Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
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0:00 - Intro
0:35 - Fed’s next move
3:00 - Recession in 2025?
4:10 - Earnings outlook
4:40 - Asset prices getting overvalued
7:00 - Tax cuts and stocks
9:40 - 100% tariffs on BRICS countries?
13:00 - Markets are “increasingly off kilter”
15:00 - Stocks vs. bond yields
17:00 - Long-term equities returns
18:30 - Valuations are “out of whack”
19:40 - Policies that can trigger correction
21:30 - Real wages rising
22:30 - Credit card spending
24:00 - Quits rate
25:17 - Scott Bessent’s 3-3-3 policy
28:00 - Tariffs and deficit
29:33 - Housing market
31:30 - How to avoid the next financial crisis
