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PODCAST

Moody"s Talks - Inside Economics

Moody"s Analytics

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

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All Episodes

00:57:27

Within Statistical Spitting Distance

Moody"s Talks - Inside Economics ·

2023/10/06

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.

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01:27:45

Approaching Shutdown, Asian Flip-Flop

Moody"s Talks - Inside Economics ·

2023/09/29

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

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01:25:35

Economic Threats & Exponential Risk

Moody"s Talks - Inside Economics ·

2023/09/22

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,

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01:17:53

Smoke On the UAW Strike

Moody"s Talks - Inside Economics ·

2023/09/14

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 hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and

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01:15:33

AI and a Bit of Advertising

Moody"s Talks - Inside Economics ·

2023/09/08

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

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01:10:05

Good Report, Great Music

Moody"s Talks - Inside Economics ·

2023/09/01

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

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01:18:56

What Could Go Wrong?

Moody"s Talks - Inside Economics ·

2023/08/25

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 hereFollow Mark Zandi

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01:17:48

Top of Mind, Turbulent Financial Times

Moody"s Talks - Inside Economics ·

2023/08/18

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 hereFor the full transcript, click

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01:30:43

Banner Inflation, Banking Braves Out

Moody"s Talks - Inside Economics ·

2023/08/11

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 hereFor the full transcript,

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00:52:28

Near Perfect, New Probability

Moody"s Talks - Inside Economics ·

2023/08/04

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 group identified a few nits in the numbers, but the report was so good Cris lowered his odds the economy will suffer a recession in the coming year. For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and

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01:22:34

Perfect PCE, Problematic Politics

Moody"s Talks - Inside Economics ·

2023/07/28

Mark, Cris and Marisa (yes, she is back) welcome Matt Robison of the Beyond Politics podcast to talk policy and politics. The discussion ranges from the risk of a government shutdown and Bidenomics to a consideration of whether the nation’s politics are as fractured as they seem and who is going to be the next President. It goes without saying there was also a fulsome conversation about this past week’s economic data - could the numbers have been any better? Even “supercore” inflation was up just

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01:25:15

Forecast Surprises, Successes and Slip-Ups

Moody"s Talks - Inside Economics ·

2023/07/23

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 also look forward and discuss what people are overly considered about, and what they should be more worried about. Where’s Marisa?For the full transcript, click here.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for

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01:19:16

Healthy Inflation, Unhealthy Housing

Moody"s Talks - Inside Economics ·

2023/07/14

The stellar June CPI inflation report is top of mind for Mark, Cris and Bernard. The report arguably couldn’t have been better, as the conversation makes clear. The podcast then turns to a discussion of whether the worst is over for the troubled single family housing market with Lance Lambert, the real estate editor for Fortune. No one has a better pulse of the market than Lance.For more on Lance Lambert, click here or follow him on twitter @NewsLambertFor the full transcript, click hereFollow

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00:41:29

Relaxing Report, Squiggly Data

Moody"s Talks - Inside Economics ·

2023/07/07

Mark, Cris & Marisa are joined by Jobs Day regular Dante DeAntonio to discuss the June employment report. Job growth is slowing to script but wage growth is still stubbornly high. The group discusses full employment, the probabilities of recession in the next year and what this all means for the Fed’s upcoming meetings.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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01:11:38

Roach on China and the Road Forward

Moody"s Talks - Inside Economics ·

2023/06/30

Stephen Roach, Senior Fellow at the China Center of Yale Law School, discusses China’s near and longer-term economic prospects with Mark, Cris and Marisa. Steve explains why he has evolved from a bull to a bear on China’s economy, why the critical relationship between China and the U.S. has gone sideways, and how to get the relationship moving in a positive direction.For more on Stephen Roach, click hereFor more information on Stephen Roach's book, Accidental Conflict: America, China, and the Clash

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01:18:58

Forecasting the Fed and Falling CRE

Moody"s Talks - Inside Economics ·

2023/06/23

Mark, Cris and Marisa weigh whether or not to change the forecast for the Fed funds rate and dig deep to play the statistics game. Later they are joined by Professor Glenn Mueller of the University of Denver to talk all things commercial real estate. Professor Mueller ranks the segments of the CRE market from worst to best performing and explains why the legalization of marijuana has disrupted the retail market. For more on Glenn Mueller, click hereFor the full transcript, click hereFollow Mark

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01:21:39

Shelter from the Storm(s)

Moody"s Talks - Inside Economics ·

2023/06/16

The Inside Economics team takes shelter from a tornado (true story), and Mark Calabria, senior advisor to the Cato Institute and former director of the Federal Housing Finance Agency, describes the FHFA’s efforts to provide shelter to the housing and mortgage finance markets during the pandemic. His new book “Shelter from the Storm,” is a fascinating telling of that difficult period.For more on Mark Calabria, click here.For more information on Mark Calabria's book "Shelter from the Storm," click

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00:58:27

Taiwan Straits, Tough Geopolitics

Moody"s Talks - Inside Economics ·

2023/06/09

Amid mounting geopolitical tensions over the independence of Taiwan, Mark and team consider various scenarios regarding how this is ultimately resolved. China appears to be taking a long-term perspective in its goal to unify Taiwan with the mainland, and thus the most likely scenario assumes the current uncomfortable, but peaceful status quo. But much darker scenarios can’t be ruled out.For the full report on the China-Taiwan Scenarios, click here.For the full transcript, click hereFollow Mark

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01:18:43

Debt Limit Relief, Labor Market Disbelief

Moody"s Talks - Inside Economics ·

2023/06/02

The group dives deep into the jobs report for May. They dissect the cross-currents in the numbers, and consider what the report means for financial markets, monetary policy and the macroeconomy. The economic fallout of the legislative deal to end the debt limit drama, including the end of the student loan payment moratorium, are also part of the discussion. And of course there is the statistics game.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and

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01:14:14

Do we have a Deal?

Moody"s Talks - Inside Economics ·

2023/05/26

Ben Harris, former Assistant Secretary for Economic Policy at the US Treasury, summarizes the latest proposal for raising the debt ceiling. An acceptable deal seems to be within reach but remains politically uncertain even as the x-date draws near. What are the alternatives if no deal is reached? And what could be the consequences for bondholders, Social Security recipients, and other stakeholders? Ben joins Mark and Cris in a round of the Inside Economics Statistics Game and provides his views

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292 results

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