Moody's Talks - Inside Economics - podcast cover

Moody's Talks - Inside Economics

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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Episodes

CPI, Consumers, and Cosmo

Michael McNamara, Senior Principal for MasterCard, joins Mark, Ryan, and Cris to discuss the state of the American consumer and the impact of Omicron on spending. Full episode transcript Questions or Comments, please email us at InsideEconomics@moodys.com . 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 pers...

Jan 14, 20221 hr 11 minEp. 41

Bonus Episode: On the Bumpy Road to Recovery in 2022

With the Omicron wave upon us, it would be Pollyannaish to get overly enthused about the economy's prospects in the new year. But if the economy's performance last year is a guide, we should not be too pessimistic either. Despite being hit hard by the Delta wave of the virus, the economy grew like gangbusters in 2021. It will not grow as strongly in 2022, but inflation, which took off in recent months, will come back to earth. Having said this, how good a year the economy will have depends on th...

Jan 12, 20221 hr 16 min

Payrolls and Planes

Mark, Ryan, and Cris welcome back Dante DeAntonio, Senior Economist at Moody's Analytics, to dissect the December U.S. employment report and the latest effects of the Omicron variant on the economy. They also discuss reasons why people are quitting in droves. Full episode transcript . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View . Hosted by Simpl...

Jan 07, 20221 hr 12 minEp. 40

Economic Threats and Opportunities in 2022

Mark, Ryan, and Cris discuss the reasons to be concerned and optimistic about the U.S. economy in 2022. Questions or Comments, please email us at InsideEconomics@moodys.com . 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....

Dec 29, 202155 minEp. 39

Christmas Movies and Currencies

Mark, Ryan, and Cris welcome back Joe Kennedy, senior principal economist at MITRE, to discuss the U.S. dollar, reserve currencies, and crypto. Recommended Read: Ending Poverty: Changing Behavior, Guaranteeing Income, and Transforming Government , by Joseph Kennedy. Questions or Comments, please email us at InsideEconomics@moodys.com . 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 c...

Dec 23, 20211 hr 7 minEp. 38

Holiday Sales and Housing Supply

Ed Golding, Executive Director of the MIT Golub Center for Finance and Policy and a Senior Lecturer at MIT Sloan, joins Mark, Ryan, and Cris to discuss all things related to the U.S. housing market. Full episode transcript. Questions or Comments, please email us at InsideEconomics@moodys.com . 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...

Dec 17, 20211 hr 19 minEp. 37

Big Inflation and Baby Bubbles

Mark, Ryan, and Cris discuss the November consumer price index. The big topic is whether stock prices, housing, and crypto are in the midst of a bubble. Full Episode transcript . Slides referenced in the episode can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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 inf...

Dec 10, 20211 hr 22 minEp. 36

Noisy Data and New Variants

Mark, Ryan, and Cris welcome back Dante DeAntonio, Senior Economist at Moodys Analytics, to breakdown the November U.S. employment report. They find plenty of reasons for optimism even though job growth fell short of expectations. They also touch on the latest variant, Omicron, and how it may impact the economy. Full episode transcript here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's ...

Dec 03, 20211 hr 19 minEp. 35

Once and Future Inflation

Mark, Ryan, and Cris discuss inflation throughout the history of the United States and whether we're in the midst of an era. Full episode transcript here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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....

Nov 23, 202158 minEp. 34

Confidence, Consumers, and Cowbells

Diane Swonk, Chief Economist of Grant Thornton, joins Mark, Cris, and Ryan to discuss the current state of the American consumer. They focus on what factors are driving the holiday sales, excess savings, and an outlook on inflation and it's effects on consumers. Full episode transcript can be found here . Recommended Read The Passionate Economist: Finding the Power and Humanity Behind the Numbers, by Diane Swonk, purchase a copy here . Questions or Comments, please email us at InsideEconomics@mo...

