Afleveringen
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Mark and Marisa dissect the raft of economic data released this past week, and debate what it means for the outlook. Chris joins the conversation and weighs in on where oil prices will settle. The group plays the Stats game – some tough stats. The discussion ends with Mark peppering our new colleague, Colin Ellis, with wide-ranging questions about the global economy.
Guests: Chris Lafakis and Colin Ellis
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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Claudia Sahm, Chief Economist of New Century Advisors joins the team to break down Kevin Warsh's first FOMC meeting and press conference. The group covers the rate decision, changes to Fed communications, the dot plot's future, and what Warsh's balance sheet views signal for monetary policy ahead. The new Chair is in the seat, time will tell if it's a comfortable one.
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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Zijn er afleveringen die ontbreken?
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The Inside Economics team welcomes Jim Lebenthal, Chief Market Strategist at Cerity Partners, to discuss all things investing on the morning of the SpaceX IPO. Jim discusses the equity market’s extraordinary run, whether AI stocks are overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week’s inflation data, and Marisa addresses a slew of comments from last week’s podcast.
Guest: Jim Lebenthal, Chief Market Strategist at Cerity Partners
For more from Jim Lebenthal, visit his website: www.jimmylebenthal.com
Jim's book, How to Ride the Subway: Getting Around on Wall Street and in Life (Regalo Press March 2026), is available here
Jenna Score: 8.5
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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Dante joins the Inside Economics crew to dissect the May jobs report, which he describes as shocking. The team discusses whether there is enough evidence to declare that the labor market and underlying job growth have shifted into a higher gear, and debates the growing disconnect between the payroll and household surveys. The stats game delivers some interesting insights about the strength of job growth for women and the impact that remote work has had on young college graduates.
Jenna Score: 8
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Three economists. Three opinions. The Inside Economics team worked through a panoply of fresh releases, covering GDP, spending, income, new-home sales, durable goods orders, and inflation, to piece together the true state of the economy. Three tricky statistics tested the team in the stats game before a three-part listener question closed things out.
Stay tuned for Cris' paper mentioned in the episode here
Questions or Comments, please email us at [email protected]. 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.
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After two failed attempts at recording the podcast due to technical issues, the team finally nails it on the third try. In a light data week, the team discusses the wide disparity in sentiment between consumers, stock investors, and business leaders. The team discusses Mark’s recent meetings with Brazilian clients, Marisa’s trip to Silicon Valley, and Cris’s meeting with banking clients and their takeaways about the moods among those audiences. The podcast concludes with a set of thought-provoking listener questions, most of which are related to AI.
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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If you want to get the skinny on anything related to financial markets or the financial system, then you need to talk with Samim Ghamami, Chief Economist of the New York state Insurance Fund. That’s what Mark and Cris do on this podcast. The conversation begins with the outlook for interest rates, turns to a perspective on a popular AI narrative that artificial intelligence will push rates up further by spurring investment and reducing household savings, and closes with a timely look at private credit and the risks it may pose to the broader financial system.
Check out the report mentioned in this episode titled, "Private Credit & Systemic Risk" by Samim Ghamani, Damien Moore, Antonio Weiss, Martin Wurm, and Mark Zandi: Click Here.
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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On this momentous day at the Federal Reserve, with Jay Powell handing over the chair to Kevin Warsh, the Inside Economics team, along with guest Julia Coronado, Founder of Macropolicy Perspectives, and colleague Martin Wurm, consider all things related to the venerable institution. There’s, of course, the issue of Fed independence, and beyond that, what changes the new Fed chair may champion. And soaring stock prices and bond yields, and what they mean for the economy, couldn’t help but be topics of conversation.
Guest: Julia Coronado, President and Founder of Macropolicy Perspectives
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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In a quick-hitting mini-podcast, Mark and Cris are joined by colleague Matt Colyar to discuss April’s (hot) consumer price index data. U.S. inflation has accelerated dramatically since the war in Iran began. Matt breaks down April’s report and opines about where inflation is likely headed from here. Amid affordability concerns and an approaching election, the crew then evaluates recent proposals put forward by policymakers to alleviate some of the burden on U.S. consumers.
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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The Inside Economics crew dives into the April employment report. Despite better-than-expected headline job growth, they debate the best way to characterize the current state of the labor market. The team agrees that despite a still-low unemployment rate, there are reasons to be concerned. The stats game proves particularly difficult, but delivers key insights about the labor market, and also provides some key figures to watch moving forward.
Questions or Comments, please email us at [email protected]. We would love to hear from you.
To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.
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Peter McCrory, the Head of Economics at AI juggernaut Anthropic, joins the Inside Economics team to consider all things AI and the economy. The discussion begins with how the group is using Claude in our work, then shifts to AI’s current and expected lift to productivity, and to the underappreciated economic ramifications of AI. It turns out that Lancaster PA, is turning out some great economists.
Guest: Peter McCrory, Head of Economics at Anthropic
For more from Peter McCrory: https://peter-mccrory.github.io/
Read The Macroeconomic Consequences of AI and Aging and the Productivity Puzzle
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Mark, Cris and Marisa recap the week’s economic news, including the now highly likely confirmation for the Fed Chair nominee, Kevin Warsh, the ongoing conflict in Iran and its impact on energy and related commodities, and the proposed bailout of Spirit Airlines. After the stats game, the team takes a few thought-provoking listener questions about tax policy and tariffs.
