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

Humble Forecasting, Hopeful Outlook

Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, joins the podcast to discuss inflation, monetary policy, and prospects for recession next year. Are we being too pessimistic when so much is going well with the U.S. economy? Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from y...

Dec 09, 20221 hr 5 minEp. 89

Mixed Messages and Moderating Jobs?

Mark and Cris welcome back colleague, Dante DeAntonio of Moody's Analytics, to analyze the November U.S. Employment Report. Is the jobs market moderating? Depends who you ask. Full episode transcript . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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 E...

Dec 03, 202257 minEp. 88

Resilient Job Market and Remote Work Part 2

Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, discuss the state of remote work and the economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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 economist...

Nov 25, 202235 minEp. 87

Resilient Job Market and Remote Work Part 1

Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, join the podcast to provide a labor market outlook. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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...

Nov 22, 202252 minEp. 86

Climate and the Curve

Mark, Cris, and Marisa discuss the yield curve and give their latest recession odds. They also welcome back colleagues, Gaurav Ganguly, Chris Lafakis, and Bernard Yaros of Moody's Analytics, to examine the challenges of climate change and the impact on the U.S. economy. Full episode transcript Mark, Chris, and Bernard's paper, The Macroeconomic Cost of Climate Inaction Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or C...

Nov 18, 20221 hr 28 minEp. 85

Mark’s References, Moderating Inflation, and the Midterms

Mark and Cris break down the October CPI Report and the latest on inflation. Colleagues, Dan White and Emily Mandel of Moody's Analytics, join the podcast to give a rundown of the midterm election results and the economic implications. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and fo...

Nov 11, 20221 hr 20 minEp. 84

Debating Jobs, Debating Forecasts

Mark and the team dissect October's employment report, the Fed's most recent rate hike, and what it all means for the prospects for a recession in the coming year. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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 ....

Nov 04, 20221 hr 16 minEp. 83

Welcoming Marisa and What’s Next for Multifamily

Mark Obrinsky, Chief Economist for the National Multifamily Housing Council, joins the podcast and gives a detailed housing outlook. Topics include rent growth, housing shortage, and the impact of inflation on the housing market. Mark and Cris also welcome Marisa DiNatale as the new co-host of Inside Economics. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideE...

Oct 28, 20221 hr 25 minEp. 82

Consumer Sentiment and Sentimental Farewell

On Ryan's final episode of Inside Economics, John Leer, Chief Economist of Morning Consult, joins the podcast to discuss the state of the economy, consumer sentiment, inflation expectations, and the potential early signs of a wage-price spiral. Full episode transcript . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay inform...

Oct 21, 20221 hr 12 minEp. 81

Klein on Threats to the Global Financial System

Mark, Ryan, and Cris welcome back Aaron Klein, Miriam K. Carliner Chair and Senior Fellow at the Brookings Institution, to discuss stress points in the global financial system, the conditions for a financial crisis, and whether central banks are going to break something. Full episode transcript . Follow @aarondklein on twitter Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@m...

Oct 18, 20221 hr 9 min

Hot CPI and Hail Mary Outlook

Colleague Marisa DiNatale, Director Economist at Moody's Analytics, joins Mark and Cris to breakdown the September Consumer Price Index Report. They also discuss the impact of inflation on energy prices, food prices, the housing market, and wage growth. Full episode transcript . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To st...

Oct 14, 20221 hr 6 minEp. 80

Monthly Jobs and Mark's Journey

Colleague Dante DeAntonio, Senior Economist at Moody's Analytics joins the podcast to analyze the September U.S. Employment Report and OPEC's announcement to cut oil production. Everyone gives their latest odds of a recession and how soon that could happen. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To ...

Oct 07, 20221 hr 20 minEp. 79

Poor Policy, Plunging Home Prices, and a Plummeting Pound

Mark, Ryan, and Cris breakdown this week's key economic data and developments in financial markets. They also go through the economic impact of Hurricane Ian and the policy errors that are unfolding in the U.K. and ironically where Mark records the podcast from. Full episode transcript . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from y...

Sep 30, 202252 minEp. 78

Bonus Episode: State of the States

Mark, Ryan, and Cris welcome colleague Dan White of Moody's Analytics and Bill Glasgall, Senior Director, Public Finance at the Volcker Alliance, to discuss state and local government finances and whether it will be a tailwind or drag on the broader economy. Full Episode transcript . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. William Glasgall is senior director, public finance at the Volcker Alliance, a New York-based nonprofit...

Sep 30, 202253 min

Bonus Episode: In Person Recording, Increased Probability of Recession

Mark, Cris, and Ryan sit down for their first in-person podcast to discuss their recession odds over the next 6,12, or 18 months. They list out both contributing and mitigating risk factors and the market signals to watch to understand where the economy is headed. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Watch the video of the in-person episode . Questions or Comments, please email us at InsideEconomics@moodys.com . We would ...

