Moody's Talks - Inside Economics
Moody's Analytics
300 episodes
Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview
Episodes page 4 of 6
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Dreadful Debate, Good Data
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…
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Jason Dorsey on Generations
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…
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Stubborn Inflation, Reluctant Fed
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…
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Inflation, The Fed, and Mark's Mystery
Matt and Marisa join Mark, who called in from an undisclosed location, to discuss this week’s CPI report and FOMC meeting on interest rates. They all agree that the CPI numbers were unambiguously positive and that the…
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Making Sense of the Jobs #
In a rare Saturday morning taping of the podcast, Dante and Matt join Mark (where’s Cris and Marisa?) to disentangle the considerable crosscurrents in the May jobs report. Surging immigration is complicating…
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Economic Exceptionalism
Mark, Marisa, and Cris are joined by their colleague Matt Colyar as they delve into the resilience of the U.S. economy. Matt kicks off the conversation with a rundown of the latest Personal Consumption Expenditures…
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Assets and Answers
Stock prices, house values, and even gold and crypto prices have never been higher. The team discuss the reasons why, whether it is a bubble, where prices are headed and what it all means for consumers and the broader…
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Inflation - Could've Been Worse
Jonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than…
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Houser on the Green Energy Transition
The Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes…
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Jobs Friday: On the Couch with Dr. Zandi
Inside Economics regular Dante DeAntonio joins the podcast to discuss the April jobs report. It was something of a surprise, but a happy one, at least for Dante and Mark. The job market remains strong, but is cooling,…
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Philly Thrives, More Immigrants Arrive
The Inside Economics team is down a regular with Cris on the road, but two Moody’s Analytics colleagues, Adam Kamins and Laura Ratz, try to fill the void. Mark and Marisa recap a busy week by talking about GDP,…
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Rockey on Real Estate
Deputy Chief Economist at Cushman Wakefield, Rebecca Rockey, joins the Inside Economics crew to talk about the outlook for commercial real estate and the economy in general. After unpacking the week’s economic events…
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Debating Inflation Significant Digits
The disappointing March report on consumer price inflation is the fodder for this week’s Inside Economics podcast. The team considers just how big of a disappointment it was, and conclude it turns on second and third…
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Bonus Episode: Narrowing the Gender Participation Gap
Moody’s Analytics colleagues Elise Burton, Dawn Holland and Olia Kuranova join the podcast this week to discuss global female labor force participation and how it has changed since the pandemic. They identify a few key…
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Employment, Earthquakes, and the Eclipse
The March 2024 jobs report was picture perfect. Cris thought he had found a blemish in the numbers, but on closer inspection, not so much. Dante and Marisa explained how the economy could create so many jobs without…
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Baltimore Port Impacts
The Inside Economics team is joined by their Moody's Analytics colleagues, Mike Brisson and Steve Cochrane, to discuss the economic fallout from the tragic collapse of the Francis Scott Key Bridge and the subsequent…
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Inequality, Interest Rates, Immigration,…
Heidi Shierholz, President of the Economic Policy Institute, joins the podcast to discuss the ongoing skewing of the income distribution. There’s a lengthy list of reasons why more of the economic pie is going to those…
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Debt Isn't Everything
Listeners of Inside Economics have been demanding a podcast on the nation’s debt, and now they have it. At least one side of it. We talk deficits and debt with Paul Sheard, former Chief Economist of S&P Global. To Mark…
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Jobs Survey Smackdown!
The Inside Economics team dissects yet another upside surprise in the February jobs report and ponders the mixed messages between the payroll and household surveys. Employment is coming in hot but the unemployment rate…
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What is Bugging Us?
