1d ago
Moody’s Analytics economist Matt Colyar weighs in on the government-shutdown flawed consumer price data for October and November, and teases his own CPI that will better represent what’s happening with inflation. Stay tuned. And Robert Dietz, chief economist of the National Association of Homebuilders, joins the conversation to provide his outlook on the housing market. Housing will have another tough year, but Rob finds some bright spots. Guest: Robert Dietz, Chief Economist of the National Association of Home Builders Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
4d ago
Dante joins Mark and Cris for an unusual jobs Tuesday podcast to break down the November employment report. Due to the prolonged government shutdown, the report delivered two months of payroll data, which continues to signal that the labor market is grinding to a halt. With the unemployment rate on the rise, the team discusses their updated recession probabilities, and Marisa’s absence is felt as they struggle through the stats game. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 12
The Inside Economics team unpacks the Federal Reserve's latest rate decision and the divergence of views among policymakers as they navigate the final stretch of 2025. Mark, Cris, and Marisa debate whether the FOMC's messaging was hawkish or dovish, assess whether a labor market shedding jobs can avoid recession, and explore what it all means for the path of interest rates in the year ahead. After a quick stats game, the trio tackles a few provocative listener questions. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 11
Welcome to a bonus episode of Inside Economics. This is a recording that took place between Mark Zandi and our most recent podcast guest, Daleep Singh at the Aspen Ideas Festival a couple of months ago. Questions or Comments, please email us at helpeconomy@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 9
Daleep Singh, Vice Chairman and Global Chief Economist of investment manager PGIM, joins the Inside Economics team to discuss the seismic shifts occurring in the global economy and financial system. The unipolar global economy, which the U.S. dominated for decades after the collapse of the Soviet Union, has given way to the old normal, a world much like that of the Gilded Age that only ended with World War I. Listen in to hear if Daleep believes this time will be different. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 5
The Inside Economics team laments the lack of a November jobs report but dives into the wealth of data released this week about the labor market, income, and consumer spending. The discussion then turns to affordability and whether it’s a con job or whether households are feeling a real financial pinch. A listener question turns the conversation toward Federal Reserve independence and whether Jerome Powell’s successor is likely to have outsize influence on interest rate decisions. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 26
Scott Hoyt joins the podcast to provide a look into the holiday retail season and to discuss the state of the U.S. consumer more broadly. The team reviews the downbeat data on consumer confidence, the labor market, inflation and housing, and contemplates the implications for consumer spending this Christmas. The team remembers to take a listener question on income inequality and the mood gets even darker. Happy Thanksgiving everyone! Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 21
The Inside Economics crew welcomes Alan Blinder back to the podcast. The Princeton University economics professor and former Vice Chair of the Fed offers his perspective on the outlook for artificial intelligence, the risk of a bubble in equity markets, and the potential implications of current threats to Fed independence. The team also breaks down the much-delayed September employment report. Guest: Alan Blinder – Professor of Economics and Public Affairs at Princeton University Get more information on Alan Blinder's book - A Monetary and Fiscal History of the United States, 1961-2021 Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 15
The Inside Economics team records a rare Saturday podcast. They consider the fallout from the just-ended government shutdown on the broader economy and the economic data. It’s not good, but it ended just before it did serious damage. The team also takes up the Trump administration’s pivot to addressing affordability, including scaling back tariffs, most important for the group, those on pasta and bananas. And they introduce a new regular segment of the podcast – listener questions. So, keep them coming. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 7
Mark, Cris and Marisa discuss the trajectory of the alternative labor market data on what is yet another “jobs” Friday with no official labor market data release. They discuss various outcomes around the federal government shutdown, how and when it may end, and what that means for the backlog of economic data releases. The trio concludes by answering several thought-provoking listener questions. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Questions or Comments, please email us at helpeconomy@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.
Oct 31
Fellow Moody's colleague Chris Lafakis joins Mark, Marisa, and Cris as they discuss current economic trends and Chris's recent study on the macroeconomic consequences of hurricanes. Mark starts the conversation by sharing his questions about the latest data on layoffs and how AI is influencing the economy. The team members share their different perspectives before shifting the discussion to the economic toll of Hurricane Melissa and how storms can affect regional economies. Guest: Chris Lafakis – Director of Economic Research, Moody's Analytics For Chris's research on the hurricanes and their economics impacts, click here: https://www.economy.com/the-macroeconomic-consequences-of-a-category-5-miami-hurricane Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 24
Claudia Sahm, Chief Economist at New Century Advisors, joins Inside Economics to discuss a bevy of topics, including today’s belated Consumer Price Index release, the lack of other government data, AI and the labor market, stock market valuations, and the risks to the economy that are top of mind for her. Mark teases a new esoteric vocabulary word but fails to reveal it…stay tuned. Guest: Claudia Sahm – Chief Economist, New Century Advisors For more from Claudia Sahm, check out her Substack here: https://substack.com/@stayathomemacro Guest: Matt Colyar – Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 17
Colleague Matt Colyar joins Cris and Mark on the podcast to discuss the prospects for inflation and the threat posed by subprime consumer credit problems to the banking system and broader economy. They discuss all of this through the prism of concerns raised by clients in their travels this past week: Mark was out West, Matt in Texas, and Cris in Bermuda. Guest: Matt Colyar - Assistan Director, Economist, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 10
Justin Begley and Brendan LaCerda join Inside Economics to discuss the federal government shutdown and its macroeconomic consequences. First, the crew discusses how the shutdown is preventing the release of federal economic statistics, and Justin runs through a bunch of private data sources that can be used to gauge the health of the labor market in the absence of the BLS reports. The conversation then turns to the shutdown itself. Brendan and Justin opine on when and how the stalemate might end and the macro consequences of an extended shutdown. Finally, the team breaks tradition with the stats game. Guest: Justin Begley, Economist, Moody's analytics and Brendan LaCerda, director Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 3
The Inside Economics team welcomes Lisa Simon, Chief Economist at Revelio Labs, for an unusual jobs Friday podcast as the ongoing government shutdown prevented the release of the September employment report. Lisa details the new public labor statistics data that Revelio Labs began publishing recently in the wake of turmoil at the Bureau of Labor Statistics. The team discusses how private data sources can help fill in the gaps left by the temporary absence of government data and also dissects the current state of the labor market. Guest: Lisa Simon – Chief Economics, Revelio Labs For more about Lisa Simon, click here: https://www.reveliolabs.com/author/lisa-k-simon/ Explore the risks and realities shaping the economy in our new webinar, now streaming for free. U.S. Economic Outlook: Under Unprecedented Uncertainty Watch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT… Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Questions or Comments, please email us at helpeconomy@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.
Sep 29
Mastercard Chief Economist Michelle Meyer joins the Inside Economics team to debate the health of the American consumer and the economy’s prospects. The team pushes hard on Michelle’s sanguine perspective, but she holds her ground—and then some. Listen in if you want a preview of the strength of holiday sales and what will power that growth. Guest: Michelle Meyer – Chief Economist, Mastercard ( https://www.mastercardservices.com/en/overview/leadership/michelle-meyer ) Explore the risks and realities shaping the economy in our new webinar, now streaming for free. U.S. Economic Outlook: Under Unprecedented Uncertainty Watch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT… Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 22
Heather Long, Chief Economist at Navy Federal Credit Union, joins the Inside Economics team to discuss what she dubbed the K-Shaped Economy. She describes the reasons why the well-to-do are thriving and the bottom 80% of the income distribution is struggling to make ends meet. The team discusses the origins of this skewing in the income distribution and why we should care about it. Explore the risks and realities shaping the economy in our new webinar, now streaming for free. U.S. Economic Outlook: Under Unprecedented Uncertainty Watch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT… Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 17
The Inside Economics team gets together in person at All Hands Day. It is a short podcast, with more than the typical amount of chit-chat (as we are in person). But it is an action-packed conversation on the Fed’s rate decision (see if we got it right), our proposal to unlock the housing market, and, of course, the statistics game! Explore the risks and realities shaping the economy in our new webinar, now streaming for free: U.S. Economic Outlook: Under Unprecedented Uncertainty Watch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT… Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com . We would love to hear from you. Questions or Comments, please email us at helpeconomy@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.
Sep 12
Mark and Cris are joined by Matt Colyar to break down the latest CPI inflation report, while Jared Franz from the Capital Group explores how artificial intelligence is reshaping the American economy and labor market. We examine the opportunities and challenges of the AI revolution and what it means for workers, businesses, and investors in this rapidly changing economic landscape. Jared Franz is an economist at Capital Group, responsible for covering the United States. He has 19 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago, a bachelor’s degree in mathematics from Northwestern University and attended the U.S. Naval Academy. He is also a member of the Forecasters Club of New York, an elected member of the Conference of Business Economists and a member of the Pacific Council. Jared is based in Los Angeles. Explore more insights from Capital Group’s Jared Franz in the articles below: 4 charts on why the U.S. economy could stay resilient | Capital Group Benjamin Button’s clues for the US economy Explore the risks and realities shaping the economy in our new webinar, now streaming for free. U.S. Economic Outlook: Under Unprecedented Uncertainty Watch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT… Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 5
Dante joins the Inside Economics team to talk about the August employment report. After another set of weak numbers, Mark declares that the economy has entered a jobs recession. Cris and Marisa agree, but Dante would like to see more evidence. They also discuss how the lack of hiring is disproportionately impacting young workers. They wrap up by considering what it all means for the Fed, in light of a big jump in market expectations for more drastic rate cuts by the end of the year. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 29
Mark, Cris, and Marisa talk about the increasingly shaky state of the economy after reviewing the week’s data. They preview next week’s jobs report and the likelihood of further downward revisions and negative payroll numbers. The trio then ponders some dark scenarios regarding Fed independence or lack thereof, and what that could mean for the growth and inflation outlooks. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 22
From Fed Chair Powell’s confirmation of coming interest rate cuts to digital wallets, this episode dives deep into the evolving world of digital currencies with guest Ananya Kumar from the Atlantic Council. Whether you're managing your portfolio like co-host Crypto Cris or just trying to keep up with changing technologies, we’ve got you covered. Guest: Ananya Kumar, Deputy Director of Future of Money, Atlantic Council For Ananya's article on Chinese Stablecoin click here: https://www.atlanticcouncil.org/blogs/econographics/everybody-wants-a-stablecoin-even-china/ Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 15
It was a week headlined by crucial inflation data. The Inside Economics crew is joined by colleague Matt Colyar to dig into July’s consumer price index. July’s CPI was unsurprising, but that doesn’t mean it was good. The group discusses why markets might have been too cheery about it and what they think inflation looks like in the coming months (see July’s producer price index). Finally, some loquacious responses to a handful of listener questions. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 7
Former Bureau of Labor Statistics Commissioner Erica Groshen joins Mark, Cris, and Dante to cover a wide range of topics, including a somber discussion about the recent firing of the current BLS commissioner. Erica provides key insights into the role that BLS commissioners play in the day-to-day publication of economic data, as well as the longer-term challenges facing BLS and other federal statistical agencies. She also weighs in on the recent revisions to employment data that have garnered much attention and provides a thorough explanation of why revisions happen and the tradeoff between timeliness and accuracy. Guests : Dr. Erica Groshen, Senior Economic Advisor at Cornell University—ILR and Research Fellow at the Upjohn Institute for Employment Research and Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 1
The Inside Economics team turned lugubrious in this week’s episode. Given this week’s data dump showing that inflation is uncomfortably high and accelerating, and the job market and broader economy are struggling, it's hard not to be. They also consider what it all means for the Fed, which is in an increasingly difficult position, and prospects that the economy will fall off the narrow tight rope it is on, into recession. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com . We would love to hear from you. Questions or Comments, please email us at helpeconomy@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.