Sep 27, 20221 hr 10 min

Careening Markets and CRE Mash-Up

Janice Stanton, Executive Managing Director at Cushman and Wakefield and Victor Calanog, head of CRE at Moody's Analytics join the podcast to share their views in Commercial Real Estate and how it impacts the U.S. economy. Mark, Cris, and Ryan discuss recent developments in financial markets and the latest decision by the Fed. Full episode transcript More Info on Janice Stanton: Ms. Stanton is an Executive Managing Director in the Capital Markets group at C&W. She is responsible for advising...

Sep 23, 20221 hr 13 minEp. 77

Remote Work and Rising Prices

Nick Bunker, Research Director of Indeed, joins the podcast to share his views on the the U.S. labor market, including unemployment, job openings, quits, and remote work. Nick stumps Mark, Cris, and Ryan in the statistics game. Full transcript Follow Nick Bunker on twitter @Nick_Bunker. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from yo...

Sep 16, 20221 hr 23 minEp. 76

Debating Policy, Doug Disagrees

Doug Holtz-Eakin, President of the American Action Forum, joins the podcast to provide his take on the U.S. economy, inflation, employment, and GDP. The big topic fiscal policy while everyone provides their odds of a recession. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. 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...

Sep 09, 20221 hr 17 minEp. 75

Jobs and Jogging in Boston

Two colleagues and regulars on Inside Economics, Marisa DiNatale and Dante DeAntonio, join Mark, Cris, and Ryan to breakdown the August U.S. Employment Report and what it means for the Federal Reserve. Due to a bad wifi connection, Mark is forced to participate all episode by cell phone. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from y...

Sep 02, 20221 hr 4 minEp. 74

Bonus Episode: Deep Dive - Stagflation

In this bonus episode Mark, Ryan, and Cris discuss all aspects of stagflation, including the definition, the causes, and what they're watching to assess the risk of this scenario. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. 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...

Aug 30, 20221 hr 3 min

Consumers Hang Tough and Confidence Off Bottom

Mark and Cris welcome back Wayne Best, Chief Economist of Visa, to give the latest American Consumer outlook, including the topics of excess savings, spending behavior and categories, credit trends, and interest rates. They also discuss President Biden's student loan proposal. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay...

Aug 26, 20221 hr 18 minEp. 73

Economic Update and Ellen’s Climate Top 5

Mark and Cris welcome Ellen Hughes-Cromwick, Senior Resident Fellow for the Climate and Energy program at Third Way, to discuss her views on climate risk in the Inflation Reduction Act (IRA) and her outlook on the vehicle industry. Full Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insig...

Aug 19, 202256 minEp. 72

Cooling Inflation and Confounding Housing Riddles

Mark, Ryan, and Cris kick off this episode by discussing inflation and the latest CPI Report. For the second part, they welcome John Burns, CEO of John Burns Real Estate Consulting, to give a detailed U.S. housing market outlook, that includes the topics of mortgage rates, the potential threat of a housing crash, and the affordable housing shortage. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email ...

Aug 12, 20221 hr 17 minEp. 71

Glass Half Full or Half Empty

Mark, Ryan and Cris welcome colleagues, Marisa DiNatale and Dante DeAntonio, to dig deep into the July U.S. employment report. They also discuss what the new data tells us about a recession, productivity and what it means for the Federal Reserve. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed and follow the insigh...

Aug 05, 20221 hr 28 minEp. 70

Blinder, Baseball, and Business Cycles

Mark and Cris welcome Alan Blinder, Professor of Economics and Public Affairs at Princeton University, to discuss the prospects for recession, inflation, monetary policy and financial conditions. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. 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 ...

Jul 29, 20221 hr 7 minEp. 69

Firewall and Faltering Feelings

Mark, Ryan, and Cris welcome colleague, Scott Hoyt, Senior Director at Moody's Analytics, to dissect the state of American consumers and how they are the firewall to avoiding a U.S. recession. Full Episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. 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 econom...

Jul 22, 20221 hr 23 minEp. 68

Dissecting CPI, Ditching Hoagies

Mark, Ryan and Cris are joined by a bevy of colleagues to dig deeper into the June Consumer Price Index report and the sources of inflation, including energy, vehicles, food and shelter. Full Episode Transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. 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, ...

Jul 15, 20221 hr 27 minEp. 67

Sahm on the Soft Landing

Claudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession. Full episode transcript . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. 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 economi...

Jul 08, 20221 hr 12 minEp. 66

Energy, Expectations, and Estonia

Colleague, Gaurav Ganguly, Senior Director at Moody's Analytics, joins the podcast to examine the economic state of Europe and if they are headed into a recession. The gang also discusses the latest GDP release, recession odds, and beer of choice. Full episode transcript Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from you. To stay informed...

Jul 01, 20221 hr 14 minEp. 65

Negative Sentiment and New Statistics Champion

Julia Coronado, President and Founder, MacroPolicy Perspectives, joins the podcast to discuss whether we can talk ourselves into a recession, the mixed messages on consumer sentiment and what the odds a downturn are. She also crushes the statistics game. Full Episode Transcript For more from Julia Coronado, follow her @jc_econ Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at InsideEconomics@mood...

Jun 24, 202245 minEp. 64
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