Moody's Talks - Inside Economics

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. 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.

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. 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.

Sharmin Mossavar-Rahmani, chief investment officer for Wealth Management at Goldman Sachs, join Mark, Cris and Marisa to cut through the uncertainty over the banking crisis and China’s prospects. The worst of the banking crisis appears to be over, but China’s economic problems are only beginning.For more about Sharmin Mossavar-Rahmani click hereFor more on Goldman Sachs Investment Strategy Group 2023 Outlook click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. 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.

Diane Swonk, chief economist of KPMG returns to discuss fragilities in the financial system and the impact on credit availability and the economy. She shares her view that a meaningful recession is dead ahead. We also discuss the Fed’s meeting earlier this week and their decision to not pause rates given the banking system turmoil.For more on Diane Swonk, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. 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.

Mark and Marisa welcome third time returning guest Aaron Klein, Senior Fellow of Economic Studies at the Brookings Institute to discuss the recent bank failures. They converse and debate about how things went so badly off the rails, the government’s response and what could have been done differently, and the implications for the Fed’s interest rate decision next week.For more on Aaron Klein, click here.For the full transcript, click here.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight. 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.

It’s another Jobs’ Friday and colleague Dante DeAntonio is here to discuss February’s employment report. Wage growth is moderating and the unemployment rate ticked up, but labor supply among prime age workers reached a post-pandemic high--is that enough evidence to say we are at full employment? Also on the agenda is discussing the failure of Silicon Valley Bank, the 2nd largest bank collapse in U.S. History. We are already seeing the disruption in financial markets but what does it mean for the broader economy?For the full transcript, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight  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.

Colleagues Scott Hoyt and David Fieldhouse join the podcast to analyze the state of American consumers and household balance sheets. Then Mark, Cris and Marisa answer some listener questions.For the full transcript click hereTo learn more about Moody's Analytics Summit 2023 & register, click here.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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.

Duke finance professor Cam Harvey, the father of the yield curve as a prescient predictor of future recession, weighs in on what the curve is saying about recession in the coming year.  You will be surprised.  Mark and Cris were.Full episode transcript hereFor more on Cam Harvey, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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.

Bill Spriggs, Chief Economist of AFL-CIO, joins the podcast and shares his views that we need to be patient on inflation, it's not the result of an overly tight labor market but to temporary forces, and thus does not require aggressive Fed rate hikes. He also dissects President Biden's industrial policy.Full episode transcript hereFor more on Bill Spriggs, click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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.

Mark, Cris, and Marisa answer questions from their recent U.S. Economic Outlook webinar where they discussed that the economy will struggle in 2023 with halting growth and higher unemployment. Recession is a serious threat, but the Moody's Analytics baseline forecast-the most-likely outlook-holds that the economy will avoid a downturn.Full episode transcriptFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight 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.