Latest Moodys Podcast Episodes
Dreadful Debate, Good Data
Moody's Talks - Inside Economics - June 28, 2024 18:52 - 53 minutes ★★★★★ - 216 ratingsThe 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 cl...
Jason Dorsey on Generations
Moody's Talks - Inside Economics - June 21, 2024 18:26 - 1 hour ★★★★★ - 216 ratingsThe 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. ...
Stubborn Inflation, Reluctant Fed
Moody's Talks - Inside Economics - June 18, 2024 17:00 - 1 hour ★★★★★ - 216 ratingsAs 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 Z...
Inflation, The Fed, and Mark's Mystery
Moody's Talks - Inside Economics - June 14, 2024 18:00 - 58 minutes ★★★★★ - 216 ratingsMatt 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,...
Making Sense of the Jobs #
Moody's Talks - Inside Economics - June 08, 2024 16:04 - 1 hour ★★★★★ - 216 ratingsIn 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 infla...
Economic Exceptionalism
Moody's Talks - Inside Economics - May 31, 2024 17:37 - 1 hour ★★★★★ - 216 ratingsMark, Marisa, and Cris are joined by their colleague Matt Colyar as they delve into the resilience of the U.S. economy. Matt kicks off the conversation with a rundown of the latest Personal Consumption Expenditures (PCE) inflation data and its implications for monetary policy. Following a brief,...
Assets and Answers
Moody's Talks - Inside Economics - May 24, 2024 19:09 - 1 hour ★★★★★ - 216 ratingsStock prices, house values, and even gold and crypto prices have never been higher. The team discuss the reasons why, whether it is a bubble, where prices are headed and what it all means for consumers and the broader economy. They also play the game and take listener questions. Keep them com...
Inflation - Could've Been Worse
Moody's Talks - Inside Economics - May 17, 2024 18:33 - 1 hour ★★★★★ - 216 ratingsJonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than expected. Mark argues that the Fed should be looking through the inflation data that’s...
Houser on the Green Energy Transition
Moody's Talks - Inside Economics - May 10, 2024 21:00 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Zandi kicks things o...
Jobs Friday: On the Couch with Dr. Zandi
Moody's Talks - Inside Economics - May 03, 2024 23:12 - 1 hour ★★★★★ - 216 ratingsInside Economics regular Dante DeAntonio joins the podcast to discuss the April jobs report. It was something of a surprise, but a happy one, at least for Dante and Mark. The job market remains strong, but is cooling, opening the window just a bit for the Fed to begin cutting rates. But Cris an...
Philly Thrives, More Immigrants Arrive
Moody's Talks - Inside Economics - April 27, 2024 00:53 - 1 hour ★★★★★ - 216 ratingsThe Inside Economics team is down a regular with Cris on the road, but two Moody’s Analytics colleagues, Adam Kamins and Laura Ratz, try to fill the void. Mark and Marisa recap a busy week by talking about GDP, inflation, and even Fed independence. The discussion of domestic migration features a...
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...
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