Mark Zandi, Chief Economist for Moody’s Analytics, joins monetary matters to discuss his outlook for the US economy and why he thinks higher yields driven by broad based tariffs are the biggest risk to the US economy. Despite the economic strength he still sees he believes recession risk is elevated, and this risk is being driven primarily by policy uncertainty. He also discusses the GSEs, Fannie Mae and Freddie Mac, and why he thinks most paths to exiting conservatorship create a lot of pain for the mortgage market.

Follow Monetary Matters on:

Apple Podcast https://rb.gy/s5qfyh

Spotify https://rb.gy/x56dx5

YouTube https://rb.gy/dpwxez

Follow Mark Zandi on Twitter: https://x.com/Markzandi

Follow Jack Farley on Twitter: https://x.com/JackFarley96

Listen to Mark’s Podcast “Inside Economics”: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html