Jul 25
The 2025 U.S. economy leaves no shortage of topics to explore. This week, the Inside Economics crew tries to touch them all. Mark and Cris, joined by Matt Colyar, discuss growing challenges to Fed independence, recent tariff agreements, financial market exuberance, and a U.S. housing market under significant stress. Finally, the team answers several listener questions and offers their latest recession probabilities and expectations for next week’s slew of important data. Read the full housing research paper here: https://www.economy.com/bringing-the-housing-shortage-into-sharper-focus Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 18
Automotive economists Jonathan Smoke (Cox Automotive) and Michael Brisson (Moody's Analytics) join Mark and Cris to discuss industry conditions, tariff impacts on production and pricing, and their divergent views on auto credit's future. Inside Economics producer, Sara Rodriguez, makes a special guest appearance to settle the podcast's ongoing chit-chat debate. Read more articles by Jonathan Smoke here Related Research on today's topic: Click here and here Guests: Mike Brisson - director - Economic Research, Jonathan Smoke - Chief Economist & Economic Advisor for Cox Automotive Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com . We would love to hear from you. Questions or Comments, please email us at helpeconomy@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.
Jul 16
Moody’s Analytics Mark Zandi and Cris deRitis are joined by Ira Goldstein from The Reinvestment Fund, Maggie McCullough from PolicyMap, and Jim Parrott from the Urban Institute to discuss their new study that takes a deep dive into understanding the nature of the decade-long housing shortfall. This housing crisis has driven up house prices and rents, and undermined housing affordability. But despite the heightened political attention on the problem, there remains confusion over its true scale and scope. This team of self-avowed housers dissect the shortage down to the census tract and come to some surprising conclusions. To learn more and access the full research paper: https://www.economy.com/bringing-the-housing-shortage-into-sharper-focus Guest: Ira Goldstein , Senior Advisor at The Reinvestment Fund Guest: Maggie McCullough , CEO and Founder of PolicyMap Guest: Jim Parrott , Nonresident Fellow at the Urban Institute Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 11
Chicago Federal Reserve President Austan Goolsbee joins Mark and Cris to talk about the economy and monetary policy. He explains that the up and down tariffs and other economic policies have thrown lots of dirt in the air, so to speak, complicating things for the Fed and thus delaying the normalization of interest rates. He also weighs in on the policy response to the financial crisis and the economic repercussions of artificial intelligence. And tune in to hear why he wants to be 80% Paul Volker and 20% Muhammad Ali. Guest: Austan Goolsbee, President of the Federal Reserve Bank of Chicago Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 3
Dante joins the Inside Economics crew for an unusual jobs Thursday podcast. The team discusses the disconnect between the positive headlines and market reaction to the June employment report and the weakening undercurrent in the labor market. They also debate whether higher inflation is still looming despite not showing up in the data yet. Marisa steals the show in the stats game with three figures that stump Mark, Cris, and Dante. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 27
Mark, Marisa, and colleague Adam Kamins are joined by Ivy Zelman to discuss the housing market outlook. Ivy sheds light on a wide variety of topics, including disappointing demand, the persistent drag from mortgage rate lock, and a lack of listings, adding up to a bearish outlook for prices and sales. The group also touches on regional differences, why builders are pulling back, and the effect of policy changes around tariffs and immigration. Along the way, Marisa and Adam learn the answers to a few existential questions, including “Why am I here?” Guest: Ivy Zelman , Executive Vice President of Zelman, a Walker & Dunlop Company Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 20
Colleagues Chris Lafakis and Steve Cochrane join Inside Economics to discuss how geopolitics is shaping the outlook and the risks to the U.S. and global economies. But first, the team reminisces about Steve’s 32 years as “employee 007” at the company and his upcoming retirement. Steve reveals his secrets for “managing up,” and Mark finds out he’s been managed all these years. The conversation then turns to U.S.-China relations and the risk of an oil price shock stemming from Israel’s attack on Iran last week. Guest: Chris Lafakis, Director of Climate and Energy Economics, Moody's Analytics, Steve Cochrane, Director, Chief APAC Economist Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 18
Samim Ghamami, Senior Economist at the U.S. Securities and Exchange Commission, joins Mark, Cris, and Marisa to explore the rapid rise of the private credit market. With global assets surpassing $2 trillion, Samim breaks down the systemic risks posed by this opaque yet fast-growing asset class. The discussion delves into private credit’s role in middle-market lending, private equity, and new markets like infrastructure and real estate, as well as its implications for financial stability and regulation. Access the full paper, Private Credit & Systemic Risk here: https://www.economy.com/getfile?q=2107637A-C535-4AFF-83BC-6CBA1AD1FAB9&app=download Guest: Samim Ghamami , Senior Economist at the Securities and Exchange Commission Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 13
The specter of stagflation is on the rise. While the higher tariffs have yet to translate into higher prices, the Inside Economics team and their colleague, inflation-maven Matt Colyar, argue they soon will. And weaker growth isn’t too far behind – the team’s recession probabilities are increasing again. Mass immigrant deportations, and Israel’s bombing of Iran and the resulting spike in oil prices, also point to higher inflation and weaker growth. Just how serious a threat stagflation poses depends on many factors, the least of which is whether the Fed is willing and able to stick to its inflation mandate. Guest: Matt Colyar – Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 10
Sharon Parrott, President of CBPP joins the Inside Economics team to consider the big package of tax and government spending provisions making its way through the legislative process. She explains why she’s not a fan, from its implications for the nation’s already dire fiscal situation to its hit to programs benefitting lower-income Americans, such as Medicaid and food assistance. Guests: Sharon Parrot - President of the Center on Budget and Policy Priorities and Justin Begley - Economist and U.S. fiscal policy SME, Moody's Analytics Additional resources from Center on Budget and Policy Priorities By the Numbers: House Bill Takes Health Coverage Away From Millions of People and Raises Families' Health Care Costs 2025 Budget Impacts: House Bill Would Cut Assistance for Children, Raise Costs for Families House Republican Reconciliation Bill Would Hard Rural Households, Communities, and Economies Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 7
Dante joins Mark and Marisa for a rare Cris-free Saturday morning podcast to discuss the May jobs report. Given the report's weakness, the team is equally baffled by the positive news headlines and surging stock market on Friday. The team dissects the large downward revisions to the payroll numbers in recent months and whether this signals a recession ahead. They also debate whether the low unemployment rate is giving a false signal about underlying weakness in the labor market. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 30
The Inside Economics crew talks about the latest tariff news, as well as the reconciliation bill making its way through Congress and the long-term macroeconomic consequences of the bill. Mark gives some rules of thumb about the tariff impact on inflation, as well as the debt-to-GDP ratio and long-term bond yields. Finally, the team answers several listener questions and plays the stats game. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 28
Cliff Rossi, Professor of the Practice and Director of the Smith Enterprise Risk Consortium at the University of Maryland, joins the podcast to discuss the future of housing finance and the potential release of Fannie Mae and Freddie Mac from government conservatorship. The team also delves into Dr. Rossi's proposal for fixing the homeowners insurance market and explores concerns surrounding private credit. Guest: Clifford Rossi, Professor of the Practice, Director, Smith Enterprise Risk Consortium Executive-in-Residence PhD, Cornell University Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com . We would love to hear from you. Questions or Comments, please email us at helpeconomy@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.
