Latest Moodys analytics Podcast Episodes
Rockey on Real Estate
Moody's Talks - Inside Economics - April 19, 2024 17:54 - 1 hour ★★★★★ - 216 ratingsDeputy Chief Economist at Cushman Wakefield, Rebecca Rockey, joins the Inside Economics crew to talk about the outlook for commercial real estate and the economy in general. After unpacking the week’s economic events and a quick primer on outrigger canoe paddling, Rebecca walks the IE team throu...
Debating Inflation Significant Digits
Moody's Talks - Inside Economics - April 12, 2024 14:31 - 1 hour ★★★★★ - 216 ratingsThe disappointing March report on consumer price inflation is the fodder for this week’s Inside Economics podcast. The team considers just how big of a disappointment it was, and conclude it turns on second and third significant digits. Yes, that’s what it has come to when assessing just when Fe...
Bonus Episode: Narrowing the Gender Participation Gap
Moody's Talks - Inside Economics - April 12, 2024 12:35 - 1 hour ★★★★★ - 216 ratingsMoody’s Analytics colleagues Elise Burton, Dawn Holland and Olia Kuranova join the podcast this week to discuss global female labor force participation and how it has changed since the pandemic. They identify a few key reasons for the recent narrowing of gender participation gaps, explore the ec...
Employment, Earthquakes, and the Eclipse
Moody's Talks - Inside Economics - April 05, 2024 19:15 - 1 hour ★★★★★ - 216 ratingsThe March 2024 jobs report was picture perfect. Cris thought he had found a blemish in the numbers, but on closer inspection, not so much. Dante and Marisa explained how the economy could create so many jobs without fanning wage and price pressures. Think foreign immigration. And like stock inve...
Baltimore Port Impacts
Moody's Talks - Inside Economics - March 29, 2024 18:01 - 48 minutes ★★★★★ - 216 ratingsThe Inside Economics team is joined by their Moody's Analytics colleagues, Mike Brisson and Steve Cochrane, to discuss the economic fallout from the tragic collapse of the Francis Scott Key Bridge and the subsequent closure of the Port of Baltimore. Mark Zandi kicks off the show with a rundown ...
Inequality, Interest Rates, Immigration,…
Moody's Talks - Inside Economics - March 22, 2024 17:56 - 1 hour ★★★★★ - 216 ratingsHeidi Shierholz, President of the Economic Policy Institute, joins the podcast to discuss the ongoing skewing of the income distribution. There’s a lengthy list of reasons why more of the economic pie is going to those in the top of the distribution, from less unionization and lax enforcement of...
Debt Isn't Everything
Moody's Talks - Inside Economics - March 15, 2024 20:04 - 1 hour ★★★★★ - 216 ratingsListeners of Inside Economics have been demanding a podcast on the nation’s debt, and now they have it. At least one side of it. We talk deficits and debt with Paul Sheard, former Chief Economist of S&P Global. To Mark and team’s surprise, Paul explains why he isn’t worried about the nation’s f...
Jobs Survey Smackdown!
Moody's Talks - Inside Economics - March 08, 2024 22:05 - 48 minutes ★★★★★ - 216 ratingsThe Inside Economics team dissects yet another upside surprise in the February jobs report and ponders the mixed messages between the payroll and household surveys. Employment is coming in hot but the unemployment rate rose to its highest level in over a year and wage growth cooled. The team the...
What is Bugging Us?
Moody's Talks - Inside Economics - March 01, 2024 20:08 - 1 hour ★★★★★ - 216 ratingsAmid all the optimism regarding a soft landing for the economy, the Inside Economics team considers what bothers them most about the economy’s near-term prospects. Cris focuses on GDP vs GDI, Marisa on the soft global economy, and Mark on the internals of the labor market. They remain upbeat abo...
Bonus Episode: Divergence to Convergence
Moody's Talks - Inside Economics - February 23, 2024 22:01 - 1 hour ★★★★★ - 216 ratingsInside Economics welcomes back Mark Calabria, the former director of the Federal Housing Finance Agency. We discuss the current housing affordability crisis and what policymakers should do to address it, the FHFA’s response to the COVID-19 pandemic, and the risks posed by nonbank mortgage compan...
