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Moody's Talks - Inside Economics

Moody's Talks - Inside Economics

312 episodes — Page 5 of 7

Ep 96Crazy Data, Claims, and Cowbells

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 transcriptTo 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20231h 3m

Ep 95Possiblism and Probablism

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 transcriptTo 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20231h 4m

Ep 94David Wessel on the Debt Ceiling

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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20231h 8m

Ep 93Slowcession and Sticking to Script

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 transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20231h 9m

Ep 92New Year, New Outlook

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 TranscriptMark'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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 9m

Ep 91Ho-Hum Savings and Happy Holidays

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 transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 20m

Ep 90Mispriced Markets, Miserable Outlook

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 TranscriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 10m

Ep 89Humble Forecasting, Hopeful Outlook

Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, joins the podcast to discuss inflation, monetary policy, and prospects for recession next year. Are we being too pessimistic when so much is going well with the U.S. economy? Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 5m

Ep 88Mixed Messages and Moderating Jobs?

Mark and Cris welcome back colleague, Dante DeAntonio of Moody's Analytics, to analyze the November U.S. Employment Report. Is the jobs market moderating? Depends who you ask.Full episode transcript.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202257 min

Ep 87Resilient Job Market and Remote Work Part 2

Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, discuss the state of remote work and the economic implications.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202234 min

Ep 86Resilient Job Market and Remote Work Part 1

Nick Bunker, Economic Research Director for North America at the Indeed Hiring Lab and Adam Ozimek, Chief Economist at EIG, join the podcast to provide a labor market outlook.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202252 min

Ep 85Climate and the Curve

Mark, Cris, and Marisa discuss the yield curve and give their latest recession odds. They also welcome back colleagues, Gaurav Ganguly, Chris Lafakis, and Bernard Yaros of Moody's Analytics, to examine the challenges of climate change and the impact on the U.S. economy.Full episode transcriptMark, Chris, and Bernard's paper, The Macroeconomic Cost of Climate InactionFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 28m

Ep 84Mark’s References, Moderating Inflation, and the Midterms

Mark and Cris break down the October CPI Report and the latest on inflation. Colleagues, Dan White and Emily Mandel of Moody's Analytics, join the podcast to give a rundown of the midterm election results and the economic implications.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 19m

Ep 83Debating Jobs, Debating Forecasts

Mark and the team dissect October's employment report, the Fed's most recent rate hike, and what it all means for the prospects for a recession in the coming year. Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 16m

Ep 82Welcoming Marisa and What’s Next for Multifamily

Mark Obrinsky, Chief Economist for the National Multifamily Housing Council, joins the podcast and gives a detailed housing outlook. Topics include rent growth, housing shortage, and the impact of inflation on the housing market. Mark and Cris also welcome Marisa DiNatale as the new co-host of Inside Economics.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 24m

Ep 81Consumer Sentiment and Sentimental Farewell

On Ryan's final episode of Inside Economics, John Leer, Chief Economist of Morning Consult, joins the podcast to discuss the state of the economy, consumer sentiment, inflation expectations, and the potential early signs of a wage-price spiral. Full episode transcript.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 11m

Klein on Threats to the Global Financial System

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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 twitterFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 9m

Ep 80Hot CPI and Hail Mary Outlook

Colleague Marisa DiNatale, Director Economist at Moody's Analytics, joins Mark and Cris to breakdown the September Consumer Price Index Report. They also discuss the impact of inflation on energy prices, food prices, the housing market, and wage growth.Full episode transcript.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 5m

Ep 79Monthly Jobs and Mark's Journey

Colleague Dante DeAntonio, Senior Economist at Moody's Analytics joins the podcast to analyze the September U.S. Employment Report and OPEC's announcement to cut oil production. Everyone gives their latest odds of a recession and how soon that could happen. Full episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 20m

Ep 78Poor Policy, Plunging Home Prices, and a Plummeting Pound

Mark, Ryan, and Cris breakdown this week's key economic data and developments in financial markets. They also go through the economic impact of Hurricane Ian and the policy errors that are unfolding in the U.K. and ironically where Mark records the podcast from.Full episode transcript.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202251 min

Bonus Episode: State of the States

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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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202253 min

Bonus Episode: In Person Recording, Increased Probability of Recession

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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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 10m

Ep 77Careening Markets and CRE Mash-Up

Janice Stanton, Executive Managing Director at Cushman and Wakefield and Victor Calanog, head of CRE at Moody's Analytics join the podcast to share their views in Commercial Real Estate and how it impacts the U.S. economy. Mark, Cris, and Ryan discuss recent developments in financial markets and the latest decision by the Fed. Full episode transcriptMore 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 12m

Ep 76Remote Work and Rising Prices

Nick Bunker, Research Director of Indeed, joins the podcast to share his views on the the U.S. labor market, including unemployment, job openings, quits, and remote work. Nick stumps Mark, Cris, and Ryan in the statistics game. Full transcriptFollow 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 23m