May 23
The Inside Economics team is joined by our colleagues Adam Kamins and Justin Begley to play the statistics game for nearly the entire podcast. There are lots of good stats, and it’s a nice respite from all the economic drama for the long Memorial Day weekend. Guests: Justin Begley - Economist, Moody's Analytics, Adam Kamins - Senior Director and Head of Regional Economics, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 16
The Inside Economics team welcomes back Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, for his fourth appearance. The episode begins with an analysis of the latest economic indicators, unpacking fresh CPI, PPI, and retail sales data. Mark then asks the team to weigh in on how recent tariff announcements have altered their economic forecasts and recession probabilities. Moody's Analytics economist Justin Begley provides a breakdown of the budget reconciliation package moving through Congress. The episode concludes with Aaron's assessment of emerging vulnerabilities and potential flashpoints in the financial system. Guest: Aaron Klein, Senior Fellow at the Brookings Institution Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 9
Will generative artificial intelligence lead to nirvana or dystopia? Great question, which we don’t exactly answer in this week’s podcast, but we do weigh the most critical downstream effects of the technology based on recent research done by urban economists Frank Levy and Scott Abrahams. We assess how GenAI impacts the benefits of a college degree, the nation’s political dynamics, and which metro area economies will win (think Savannah) and lose (think San Francisco). Guests: Frank Levy, Visitor in the Strategy Group of the Fuqua School of Business, Duke University , and Scott Abrahams, Professor of Economics at Louisiana State University Read Frank and Scott's recent research on Gen AI here: From San Francisco to Savannah? The Downstream Effects of Generative AI ( https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4874104) Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 2
Moody’s Analytics colleague Dante DeAntonio joins the podcast to recap the April jobs report, along with the potpourri of other economic data released this week. Marisa dives into other labor market data, Cris tackles GDP, and Mark discusses consumer confidence. All along the way, Mark points out the thorns in recent data. The team also provides an update on their recession probabilities. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Guest: Dante DeAntonio - Senior Director of Economic Research Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Apr 25
Richard Barkham, Senior Economic Advisor at CBRE, joins the podcast to discuss the outlook for commercial real estate and the economy. Richard is decidedly more sanguine than the podcast hosts. Mark, Cris and Marisa also discuss the economic team’s recent win for Most Accurate U.S. Forecast for 2023-2024 by Consensus Economics. They debate how much of the win can be chalked up to skill, luck, or the Chief Economist. Guest: Richard Barkham – Senior Economic Advisor, CBRE Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Apr 18
This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions. We’ve been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth. Keep the questions coming. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Apr 11
The Inside Economics team is joined by the former chair of the White House’s Council of Economic Advisors, Jared Bernstein. Jared shares his evaluation of what has been a whirlwind few weeks for the global economy. With a healthy dose of humility, the group then debates where things might be headed in the U.S.-China trade war as well as which country they see as possessing more leverage. The group is also joined by Martin Wurm and Matt Colyar to discuss recent financial market volatility and the latest inflation data. Guest: Jared Bernstein, Former Chair of the Council of Economic Advisors under Joe Biden For more from Jared Bernstein, check out his Substack: https://econjared.substack.com/ Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Apr 9
Breitbart’s Economic and Finance Editor, John Carney, and the Urban Institute’s Jim Parrott return to Inside Economics to discuss the motivations and endgame of President Trump’s global trade war, tax and spending policy, and what will happen with Fannie and Freddie. The upshot of the conversation: the trade war isn’t going to end soon, and a recession is dead-ahead. Guests: John Carney, Finance and Economics Editor at Breitbart & Jim Parrott, Nonresident Fellow at the Urban Institute Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Apr 4
The Moody's Analytics team discusses President Trump's trade war. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Mar 28
Mark, Marisa, and Cris break down this week's flood of economic data and explain how new auto tariffs will affect consumers and the overall economy. Their conversation addresses important concerns about the quality and availability of government statistics as they consider private-sector alternatives. They wrap up the episode with the ever-popular "statistics game" highlighting key economic indicators and with responses to listener questions. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Mar 21
Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS’s CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along the way. For Mark Haefele's book, The New Rules of Investing, click here Guest: Mark Haefele – Chief Investment Officer, UBS Global Wealth Management Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Mar 18
Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insurance premiums affect individual property owners and real estate markets. Although markets will adapt to these evolving risks, the transition may be challenging. For Cris and Firas's research on flood risk click here , for their research on wildfire risk click here To learn more about Moody's wildfire risk modeling click here Guest: Firas Saleh – Director of Product Management, Moody's Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Mar 14
The Inside Economics crew is joined by Matt Colyar to discuss February’s CPI report and a rapidly changing U.S. economic environment. Primarily, the conversation focuses on tariffs and the on-again, off-again chaos coming out of D.C. The group also discusses investors and U.S. trade partners’ increasingly evident fatigue and whether orthodox macroeconomic principals will eventually re-emerge as a guidepost for policymaking. Guest: Matt Colyar – Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Mar 7
Moody’s Analytics colleague, Dante DeAntonio joins the podcast to discuss the February jobs report, and the team shares their angst about potential cracks in the labor market. The conversation then turns to the potential impact of DOGE cuts to the federal workforce and the economic implications of the on-again, off-again tariffs that has developed in recent weeks. Finally, Dante celebrates his clean sweep in the stats game and Mark and Cris revise their recession probabilities. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Feb 28
Adam Ozimek, Chief Economist at the Economic Innovation Group, joins the podcast to discuss his latest proposal to reform and replace the high-skilled immigration program in the U.S. (better known as H-1B). In addition to immigration policy, the group discusses remote work, the softening of recent economic data, and the prospects for the year ahead. Finally, the group goes around the horn with its recession probability for the next 12 months. Guest: Adam Ozimek – Chief Economist of the Economic Innovation Group Adam Ozimek's research on high skilled immigration: https://eig.org/exceptional-by-design%20/ Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Feb 27
Inside Economics was fortunate to have Trump whisperer John Carney of Breitbart News join the podcast to provide his insight on the Trump administration’s efforts to rework government and reshape economic policy. Urban Institute scholar Jim Parrott helped guide the conversation. Listeners will get a wildly different perspective from that provided by Robert Reich of UC Berkeley on the podcast last week. Hopefully, these back-to-back podcasts on Trump’s policies help put things into clearer relief. Guests: John Carney, Finance and Economics Editor at Breitbart & Jim Parrott, Nonresident Fellow at the Urban Institute If you would like to read more, check out the resources below: John Carney's Time to Put Tax Cuts on the Front Burner Mark Zandi's U.S. Outlook: Wealth Effect Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Feb 21
Robert Reich, UC Berkley professor and former Labor Secretary under President Clinton, joins the Inside Economics podcast to take a retrospective look at economic policies extending back to Clinton that ultimately contributed to President Trump’s election, and a prospective look at where the president is taking policy and what it means for democracy and the economy. His advice: batten down the hatches and buckle up Guest: Robert Reich, Professor at UC Berkley and former U.S. Secretary of Labor To keep up to date with Robert Reich: https://robertreich.substack.com/ To learn more about Robert Reich's nonprofit: https://www.inequalitymedia.org/ and https://www.imcivicaction.org/ Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Feb 14
After congratulating the Philadelphia Eagles on their dominant Super Bowl win, the Inside Economics team breaks down the week’s inflation data. Moody’s Analytics colleague Matt Colyar joins to help unpack the details behind January’s hotter-than-hoped-for CPI and then the group discusses whether their outlooks for 2025 have changed. Predictably, this evolves into a discussion about tariffs. Finally, they play the numbers game. Objectively, Marisa’s number was best. Click here to take the most recent Business Confidence Survey Guest: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Feb 7
Dante joins the podcast to break down the January employment report and provide his odds for an Eagles Super Bowl victory. The job market is starting 2025 in a great place, and the team discusses the implications of significant revisions to labor market data. Finally, the conversation turns to tariff policy as everyone weighs in on which tariffs, if any, are likely to stick around and the resulting impact on the economic outlook. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jan 31
After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody’s Analytics colleague Martin Wurm to discuss the Fed’s recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The team also discusses the possible scenarios for the Fed this year, given the uncertainty around tariff and immigration policy. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jan 24
Inside Economics welcomes Wayne Best, Chief Economist at Visa, back on the podcast to celebrate the 200th episode and talk about the state of the American consumer. Wayne discusses Visa’s Spending Momentum Index for the U.S. and other parts of the globe and what it means for low, high, and middle-income households. The conversation ends with a discussion of the Trump administration’s policy proposals and the implications for inflation and growth. Guest: Wayne Best, Chief Economist at Visa Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jan 17
No, we aren’t referring to President Trump’s inauguration. But we do chat about the implications of President Trump’s economic policies for Europe with Cosimo Pacciani, Head of Research for Poste Italiane and Moody’s Analytics own Gaurav Ganguly, chief EMEA economist. Inflation and interest rates were also top of mind. If, after listening to the podcast, you know what we are referring to, let us know. The first person who gets back to us with the correct answer will win a cowbell. Guests: Cosimo Pacciani - Head of Research for Poste Italiane, Matt Colyar - Assistant Director economics of Moody's Analytics, Guarav Ganguly - Chief EMEA economist, Moody's Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jan 10
The Inside Economics team is pleased to welcome Glenn Hubbard, Nonresident Senior Fellow at AEI and former chairman of the President’s Council of Economic Advisers, to the podcast. Dante kicks things off with a summary of this week's "surprising" employment report. Glenn offers his opinions on the Trump administration's policy proposals and their potential effects on the economy. The group successfully navigates the statistics game through hints and joint effort. Click here for the NYT article referenced Guests: Glenn Hubbard, Nonresident Senior Fellow at the American Enterprise Institute and Dante DiAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jan 3
On the first podcast of 2025, the Inside Economics crew discusses the outlook for the year ahead and delves into the Risk Matrix, a visual depiction of the major risks facing the global economy. Mark, Cris and Marisa each pick a risk to highlight and then give their wildest predictions for 2025, some of which are not very serious. To view the Risk Matrix, click here (https://www.economy.com/content/podcast/US_Risk_Matrix.svg) Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 30, 2024
In the last Inside Economics podcast of the year, the team is joined by our colleague Justin Begley to discuss the incoming Trump administration’s seeming view that smaller government means stronger economic growth. Will the new government agency DOGE, a more relaxed anti-trust policy, and lighter regulation successfully lift the economy’s prospects? A potentially politically charged question the team works to tackle analytically. How did we do? And Happy New Year! Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 20, 2024
The Inside Economics hosts welcome Professor Alice Kassens to discuss her use of the Inside Economics podcast as a teaching tool at Roanoke College. Alice describes how the podcast inspires her students to learn about and debate the meaning of economic releases. After a quick round of the statistics game which Alice dominates, the group discusses the effects of a potential government shutdown on the economy and financial markets. Guest: Alice Louise Kassens , Professor of Economics at Roanoke College More Cowbell: Using Inside Economics to Develop Data Literacy and Camaraderie (JET, 2024) Intemperate Spirits: Economic Adaptation During Prohibition (2019) Interested in joining Economic View: Real Time? Take a free trial today The Economic View-Real Time information service is the single web-based source that covers the global economy and financial markets around the clock. The service provides real-time analysis of key economic and financial market developments along with analysis of more than 250 economic releases. Economic View enables users to easily access data, analysis of economic events, trends and risks. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 19, 2024
Inside Economics had the fortune to have Alan Blinder, Princeton University economics professor, former Vice Chair of the Fed, and author of the recent book “The Monetary and Fiscal Policy History of the United States, 1961-2021” join the podcast on the day the Fed cut rates but warned investors not to count on more rate cuts anytime soon. At least not until Fed officials get a fix on incoming President Trump’s economic policies, ranging from tariffs and deportations to tax cuts and Fed independence, and their fallout. Guest: Alan S. Blinder - Professor of Economics and Public Affairs at Pinceton University Get more information on Alan Blinder's book - A Monetary and Fiscal History of the United States, 1961-2021 Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 13, 2024