Housing 360
Moody's Talks - Inside Economics - February 23, 2024 20:41 - 55 minutes ★★★★★ - 216 ratingsMark, Marisa, and Cris take a deep dive into current housing market trends. They consider the demand and supply drivers that are depressing existing home sales and pushing homebuyers towards new construction. Along the way, the team deconstructs mortgage rates and provides its best estimate of...
CPI and CCAR
Moody's Talks - Inside Economics - February 16, 2024 18:41 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team is joined by CPI guru and colleague Matt Colyar to discuss the bevy of inflation-related data released this week. First the team dissects the Federal Reserve’s CCAR stress test scenarios and laments the perpetually inconvenient timing of their release. Talk turns to the...
A Veritable Economic Buffet
Moody's Talks - Inside Economics - February 09, 2024 20:35 - 1 hour ★★★★★ - 216 ratingsBill Adams, Chief Economist of Dallas-based Comerica bank, joins the Inside Economics team to assess the economic outlook and consider a range of economic issues from consumer credit to China’s prospects. We also learned what he is most anxious about, and it isn’t the outcome of the Super Bowl. ...
Jaw Dropping January Jobs (Redux)
Moody's Talks - Inside Economics - February 02, 2024 19:30 - 1 hour ★★★★★ - 216 ratingsDante joins the podcast to break down the January employment report. Fitting for Groundhog’s Day, the jobs report delivered an eerily similar upside surprise to what we saw in January 2023. Following the January meeting of the FOMC this week, the team discusses what the Fed is likely to do in li...
Tip-Top Economy, Treasury Threat
Moody's Talks - Inside Economics - January 26, 2024 19:52 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team revels in the great economic numbers of the past week. The economy not only avoided a recession in 2023, but it ended the year enjoying robust GDP growth and tame inflation. But there are threats at the start of the new year, including a potential seizing up of the all-...
The One About Housing
Moody's Talks - Inside Economics - January 19, 2024 18:14 - 1 hour ★★★★★ - 216 ratingsRobert Dietz, Chief Economist of the National Association of Home Builders, joins Mark Zandi, Marisa DiNatale, and Cristian deRitis to discuss the outlook for mortgage rates, home sales, and construction activity. The team delves into the immigration and demographic trends affecting housing dem...
CPI, Cyber and Colyar (Colly-yer)
Moody's Talks - Inside Economics - January 12, 2024 23:37 - 1 hour ★★★★★ - 216 ratingsIn this wide-ranging podcast, we tackle the CPI inflation report, the mounting threat posed by cyberattacks on the financial system and broader economy, and the regulatory response. Jill Cetina and Lesley Ritter of Moody’s Investor Service and Joe Lyons of BitSight join us with their insights. A...
Catch Up and Ketchup
Moody's Talks - Inside Economics - January 05, 2024 19:00 - 58 minutes ★★★★★ - 216 ratingsThis week’s podcast focuses on the jobs report for December. The usual cast of characters discusses the job catch-up (not ketchup) in government and healthcare, and its implications. Everyone agreed that despite the considerable cross-currents in the numbers, it was a good report. Follow Mar...
A Tour Around Credit Land
Moody's Talks - Inside Economics - December 29, 2023 18:00 - 1 hour ★★★★★ - 216 ratingsJohn Toohig, head of wholesale trading for Raymond James makes a return appearance on Inside Economics. He last joined us in the wake of the banking crisis this past March, and made the case that the banking system while bowed would not break. He was right. Join us to hear what John is now sayi...
Festive Names and Forecast Games
Moody's Talks - Inside Economics - December 22, 2023 17:00 - 1 hour ★★★★★ - 216 ratingsIn the last podcast before the holidays, Inside Economics chats with Carl Tannenbaum, Chief Economist of Northern Trust about the economy, financial system, Fed and forecasting. The group took as a good omen that they had a Tannenbaum and a DiNatale on the podcast just before Christmas (you may ...
