Episoder
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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
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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
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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
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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
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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
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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 [email protected]
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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