Moody's Talks - Inside Economics

Nick Bunker, Director of North American Economic Research at Indeed, shares his insights on the disappointing July employment report. He and the hosts explore the troubling trends in job gains and rising unemployment, questioning if these signals point towards a recession. They delve into the complexities of the labor market, discussing ghost job postings and the rise in unemployment due to increased labor supply. The conversation includes a fun statistics game and a debate on the implications of recent economic indicators, all wrapped in engaging banter.

Muzaffar Chishti, a senior fellow at the Migration Policy Institute, dives deep into pressing immigration challenges and reform strategies. He discusses the dramatic post-pandemic surge in immigration, revealing how this influx ties into historical shifts in U.S. policy. Muzaffar highlights the unique contributions of immigrant workers, particularly in low-wage jobs, and emphasizes the need for updated laws to address modern challenges. With insights from Canada’s immigration model, he advocates for a balanced approach to ensure effective reform.

John Leer, Chief Economist at Morning Consult, dives into recent economic data that showcases surprising optimism. He highlights the divergence between consumer sentiment surveys and actual spending behaviors. The conversation touches on how political events are shaping expectations for the upcoming Presidential election and Senate races. Leer also unpacks inflation trends and the complexities of consumer perceptions influenced by social media, all while addressing the ongoing financial struggles consumers face amid rising interest rates.

Chief Economist at The PNC Financial Services Group, Augustine Faucher, discusses the economy, monetary policy, and election implications. Topics include recession indicators, monetary policy role, equilibrium interest rate analysis, consumer debt dynamics, housing data, and election outcomes.

Global Chief Economist from Boston Consulting Group, Philipp Carlsson-Szlezak, discusses macro threats and assessing their seriousness. The podcast covers challenges of tracking book sales, analyzing recent CPI data, AI's impact on labor, navigating economic narratives, types of recessions, geopolitics, and US elections.

Dante joins the podcast to break down the June employment report. While everyone agreed that the report was mostly good, concerns remain around the concentration of job gains and the slowdown in hiring. With job growth moderating and the unemployment rate edging higher, the team argues that the time is now for the Fed to start cutting rates. Link to surveyGuest Hosts: Dante DeAntonio - Senior Director, Moody's AnalyticsHosts: 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' @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 podcast discusses the economic policies of Biden vs. Trump, analyzing potential impacts on tax code, government spending, trade, immigration, and regulatory policies. They explore how presidents can influence the economy through executive actions, drive policies through Congress, and fulfill campaign promises. The chapter also dives into the economic consequences of their campaign promises, including implications on GDP, inflation, deficits, debt, and labor market.

The team gives their impressions of Thursday night’s Presidential debate (hint: it involves existential dread). Then, the focus switches to the latest inflation data. Matt Colyar joins to give an overview of May’s encouraging PCE deflator report and what it implies for Fed policy. The episode closes with a roundtable discussion about the long and variable lags in which Fed policy effects the economy, and whether that means the central bank should start loosening policy now. Guest Hosts: Matt Colyar - Assistant Director, Moody's AnalyticsHosts: 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' @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.

Jason Dorsey discusses generational dynamics, focusing on defining events and traits of different age groups. The podcast explores how shared experiences shape behaviors, including work-life balance priorities and financial struggles. It emphasizes the importance of understanding generational differences for better connections in the workforce.

As long as inflation remains above the Fed’s target, and the Fed maintains its higher for longer interest rate policy in response, it is premature to conclude the economy has soft-landed. This episode is a replay of the “Stubborn Inflation, Reluctant Fed” webinar hosted by Chief Economist Mark Zandi and team, as they discuss what it will take for inflation to abate, the Fed to ease, and the economy to soft-land, and what could derail this. 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' @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.