Moody's Talks - Inside Economics

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 similar to that here in the U.S., and given recent grim events in the Middle East, energy prices. The bottom line is inflation continues to head in the right direction, but not in a straight line.

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

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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. After the stats game, they discussion turns to the recent surge in long-term interest rates and how big a threat it poses to the economy.

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

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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 to assess the all important Chinese and Japanese economies. Are the economic fortunes of these two massive economies flip-flopping?

For China and Japan: Facing History, a book outlining the strained historical relationship between these two countries, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

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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 answers a few get-to-know-you questions from Mark, Cris and Marisa. But before the conversation with Rob, the team discusses how worried they are about various economic threats and their potential impact on the macroeconomic economy. 

Guest: Rob Fauber, President & CEO of Moody’s Corporation

For more insight into the era of exponential risk, click here.

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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 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.  Bernard Yaros also joins the podcast to talk about the consumer inflation report.  Mark and Cris agree that while the current economic numbers look good, there’s plenty to worry about.

For more from Jonathan Smoke, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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.

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 and cybercrime – we asked Martin Fleming to sort it out. And the former chief economist of IBM and current author and Chief Revenue Scientist at Varicent does just that. And Mark does a bit of advertising along the way.

For more about Martin Fleming, click here

For more on Martin Fleming's book, Breakthrough: A Growth Revolution, click here

To participate in the weekly Survey of Business Confidence, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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 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 standing with the good cheer over the jobs numbers, the group recounted their favorite music. Some surprises there.

For the full transcript, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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 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 aggressive rate hikes are weighing heavily on the financial system and economy. To avoid a recession, nothing else can go wrong. In this podcast, Mark, Cris and team consider what could go wrong. 

For the full transcript, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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.

Despite the light week of economic data, there was lots going in 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 the conversation to talk about the banking system, its’ under significant pressure, the independent mortgage banks, a shakeout is underway, and the Fed and other regulators, he’s not a fan.

For more on Chris Whalen, click here

For the full transcript, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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 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 of next year. The discussion then turned to modest fallout from the banking crisis earlier this year (at least so far) and Fed policy with University of Maryland economics professor Sebnem Kalemli-Ozcan.

For more from Sebnem Kalemli-Ozcan, click here

For the full transcript, click here

Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. 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.