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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

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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01:10:44

New Construction and Niche-y Nerds

Moody"s Talks - Inside Economics ·

2023/05/19

Richard Branch, Chief Economist for Dodge Data & Analytics, joins the podcast to share his insights on all things construction. Construction is the most interest rate sensitive sector of the economy, yet despite the near unprecedented tightening in monetary policy, it is holding its’ own. What gives? The group also digs deep into the different parts of the construction sector, from the struggling office market to the surge in public infrastructure.For more on Richard Branch, click here.For the

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01:21:13

CPI Silver Lining, Debt Limit Timing

Moody"s Talks - Inside Economics ·

2023/05/12

Mark and team do a deep dive into the inflation numbers and consider prospects that inflation will continue to moderate. After the statistics game, they turn to their latest research considering the economic fallout of what could happen if lawmakers fail to increase the debt limit in time. It isn’t pretty.For more on the debt limit breach scenarios, click here.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional

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01:12:04

Resilient Jobs, Risky Times

Moody"s Talks - Inside Economics ·

2023/05/05

Another jobs Friday, another strong jobs report. Dante DeAntonio joins the crew to break down the employment numbers and what they mean for the near-term outlook. The team also discusses the recent banking crisis, the looming debt limit x-date, and the most likely outcomes for both. And is someone using ChatGPT to cheat at the statistics game?For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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01:11:43

Pinto, Prices and Policy

Moody"s Talks - Inside Economics ·

2023/04/28

Falling house prices and recent housing policy actions taken by the FHA and FHFA to address housing affordability are top of mind this week. Edward Pinto, Senior Fellow and the Director of the AEI Housing Center at the American Enterprise Institute joins to discuss. The team also provides their thoughts on weaker-than-expected GDP data. Is the weak GDP # good or bad for the economy? Marisa dominates the statistics game. For more on Edward Pinto, click hereFor the full transcript, click hereFollow

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01:10:32

Banks, Bonds, and Beige Book

Moody"s Talks - Inside Economics ·

2023/04/21

John Toohig, head of Whole Loan Trading at Raymond James, joins Mark, Cris and Marisa to discuss the fallout of the banking crisis on lending standards, credit growth and the economy. The fallout so far seems manageable, but...For more on John Toohig, click here or follow him on LinkedIn or Twitter. If you would like to learn more about upcoming Moody’s Analytics & Raymond James in Conversation events click hereFor the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis

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01:18:34

CPI, Cars, and Credit Conditions

Moody"s Talks - Inside Economics ·

2023/04/14

Jonathan Smoke, chief economist of Cox Automotive and colleague Mike Brisson join Mark and Cris to discuss what’s going on in the vehicle market. After a rundown on this week’s inflation stats we discuss prospects for vehicle prices, sales, production, and the implications of tighter underwriting and weaker credit quality in the auto loan market. We also take up the tough new emission standards and what they mean for EV adoption.Full episode transcriptFor more on Jonathan Smoke, click here.Follow

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00:56:39

Bonus Episode: Heather Boushey on Climate and the...

Moody"s Talks - Inside Economics ·

2023/04/11

Heather Boushey, a member of the White House Council of Economic Advisors, joins the podcast. She gives us a rundown on the economy, including her thoughts on the job market and inflation, and the hard work of incorporating climate risk into the outlook for the economy and federal budget.For more information on Heather Boushey’s work with the Council of Economic Advisers click here or follow her on Twitter at @HBoushey46. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale

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01:14:44

Healthy Job Market, Unhealthy Hosts

Moody"s Talks - Inside Economics ·

2023/04/07

Inside Economics regular Dante DeAntonio joins us for the March release of the US employment report. Down the strike zone. In the middle of the uprights. Down the fairway. Sticking to script. All apt descriptions of the job market in the month of March. But this is all before the fallout of the banking crisis has become evident.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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01:08:55

US Bull, China Bear

Moody"s Talks - Inside Economics ·

2023/03/31

Sharmin Mossavar-Rahmani, chief investment officer for Wealth Management at Goldman Sachs, join Mark, Cris and Marisa to cut through the uncertainty over the banking crisis and China’s prospects. The worst of the banking crisis appears to be over, but China’s economic problems are only beginning.For more about Sharmin Mossavar-Rahmani click hereFor more on Goldman Sachs Investment Strategy Group 2023 Outlook click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on

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01:07:29

Financial Fragility & the Fed

Moody"s Talks - Inside Economics ·

2023/03/24

Diane Swonk, chief economist of KPMG returns to discuss fragilities in the financial system and the impact on credit availability and the economy. She shares her view that a meaningful recession is dead ahead. We also discuss the Fed’s meeting earlier this week and their decision to not pause rates given the banking system turmoil.For more on Diane Swonk, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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282 results

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