data and developments in financial markets. They also go through the economic impact of Hurricane Ian and the policy errors that are unfolding in the U.K. and ironically where Mark records the podcast from. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: State of the States | 30 Sep 2022 | 00:53:04 | |
Mark, Ryan, and Cris welcome colleague Dan White of Moody's Analytics and Bill Glasgall, Senior Director, Public Finance at the Volcker Alliance, to discuss state and local government finances and whether it will be a tailwind or drag on the broader economy. Full Episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. William Glasgall is senior director, public finance at the Volcker Alliance, a New York-based nonprofit organization where he has supervised the publication of numerous working papers and studies, including four Truth and Integrity in State Budgeting reports. He is also the creator of the Special Briefing webcast series and podcast, co-produced with the University of Pennsylvania Institute for Urban Research, where he is a fellow. Be sure to check out Volcker Alliance’s new podcast “Special Briefing” hosted by William Glasgall available here: Apple Podcasts, Spotify, Google Podcasts, Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: In Person Recording, Increased Probability of Recession | 27 Sep 2022 | 01:10:01 | |
Mark, Cris, and Ryan sit down for their first in-person podcast to discuss their recession odds over the next 6,12, or 18 months. They list out both contributing and mitigating risk factors and the market signals to watch to understand where the economy is headed. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Watch the video of the in-person episode. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Careening Markets and CRE Mash-Up | 23 Sep 2022 | 01:12:56 | |
Janice Stanton, Executive Managing Director at Cushman and Wakefield and Victor Calanog, head of CRE at Moody's Analytics join the podcast to share their views in Commercial Real Estate and how it impacts the U.S. economy. Mark, Cris, and Ryan discuss recent developments in financial markets and the latest decision by the Fed. Full episode transcript More Info on Janice Stanton: Ms. Stanton is an Executive Managing Director in the Capital Markets group at C&W. She is responsible for advising global investors on the real estate investment markets. Ms. Stanton has more than 25 years of industry experience in real estate investment research and analytics, finance, and pension fund management. More info on Victor Calanog: Dr. Calanog is the Head of Commercial Real Estate Economics at Moody’s Analytics. He and his team of economists and analysts are responsible for the firm’s commercial real estate market forecasting, valuation, and portfolio analytics services. For more on the long-term impacts to the built environment if remote and hybrid work models continue, check out the Future of Work research hub. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Remote Work and Rising Prices | 16 Sep 2022 | 01:23:00 | |
Nick Bunker, Research Director of Indeed, joins the podcast to share his views on the the U.S. labor market, including unemployment, job openings, quits, and remote work. Nick stumps Mark, Cris, and Ryan in the statistics game. Full transcript Follow Nick Bunker on twitter @Nick_Bunker. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Debating Policy, Doug Disagrees | 09 Sep 2022 | 01:17:14 | |
Doug Holtz-Eakin, President of the American Action Forum, joins the podcast to provide his take on the U.S. economy, inflation, employment, and GDP. The big topic fiscal policy while everyone provides their odds of a recession. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Dreadful Debate, Good Data | 28 Jun 2024 | 00:53:44 | |
The team gives their impressions of Thursday night’s Presidential debate (hint: it involves existential dread). Then, the focus switches to the latest inflation data. Matt Colyar joins to give an overview of May’s encouraging PCE deflator report and what it implies for Fed policy. The episode closes with a roundtable discussion about the long and variable lags in which Fed policy effects the economy, and whether that means the central bank should start loosening policy now.
Guest Hosts: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Jobs and Jogging in Boston | 02 Sep 2022 | 01:03:42 | |
Two colleagues and regulars on Inside Economics, Marisa DiNatale and Dante DeAntonio, join Mark, Cris, and Ryan to breakdown the August U.S. Employment Report and what it means for the Federal Reserve. Due to a bad wifi connection, Mark is forced to participate all episode by cell phone. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight.
Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: Deep Dive - Stagflation | 30 Aug 2022 | 01:03:29 | |
In this bonus episode Mark, Ryan, and Cris discuss all aspects of stagflation, including the definition, the causes, and what they're watching to assess the risk of this scenario. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Consumers Hang Tough and Confidence Off Bottom | 26 Aug 2022 | 01:18:14 | |
Mark and Cris welcome back Wayne Best, Chief Economist of Visa, to give the latest American Consumer outlook, including the topics of excess savings, spending behavior and categories, credit trends, and interest rates. They also discuss President Biden's student loan proposal. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Economic Update and Ellen’s Climate Top 5 | 19 Aug 2022 | 00:55:43 | |
Mark and Cris welcome Ellen Hughes-Cromwick, Senior Resident Fellow for the Climate and Energy program at Third Way, to discuss her views on climate risk in the Inflation Reduction Act (IRA) and her outlook on the vehicle industry. Full Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Cooling Inflation and Confounding Housing Riddles | 12 Aug 2022 | 01:16:44 | |
Mark, Ryan, and Cris kick off this episode by discussing inflation and the latest CPI Report. For the second part, they welcome John Burns, CEO of John Burns Real Estate Consulting, to give a detailed U.S. housing market outlook, that includes the topics of mortgage rates, the potential threat of a housing crash, and the affordable housing shortage. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Glass Half Full or Half Empty | 05 Aug 2022 | 01:27:48 | |
Mark, Ryan and Cris welcome colleagues, Marisa DiNatale and Dante DeAntonio, to dig deep into the July U.S. employment report. They also discuss what the new data tells us about a recession, productivity and what it means for the Federal Reserve. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Blinder, Baseball, and Business Cycles | 29 Jul 2022 | 01:07:14 | |
Mark and Cris welcome Alan Blinder, Professor of Economics and Public Affairs at Princeton University, to discuss the prospects for recession, inflation, monetary policy and financial conditions. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Firewall and Faltering Feelings | 22 Jul 2022 | 01:23:00 | |
Mark, Ryan, and Cris welcome colleague, Scott Hoyt, Senior Director at Moody's Analytics, to dissect the state of American consumers and how they are the firewall to avoiding a U.S. recession. Full Episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Dissecting CPI, Ditching Hoagies | 15 Jul 2022 | 01:27:01 | |
Mark, Ryan and Cris are joined by a bevy of colleagues to dig deeper into the June Consumer Price Index report and the sources of inflation, including energy, vehicles, food and shelter. Full Episode Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Sahm on the Soft Landing | 08 Jul 2022 | 01:11:40 | |
Claudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Jason Dorsey on Generations | 21 Jun 2024 | 01:11:32 | |
The Inside Economics podcast welcomes Jason Dorsey to talk about the generations that characterize the American population. The conversation takes up what event(s) define each generation, from 9/11 for the Millennials to COVID for Gen Z, and then turns to each generation’s traits and behaviors. The podcast was generationally well-balanced, with Mark the aging Boomer, Marisa and Cris the skeptical Xers, and Jason the creative Millennial.
