Moody's Talks - Inside Economics
Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview
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Shakespeare in Love
<p>In the Oscar-winning film Shakespeare in Love, theater owner Henslowe explains that the theatrical business faces "insurmountable obstacles on the road to imminent disaster," yet somehow "it all turns out well.” It’s a mystery he can't explain. This week's podcast channels that spirit as Moody’s Analytics economist, Dante DeAntonio, joins Mark and Cris to dissect the labor market despite the delayed employment report from the Bureau of Labor Statistics. The team navigates volatility across financial markets and examines the outlook for employment and consumer spending in light of AI adoption and the stabilization of the saving rate. Like H...
Wurm on Warsh
<p>No, this isn’t a Bavarian dish. But our colleague Martin Wurm joins the Inside Economics team to consider Kevin Warsh as the next Chair of the Federal Reserve Board. The group dissects Warsh’s writings and speeches to glean how he might change the way the Fed operates monetary and regulatory policy, and whether he will be able to preserve some semblance of Fed independence. There is also the stats game and listener question – please keep them coming.</p><p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior...
Greenland and The London Consensus
<p>After a quick review of this past week's economic data, Professor Andrés Velasco, Dean of the School of Public Policy at the London School of Economics, joins the Inside Economics podcast, along with Head of International Economists, Gaurav Ganguly. The group dissects the U.S. push to acquire Greenland and Europe's response to it. They discuss President Trump's reaction to international dissent and conclude that TACO is a market-driven phenomenon. The discussion delves into income inequality worldwide, and the team debates how much it influences election outcomes. Finally, they discuss the London Consensus and how it offers alternative publi...
Inside China
<p>The Inside Economics crew is joined by Logan Wright, partner and director of China market research at Rhodium Group. The team first unpacks December’s consumer price index and discusses the state of U.S. inflation. Then, Logan shares his expertise on the Chinese economy. From a slumping property sector, dubious economic data, and evolving trade flows, there was no shortage of topics to dive deep into. </p><p>Guest: Logan Wright, Partner at Rhodium Group and Director of China Markets Research</p><p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics...
“Fed” Up with the Jobs Report
<p>Jon Hilsenrath, former journalist at the Wall Street Journal, joins the Inside Economics crew to discuss the December jobs report and the Fed. The team breaks down the latest employment data and debates whether the report is “fine” or “anemic”. The focus then shifts to the Fed for a wide-ranging conversation about where interest rates are headed and whether Fed independence is in doubt. Jon argues that independence is already compromised and likely to get worse.</p><p> </p><p>Guests: Jon Hilsenrath and Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics</p><p>Click here and here to learn...
Resilient or Fragile?
<p>The team reunites in 2026 and reflects on the economy's performance in 2025 and looks ahead to the New Year. Mark reviews the forecast accuracy for the past year and is surprised by the results. </p><p>Mark and Cris quibble over how to characterize the economy in 2025, and the team shares its predictions for 2026, along with the probabilities of the base cases, upside, and downside forecasts. </p><p> </p><p>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</p><p>Follow Mark Za...
Lessons from the Beehive State
<p>Mark and Cris are joined by Natalie Gochnour, associate dean in the David Eccles School of Business and director of the Kem C. Gardner Policy Institute at the University of Utah, and Moody’s Analytics’ head of regional economics Adam Kamins to learn some of the secrets behind one of the nation’s most successful states. From demographics to governance to the ski slopes, Natalie shares lessons learned from her decades working in and for Utah, including what to call residents of the Beehive State (hint: don’t even think about adding a second “a.”).</p><p>The gang also talks ab...
Colyar on CPI, Dietz on Housing
<p>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.</p><p>Guest: Robert Dietz, Chief Economist of the National Association of Home Builders</p><p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics...
Tuesday Twist
<p>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. </p><p> </p><p>Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's Analytics</p><p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Econ...
10 Doves, 2 Hawks, and a Partridge in a Pear Tree
<p>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.</p><p> </p><p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale...
