
Moody's Talks - Inside Economics
Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview
Latest episodes

Jun 27, 2025 • 1h
Zelman on the Housing Zeitgeist
Ivy Zelman, Executive Vice President of Zelman & Associates, shares her 30 years of expertise on the housing market, joined by Adam Kamins, a regional economist at Moody's Analytics. They dissect the current bearish outlook due to disappointing demand and a mortgage rate lock's impact. Ivy discusses the regional differences in housing dynamics and why builders are pulling back. The conversation also covers the challenges faced by first-time buyers and the role of policy changes on the housing landscape.

Jun 20, 2025 • 44min
Cochrane on China, Chris on Crude
This week, Steve Cochrane, recently retired Chief APAC Economist at Moody's Analytics, joins Chris Lafakis, Director of Climate and Energy Economics, to explore the intricate dance between geopolitics and the economy. Steve shares insights on managing workplace dynamics after 32 years in the game, while Chris delves into U.S.-China economic tensions. The duo discusses rising oil prices triggered by Middle Eastern conflicts and their potential impacts on consumer spending. A blend of personal reflections and serious analysis makes for an engaging conversation!

Jun 18, 2025 • 51min
Private Credit & Systemic Risk
Join Samim Ghamami, a Senior Economist at the U.S. Securities and Exchange Commission, as he dives into the booming private credit market, now worth over $2 trillion. He discusses the systemic risks tied to this rapidly expanding sector and how it impacts middle-market lending, private equity, and emerging markets like real estate. Samim also addresses the challenges of transparency and the regulatory landscape in the wake of the COVID pandemic, emphasizing the need for updated policies to stabilize financial systems.

Jun 13, 2025 • 1h 7min
Stagflation(ish)
Matt Colyar, an inflation expert and Assistant Director at Moody's Analytics, dives into the rising threat of stagflation. He discusses how higher tariffs and geopolitical conflicts are poised to push inflation rates up. Attention is also given to the potential for a recession, examining factors like labor supply and energy prices. Colyar emphasizes the role of consumer behavior in navigating economic fluctuations and the Federal Reserve's challenge in maintaining its inflation mandate amidst these pressures.

7 snips
Jun 10, 2025 • 58min
Reconciling Reconciliation
Sharon Parrott, President of the Center on Budget and Policy Priorities, dives into pressing fiscal issues affecting low- and moderate-income communities. She critiques the latest reconciliation legislation, warning it favors high-income earners while cutting essential programs like Medicaid and food assistance. The discussion highlights how tax cuts fail to stimulate growth and how these policies may deepen income inequality. Parrott urges a reassessment of budget priorities to safeguard vulnerable populations amidst the looming fiscal challenges.

6 snips
Jun 7, 2025 • 51min
Labor Market Yellow Flags
Dante DeAntonio, Senior Director of Economic Research at Moody's Analytics, joins the hosts for a deep dive into the recent jobs report. They unravel the puzzling disconnect between weak job growth and a booming stock market. The conversation highlights alarming downward revisions to payroll numbers, suggesting signs of a recession. They also challenge the narrative around the low unemployment rate, questioning its accuracy amid underlying labor market weaknesses. The potential impact of declining employment on consumer sentiment sparks an engaging debate.

May 30, 2025 • 59min
Rules of Thumb
Tariff troubles take center stage as the hosts dissect a federal court ruling on previous tariffs and its ripple effects on prices and inflation. They lay out the implications of recent tax policies on the national debt and treasury yields. Expect lively debate on the necessity of TARP during the 2008 crisis and its long-term benefits. Consumer spending patterns are examined in light of anticipated tariffs, revealing stark contrasts across income levels. Finally, the team introduces a new recession indicator, estimating a 45% chance of an economic downturn.

May 28, 2025 • 51min
Cliff's Notes on Housing Finance
Clifford Rossi, a distinguished Professor at the University of Maryland and former Chief Risk Officer at Countrywide, shares his insights on the future of housing finance. He discusses the potential privatization of Fannie Mae and Freddie Mac, highlighting the complexities in the current mortgage market. Rossi also presents his innovative proposal for revamping the homeowners insurance market amid natural disaster risks, emphasizing the need for creative solutions to support homeowners effectively.

14 snips
May 23, 2025 • 1h 6min
Stat's All, Folks!
Adam Kamins, Senior Director and Head of Regional Economics at Moody's Analytics, and Justin Begley, an Economist at the same institution, explore an array of engaging topics. They delve into rising student loan delinquencies and their economic consequences, alongside evolving international travel patterns post-pandemic. The pair also tackle housing challenges faced by older generations and share lighthearted statistics from a fun game involving labor market dynamics. The conversation culminates in a hopeful look at consumer confidence and positive trends, leaving listeners with an upbeat perspective.

30 snips
May 16, 2025 • 1h 5min
4-peat
Aaron Klein, Senior Fellow in Economic Studies at the Brookings Institution, returns to provide his expert insights. He discusses the latest economic indicators like CPI and PPI, shedding light on their implications for inflation and growth. The conversation delves into the effects of recent tariff changes on consumer confidence and recession risks. Klein also assesses emerging vulnerabilities in the financial system and highlights the importance of vigilance against potential crises, intertwining past warnings with current dynamics.