Moody's Talks - Inside Economics Slowcession Delayed
Dec 19, 2023
Economists Mark Zandi and Cris deRitis discuss the surprising resilience of the US economy in 2023, with fading recession risks but slow growth. They delve into topics such as inflation, commercial real estate collapse, geopolitical risks, corporate interest expense, social unrest, and the potential for a cyber attack on the payment system.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Reflections on the Economy and Optimism for a Soft Landing
03:32 • 2min
Consumer Price Inflation and Fed's Target
05:20 • 8min
The Risks of Commercial Real Estate Collapse
13:22 • 22min
Geopolitical Risk and the US Economy
35:17 • 23min
Current Economic Situation and Potential Risks
58:15 • 12min
Social Unrest, Perception of the Economy, and Risk Factors
01:10:36 • 17min
Exploring Risks and a Cyber Attack Scenario
01:27:28 • 3min