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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Third Time’s the Charm
<p>After two failed attempts at recording the podcast due to technical issues, the team finally nails it on the third try. In a light data week, the team discusses the wide disparity in sentiment between consumers, stock investors, and business leaders. The team discusses Mark’s recent meetings with Brazilian clients, Marisa’s trip to Silicon Valley, and Cris’s meeting with banking clients and their takeaways about the moods among those audiences. The podcast concludes with a set of thought-provoking listener questions, most of which are related to AI.</p> <p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics...
Mr. Financial System
<p>If you want to get the skinny on anything related to financial markets or the financial system, then you need to talk with Samim Ghamami, Chief Economist of the New York state Insurance Fund. That’s what Mark and Cris do on this podcast. The conversation begins with the outlook for interest rates, turns to a perspective on a popular AI narrative that artificial intelligence will push rates up further by spurring investment and reducing household savings, and closes with a timely look at private credit and the risks it may pose to the broader financial system.</p> <p>Che...
Focus on the Fed
<p>On this momentous day at the Federal Reserve, with Jay Powell handing over the chair to Kevin Warsh, the Inside Economics team, along with guest Julia Coronado, Founder of Macropolicy Perspectives, and colleague Martin Wurm, consider all things related to the venerable institution. There’s, of course, the issue of Fed independence, and beyond that, what changes the new Fed chair may champion. And soaring stock prices and bond yields, and what they mean for the economy, couldn’t help but be topics of conversation.</p> <p>Guest: Julia Coronado, President and Founder of Macropolicy Perspectives</p> <p>Hosts: Mark...
Inflation: No Quick Fix
<p>In a quick-hitting mini-podcast, Mark and Cris are joined by colleague Matt Colyar to discuss April’s (hot) consumer price index data. U.S. inflation has accelerated dramatically since the war in Iran began. Matt breaks down April’s report and opines about where inflation is likely headed from here. Amid affordability concerns and an approaching election, the crew then evaluates recent proposals put forward by policymakers to alleviate some of the burden on U.S. consumers. </p> <p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head...
Jobs: Soft, Stable, or Something Else
<p>The Inside Economics crew dives into the April employment report. Despite better-than-expected headline job growth, they debate the best way to characterize the current state of the labor market. The team agrees that despite a still-low unemployment rate, there are reasons to be concerned. The stats game proves particularly difficult, but delivers key insights about the labor market, and also provides some key figures to watch moving forward.</p> <p><p>Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. </p><p> </p><p>To stay informed and follow the insights of...
Inside AI with Anthropic's Peter McCrory
<p>Peter McCrory, the Head of Economics at AI juggernaut Anthropic, joins the Inside Economics team to consider all things AI and the economy. The discussion begins with how the group is using Claude in our work, then shifts to AI’s current and expected lift to productivity, and to the underappreciated economic ramifications of AI. It turns out that Lancaster PA, is turning out some great economists.</p> <p>Guest: Peter McCrory, Head of Economics at Anthropic</p> <p>For more from Peter McCrory: https://peter-mccrory.github.io/</p> <p>Read The Macroeconomic Consequences of AI and Aging and th...
An Economic Grab Bag
<p>Mark, Cris and Marisa recap the week’s economic news, including the now highly likely confirmation for the Fed Chair nominee, Kevin Warsh, the ongoing conflict in Iran and its impact on energy and related commodities, and the proposed bailout of Spirit Airlines. After the stats game, the team takes a few thought-provoking listener questions about tax policy and tariffs.</p> <p>Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego</p> <p>Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiN...
3 Lenses, 1 Economy
<p>Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What’s driving this disconnect—and who’s right? Mark and Cris are joined once again by colleague Matt Colyar to break down the divergence between investors, consumers, and business leaders. Their insights reveal key dynamics shaping the economic outlook. Plus, the statistics game returns – back by overwhelming listener demand.</p> <p>To view the Wall Street Journal article mentioned in this episode, visit: Gen Z, Locked Out of Home Buying, Puts Its Money in the Market</p> <p>Email us at In...
Oil, Cows and Taxes
<p>The Inside Economics team is joined by Matt Colyar to discuss the week’s loaded economic data slate. First, Matt offers a detailed reaction to March’s hot CPI report – the first inflation data capturing effects from the conflict in the Middle East. Next, the group discusses how each is thinking about their recession probabilities in light of the tenuous ceasefire between the U.S. and Iran and the latest economic data. The group closes, of course, with the numbers game where Mark reveals that he doesn’t file his own taxes, and despite not eating meat, Cris provides an updat...
Curb Your (Job Market) Enthusiasm
<p>The Inside Economics crew (minus Dr. DeAntonio) parses the March jobs report, which came in surprisingly strong. They all agree that the headline number is deceptive and the labor market is actually quite weak and poised to weaken further in the wake of the conflict in the Middle East. Mark unveils his new take on the Sahm Rule indicator, which points to a surprising conclusion. The stats game is back (and not going anywhere), and the team takes several good listener questions. </p> <p>Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference i...