The Inside Economics team weighs this past week’s inflation data and considers what it means for the Fed’s interest rate decision next week and in 2025. With sticky inflation, a strong(er) economy, easier financial conditions, and looming tariffs and immigrant deportations, more rate cuts next year appear increasingly less likely, and rate hikes even a possibility. Take the survey on Economy.com Guest: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 11, 2024
Mark, Cris, and Marisa are joined by their colleague Adam Kamins and his infamous closet doors, along with Rebecca Rockey, Deputy Chief Economist at Cushman Wakefield, and Chris Leinberger, Managing Director at Places Platform. Rebecca and Chris review key takeaways from their recent study, Reimagining Cities-Disrupting the Urban Doom Loop . Among the variety of topics covered are the importance of Walkable Urban places; the optimal mix of work, live, and play in cities; how to ensure that the commercial real estate mix aligns with the post-pandemic evolution of downtowns; and Mark’s prowess in pickleball and the possibly made-up sport of wallyball. Guest: Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting, Cushman & Wakefield Guest: Chris Leinberger, Managing Director and Co-Founding Partner, Places Platform Guest: Adam Kamins, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 6, 2024
With Marisa out on assignment, Dante joins Mark and Cris to discuss the latest U.S. employment report. After several volatile months due to hurricanes and labor strikes, the job market found its footing in November, with payroll growth reported across most industries. The team considers the report's implications for monetary policy and the long-run interest rate outlook. With all of the policy unknowns, they conclude that the only certainty is uncertainty. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 27, 2024
Moody’s Analytics own Scott Hoyt joins the Inside Economics team to discuss the state of the American consumer, as the critical Christmas buying season is set to begin. Consumers have been powering the broader economy, and the team expects that to continue. But there are a number of consumer-related puzzles, which the team works to solve. Guest: Scott Hoyt, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 22, 2024
Joe Hazell, Assistant Professor of Economics at the London School of Economics, joins the podcast to discuss inflation. Joe breaks down the reasons for the lack of inflation in the pre-pandemic period and the primary causes of inflation over the past four years. The team discusses why the average American is much more sensitive to inflation than unemployment and whether the Fed should rethink how it balances the two when considering monetary policy. Finally, the discussion turns to the incoming Trump administration’s policies and their potential effect on inflation over the next few years. Guest: Jonathon Hazell - Assistant Professor of Economics at the London School of Economics Papers mentioned in this episode: Why Do Workers Dislike Inflation? Wage Erosion and Conflict Costs and The Dominant Role of Expectations and Broad-Based Supply Shocks in Driving Inflation Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 15, 2024
The Inside Economics team assesses the inflation statistics, and why there is no going back to the where prices were prior to fallout from the pandemic and Russian war in Ukraine. And while inflation has largely been quelled, President-elect Trump’s tariff, immigration and other policies threaten to fan inflation anew. There is also the stats game and listener questions. Guest: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 13, 2024
Chris Avallone, Head of Merchant Banking at Amherst, joins the Inside Economics crew to discuss the housing market. The group examines the "lock-in" effect keeping existing homeowners in their homes and the "lock-out" effect preventing aspiring homebuyers from realizing their dreams. Chris describes a playbook that local governments could use to address zoning and free up the "locked up" housing market. After a quick stats game, Mark polls the group for their forecasts for when and how the housing market will normalize. The recording of this podcast took place before the results of the 2024 election. For Cris's paper on the Housing Deficit and Housing Affordability click here Guest: Chris Avallone, Head of Merchant Banking at The Amherst Group Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 11, 2024
Mark joins the podcast from Europe to provide the European perspective on the U.S. election and how the outcome may affect their economies. The team then dissects the reactions of the stock, bond, and cryptocurrency markets before turning to listener questions. Marisa asks the group for their views on the vibecession, a term coined by Kyla Scanlon, to explain the disconnect between economists and the general public, and the integrity of economic data. Cris's dog makes a special guest appearance. https://genius.com/Alanis-morissette-ironic-lyrics https://kyla.substack.com/p/the-vibecession-the-self-fulfilling Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 1, 2024
Dante joins the podcast to discuss the October employment report. The impact of recent strikes and hurricanes weighed on the headline jobs figure, but everyone agrees that underlying job growth remains strong. Cris and Mark debate the reasons why productivity growth in the U.S. has outpaced the rest of the world, but Dante remains skeptical that recent productivity success is sustainable. Guest: Dante DeAntonio, Se nior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 25, 2024
Douglas Holtz-Eakin, President of the American Action Forum and former Director of the Congressional Budget Office, joins Mark and Cris to discuss vexillology, potential election outcomes, and the impact of proposed immigration and tariff policies on the economy. After a quick statistics game, Doug shared his insights on the national debt and how the government's fiscal imbalances may ultimately be resolved. Guest: Douglas Holtz-Eakin, President of American Action Forum Read this week's "Week in Regulation" from the American Action Forum: Latest Cybersecurity Rule Leaves a Mark Read Mark's Article in the Philadelphia Inquirer: Weighing the Merits of Broad-Based Tariffs Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 18, 2024
Ben Harris, Brookings’ Director of Economic Studies, joined the Inside Economics team to talk about the economy, the presidential election, and the economic policies of Vice President Harris and former President Trump. The bottom line: buckle in. The election will likely be close and contentious, and the ultimate makeup of government will result in very different directions for policy and the economy’s future performance. Today's Guest: Ben Harris - Brookings, Vice President and Director of Economic Studies Paper referenced by Ben Harris: Immigration and the macroeconomy after 2024 Papers referenced by Inside Economics team: The Macroeconomic Fallout of Trump’s Tariff Proposals Updated 2024 U.S. Election Probabilities Assessing the Macroeconomic Consequences of Harris vs. Trump Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Email the Inside Economics team with your questions: helpeconomy@moodys.com Questions or Comments, please email us at helpeconomy@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.
Oct 11, 2024
Matt Colyar and Adam “Hurricane” Kamins join the podcast to discuss this week’s inflation data and the economic impact of Hurricane Milton. The team parses the latest CPI report and debates whether inflation is “sticky” or “moderating”. Adam discusses his work on estimating the economic damage from the recent string of devastating hurricanes. The team also discusses the potential longer-term fallout on housing and migration in storm-prone areas like Florida. For the paper on the impact of homeowners insurance on housing affordability click here Guest: Matt Colyar - Assistant Director, Moody's Analytics Guest: Adam Kamins - Senior Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Oct 4, 2024
Mark and Cris are joined by Dante and Michael Strain, Director of Economic Policy Studies at the American Enterprise Institute. Dante kicks things off with a detailed summary of the stronger than expected U.S. employment report for September. Buoyant wage growth and upward revisions to July and August’s numbers confirm that the economy remains healthy. The discussion then pivoted to the presidential election with Michael making a strong case for status quo economic policies and divided government. Check out Michael's Strain's Book: The American Dream Is Not Dead Guest: Michael R. Strain - Director of Economic Policy Studies, American Enterprise Institute (AEI) Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 27, 2024
Is this the best economy ever? Given the big revisions to GDP and the steady stream of other stellar economic data, the Inside Economics team makes the case that it is. Moderating inflation, full employment, stronger savings rates and steady corporate profits point to an economy that is stronger than consumer confidence suggests. The team also discusses the latest economic proposals from the presidential campaign and a recent opinion piece comparing Mark’s forecasts to those of Punxsutawney Phil. Editor’s note: Punxsutawney Phil has also been unfairly mischaracterized by the media. https://www.axios.com/2023/01/28/groundhog-day-punxsutawney-phil-spring-winter Guest: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 20, 2024
Economist Martin Wurm joins Inside Economics to discuss the Fed’s rate cut earlier this week, which was larger than the IE team expected. Martin talks about the decision behind the large cut and what it means for the future path of interest rates and the forecasts for the rest of the economy. The team discusses the rate decision’s impact on the housing market and mortgage rates and ends by playing a tough stats game. Guest: Martin Wurm – Director-Economic Research, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 13, 2024
The Inside Economics team breaks down the latest inflation data -- August’s consumer price index. They unpack the underlying components, focusing most of their attention on the confounding acceleration in shelter inflation. “Eggflation” makes a return to the podcast as well. Nevertheless, U.S. inflation has cooled considerably, and the Fed is set to start lowering their policy rate at next week’s meeting. What will that mean for U.S. consumers and businesses? Finally, Marisa takes some listener questions and Matt reads some (mostly positive) reviews of the Inside Economics podcast. Guest: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Sep 6, 2024
The Inside Economics crew gathers in Southern California for an early morning reaction to the August jobs report, which they all concur is “pretty good”. They discuss the implications of slowing job growth for the Fed’s upcoming meetings as well as the presidential election. Finally, they all give their odds for a recession occurring in the next year—Cris remains the bear of the group. Guest: Dante DeAntonio - Senior Director, Economic Research Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 30, 2024
The Inside Economics team discusses what they found most encouraging and disquieting in the blizzard of economic releases and events of this past week. Emily Mandel, our state and local government expert, also weighs in on the fiscal health of states and how the economy is performing in states that stand to swing the Presidential election. The group also takes up listener questions; keep the Qs coming. Guest: Emily Mandel - Associate Director, Senior Economist, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 23, 2024
Brendan LaCerda (not Canadian) joins Mark, Cris & Marisa to discuss a plethora of topics, including the Canadian railroad workers strike, the revisions to the employment numbers, Jerome Powell’s Jackson Hole speech, and the Moody’s Analytics election model. The team takes a few thought-provoking listener questions on the housing market and the savings rate. Reach out to us with any questions or suggestions at helpeconomy@moodys.com Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 16, 2024
With the release of July’s consumer price index this week, the Inside Economics team discusses the current state of U.S. inflation. As they dig into the underlying details, they debate what they see as root causes. Specifically – are corporations taking advantage of consumers by keeping prices higher than they should? If so, are recent policy proposals to address ‘price gouging’ likely to be effective? Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 9, 2024
It has been a hair on fire couple weeks for global investors. Stock, bond, commodity and foreign exchange markets have been buffeted by wild swings. No better person to discuss this with than Robin Brooks, a senior fellow at the Brookings Institution and formerly of the Institute of International Finance, Goldman Sachs and the IMF. Robin weighs in on the reasons for the volatility, including policy missteps by the Bank of Japan, and considers what it all means for monetary policy and the economy. For more on today's guest: Robin J Brooks - Senior Fellow at Global Economy and Development, Brookings Follow Robin on 'X' Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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 2, 2024
Nick Bunker from Indeed joined the podcast to break down July’s surprisingly weak employment report. The team put forward their favorite interjections before breaking down the report into causes for concern, potential measurement issues and (a few) reasons for cautious optimism. The discussion turned to the “Sahm Rule” as the group pondered whether the recent rise in the unemployment rate is signaling a recession. Mark and Marisa both claimed victory in the Statistics Game before the podcast ended with the team putting forward their current recession probabilities. (4:00) July Employment Report (22:58) Labor Market Issues (51:00) Stats Game (1:02:50) Recession Risks Today's Guest: Nick Bunker, Director of North American Economic Research at Indeed Follow Nick Bunker: @Nick_Bunker Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 30, 2024
Muzaffar Chishti, senior fellow at the Migration Policy Institute, shares his insights with the Inside Economics podcast on the challenges and opportunities posed by the recent surge in foreign immigration. He dispels various misconceptions around immigration and lays out a cogent immigration reform plan. Immigration policy will be at the top of the next President’s policy agenda, and hopefully they tap Muzaffar for his advice. Today's Guest: Muzaffar Chishti, Senior Fellow - Migration Policy Institute Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 26, 2024
John Leer, Chief Economist from Morning Consult and frequent Inside Economics guest, joins the team to discuss the past week’s slew of (mostly) very good economic data. John discusses the latest consumer sentiment surveys and why they have diverged so sharply from observed consumer behavior. He also talks about changing expectations for the upcoming Presidential election and Senate races in light of the past week’s political events. Today's Guest: John Leer, Chief Economist of Morning Consult Follow John Leer on LinkedIn Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 20, 2024
The CrowdStrike debacle delayed this week's Inside Economics podcast but did not deter it. PNC Chief Economist Gus Faucher joined the team to talk about his outlook for the economy, the conduct of monetary policy and his thinking around the election and what it means for policy and the economy. Despite living in Pittsburgh now, it was good to hear he remains a Phillies fan. Today's Guest: Augustine Faucher, Chief Economist - The PNC Financial Services Group Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 12, 2024
