Moody's Talks - Inside Economics

Heather Long, Chief Economist at Navy Federal Credit Union, joins the Inside Economics team to discuss what she dubbed the K-Shaped Economy. She describes the reasons why the well-to-do are thriving and the bottom 80% of the income distribution is struggling to make ends meet. The team discusses the origins of this skewing in the income distribution and why we should care about it. Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Inside Economics team gets together in person at All Hands Day. It is a short podcast, with more than the typical amount of chit-chat (as we are in person). But it is an action-packed conversation on the Fed’s rate decision (see if we got it right), our proposal to unlock the housing market, and, of course, the statistics game!Explore the risks and realities shaping the economy in our new webinar, now streaming for free: U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedInQuestions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mark and Cris are joined by Matt Colyar to break down the latest CPI inflation report, while Jared Franz from the Capital Group explores how artificial intelligence is reshaping the American economy and labor market. We examine the opportunities and challenges of the AI revolution and what it means for workers, businesses, and investors in this rapidly changing economic landscape.Jared Franz is an economist at Capital Group, responsible for covering the United States. He has 19 years of investment industry experience and has been with Capital Group for 10 years. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company. Before that, he was an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois at Chicago, a bachelor’s degree in mathematics from Northwestern University and attended the U.S. Naval Academy. He is also a member of the Forecasters Club of New York, an elected member of the Conference of Business Economists and a member of the Pacific Council. Jared is based in Los Angeles.Explore more insights from Capital Group’s Jared Franz in the articles below:4 charts on why the U.S. economy could stay resilient | Capital GroupBenjamin Button’s clues for the US economy Explore the risks and realities shaping the economy in our new webinar, now streaming for free.U.S. Economic Outlook: Under Unprecedented UncertaintyWatch here: https://events.moodys.com/mc68453-wbn-2025-mau25777-us-macro-outlook-precipice-recession?mkt_tok=OT…Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dante DeAntonio, Senior Director of Economic Research at Moody's Analytics, dives into the recent August employment data, revealing the economy may be in a jobs recession. The conversation highlights weak job growth, particularly affecting young workers aged 20 to 24. Dante shares insights on how pivotal sectors like healthcare are faring while others stagnate. They discuss rising wages amidst a fragile job market and ponder how these trends might influence Federal Reserve interest rate policies as expectations shift dramatically.

Mark, Cris, and Marisa talk about the increasingly shaky state of the economy after reviewing the week’s data. They preview next week’s jobs report and the likelihood of further downward revisions and negative payroll numbers. The trio then ponders some dark scenarios regarding Fed independence or lack thereof, and what that could mean for the growth and inflation outlooks. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Fed Chair Powell’s confirmation of coming interest rate cuts to digital wallets, this episode dives deep into the evolving world of digital currencies with guest Ananya Kumar from the Atlantic Council. Whether you're managing your portfolio like co-host Crypto Cris or just trying to keep up with changing technologies, we’ve got you covered.Guest: Ananya Kumar, Deputy Director of Future of Money, Atlantic CouncilFor Ananya's article on Chinese Stablecoin click here: https://www.atlanticcouncil.org/blogs/econographics/everybody-wants-a-stablecoin-even-china/Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Matt Colyar, a colleague with insights in economics, as he unpacks July’s consumer price index. They argue that while the CPI results weren't entirely surprising, they signal underlying concerns. The team explores how tariffs on Japanese cars impact U.S. pricing and sheds light on the subtle shifts in consumer spending amid inflation. They touch on retail sales trends, the challenges of outdated labor market reporting, and the potential solutions for elevated mortgage rates, all while engaging with listener questions for an entertaining discussion.

Erica Groshen, former Bureau of Labor Statistics Commissioner and current Senior Economic Advisor at Cornell University, dives deep into the significance of the BLS amid recent turmoil, including the firing of the current commissioner. She discusses the crucial balance between data timeliness and accuracy, especially in light of controversial job data revisions. The dialogue highlights the agency's challenges, the importance of public support for statistical integrity, and concerns about political influences that could undermine trust in economic data.

Dante DeAntonio, Senior Director of Economic Research at Moody's Analytics, dives deep into today's challenging labor market and economic landscape. He discusses the troubling inflation trends and their impact on the Federal Reserve’s policy decisions. The conversation explores discrepancies in job data, particularly how new graduates are struggling to find work. DeAntonio also analyzes insights from a predictive model on recession probabilities while emphasizing the growing uncertainty surrounding employment trends and consumer confidence.

Join Matt Colyar, an economist at Moody's Analytics, as he dives into the thorny issues shaping the 2025 U.S. economy. He discusses the growing challenges to Federal Reserve independence and the implications of recent tariff agreements. The conversation turns to the strained U.S. housing market and the potential impacts of a weakening dollar on consumers. They also address skepticism about impressive international investments and engage in light-hearted banter while predicting recession probabilities and consumer spending trends.