Slowcession Delayed
Moody's Talks - Inside Economics - December 19, 2023 17:00 - 1 hour ★★★★★ - 216 ratingsThe U.S. economy surprised to the upside in 2023 as consumers shrugged off a number of headwinds. With inflation abating and the Federal Reserve facing less pressure to hike interest rates, recession risks are fading. But they can’t be fully discounted given high interest rates, geopolitical tur...
Rates, Rents, and Ramen
Moody's Talks - Inside Economics - December 15, 2023 19:49 - 1 hour ★★★★★ - 216 ratingsMichael Strain, resident scholar and the director of economic policy studies at the American Enterprise Institute (AEI) returns to the podcast to discuss the Fed’s big pivot towards rate cuts early next year and the resulting monster rally in stocks and bonds. The discussion then turns to what a...
Bonus Episode: Mark Donovan on the Denver Basic Income Project
Moody's Talks - Inside Economics - December 08, 2023 20:00 - 48 minutes ★★★★★ - 216 ratingsMark Donovan founder of the Denver Basic Income Project joins Inside Economics to discuss some early results from a guaranteed income program that provides direct cash assistance to unhoused individuals without conditions. Mark responds to a range of criticisms often levied around such efforts. ...
Giddy to Great
Moody's Talks - Inside Economics - December 08, 2023 18:00 - 52 minutes ★★★★★ - 216 ratingsInside Economics discusses the December jobs report, which left Mark feeling “giddy”, Cris “cheerful”, Dante “happy”, and Marisa “great”. The team considers the jobs numbers in the context of other recent labor market indicators which show a resilient but moderating job market. And they end with...
Mayer on Mortgages and Multifamily
Moody's Talks - Inside Economics - December 01, 2023 22:30 - 1 hour ★★★★★ - 216 ratingsChris Mayer, Professor of Real Estate Economics at Columbia University and CEO of Longbridge Financial, joins Mark, Marisa, and Cris to discuss reverse mortgages and the state of the residential real estate market. While the single-family market may tread water, multifamily may be in for a serio...
Jigowatts and EV Jitters
Moody's Talks - Inside Economics - November 24, 2023 18:00 - 1 hour ★★★★★ - 216 ratingsInside Economics considers the economy’s performance and prospects through the prism of the electric utility industry with the Chief Economist of American Electric Power, Dan White. It was great to catch up with Dan, a former colleague, and get his insight on how American households and busines...
Trade, Taco Bowls, and Theme Parks
Moody's Talks - Inside Economics - November 17, 2023 18:19 - 1 hour ★★★★★ - 216 ratingsFred Hochberg, Fmr. Chairman & President of the Export–Import Bank of the United States and author of Trade Is Not a Four-Letter Word: How Six Everyday Products Make the Case for Trade, joins the Inside Economics team to discuss all things related to global trade. The discussion takes up the U.S...
Bazemore on Housing & FHLBs
Moody's Talks - Inside Economics - November 10, 2023 21:09 - 1 hour ★★★★★ - 216 ratingsTeresa Bazemore, CEO of the San Francisco Federal Home Loan Bank, joins the podcast to discuss the nation's reeling housing market, and the role of the FHLB system. There's a lot to talk about as Teresa weighs recent criticism of the FHLBs in the wake of the banking crisis earlier this year, and...
Strength from Weakness
Moody's Talks - Inside Economics - November 04, 2023 16:45 - 1 hour ★★★★★ - 216 ratingsDante joins the podcast to break down the October employment report. With job growth moderating and the unemployment rate edging higher, the Fed’s fight against inflation should get a little bit easier. The team also takes a few listener questions about the definition of the unemployment rate an...
Gangbuster GDP
Moody's Talks - Inside Economics - October 27, 2023 18:05 - 48 minutes ★★★★★ - 216 ratingsThe inside Economics team takes up the gangbuster GDP growth in the third quarter. Marisa walks the group though the GDP identity C+I+G+net exports and concludes that while the report overstates the case, it makes a strong case that the economy is on solid ground. Cris gives Marisa an A+ for her...
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