Nov 19, 20211 hr 9 minEp. 33

Coffee, COP26, and Climate Change

Emilie Mazzacurati, Global Head of Moody's Climate Solutions, joins Mark, Ryan, and Cris to discuss the global economic impact of climate change, the potential effects of a carbon tax on the economy, and the climate risk policies in President Biden's Build Back Better plan. Full episode transcript here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic Vi...

Nov 12, 20211 hr 8 minEp. 32

Workers, Wages, and Wallyball

Mark, Ryan, and Cris dissect the October U.S. employment report and what it says about the state of the economy, wage growth, and inflation. We knew there were Hunger Games and Squid Games. Now add the Zandi Games. Full episode transcript here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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.adswi...

Nov 05, 20211 hr 17 minEp. 31

Probability of Recession and Puppies for Everyone

Kevin Hassett, Vice President and Managing Director of the Lindsey Group and former Chair of the Council of Economics under President Trump, joins Mark, Ryan, and Cris to discuss the risk of a recession, inflation, and tax proposals in President Biden's Build Back Better legislation. Full episode transcript. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economi...

Oct 29, 20211 hr 17 minEp. 30

Beige Book and Betting on Oil Prices

Mark, Ryan, and Cris welcome Gaurav Ganguly, a Senior Director of Economic Research at Moody's Analytics and Chris Lafakis, a Director of Economic Research. They discuss global energy markets, the effect on the economy and where energy prices are headed. Full episode transcript found here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View . Hosted by...

Oct 22, 20211 hr 18 minEp. 29

Confidence and Competitive Markets

Joe Kennedy, senior principal economist at MITRE, joins Mark, Ryan, and Cris to discuss the different schools of thought on anti-trust and market competition. They also discuss Big Tech and Big Pharma. View episode transcript here . Recommended Reads Ending Poverty: Changing Behavior, Guaranteeing Income, and Transforming Government, by Joseph Kennedy, https://www.amazon.com/Ending-Poverty-Guaranteeing-Transforming-Government/dp/074255872X. Questions or Comments, please email us at InsideEconomi...

Oct 15, 20211 hr 26 minEp. 28

Bonus Episode: The Clock is Ticking on U.S. Budget Deal and Fed Tapering

The U.S. bond market is showing angst about the debt ceiling. While the debt ceiling will likely be raised, there is a history of waiting until the last minute. Ryan Sweet provides actionable insights to help you better manage your credit portfolio during this uncertain time. Episode's slides can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Eco...

Oct 12, 202151 min

Women and Work

Betsey Stevenson, Professor of public policy and economics at the University of Michigan's Ford School, joins Mark, Ryan, and Cris to dissect the September employment report, the future of working from home, and Biden's economic agenda. Also, Mark has a podcast, a YouTube channel, and now a Twitter handle. Follow @markzandi. View full episode transcript here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the in...

Oct 08, 20211 hr 10 minEp. 27

Bonus Episode: On the Road to Recovery

The Delta-variant of COVID-19 has damaged the economic recovery, but we remain optimistic the economy is on track to return to full employment by spring 2023. What could derail this optimism? Could the economy perform better than anticipated? What is the long-term economic fallout of the pandemic? The episode's slides can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analy...

Oct 05, 20211 hr 2 min

LNG and Long Tail (It's a Groundhog, not a Chipmunk)

Mark, Ryan, and Cris discuss unemployment insurance benefits, Delta variant, and what happened this week in Washington, DC. The main topic is the long-term economic consequences of the pandemic. Also, Mark reveals his favorite movie. Full episode transcript can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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, a...

Oct 01, 20211 hr 17 minEp. 26

Debt and Debt Limits

Mark, Ryan, and Cris welcome back Bernard Yaros, an economist from Moody's Analytics to discuss fiscal policy, the odds of a government shutdown, and the debt limit. Full episode transcript can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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 col...

Sep 24, 20211 hr 17 minEp. 25

Shortages and Supply Chains

Tim Uy, Todd Metcalfe, and Jesse Rogers, all economists at Moody's Analytics, join Mark and Ryan to discuss global supply chains and commodity shortages. The focus is on issuances around semiconductors, lumber, and copper. Full transcript can be viewed here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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....

