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Moody's Talks - Inside Economics

Latest episodes

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Jun 2, 2023 • 1h 19min

Debt Limit Relief, Labor Market Disbelief

The group dives deep into the jobs report for May. They dissect the cross-currents in the numbers, and consider what the report means for financial markets, monetary policy and the macroeconomy. The economic fallout of the legislative deal to end the debt limit drama, including the end of the student loan payment moratorium, are also part of the discussion. And of course there is the statistics game.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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May 26, 2023 • 1h 14min

Do we have a Deal?

Ben Harris, former Assistant Secretary for Economic Policy at the US Treasury, summarizes the latest proposal for raising the debt ceiling. An acceptable deal seems to be within reach but remains politically uncertain even as the x-date draws near.  What are the alternatives if no deal is reached?  And what could be the consequences for bondholders, Social Security recipients, and other stakeholders?  Ben joins Mark and Cris in a round of the Inside Economics Statistics Game and provides his views on the future of retirement financing.For more on Ben Harris, click hereFor the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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May 19, 2023 • 1h 11min

New Construction and Niche-y Nerds

Richard Branch, Chief Economist for Dodge Data & Analytics, joins the podcast to share his insights on all things construction. Construction is the most interest rate sensitive sector of the economy, yet despite the near unprecedented tightening in monetary policy, it is holding its’ own.  What gives?  The group also digs deep into the different parts of the construction sector, from the struggling office market to the surge in public infrastructure.For more on Richard Branch, click here.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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May 12, 2023 • 1h 21min

CPI Silver Lining, Debt Limit Timing

Mark and team do a deep dive into the inflation numbers and consider prospects that inflation will continue to moderate. After the statistics game, they turn to their latest research considering the economic fallout of what could happen if lawmakers fail to increase the debt limit in time. It isn’t pretty.For more on the debt limit breach scenarios, click here.For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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May 5, 2023 • 1h 12min

Resilient Jobs, Risky Times

Another jobs Friday, another strong jobs report. Dante DeAntonio joins the crew to break down the employment numbers and what they mean for the near-term outlook. The team also discusses the recent banking crisis, the looming debt limit x-date, and the most likely outcomes for both. And is someone using ChatGPT to cheat at the statistics game?For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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Apr 28, 2023 • 1h 12min

Pinto, Prices and Policy

Falling house prices and recent housing policy actions taken by the FHA and FHFA to address housing affordability are top of mind this week. Edward Pinto, Senior Fellow and the Director of the AEI Housing Center at the American Enterprise Institute joins to discuss. The team also provides their thoughts on weaker-than-expected GDP data. Is the weak GDP # good or bad for the economy? Marisa dominates the statistics game. For more on Edward Pinto, click hereFor the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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Apr 21, 2023 • 1h 11min

Banks, Bonds, and Beige Book

John Toohig, head of Whole Loan Trading at Raymond James, joins Mark, Cris and Marisa to discuss the fallout of the banking crisis on lending standards, credit growth and the economy. The fallout so far seems manageable, but...For more on John Toohig, click here or follow him on LinkedIn or Twitter.  If you would like to learn more about upcoming Moody’s Analytics & Raymond James in Conversation events click hereFor the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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Apr 14, 2023 • 1h 19min

CPI, Cars, and Credit Conditions

Jonathan Smoke, chief economist of Cox Automotive and colleague Mike Brisson join Mark and Cris to discuss what’s going on in the vehicle market. After a rundown on this week’s inflation stats we discuss prospects for vehicle prices, sales, production, and the implications of tighter underwriting and weaker credit quality in the auto loan market. We also take up the tough new emission standards and what they mean for EV adoption.Full episode transcriptFor more on Jonathan Smoke,  click here.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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Apr 11, 2023 • 57min

Bonus Episode: Heather Boushey on Climate and the Economy

Heather Boushey, a member of the White House Council of Economic Advisors, joins the podcast. She gives us a rundown on the economy, including her thoughts on the job market and inflation, and the hard work of incorporating climate risk into the outlook for the economy and federal budget.For more information on Heather Boushey’s work with the Council of Economic Advisers click here or follow her on Twitter at @HBoushey46. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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Apr 7, 2023 • 1h 15min

Healthy Job Market, Unhealthy Hosts

Inside Economics regular Dante DeAntonio joins us for the March release of the US employment report. Down the strike zone.  In the middle of the uprights. Down the fairway. Sticking to script.  All apt descriptions of the job market in the month of March. But this is all before the fallout of the banking crisis has become evident.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

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