Moody's Talks - Inside Economics

By Moody's Analytics

What's Moody's Talks - Inside Economics about?

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 [email protected]. Visit online at www.economy.com/economicview

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Moody's Talks - Inside Economics episodes:

05.31.2024
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 (PCE) inflation data and its...
05.24.2024
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...
05.17.2024
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 expected. Mark argues that...
05.10.2024
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 the U.S.'s transition to green...
05.03.2024
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, opening...
04.27.2024
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, inflation,...
04.19.2024
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 and a quick primer on outrigger canoe...
04.12.2024
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 significant digits. Yes, that’s...
04.12.2024
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 reasons for the recent narrowing...
04.05.2024
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 fanning wage...
03.29.2024
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 closure of the Port of Baltimore....
03.22.2024
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 in the top of...
03.15.2024
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...
03.08.2024
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 rose to its highest level in...
03.01.2024
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 economy, and Mark on...
02.23.2024
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 response to the COVID-19 pandemic, and the risks...
02.23.2024
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 way, the team deconstructs...
02.16.2024
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 laments the perpetually inconvenient timing...
02.09.2024
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 learned what he is most anxious about,...
02.02.2024
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 meeting of the FOMC this week,...
01.26.2024
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 threats at...
01.19.2024
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 team delves into the immigration and demographic...
01.12.2024
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 Moody’s Investor Service and Joe Lyons of...
01.05.2024
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 considerable cross-currents in the numbers, it was...
12.29.2023
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 while bowed...
12.22.2023
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 had a Tannenbaum and a...
12.19.2023
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. But they can’t be fully...
12.15.2023
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 resulting monster rally in stocks...
12.08.2023
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 conditions. Mark responds to a range of criticisms often...
12.08.2023
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 indicators which show a resilient but moderating...
12.01.2023
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. While the single-family market may tread water,...
11.24.2023
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 former colleague, and get...
11.17.2023
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 to discuss all...
11.10.2023
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 lot to talk about as Teresa weighs recent criticism of the...
11.04.2023
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 bit easier. The team also takes a few listener questions about...
10.27.2023
Gangbuster GDP
The Inside Economics team takes up the gangbuster GDP growth in the third quarter. Marisa walks the group through the GDP identity C+I+G+net exports and concludes that while the report overstates the case, it makes a strong case that the...
10.20.2023
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 10-year yield has...
10.13.2023
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 inflation experience, which is...
10.06.2023
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 report....
09.29.2023
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 Stefan Angrick, then join the conversation...
09.22.2023
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 lead a global firm and...
09.14.2023
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,...
09.08.2023
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 lead to a dystopic increase in unemployment...
09.01.2023
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...
08.25.2023
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, having said this, the Federal Reserve's...
08.18.2023
Top of Mind, Turbulent Financial Times
Despite the light week of economic data, there was lots going on in the economy to discuss for the Inside Economics team, including the runup in 10-year Treasury yields and fixed mortgage rates. Noted investment banker Chris Whalen then joins...
08.11.2023
Banner Inflation, Banking Braves Out
The Inside Economics team dissects the July report on consumer price inflation and concludes that inflation is on track to be back to the Fed's inflation target by this time next year. Well, OK, Cris thought more likely the end...
08.04.2023
Near Perfect, New Probability
It's jobs Friday, and Mark, Cris and Dante discuss the near perfect (Dante's description) July employment report. Job growth remains strong, but it is moderating, and should help convince the Federal Reserve that its interest rates hikes are over. The...
07.28.2023
Perfect PCE, Problematic Politics
Mark, Cris and Marisa (yes, she is back) welcome Matt Robison of the Beyond Politics podcast to talk policy and politics. The discussion ranged from the risk of a government shutdown and Bidenomics to a consideration of whether the nation's...
07.23.2023
Forecast Surprises, Successes and Slip-Ups
Mark and Cris take stock of the economy's performance so far this year, and consider what surprised them (think the job market), what they got right (think weaker house prices), and what they got wrong (think the banking crisis). They...

What's Moody's Talks - Inside Economics about?

Download our free app to listen on your phone

Moody's Talks - Inside Economics episodes:

Economic Exceptionalism

Assets and Answers

Inflation - Could've Been Worse

Houser on the Green Energy Transition

Jobs Friday: On the Couch with Dr. Zandi

Philly Thrives, More Immigrants Arrive

Rockey on Real Estate

Debating Inflation Significant Digits

Bonus Episode: Narrowing the Gender Participation Gap

Employment, Earthquakes, and the Eclipse

Baltimore Port Impacts

Inequality, Interest Rates, Immigration,…

Debt Isn't Everything

Jobs Survey Smackdown!

What is Bugging Us?

Bonus Episode: Divergence to Convergence

Housing 360

CPI and CCAR

A Veritable Economic Buffet

Jaw Dropping January Jobs (Redux)

Tip-Top Economy, Treasury Threat

The One About Housing

CPI, Cyber and Colyar (Colly-yer)

Catch Up and Ketchup

A Tour Around Credit Land

Festive Names and Forecast Games

Slowcession Delayed

Rates, Rents, and Ramen

Bonus Episode: Mark Donovan on the Denver Basic Income Project

Giddy to Great

Mayer on Mortgages and Multifamily

Jigowatts and EV Jitters

Trade, Taco Bowls, and Theme Parks

Bazemore on Housing & FHLBs

Strength from Weakness

Gangbuster GDP

Bonds, Baseball and Blankies

Prices, Petroleum, and Prosciutto

Within Statistical Spitting Distance

Approaching Shutdown, Asian Flip-Flop

Economic Threats & Exponential Risk

Smoke On the UAW Strike

AI and a Bit of Advertising

Good Report, Great Music

What Could Go Wrong?

Top of Mind, Turbulent Financial Times

Banner Inflation, Banking Braves Out

Near Perfect, New Probability

Perfect PCE, Problematic Politics

Forecast Surprises, Successes and Slip-Ups

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