Moody's Talks - Inside Economics Deep Dive Into The Matrix
Jan 3, 2025
The discussion kicks off with the hosts reminiscing about New Year's celebrations and Y2K. They dive into predictions for 2025, focusing on economic growth and risks like climate change and cyber threats. Concerns about the stock market's inflated valuations and consumer sentiment follow. Natural gas prices are analyzed against geopolitical tensions, and the conversation shifts to the potential impact of immigration policy on economic growth. The episode closes with a humorous touch as they tease future surprises amid serious economic insights.
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New Year's and Y2K
- Mark Zandi, Chris DeRitis, and Marisa DiNatale discuss their New Year's experiences and memories.
- They talk about Y2K and the fear of computer malfunction.
2024 Economic Performance
- The US economy performed better than Moody's forecasted in 2024, with 3% GDP growth.
- Stronger labor force growth and productivity contributed to this.
2025 Baseline Forecast
- The 2025 baseline forecast predicts around 2% GDP growth, with challenges from new policies.
- Inflation is expected to fall to the Fed's 2% target by spring but rise later due to tariffs.