Ep 75Debating Policy, Doug Disagrees

Doug Holtz-Eakin, President of the American Action Forum, joins the podcast to provide his take on the U.S. economy, inflation, employment, and GDP. The big topic fiscal policy while everyone provides their odds of a recession.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 17m

Ep 74Jobs and Jogging in Boston

Two colleagues and regulars on Inside Economics, Marisa DiNatale and Dante DeAntonio, join Mark, Cris, and Ryan to breakdown the August U.S. Employment Report and what it means for the Federal Reserve. Due to a bad wifi connection, Mark is forced to participate all episode by cell phone.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 3m

Bonus Episode: Deep Dive - Stagflation

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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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 3m

Ep 73Consumers Hang Tough and Confidence Off Bottom

Mark and Cris welcome back Wayne Best, Chief Economist of Visa, to give the latest American Consumer outlook, including the topics of excess savings, spending behavior and categories, credit trends, and interest rates. They also discuss President Biden's student loan proposal.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 18m

Ep 72Economic Update and Ellen’s Climate Top 5

Mark and Cris welcome Ellen Hughes-Cromwick, Senior Resident Fellow for the Climate and Energy program at Third Way, to discuss her views on climate risk in the Inflation Reduction Act (IRA) and her outlook on the vehicle industry.Full TranscriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202255 min

Ep 71Cooling Inflation and Confounding Housing Riddles

Mark, Ryan, and Cris kick off this episode by discussing inflation and the latest CPI Report. For the second part, they welcome John Burns, CEO of John Burns Real Estate Consulting, to give a detailed U.S. housing market outlook, that includes the topics of mortgage rates, the potential threat of a housing crash, and the affordable housing shortage.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 16m

Ep 70Glass Half Full or Half Empty

Mark, Ryan and Cris welcome colleagues, Marisa DiNatale and Dante DeAntonio, to dig deep into the July U.S. employment report. They also discuss what the new data tells us about a recession, productivity and what it means for the Federal Reserve. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 27m

Ep 69Blinder, Baseball, and Business Cycles

Mark and Cris welcome Alan Blinder, Professor of Economics and Public Affairs at Princeton University, to discuss the prospects for recession, inflation, monetary policy and financial conditions.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 7m

Ep 68Firewall and Faltering Feelings

Mark, Ryan, and Cris welcome colleague, Scott Hoyt, Senior Director at Moody's Analytics, to dissect the state of American consumers and how they are the firewall to avoiding a U.S. recession.Full Episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 23m

Ep 67Dissecting CPI, Ditching Hoagies

Mark, Ryan and Cris are joined by a bevy of colleagues to dig deeper into the June Consumer Price Index report and the sources of inflation, including energy, vehicles, food and shelter. Full Episode TranscriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis @MiddleWayEcon for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 27m

Ep 66Sahm on the Soft Landing

Claudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession.Full episode transcript.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 11m

Ep 65Energy, Expectations, and Estonia

Colleague, Gaurav Ganguly, Senior Director at Moody's Analytics, joins the podcast to examine the economic state of Europe and if they are headed into a recession. The gang also discusses the latest GDP release, recession odds, and beer of choice. Full episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 13m

Ep 64Negative Sentiment and New Statistics Champion

Julia Coronado, President and Founder, MacroPolicy Perspectives, joins the podcast to discuss whether we can talk ourselves into a recession, the mixed messages on consumer sentiment and what the odds a downturn are. She also crushes the statistics game. Full Episode TranscriptFor more from Julia Coronado, follow her @jc_econFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202244 min

Ep 63Unscripted Fed and Unpacking Diversity in Economics

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 TranscriptFor 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 28m

Bonus Episode: Bair on Balance Sheets

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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 CalculatorFor more from Sheila Bair follow her @SheilaBair2013Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202255 min

Ep 62Lousy Inflation and Life Lessons

Mark, Ryan, and Cris work overtime on a Saturday to break down the Consumer Price Index Report.Full episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 19m

Ep 61Return to Work and Recession Odds

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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 14m

Seroka and Supply Chains

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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 transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202255 min

Ep 60The Macroeconomics of Cyber Attacks

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 transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 10m

Ep 59Recession Lessons

Mark, Ryan, and Cris dive deep into the history, the causes, and the main indicators of recessions.Full transcript hereFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 14m

Ep 58Regional CPI and R-Star

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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 19m

Ep 57Turnover and Trash Talking

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 transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 9m

Ep 56Dr. Doom, a Stiff Drink, and Deflators

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 transcriptFor 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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 11m

Bonus Episode: Ask Us Anything

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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 transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 202255 min

Ep 55Red Shirts and REFIs

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 [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 18m

Ep 54Karl and Cars

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 transcriptFor more from Jonathan Smoke, follow him on Twitter @SmokeonCarsFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight. Questions or Comments, please email us at [email protected]. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit 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, 20221h 18m