Philipp Carlsson-Szlezak, Boston Consulting Group’s Global Chief Economist, joins the Inside Economics team to share his views on the economy and discuss his newly published book. He makes the case that macroeconomic threats are intensifying and can no longer be ignored by decisionmakers. He also provides a nifty framework for how to assess the seriousness of these threats and not get caught up in the doom and gloom that often characterize them. Today's Guest: Philipp Carlsson-Szlezak - Global Chief Economist, Boston Consulting Group, Click here to learn more about Philipp Carlsson-Szlezak Click here for Philipp Carlsson-Szlezak's book Guest Host: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 5, 2024
Dante joins the podcast to break down the June employment report. While everyone agreed that the report was mostly good, concerns remain around the concentration of job gains and the slowdown in hiring. With job growth moderating and the unemployment rate edging higher, the team argues that the time is now for the Fed to start cutting rates. Link to survey Guest Hosts: Dante DeAntonio - Senior Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jul 3, 2024
President Joe Biden and former President Donald Trump will pursue very different economic policies if reelected. Both have put forward a wide range of proposals to change the tax code, government spending, and trade, immigration and regulatory policies that if implemented could have significant consequences on the economy’s performance for years to come. In this bonus episode of Inside Economics, the team considers what policies would likely be implemented under different election scenarios and their economic impact. Read the full analysis by Mark Zandi, Brendan La Cerda and Justin Begley: Assessing the Macroeconomic Consequences of Biden vs. Trump Guest Hosts: Justin Begley - Economist, Moody's Analytics, Brendan La Cerda - Director/Senior Economist, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 28, 2024
The team gives their impressions of Thursday night’s Presidential debate (hint: it involves existential dread). Then, the focus switches to the latest inflation data. Matt Colyar joins to give an overview of May’s encouraging PCE deflator report and what it implies for Fed policy. The episode closes with a roundtable discussion about the long and variable lags in which Fed policy effects the economy, and whether that means the central bank should start loosening policy now. Guest Hosts: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 21, 2024
The Inside Economics podcast welcomes Jason Dorsey to talk about the generations that characterize the American population. The conversation takes up what event(s) define each generation, from 9/11 for the Millennials to COVID for Gen Z, and then turns to each generation’s traits and behaviors. The podcast was generationally well-balanced, with Mark the aging Boomer, Marisa and Cris the skeptical Xers, and Jason the creative Millennial. Guest: Jason Dorsey - President of Cener for Generational Kinetics For more on Jason Dorsey: LinkedIn: @JasonDorsey Instagram: @Jason_Dorsey The Center for Generational Kinetics JasonDorsey.com Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 18, 2024
As long as inflation remains above the Fed’s target, and the Fed maintains its higher for longer interest rate policy in response, it is premature to conclude the economy has soft-landed. This episode is a replay of the “Stubborn Inflation, Reluctant Fed” webinar hosted by Chief Economist Mark Zandi and team, as they discuss what it will take for inflation to abate, the Fed to ease, and the economy to soft-land, and what could derail this. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 14, 2024
Matt and Marisa join Mark, who called in from an undisclosed location, to discuss this week’s CPI report and FOMC meeting on interest rates. They all agree that the CPI numbers were unambiguously positive and that the Fed will begin to cut interest rates this fall. They play the statistics game, made more difficult by the dearth of economic releases so far this week, and take a few listener questions related to inflation/deflation, OER, and the Fed. For a deeper dive on inflation and how it's measured, check out the bonus episode--a replay of a webinar hosted by Mark, Cris and Marisa on inflation and the Fed. Guest Hosts: Matt Colyar - Assistant Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
Jun 8, 2024
In a rare Saturday morning taping of the podcast, Dante and Matt join Mark (where’s Cris and Marisa?) to disentangle the considerable crosscurrents in the May jobs report. Surging immigration is complicating interpretation of the numbers. Next week’s all-important report on consumer price inflation was also the fodder of discussion, as was Mark’s Washington Post op-ed arguing the Fed should cut rates. Guest Hosts: Matt Colyar - Assistant Director, Moody's Analytics, Dante DeAntonio - Senior Director, Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@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.
May 31, 2024
Mark, Marisa, and Cris are joined by their colleague Matt Colyar as they delve into the resilience of the U.S. economy. Matt kicks off the conversation with a rundown of the latest Personal Consumption Expenditures (PCE) inflation data and its implications for monetary policy. Following a brief, engaging Stats Game, the team explores the reasons behind the U.S. economy's rapid and robust recovery compared to the rest of the world. The discussion concludes with answers to audience questions, focusing on the implications of quantitative easing/tightening and the predictive power of the yield curve. Guests: Matt Colyar – Assistant Director, Economist - Moody's Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn for additional insight. For more on Jonthan Smoke Click here Questions or Comments, please email us at helpeconomy@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.
May 24, 2024
Stock prices, house values, and even gold and crypto prices have never been higher. The team discuss the reasons why, whether it is a bubble, where prices are headed and what it all means for consumers and the broader economy. They also play the game and take listener questions. Keep them coming dear listener. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn . Questions or Comments, please email us at helpeconomy@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.
May 17, 2024
Jonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than expected. Mark argues that the Fed should be looking through the inflation data that’s mixed up with the problematic measures of housing inflation and start lowering rates immediately. The team is mostly on board with this view although Mike convincingly argues that it may be better for the Fed to be “credibly wrong” than incredibly right. Guests: Jonathan Smoke – Chief Economist, Cox Automotive, Michael Brisson – Director, Moody’s Analytics Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn , and Marisa DiNatale on LinkedIn for additional insight. For more on Jonthan Smoke Click here Related Research: The article referenced in today’s episode Lags and measurement issues with OER is available on Economic View: Real Time . The Economic View-Real Time information service is the single web-based source that covers the global economy and financial markets around the clock. The service provides real-time analysis of key economic and financial market developments along with analysis of more than 250 economic releases. Economic View enables users to easily access data, analysis of economic events, trends and risks. Read Full Analysis With A Free 14-Day Trial. Questions or Comments, please email us at helpeconomy@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.
May 10, 2024
The Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Zandi kicks things off with a quick overview of recent economic developments. The conversation then shifts to a discussion of the IRA’s incentives and tax provisions. Following a brief statistics game, the group explores the potential impact of the upcoming election on the green energy transition. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 3, 2024
Inside Economics regular Dante DeAntonio joins the podcast to discuss the April jobs report. It was something of a surprise, but a happy one, at least for Dante and Mark. The job market remains strong, but is cooling, opening the window just a bit for the Fed to begin cutting rates. But Cris and Marisa weren’t so sure, worried that the report may signal the start of a more serious slowdown. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 27, 2024
The Inside Economics team is down a regular with Cris on the road, but two Moody’s Analytics colleagues, Adam Kamins and Laura Ratz, try to fill the void. Mark and Marisa recap a busy week by talking about GDP, inflation, and even Fed independence. The discussion of domestic migration features a healthy dose of Philadelphia homer-ism, and the team talks about the implications of the recent surge in immigration, along with plans for new population estimates from the Congressional Budget Office. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 19, 2024
Deputy Chief Economist at Cushman Wakefield, Rebecca Rockey, joins the Inside Economics crew to talk about the outlook for commercial real estate and the economy in general. After unpacking the week’s economic events and a quick primer on outrigger canoe paddling, Rebecca walks the IE team through the different segments of CRE and how they’re faring. Mark goes through a “what’s bugging me about CRE” list but Marisa can only see the bright side. Finally, Rebecca and Cris discuss their views on the possibility of a CRE doom loop. For more on Rebecca Rockey: Click Here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 12, 2024
The disappointing March report on consumer price inflation is the fodder for this week’s Inside Economics podcast. The team considers just how big of a disappointment it was, and conclude it turns on second and third significant digits. Yes, that’s what it has come to when assessing just when Fed officials will feel sufficiently confident that inflation is headed back to their target and begin to cut rates. Of course, there are threats to the inflation outlook, most immediate being higher oil prices, which the group takes up. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 12, 2024
Moody’s Analytics colleagues Elise Burton, Dawn Holland and Olia Kuranova join the podcast this week to discuss global female labor force participation and how it has changed since the pandemic. They identify a few key reasons for the recent narrowing of gender participation gaps, explore the economic impact of increased female participation, and discuss ways in which policymakers could encourage more women to join the labor force. To read more on the gender participation gap: Click Here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 5, 2024
The March 2024 jobs report was picture perfect. Cris thought he had found a blemish in the numbers, but on closer inspection, not so much. Dante and Marisa explained how the economy could create so many jobs without fanning wage and price pressures. Think foreign immigration. And like stock investors, Mark found plenty to like in the report. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 29, 2024
The Inside Economics team is joined by their Moody's Analytics colleagues, Mike Brisson and Steve Cochrane, to discuss the economic fallout from the tragic collapse of the Francis Scott Key Bridge and the subsequent closure of the Port of Baltimore. Mark Zandi kicks off the show with a rundown of the latest economic data and a healthy debate on the state of household finances ensues. The statistics game proves challenging even with Marisa providing an important hint. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 22, 2024
Heidi Shierholz, President of the Economic Policy Institute, joins the podcast to discuss the ongoing skewing of the income distribution. There’s a lengthy list of reasons why more of the economic pie is going to those in the top of the distribution, from less unionization and lax enforcement of labor laws, but you would be surprised to hear what’s not on the list. You may also be surprised that the conversation ends on an upbeat note. Special guest Heidi Shierholz is the president of the Economic Policy Institute (EPI) in Washington, D.C. Prior to joining EPI, she was the Chief Economist at the U.S. Department of Labor during the Obama administration. Throughout her career, Shierholz has provided policymakers and economic commentators with research and analysis on labor market dynamics, labor and employment policy, and the effects of economic policies on low- and middle-income families. She is regularly called upon to testify in congress and her research and commentary on labor and employment policy, inequality, racial and gender disparities in the labor market, worker bargaining power, and other topics have been cited in top broadcast, radio, print, and online news outlets. After receiving her Ph.D. in economics from the University of Michigan, she was an Assistant Professor of Economics at the University of Toronto in Toronto, Ontario. She has an M.S. in statistics from Iowa State University, and a B.A. in mathematics from Grinnell College in Iowa. Check out some of Heidi Shierholz’s recent write-ups: Workers want unions, but the latest data point to obstacles in their path Immigrants are not hurting U.S.-born workers Middle-out economics is good for workers, their families, and the broader economy Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 15, 2024
Listeners of Inside Economics have been demanding a podcast on the nation’s debt, and now they have it. At least one side of it. We talk deficits and debt with Paul Sheard, former Chief Economist of S&P Global. To Mark and team’s surprise, Paul explains why he isn’t worried about the nation’s fiscal trajectory. More views on this to come. For more on Paul Sheard's book: Click Here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 8, 2024
The Inside Economics team dissects yet another upside surprise in the February jobs report and ponders the mixed messages between the payroll and household surveys. Employment is coming in hot but the unemployment rate rose to its highest level in over a year and wage growth cooled. The team theorizes on why the two surveys are so at odds with each other lately. Finally, they each opine on whether the data are leaning more toward a higher risk of recession or “no landing”. Surprisingly, they’re all in agreement. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 1, 2024
Amid all the optimism regarding a soft landing for the economy, the Inside Economics team considers what bothers them most about the economy’s near-term prospects. Cris focuses on GDP vs GDI, Marisa on the soft global economy, and Mark on the internals of the labor market. They remain upbeat about the economy, but…. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 23, 2024
Inside Economics welcomes back Mark Calabria, the former director of the Federal Housing Finance Agency. We discuss the current housing affordability crisis and what policymakers should do to address it, the FHFA’s response to the COVID-19 pandemic, and the risks posed by nonbank mortgage companies. The group also takes up the role of the Federal Home Loan Banks. Plenty of debate, and even some agreement. For more info on Mark Calabria For more info on Mark Calabria's book, Shelter from the Storm, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 23, 2024
Mark, Marisa, and Cris take a deep dive into current housing market trends. They consider the demand and supply drivers that are depressing existing home sales and pushing homebuyers towards new construction. Along the way, the team deconstructs mortgage rates and provides its best estimate of the nation's housing deficit. Mark challenges Marisa and Cris to come up with solutions to the housing crisis and wonders if we'll ever experience another sharp increase in foreclosures. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 16, 2024