Amid all the optimism regarding a soft landing for the economy, the Inside Economics team considers what bothers them most about the economy’s near-term prospects. Cris focuses on GDP vs GDI, Marisa on the soft global…
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Bonus Episode: Divergence to Convergence
Inside Economics welcomes back Mark Calabria, the former director of the Federal Housing Finance Agency. We discuss the current housing affordability crisis and what policymakers should do to address it, the FHFA’s…
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Housing 360
Mark, Marisa, and Cris take a deep dive into current housing market trends. They consider the demand and supply drivers that are depressing existing home sales and pushing homebuyers towards new construction. Along the…
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CPI and CCAR
The Inside Economics team is joined by CPI guru and colleague Matt Colyar to discuss the bevy of inflation-related data released this week. First the team dissects the Federal Reserve’s CCAR stress test scenarios and…
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A Veritable Economic Buffet
Bill Adams, Chief Economist of Dallas-based Comerica bank, joins the Inside Economics team to assess the economic outlook and consider a range of economic issues from consumer credit to China’s prospects. We also…
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Jaw Dropping January Jobs (Redux)
Dante joins the podcast to break down the January employment report. Fitting for Groundhog’s Day, the jobs report delivered an eerily similar upside surprise to what we saw in January 2023. Following the January…
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Tip-Top Economy, Treasury Threat
The Inside Economics team revels in the great economic numbers of the past week. The economy not only avoided a recession in 2023, but it ended the year enjoying robust GDP growth and tame inflation. But there are…
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The One About Housing
Robert Dietz, Chief Economist of the National Association of Home Builders, joins Mark Zandi, Marisa DiNatale, and Cristian deRitis to discuss the outlook for mortgage rates, home sales, and construction activity. The…
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CPI, Cyber and Colyar (Colly-yer)
In this wide-ranging podcast, we tackle the CPI inflation report, the mounting threat posed by cyberattacks on the financial system and broader economy, and the regulatory response. Jill Cetina and Lesley Ritter of…
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Catch Up and Ketchup
This week’s podcast focuses on the jobs report for December. The usual cast of characters discusses the job catch-up (not ketchup) in government and healthcare, and its implications. Everyone agreed that despite the…
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A Tour Around Credit Land
John Toohig, head of wholesale trading for Raymond James makes a return appearance on Inside Economics. He last joined us in the wake of the banking crisis this past March, and made the case that the banking system…
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Festive Names and Forecast Games
In the last podcast before the holidays, Inside Economics chats with Carl Tannenbaum, Chief Economist of Northern Trust about the economy, financial system, Fed and forecasting. The group took as a good omen that they…
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Slowcession Delayed
The U.S. economy surprised to the upside in 2023 as consumers shrugged off a number of headwinds. With inflation abating and the Federal Reserve facing less pressure to hike interest rates, recession risks are fading.…
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Rates, Rents, and Ramen
Michael Strain, resident scholar and the director of economic policy studies at the American Enterprise Institute (AEI) returns to the podcast to discuss the Fed’s big pivot towards rate cuts early next year and the…
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Bonus Episode: Mark Donovan on the Denver Basic Income Project
Mark Donovan founder of the Denver Basic Income Project joins Inside Economics to discuss some early results from a guaranteed income program that provides direct cash assistance to unhoused individuals without…
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Giddy to Great
Inside Economics discusses the December jobs report, which left Mark feeling “giddy”, Cris “cheerful”, Dante “happy”, and Marisa “great”. The team considers the jobs numbers in the context of other recent labor market…
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Mayer on Mortgages and Multifamily
Chris Mayer, Professor of Real Estate Economics at Columbia University and CEO of Longbridge Financial, joins Mark, Marisa, and Cris to discuss reverse mortgages and the state of the residential real estate market.…
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Jigowatts and EV Jitters
Inside Economics considers the economy’s performance and prospects through the prism of the electric utility industry with the Chief Economist of American Electric Power, Dan White. It was great to catch up with Dan, a…
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Trade, Taco Bowls, and Theme Parks
Fred Hochberg, Fmr. Chairman & President of the Export–Import Bank of the United States and author of Trade Is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade, joins the Inside Economics team…
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Bazemore on Housing & FHLBs
Teresa Bazemore, CEO of the San Francisco Federal Home Loan Bank, joins the podcast to discuss the nation's reeling housing market, and the role of the FHLB system. There's a lot to talk about as Teresa weighs recent…
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Strength from Weakness
Dante joins the podcast to break down the October employment report. With job growth moderating and the unemployment rate edging higher, the Fed’s fight against inflation should get a little bit easier. The team also…
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Gangbuster GDP
The inside Economics team takes up the gangbuster GDP growth in the third quarter. Marisa walks the group though the GDP identity C+I+G+net exports and concludes that while the report overstates the case, it makes a…
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Bonds, Baseball and Blankies
Mark, Cris and Marisa welcome colleague David Fieldhouse to Inside Economics to talk about the run up in long-term bond yields and mortgage rates, as well as the outlook for the consumer. The team discusses why the…
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Prices, Petroleum, and Prosciutto
Inflation was front and center in this week’s podcast. Mark and Marisa (yes, she’s back and winning the stats game again) hosted a wonderful cast of colleagues to talk over the September CPI report, the European…
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Within Statistical Spitting Distance
Dante joins Cris and Mark to digest the September jobs report. The outsized job gain during the month was surprising, but after Dante’s masterful dissection of the data, the group agrees there is a lot to like in the…
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Approaching Shutdown, Asian Flip-Flop
The fast approaching federal government shutdown is top of mind on this week’s podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and…
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Economic Threats & Exponential Risk
Inside Economics welcomes Rob Fauber, President and CEO of Moody’s Corporation to the podcast. He discusses his concept of exponential risk and the opportunities and challenges of using AI. Rob shares what it's like to…
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Smoke On the UAW Strike
The looming UAW strike is top of mind, and no one better to talk to about how it may play out and what it means for the economy than Jonathan Smoke of COX Automotive and our own vehicle industry expert, Mike Brisson.…
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AI and a Bit of Advertising
Given the strong counter narratives regarding the impact of artificial intelligence on the economy – from bright optimism that AI will significantly lift productivity growth and wealth to dark pessimism that it will…
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Good Report, Great Music
The August jobs report couldn’t have been much better. Dante and Cris called it a good report, while Mark and Marisa thought it was a VERY good report. Either way, the report has soft landing written all over it. In…
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What Could Go Wrong?
The economy is performing about as well as could be expected. Growth is resilient, inflation is moderating, and unemployment is low and stable. It appears increasingly likely the economy will avoid a recession. But…
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