Sep 17, 20211 hr 30 minEp. 24

Digital Currency and Delta

Aaron Klein, Senior Fellow in economic studies at Brookings Institute, joins Mark, Cris, and Ryan to discuss the current state and future of crypto currencies. Recommended Reads: Natural Disasters From Coast to Coast Questions or Comments, please email us at InsideEconomics@moodys.com . 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 ...

Sep 11, 20211 hr 23 minEp. 23

Hospitality Jobs and Hurricanes

Mark and Ryan welcome back Adam Kamins, Director of Regional Economics at Moody's Analytics, to discuss the August job numbers, the Delta variant, and economic costs of Hurricane Ida. Full episode transcript can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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 informa...

Sep 03, 20211 hr 2 minEp. 22

Tapering and Taxes

Bill Gale, Senior Fellow at Brookings Institute, joins Mark and Ryan to discuss Fed Chair Jerome Powell's speech and the big topic was fiscal policy. Questions or Comments, please email us at InsideEconomics@moodys.com . 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....

Aug 27, 20211 hr 5 minEp. 21

Delta and Debt

Mark, Ryan, and Cris welcome back Marisa Di Natale, Senior Director at Moody's Analytics to discuss the impact of the Delta variant of COVID-19 on the U.S. economy. The big topic is the health of the American household balance sheet. Full episode transcript can be found here: https://about.moodys.io/podcast-episodes/delta-and-debt Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insights of Moody's Analytics ec...

Aug 18, 20211 hr 13 minEp. 20

China Angst and Container Cost

Daniel Rosen, founder of Rhodium Group, joins Mark, Ryan, and Cris to discuss all things China. Full episode transcript can be found here . Recommended Reads Deng Xiaoping and the Transformation of China, by Ezra F. Vogel, https://www.amazon.com/Deng-Xiaoping-Transformation-China-Vogel/dp/0674725867. Japan and China, Facing History, by Ezra F. Vogel, https://www.amazon.com/s?k=china+and+japan+facing+history&i=stripbooks&crid=BEU5K0MDV8FW&sprefix=china+and+japan%2Cstripbooks%2C178&amp...

Aug 13, 20211 hr 15 minEp. 19

Jobs Jobs Jobs

Mark, Ryan, and Cris welcome back their first repeat appearance guest - Dante DeAntonio, Senior Economist at Moodys Analytics. They breakdown the numbers in the July Employment Report and discuss the labor force and productivity in great detail. They also touch on the Delta Variant and its impact on the economy. Slides talked about in today's episode can be found here . Full episode transcript . Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you...

Aug 06, 20211 hr 10 minEp. 18

ECI and ECB

Kamil Kovar, Economist at Moody's Analytics, joins Mark, Cris and Ryan to discuss U.S. and euro zone GDP along with wages. They also discuss Mark's cancelled flight and the big topic was monetary policy in the U.S. and euro zone. Questions or Comments, please email us at InsideEconomics@moodys.com . 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 infor...

Jul 30, 20211 hr 19 minEp. 17

Flipped Signs and Forecast Philosophy

Marisa DiNatale, Senior Director at Moody's Analytics, joins Mark, Ryan, and Cris and they recall their own favorite and least favorite forecast of all-time. They also discuss different approaches to forecasting, the meaning of being accurate, and who is a hedgehog or fox. Questions or Comments, please email us at InsideEconomics@moodys.com . 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 Ad...

Jul 23, 20211 hr 29 minEp. 16

China and Cris Votes No

Dan White, Director of Public Sector Research at Moody's Analytics, joins Mark, Ryan, and Cris to debate the economic impact of the bipartisan infrastructure deal and other proposed government spending. A full transcript of the episode can be found here . Questions or Comments, please email us at InsideEconomics@moodys.com . 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...

Jul 16, 20211 hr 10 minEp. 15
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