The Inside Economics team is joined by CPI guru and colleague Matt Colyar to discuss the bevy of inflation-related data released this week. First the team dissects the Federal Reserve’s CCAR stress test scenarios and laments the perpetually inconvenient timing of their release. Talk turns to the root causes for the inflation of the past few years and why shelter inflation is so stubborn. The team imagines themselves on the FOMC for a day and what they would do with interest rates going forward. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 9, 2024
Bill Adams, Chief Economist of Dallas-based Comerica bank, joins the Inside Economics team to assess the economic outlook and consider a range of economic issues from consumer credit to China’s prospects. We also learned what he is most anxious about, and it isn’t the outcome of the Super Bowl. For more info on Bill Adams click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 2, 2024
Dante joins the podcast to break down the January employment report. Fitting for Groundhog’s Day, the jobs report delivered an eerily similar upside surprise to what we saw in January 2023. Following the January meeting of the FOMC this week, the team discusses what the Fed is likely to do in light of recent data. To access the 2024 Election Model Whitepaper click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jan 26, 2024
The Inside Economics team revels in the great economic numbers of the past week. The economy not only avoided a recession in 2023, but it ended the year enjoying robust GDP growth and tame inflation. But there are threats at the start of the new year, including a potential seizing up of the all-important Treasury bond market. Samim Ghamami of the SEC joins the podcast to discuss this threat, its causes and implications, and potential reforms to ensure it doesn’t upend financial markets and the economy. Today’s guest Samim Ghamami is currently an economist at the U.S. Securities and Exchange Commission, where he works with the SEC senior management on the reform of the US Treasury market and several other capital market initiatives. Ghamami is also a senior researcher and an adjunct professor of finance at New York University, a senior researcher at UC Berkeley Center for Risk Management Research and the Department of Economics, and a senior advisor at SOFR Academy. Ghamami has been a senior economist and a senior vice president at Goldman Sachs. He has been an adjunct associate professor of economics at Columbia University. Ghamami has also been an associate director and a senior economist at the U.S. Department of the Treasury, Office of Financial Research, and an economist at the Board of Governors of the Federal Reserve System. Ghamami’s work has broadly focused on the interplay of finance and macroeconomics, and on financial economics and quantitative finance. His work on banking, asset management, risk management, economic policy, financial stability, financial regulation, and central clearing has been presented and discussed at central banks. He has been an advisor to the Bank for International Settlements and worked as an expert with the Financial Stability Board on post-financial crisis reforms in 2016 and 2017. Ghamami also served on the National Science Foundation panel on Financial Mathematics in 2017 and 2018. Ghamami received his Ph.D. in Mathematical Finance and Operations Research from USC in 2009. His publications have appeared in different journals including Management Science, Journal of Applied Probability, Mathematics of Operations Research, Journal of Financial Intermediation, Journal of Credit Risk, Journal of Derivatives, Quantitative Finance, and Journal of Risk. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jan 19, 2024
Robert Dietz, Chief Economist of the National Association of Home Builders, joins Mark Zandi, Marisa DiNatale, and Cristian deRitis to discuss the outlook for mortgage rates, home sales, and construction activity. The team delves into the immigration and demographic trends affecting housing demand along with the 5 L's (Laws, Labor, Land, Lending, and Lumber) limiting homebuilding today. Rob's quoting of Tolstoy catches everyone off guard while the wide-ranging discussion made it difficult for the team to come up with a clever podcast title so we took a cue from Friends. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jan 12, 2024
In this wide-ranging podcast, we tackle the CPI inflation report, the mounting threat posed by cyberattacks on the financial system and broader economy, and the regulatory response. Jill Cetina and Lesley Ritter of Moody’s Investor Service and Joe Lyons of BitSight join us with their insights. And we finally learn how to pronounce Matt’s last name. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jan 5, 2024
This week’s podcast focuses on the jobs report for December. The usual cast of characters discusses the job catch-up (not ketchup) in government and healthcare, and its implications. Everyone agreed that despite the considerable cross-currents in the numbers, it was a good report. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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, 2023
John Toohig, head of wholesale trading for Raymond James makes a return appearance on Inside Economics. He last joined us in the wake of the banking crisis this past March, and made the case that the banking system while bowed would not break. He was right. Join us to hear what John is now saying about the system, loan growth and quality, and what it all means for the Fed and economy. For more on John Toohig, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 22, 2023
In the last podcast before the holidays, Inside Economics chats with Carl Tannenbaum, Chief Economist of Northern Trust about the economy, financial system, Fed and forecasting. The group took as a good omen that they had a Tannenbaum and a DiNatale on the podcast just before Christmas (you may need to Google the names). Not that they attribute their forecasting process to the use of such signs. For more on Carl Tannenbaum click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 19, 2023
The U.S. economy surprised to the upside in 2023 as consumers shrugged off a number of headwinds. With inflation abating and the Federal Reserve facing less pressure to hike interest rates, recession risks are fading. But they can’t be fully discounted given high interest rates, geopolitical turmoil, declining savings, and political uncertainty. Slower growth with somewhat higher unemployment is the most likely outcome. Call it a slowcession. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 15, 2023
Michael Strain, resident scholar and the director of economic policy studies at the American Enterprise Institute (AEI) returns to the podcast to discuss the Fed’s big pivot towards rate cuts early next year and the resulting monster rally in stocks and bonds. The discussion then turns to what ails the collective psyche. Think rents and the price of ramen. For mor information on Michael Strain click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 8, 2023
Mark Donovan founder of the Denver Basic Income Project joins Inside Economics to discuss some early results from a guaranteed income program that provides direct cash assistance to unhoused individuals without conditions. Mark responds to a range of criticisms often levied around such efforts. And you don’t want to miss how Tesla is connected to the start of the project’s funding. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 8, 2023
Inside Economics discusses the December jobs report, which left Mark feeling “giddy”, Cris “cheerful”, Dante “happy”, and Marisa “great”. The team considers the jobs numbers in the context of other recent labor market indicators which show a resilient but moderating job market. And they end with an assessment of whether the recently boomy labor supply and strong productivity growth are sustainable. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 1, 2023
Chris Mayer, Professor of Real Estate Economics at Columbia University and CEO of Longbridge Financial, joins Mark, Marisa, and Cris to discuss reverse mortgages and the state of the residential real estate market. While the single-family market may tread water, multifamily may be in for a serious correction. Mark wonders if we can avoid the fallout from this economic meteor. For more about Christopher Mayer, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 24, 2023
Inside Economics considers the economy’s performance and prospects through the prism of the electric utility industry with the Chief Economist of American Electric Power, Dan White. It was great to catch up with Dan, a former colleague, and get his insight on how American households and businesses are doing. He also ponders the transition to green energy. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 17, 2023
Fred Hochberg, Fmr. Chairman & President of the Export–Import Bank of the United States and author of Trade Is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade , joins the Inside Economics team to discuss all things related to global trade. The discussion takes up the U.S.-China relationship, the future of globalization, and how trade policy may change after the 2024 election. Marisa’s visit to Disneyland is a (largely irrelevant but entertaining) theme throughout. For more information on Fred Hochberg and his book click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 10, 2023
Teresa Bazemore, CEO of the San Francisco Federal Home Loan Bank, joins the podcast to discuss the nation's reeling housing market, and the role of the FHLB system. There's a lot to talk about as Teresa weighs recent criticism of the FHLBs in the wake of the banking crisis earlier this year, and the recent report from the FHLBs' regulator, the Federal Housing Finance Agency, proposing reforms to the system. For more information about Teresa Bazemore click here Moody's Papers discussed in this episode click here and here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 4, 2023
Dante joins the podcast to break down the October employment report. With job growth moderating and the unemployment rate edging higher, the Fed’s fight against inflation should get a little bit easier. The team also takes a few listener questions about the definition of the unemployment rate and what impact softening rents will have on single-family housing. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Oct 27, 2023
The inside Economics team takes up the gangbuster GDP growth in the third quarter. Marisa walks the group though the GDP identity C+I+G+net exports and concludes that while the report overstates the case, it makes a strong case that the economy is on solid ground. Cris gives Marisa an A+ for her exposition. Good thing given their history. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Oct 20, 2023
Mark, Cris and Marisa welcome colleague David Fieldhouse to Inside Economics to talk about the run up in long-term bond yields and mortgage rates, as well as the outlook for the consumer. The team discusses why the 10-year yield has breached 5% for the first time since before the GFC and what it might mean for the economy if rates stay higher for longer. They also consider the possibility of the yield curve reverting into positive territory soon. Mark tries to help Cris overcome his fears of a consumer-led recession and the team considers what a Phillies World Series win might mean for the economy. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Oct 13, 2023
Inflation was front and center in this week’s podcast. Mark and Marisa (yes, she’s back and winning the stats game again) hosted a wonderful cast of colleagues to talk over the September CPI report, the European inflation experience, which is similar to that here in the U.S., and given recent grim events in the Middle East, energy prices. The bottom line is inflation continues to head in the right direction, but not in a straight line. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Oct 6, 2023
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. Questions or Comments, please email us at helpeconomy@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.
Sep 29, 2023
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 countries, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Sep 22, 2023
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 , President & CEO of Moody’s Corporation For more insight into the era of exponential risk, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Sep 14, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Sep 8, 2023
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 Fleming, click here For more on Martin Fleming's book, Breakthrough: A Growth Revolution, click here To participate in the weekly Survey of Business Confidence, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Sep 1, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 25, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 18, 2023
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 here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 11, 2023
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 here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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 4, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jul 28, 2023
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 0.2% month over month and 4.2% year over year in June. For more from Matt Robison, click here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jul 23, 2023
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 additional insight. Questions or Comments, please email us at helpeconomy@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.
Jul 14, 2023
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 @NewsLambert For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jul 7, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 30, 2023
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 here For more information on Stephen Roach's book, Accidental Conflict: America, China, and the Clash of False Narratives, click here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 23, 2023
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 here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 16, 2023
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 here . For the full transcript, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 9, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 2, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 26, 2023
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 on the future of retirement financing. For more on Ben Harris, click here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 19, 2023
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 full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 12, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 5, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 28, 2023
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 here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 21, 2023
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 here For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 14, 2023
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 transcript For more on Jonathan Smoke, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 11, 2023
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 on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 7, 2023
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. Questions or Comments, please email us at helpeconomy@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.
