Moody's Talks - Inside Economics

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...

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 add...

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...

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...

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 deR...

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 Linke...

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   Qu...

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, an...

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 Cli...

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, a...

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...

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 Ana...

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 ad...

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 Q...

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 @MarkZand...

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 Comm...

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 insigh...

Mark and Cris welcome back colleague, Dante DeAntonio of Moody's Analytics, to analyze the November U.S. Employment Report. Is the jobs market moderating? Depends who you ask. Full episode transcript . Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com . We would love...

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

Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, join the podcast to provide a labor market outlook. Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com . We would love t...

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...

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, ple...

Mark and the team dissect October's employment report, the Fed's most recent rate hike, and what it all means for the prospects for a recession in the coming year.  Full episode transcript Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at InsideEconomics@moodys.com . We would love to hear from...

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...

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 Com...