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What’s driving this disconnect—and who’s right? Mark and Cris are joined once again by colleague Matt Colyar to break down the divergence between investors, consumers, and business leaders. Their insights reveal key dynamics shaping the economic outlook. Plus, the statistics game returns – back by overwhelming listener demand.
To view the Wall Street Journal article mentioned in this episode, visit: Gen Z, Locked Out of Home Buying, Puts Its Money in the Market
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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The Inside Economics team is joined by Matt Colyar to discuss the week’s loaded economic data slate. First, Matt offers a detailed reaction to March’s hot CPI report – the first inflation data capturing effects from the conflict in the Middle East. Next, the group discusses how each is thinking about their recession probabilities in light of the tenuous ceasefire between the U.S. and Iran and the latest economic data. The group closes, of course, with the numbers game where Mark reveals that he doesn’t file his own taxes, and despite not eating meat, Cris provides an update on how America’s steakhouses are faring amid rising beef costs.
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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The Inside Economics crew (minus Dr. DeAntonio) parses the March jobs report, which came in surprisingly strong. They all agree that the headline number is deceptive and the labor market is actually quite weak and poised to weaken further in the wake of the conflict in the Middle East. Mark unveils his new take on the Sahm Rule indicator, which points to a surprising conclusion. The stats game is back (and not going anywhere), and the team takes several good listener questions.
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Moody's commercial real estate experts Tom LaSalvia and Kevin Fagan join Mark, Marisa, and Cris to take stock of where CRE markets stand today. Tom and Kevin go beyond the headlines to unpack the nuances driving the office market's uneven recovery, multifamily's supply-driven growing pains, and retail's quiet comeback. Their verdict: measured confidence — provided the broader economy cooperates. As a bonus, Tom reveals the philosopher alter ego hiding inside each host. Spoiler alert: not everyone gets to be Socrates.
Guests: Thomas LaSalvia and Kevin Fagan
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Hostilities with Iran are entering their second month, and the damage to financial markets and the economy is mounting. The Inside Economics team and colleague, Shandor Whitcher, take up the question of what it all means for the prospects of recession. Shandor tells us about his prescient random forest model of the probability of recession starting in the next year, and it’s not encouraging. Odds are still less than half, but not by much, and the direction of travel is disconcerting.
Guest: Shandor Whitcher
Participate in the weekly Survey of Business Confidence: https://www.economy.com/business-confidence/participate/
Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Mark, Cris and Marisa recap the week’s events in the Middle East and at the Fed and debate whether or not the baseline forecast warrants a rethink given the rising uncertainty around how and when the conflict in the Middle East will end. The crew discusses the tumultuous week in financial markets, the impact that prolonged high oil prices could have on the U.S. economy, and what this means for the risk of a recession over the next year. They answer several listener questions on a wide range of topics.
Participate in the weekly Survey of Business Confidence: https://www.economy.com/business-confidence/participate/
For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand.
Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download
Watch the webinar: https://bit.ly/3OF6dn9Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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The Inside Economics team is joined by Scott Galloway, bestselling author and professor of marketing at NYU Stern, for a wide-ranging conversation spanning geopolitics, technology, and generational justice. The group touches on the escalating conflict in Iran before turning to the transformative — and disruptive — potential of artificial intelligence. The conversation takes a sharp turn as Scott examines what may be the defining economic story of our time: the systematic transfer of wealth and opportunity from the young to the old. Rising asset prices, unaffordable housing, and policy choices that favor incumbents have left many young adults locked out. Rising loneliness and the economic disenfranchisement of young men are among the consequences the group explores. Scott delivers his trademark mix of provocation and hope in a discussion as entertaining as it is sobering.
Guest: Scott Galloway
For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand.
Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download
Watch the webinar: https://bit.ly/3OF6dn9Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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Mark and Marisa are joined once again by colleagues Chris Lafakis and Juan Pablo Fuentes to discuss the past week’s developments in the Middle East and whether the forecast has changed as a result. Matt Colyar joins to review the week’s release of inflation data, which show stickiness in inflation prior to the $40 jump in oil prices since the start of the year. After a review of weak reports on GDP, spending and confidence, Chris and Juan Pablo discuss how the jump in oil prices and the unprecedented supply shock will affect consumer spending and growth. The group posits their forecasts for how and when the conflict may end.
Guests: Matt Colyar, Chris Lafakis and Juan Pablo Fuentes
For a deeper dive on AI and the macroeconomy, see our new paper, The Macroeconomic Consequences of Artificial Intelligence, where we model four potential economic paths over the next decade. We also walk through the scenarios in a companion webinar available now on-demand.
Read the paper: https://www.economy.com/getfile?q=2B555C90-1118-4A49-BDAA-5C0A99F83A9E&app=download
Watch the webinar: https://bit.ly/3OF6dn9Email us at [email protected] for more info about the Moody's Summit '26 Conference in San Diego
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 Analytics
Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn
Questions or Comments, please email us at [email protected]. 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.
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