Mar 31, 2023
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 here For more on Goldman Sachs Investment Strategy Group 2023 Outlook click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 24, 2023
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 here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 17, 2023
Mark and Marisa welcome third time returning guest Aaron Klein, Senior Fellow of Economic Studies at the Brookings Institute to discuss the recent bank failures. They converse and debate about how things went so badly off the rails, the government’s response and what could have been done differently, and the implications for the Fed’s interest rate decision next week. For more on Aaron Klein, click here. For the full transcript, click here. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 10, 2023
It’s another Jobs’ Friday and colleague Dante DeAntonio is here to discuss February’s employment report. Wage growth is moderating and the unemployment rate ticked up, but labor supply among prime age workers reached a post-pandemic high--is that enough evidence to say we are at full employment? Also on the agenda is discussing the failure of Silicon Valley Bank, the 2nd largest bank collapse in U.S. History. We are already seeing the disruption in financial markets but what does it mean for the broader economy? For the full transcript, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Mar 3, 2023
Colleagues Scott Hoyt and David Fieldhouse join the podcast to analyze the state of American consumers and household balance sheets. Then Mark, Cris and Marisa answer some listener questions. For the full transcript click here To learn more about Moody's Analytics Summit 2023 & register, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Feb 28, 2023
Duke finance professor Cam Harvey, the father of the yield curve as a prescient predictor of future recession, weighs in on what the curve is saying about recession in the coming year. You will be surprised. Mark and Cris were. Full episode transcript here For more on Cam Harvey, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Feb 24, 2023
Bill Spriggs, Chief Economist of AFL-CIO, joins the podcast and shares his views that we need to be patient on inflation, it's not the result of an overly tight labor market but to temporary forces, and thus does not require aggressive Fed rate hikes. He also dissects President Biden's industrial policy. Full episode transcript here For more on Bill Spriggs, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Feb 22, 2023
Mark, Cris, and Marisa answer questions from their recent U.S. Economic Outlook webinar where they discussed that the economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat, but the Moody's Analytics baseline forecast-the most-likely outlook-holds that the economy will avoid a downturn. 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 helpeconomy@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.
Feb 17, 2023
Colleague, Bernard Yaros joins the podcast to help unpack the January CPI Report (which just happened to be released on Valentine's Day) and discuss their biggest inflation concerns, including Marisa's shockingly high gas bill. Bernard gives a rundown of the U.S. Treasury outlook with regards to the debt limit. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Feb 10, 2023
Chris Herbert, Managing Director at Harvard Joint Center for Housing Studies, joins the podcast to discuss the state of the housing market, from the current housing recession to the outlook for homeownership. Go Eagles! Full Episode Transcript For more on Chris Herbert, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Feb 3, 2023
Colleague Dante DeAntonio joins the podcast for another round of Job's Friday. The group dissects the January report, which included a shockingly large increase in jobs and a 53-year low unemployment rate. Everyone's probability of recession in the next 12-18 months appear to be trending downward. Including Cris! 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 helpeconomy@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.
Jan 31, 2023
Mark and Cris welcome Matthew Kahn, Provost Professor of Economics at the University of Southern California, and colleague Gaurav Ganguly, to discuss climate change and Matthew's optimistic view on adaptation to global temperature rise. Full Episode Transcript For more from Matthew Kahn follow him on twitter: @mattkahn1966 Recommended Reads: Adapting to Climate Change Climate Change Adaptation Climatopolis What will Climate Change Cost You Climatopolis Revisited Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Jan 27, 2023
The Q4 GDP Report has been released and Mark, Cris, and Marisa analyze the weirdness surrounding the data. Colleague, Gaurav Ganguly, joins the podcast to give a European perspective and Mark continues his domination in the statistics game. Full episode transcript To learn more about Moody's Analytics Summit 2023 & register, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Jan 20, 2023
We welcome Jason Furman, Aetna Professor of the Practice of Economic Policy jointly at Harvard Kennedy School to discuss what could potentially be a catastrophic default of the national debt. We'll get into President Biden's economic policies, inflation, and recession over the next 12-18 months. Jason came to play with some humor, positivity, and a great stat. Full episode transcript To learn more about Moody's Analytics Summit 2023 & register, click here . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Jan 13, 2023
Mark, Cris, and Marisa are joined by David Wessel, senior fellow in economic studies at Brookings, to dissect the CPI report, and discuss Fed policy, prospects for recession, and the looming threat of a debt limit breach. Full episode transcript . Come join us at the Moody’s Analytics Summit, March 5th-7th at the Phoenician in Scottsdale Arizona. To learn more & register, click here: Moody's Analytics Summit 2023 . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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.
Jan 6, 2023
It's job's Friday and Mark argues the labor market is cooling off according to script. Colleagues Dante DeAntonio and Marisa DiNatale provide the details. And Cris fine-tunes his definition of the best way to describe the economy's performance in the year ahead - "Slowcession". 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 helpeconomy@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 30, 2022
To kick off the new year, Mark, Cris, and Marisa share their U.S. economic outlooks for 2023. Which sectors are at risk? Will the Fed tip us in? We discuss the full gamut and introduce a new segment where we take listeners' questions. Full Episode Transcript Mark's Slowcession paper. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at helpeconomy@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 23, 2022
Colleague, Scott Hoyt, joins to discuss where the American consumer stands and how that differs by income group. A shrinking savings rate and sputtering retail sales won't break the American consumer or Mark's good mood. The group differs on the odds of recession, but is in agreement a slowcession is underway. Happy Holidays to all our listeners. 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 helpeconomy@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 16, 2022
Greg Jensen, Co-Chief Investment Officer at Bridgewater Associates, Mark and the team this week. We get into the causes and outlook for inflation and prospects for the economy and financial markets. Greg shares his dark forecast with the group. 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 helpeconomy@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 9, 2022
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 helpeconomy@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 3, 2022
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 helpeconomy@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 25, 2022
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 helpeconomy@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 22, 2022
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 helpeconomy@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 18, 2022
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 Comments, please email us at helpeconomy@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 11, 2022
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 helpeconomy@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 4, 2022
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 helpeconomy@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.
Oct 28, 2022
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 helpeconomy@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.
Oct 21, 2022
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 helpeconomy@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.
Oct 18, 2022
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 helpeconomy@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.
Oct 14, 2022
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 helpeconomy@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.
Oct 7, 2022
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 helpeconomy@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.
Sep 30, 2022
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 helpeconomy@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.
Sep 30, 2022
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 organization where he has supervised the publication of numerous working papers and studies, including four Truth and Integrity in State Budgeting reports. He is also the creator of the Special Briefing webcast series and podcast, co-produced with the University of Pennsylvania Institute for Urban Research, where he is a fellow. Be sure to check out Volcker Alliance’s new podcast “Special Briefing” hosted by William Glasgall available here: Apple Podcasts , Spotify , Google Podcasts , Questions or Comments, please email us at helpeconomy@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.
Sep 27, 2022
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 helpeconomy@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.
Sep 23, 2022
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 global investors on the real estate investment markets. Ms. Stanton has more than 25 years of industry experience in real estate investment research and analytics, finance, and pension fund management. More info on Victor Calanog: Dr. Calanog is the Head of Commercial Real Estate Economics at Moody’s Analytics. He and his team of economists and analysts are responsible for the firm’s commercial real estate market forecasting, valuation, and portfolio analytics services. For more on the long-term impacts to the built environment if remote and hybrid work models continue, check out the Future of Work research hub . Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at helpeconomy@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.
Sep 16, 2022
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 helpeconomy@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.
Sep 9, 2022
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 helpeconomy@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.
Sep 2, 2022
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 helpeconomy@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 30, 2022
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 helpeconomy@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 26, 2022
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 helpeconomy@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 19, 2022
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 helpeconomy@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 12, 2022
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 us at helpeconomy@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 5, 2022
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 helpeconomy@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.
Jul 29, 2022
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 helpeconomy@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.
Jul 22, 2022
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 helpeconomy@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.
Jul 15, 2022
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 helpeconomy@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.
Jul 8, 2022
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 helpeconomy@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.
Jul 1, 2022
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 helpeconomy@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.
Jun 24, 2022
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 helpeconomy@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.
Jun 17, 2022
Anna Stansbury, assistant professor of work and organization studies at the MIT Sloan School of Management, joins the podcast to discuss the lack of diversity in the economics profession. The outcome of the latest FOMC meeting is debated and the discussion goes off the music sheet!?! (Zandism) Full Episode Transcript For more from Anna Stansbury, follow her @annastansbury Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 14, 2022
Sheila Bair, Member of Banking Advisory Group and former Chair of the U.S. Federal Deposit Insurance Corporation, joins the podcast to discuss the policy response to the Great Recession, concerns about today's U.S. economy, including student debt. Student Loan Debt Calculator For more from Sheila Bair follow her @SheilaBair2013 Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 11, 2022
Mark, Ryan, and Cris work overtime on a Saturday to break down the Consumer Price Index Report. 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 helpeconomy@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.
Jun 3, 2022
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the May U.S. Employment Report. They also debate whether the economy is strong or weak and if it's possible we can talk ourselves into a recession. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Jun 1, 2022
Mark, Ryan, and Cris welcome Gene Seroka, Executive Director of the Port of Los Angeles, to discuss current global supply chain conditions and economic implications. 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 helpeconomy@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.
May 27, 2022
Jim Hempstead, Lesley Ritter, and Leroy Terrelonge from Moody's Investors Service, Join the podcast to discuss the rising concern of cyber risks and attacks. 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 helpeconomy@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.
May 20, 2022
Mark, Ryan, and Cris dive deep into the history, the causes, and the main indicators of recessions. Full transcript here Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 13, 2022
Mark, Ryan, and Cris discuss the latest data on U.S. consumer prices. The big topic is monetary policy and what the Fed should do and whether the economy is more or less sensitive to changes in interest rates. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
May 6, 2022
Mark, Ryan, and Cris welcome back two colleagues and regulars on the podcast, Marisa DiNatale and Dante DeAntonio of Moody's Analytics, to discuss the April U.S. employment report. 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 helpeconomy@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.
Apr 29, 2022
Nouriel Roubini, Professor Emeritus of Economics and International Business at New York University Stern School of Business, joins the podcast to discuss the U.S. and Global economic outlook and the threats of stagflation. Full episode transcript For more from Nouriel Roubini, follow him on Twitter @Nouriel. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 26, 2022
Colleague, Emily Mandel, economist at Moody's Analytics, moderates this Q&A session to get to know Mark, Ryan, and Cris a little better. 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 helpeconomy@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.