Guest: Jason Dorsey - President of Cener for Generational Kinetics For more on Jason Dorsey: LinkedIn: @JasonDorsey Instagram: @Jason_Dorsey The Center for Generational Kinetics
Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Energy, Expectations, and Estonia | 01 Jul 2022 | 01:13:39 | |
Colleague, Gaurav Ganguly, Senior Director at Moody's Analytics, joins the podcast to examine the economic state of Europe and if they are headed into a recession. The gang also discusses the latest GDP release, recession odds, and beer of choice. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Negative Sentiment and New Statistics Champion | 24 Jun 2022 | 00:44:37 | |
Julia Coronado, President and Founder, MacroPolicy Perspectives, joins the podcast to discuss whether we can talk ourselves into a recession, the mixed messages on consumer sentiment and what the odds a downturn are. She also crushes the statistics game. Full Episode Transcript For more from Julia Coronado, follow her @jc_econ Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Unscripted Fed and Unpacking Diversity in Economics | 17 Jun 2022 | 01:28:50 | |
Anna Stansbury, assistant professor of work and organization studies at the MIT Sloan School of Management, joins the podcast to discuss the lack of diversity in the economics profession. The outcome of the latest FOMC meeting is debated and the discussion goes off the music sheet!?! (Zandism) Full Episode Transcript For more from Anna Stansbury, follow her @annastansbury Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: Bair on Balance Sheets | 14 Jun 2022 | 00:55:00 | |
Sheila Bair, Member of Banking Advisory Group and former Chair of the U.S. Federal Deposit Insurance Corporation, joins the podcast to discuss the policy response to the Great Recession, concerns about today's U.S. economy, including student debt. For more from Sheila Bair follow her @SheilaBair2013 Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Lousy Inflation and Life Lessons | 11 Jun 2022 | 01:19:20 | |
Mark, Ryan, and Cris work overtime on a Saturday to break down the Consumer Price Index Report. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Return to Work and Recession Odds | 03 Jun 2022 | 01:14:58 | |
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the May U.S. Employment Report. They also debate whether the economy is strong or weak and if it's possible we can talk ourselves into a recession. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Seroka and Supply Chains | 01 Jun 2022 | 00:55:49 | |
Mark, Ryan, and Cris welcome Gene Seroka, Executive Director of the Port of Los Angeles, to discuss current global supply chain conditions and economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| The Macroeconomics of Cyber Attacks | 27 May 2022 | 01:10:18 | |
Jim Hempstead, Lesley Ritter, and Leroy Terrelonge from Moody's Investors Service, Join the podcast to discuss the rising concern of cyber risks and attacks. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Recession Lessons | 20 May 2022 | 01:14:52 | |
Mark, Ryan, and Cris dive deep into the history, the causes, and the main indicators of recessions. Full transcript here Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Regional CPI and R-Star | 13 May 2022 | 01:19:12 | |
Mark, Ryan, and Cris discuss the latest data on U.S. consumer prices. The big topic is monetary policy and what the Fed should do and whether the economy is more or less sensitive to changes in interest rates. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Stubborn Inflation, Reluctant Fed | 18 Jun 2024 | 01:16:24 | |
As long as inflation remains above the Fed’s target, and the Fed maintains its higher for longer interest rate policy in response, it is premature to conclude the economy has soft-landed. This episode is a replay of the “Stubborn Inflation, Reluctant Fed” webinar hosted by Chief Economist Mark Zandi and team, as they discuss what it will take for inflation to abate, the Fed to ease, and the economy to soft-land, and what could derail this.
Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Turnover and Trash Talking | 06 May 2022 | 01:09:18 | |
Mark, Ryan, and Cris welcome back two colleagues and regulars on the podcast, Marisa DiNatale and Dante DeAntonio of Moody's Analytics, to discuss the April U.S. employment report. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Dr. Doom, a Stiff Drink, and Deflators | 29 Apr 2022 | 01:11:45 | |
Nouriel Roubini, Professor Emeritus of Economics and International Business at New York University Stern School of Business, joins the podcast to discuss the U.S. and Global economic outlook and the threats of stagflation. Full episode transcript For more from Nouriel Roubini, follow him on Twitter @Nouriel. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||
| Bonus Episode: Ask Us Anything | 26 Apr 2022 | 00:55:23 | |
Colleague, Emily Mandel, economist at Moody's Analytics, moderates this Q&A session to get to know Mark, Ryan, and Cris a little better. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. | |||