Apr 22, 2022
Jared Bernstein, Member of the White House Council of Economic Advisers, joins the podcast to discuss the state of the U.S. economy, including the labor market, inflation, housing and recession risks. Full episode transcript For more from Jared Bernstein, follow him on Twitter @econjared46. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 15, 2022
Mark and Cris welcome Jonathan Smoke, Chief Economist of Cox Automotive and colleague Mike Brisson, Senior Economist at Moody's Analytics, to discuss the outlook in the vehicle market. Full episode transcript For more from Jonathan Smoke, follow him on Twitter @SmokeonCars Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 8, 2022
The odds of a U.S. recession are on the rise. Michael Strain, Director of Economic Policy Studies at American Enterprise Institute, joins the podcast to discuss the risks driving a potential recession. Everyone shares their probability of a recession. Full episode transcript For more from Michael Strain, follow him on Twitter @MichaelRStrain Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Apr 1, 2022
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to breakdown the March U.S. Employment Report. They also discuss inflation, wage growth, and the current state of the economy. 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 helpeconomy@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.
Mar 25, 2022
Eric Gaus, Senior Economist at Moody's Analytics, joins the podcast to discuss an array of issues that are bothering them, including U.S. stock prices, yield curve, and the labor market. The podcast also provides an update on the economic impact of the military conflict between Russian-Ukraine. The big topic is geopolitical risk. 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 helpeconomy@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.
Mar 22, 2022
Mark, Ryan, and Cris do a deep dive into GDP. What is it? How is it measured and what are it's shortcomings? Full episode transcript . Kennedy notably outlined why he thought the gross national product was an insufficient measure of success. [Note 1] He emphasized the negative values it accounted for and the positive ones it ignored: [6] Even if we act to erase material poverty, there is another greater task, it is to confront the poverty of satisfaction - purpose and dignity - that afflicts us all. Too much and for too long, we seemed to have surrendered personal excellence and community values in the mere accumulation of material things. Our Gross National Product, now, is over $800 billion dollars a year, but that Gross National Product - if we judge the United States of America by that - that Gross National Product counts air pollution and cigarette advertising, and ambulances to clear our highways of carnage. It counts special locks for our doors and the jails for the people who break them. It counts the destruction of the redwood and the loss of our natural wonder in chaotic sprawl. It counts napalm and counts nuclear warheads and armored cars for the police to fight the riots in our cities. It counts Whitman 's rifle and Speck 's knife, and the television programs which glorify violence in order to sell toys to our children. Yet the gross national product does not allow for the health of our children, the quality of their education or the joy of their play. It does not include the beauty of our poetry or the strength of our marriages, the intelligence of our public debate or the integrity of our public officials. It measures neither our wit nor our courage, neither our wisdom nor our learning, neither our compassion nor our devotion to our country, it measures everything in short, except that which makes life worthwhile. And it can tell us everything about America except why we are proud that we are Americans. If this is true here at home, so it is true elsewhere in world. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 18, 2022
Mark and Cris welcome two guests from Zelman & Associates, Ivy Zelman, CEO and Dennis McGill, Director of Research to discuss the state of housing and mortgage markets. 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 helpeconomy@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.
Mar 11, 2022
Mark, Ryan, and Cris welcome more Moody's Analytics colleagues to discuss energy commodity shortages due to the Russian invasion of Ukraine and how this effects the global economy. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Mar 4, 2022
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics to discuss the February U.S. employment report and discuss the Russia-Ukraine war and how that might impact the U.S. economy. They also mix it up and play the statistics game at the end of the show. 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 helpeconomy@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.
Mar 2, 2022
Mark, Ryan, and Cris welcome a number of Moody's Analytics colleagues from around the world to discuss the latest developments in the Russia-Ukraine war and what this means for the global economy. Full Episode Transcript here . Questions or Comments, please email us at helpeconomy@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.
Mar 1, 2022
Jesse Rogers, Bernard Yaros, Ross Cioffi, three of Mark's coauthors on his latest paper on global fiscal policy during the pandemic, join the podcast to discuss different aspects of the paper. Plus, Sharon Parrott, President of the Center on Budget and Policy Priorities, joins to give her perspective on the U.S. fiscal policy response to the pandemic. Recommended Reads: Read Mark's latest on Global Fiscal Policy here . Read the full CBPP analysis here. Follow Sharon on Twitter @ParrottCBPP. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at helpeconomy@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.
Feb 25, 2022
Mark, Cris, and Ryan discuss Russia's invasion of Ukraine and the economic outlook surrounding the conflict. They also welcome Diane Lim, Policy Director for the U.S. House Select Committee on Economic Disparity and Fairness in Growth to focus on the big topic, income and wealth distribution in the U.S. Questions or Comments, please email us at helpeconomy@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.
Feb 18, 2022
John Leer, Chief Economist of Morning Consult, joins Mark, Cris, and Ryan to discuss consumers perception of the geopolitical tensions in Eastern Europe and also the state of U.S. consumer sentiment. Cris sneaks his statistic in at the last minute. Recommended Read: Morning Consult - Economic Outlook Questions or Comments, please email us at helpeconomy@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.
Feb 15, 2022
Gaurav Ganguly, Senior Director of Economic Research at Moody's Analytics, joins the podcast to focus on the Russia-Ukraine conflict and what it means for the global economy. Full episode transcript . Questions or Comments, please email us at helpeconomy@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.
Feb 11, 2022
Mark, Ryan, and Cris discuss the latest economic statistics in great detail. Questions or Comments, please email us at helpeconomy@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.
Feb 11, 2022
Interest rates are on the rise and the Fed is set to normalize monetary policy. Damien Moore, Director of Economic Research at Moody's Analytics, joins the podcast to discuss. Questions or Comments, please email us at helpeconomy@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.
Feb 4, 2022
Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the latest employment report. Full episode transcript. Questions or Comments, please email us at helpeconomy@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.
Jan 28, 2022
Chad Moutray, Chief Economist of National Association of Manufacturers, joins the podcast to discuss manufacturing, supply chains, and labor market shortages. Mark is on a hot streak in the stats game. Questions or Comments, please email us at helpeconomy@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.
Jan 21, 2022
Elaine Buckberg, Chief Economist of General Motors, joins Mark, Ryan, and Cris to discuss the vehicle industry. They breakdown what is going on with vehicle prices, supply chains, and the outlook for electric vehicles. Full episode transcript Questions or Comments, please email us at helpeconomy@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.
Jan 14, 2022
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 helpeconomy@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.
Jan 12, 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 the pandemic's path and how well policymakers respond. Webinar Slides Questions or Comments, please email us at helpeconomy@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.
Jan 7, 2022
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 helpeconomy@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, 2021
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 helpeconomy@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 23, 2021
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 helpeconomy@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 17, 2021
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 helpeconomy@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 10, 2021
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 helpeconomy@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 3, 2021
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 helpeconomy@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, 2021
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 helpeconomy@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 19, 2021
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 helpeconomy@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 12, 2021
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 helpeconomy@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 5, 2021
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 helpeconomy@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.
Oct 29, 2021
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 helpeconomy@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.
Oct 22, 2021
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 helpeconomy@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.
Oct 15, 2021
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 helpeconomy@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.
Oct 12, 2021
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 helpeconomy@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.
Oct 8, 2021
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 helpeconomy@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.
Oct 5, 2021
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 helpeconomy@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.
Oct 1, 2021
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 helpeconomy@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.
Sep 24, 2021
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 helpeconomy@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.
Sep 17, 2021
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 helpeconomy@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.
Sep 11, 2021
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 helpeconomy@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.
Sep 3, 2021
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 helpeconomy@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, 2021
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 helpeconomy@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 18, 2021
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 helpeconomy@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 13, 2021
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&ref=nb_sb_ss_ts-doa-p_2_15 Questions or Comments, please email us at helpeconomy@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 6, 2021
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 helpeconomy@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.
Jul 30, 2021
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 helpeconomy@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.
Jul 23, 2021
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 helpeconomy@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.
Jul 16, 2021
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 helpeconomy@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.
Jul 9, 2021
Wayne Best, Chief Economist of Visa, joins Mark Zandi and the Moody's Analytics team to discuss the labor market, housing, and Visa's spending momentum index. Questions or Comments, please email us at helpeconomy@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.
Jun 25, 2021
Mark Zandi and the Moody's Analytics team discuss what they are watching to gauge the health of the economy and the big topic was froth in asset markets. Questions or Comments, please email us at helpeconomy@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.
Jun 18, 2021
Mark Zandi and the Moody's Analytics team discuss the latest indicators, follow up on one of their first podcast topics - inflation, and discuss their individual models. Questions or Comments, please email us at helpeconomy@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.
Jun 11, 2021
Mike Brisson, Senior Economist at Moody's Analytics joins Mark Zandi and the Moody's Analytics team to discuss the latest CPI report, labor market, homebuyer perceptions, and the vehicle market. Questions or Comments, please email us at helpeconomy@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.
Jun 4, 2021
Dante DeAntonio, Senior Economist at Moody's Analytics, joins Mark Zandi to discuss the May U.S. employment report and the state of the labor market. Questions or Comments, please email us at helpeconomy@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.
May 28, 2021
Jim Parrott at Urban Institute, joins Mark Zandi and the Moody's Analytics team to discuss the state of the U.S. housing market and the supply issues its facing. We also discuss this week's key economic data. Questions or Comments, please email us at helpeconomy@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.
May 21, 2021
In this episode of Inside Economics, our weekly podcast, Bernard Yaros, Economist at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss fiscal policy, debt and deficits. We also discuss this weeks data, including inflation, lumber prices, tax refunds and the CNN/Moody's Analytics back-to-normal index. Questions or Comments, please email us at helpeconomy@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.
May 14, 2021
Adam Kamins, Director of Regional Economics at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss the recent inflation data and 2020 Census. Questions or Comments, please email us at helpeconomy@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.
May 7, 2021
Adam Ozimek Chief Economist at Upwork, joins Mark Zandi and the Moody's Analytics team to discuss the recent job numbers and productivity. Questions or Comments, please email us at helpeconomy@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.
Apr 30, 2021
The economy is booming, should President Biden get the credit? ...and what about his newly unveiled American Families plan? Mark Zandi and the Moody's Analytics team discuss. Questions or Comments, please email us at helpeconomy@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.
Apr 23, 2021
Mark Zandi and team discuss interest rates, 10-year treasury yield, inflation, monetary policy, and when we can expect to get back to full employment. Questions or Comments, please email us at helpeconomy@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.
Apr 16, 2021
In this episode, we discuss U.S. retail sales and consumer and business confidence. The big topic is inflation, where we debate the drivers and outlook for U.S. inflation over the next several years. We also reveal our favorite leading inflation indicator, including olive oil. Questions or Comments, please email us at helpeconomy@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.
Apr 9, 2021
Mark Zandi and team discuss the trade deficit, jobless claims, the Back to Normal Index, President Biden's infrastructure plan and more. Questions or Comments, please email us at helpeconomy@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.
Apr 2, 2021
Mark Zandi and team discuss the recent jobs report, bubbles and other aspects of the economy. Questions or Comments, please email us at helpeconomy@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.
Mar 22, 2021
Questions or Comments, please email us at helpeconomy@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.