Moody's Talks - Inside Economics Moody's Analytics
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Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at insideeconomics@moodys.com. Visit online at www.economy.com/economicview
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Making Sense of the Jobs #
In a rare Saturday morning taping of the podcast, Dante and Matt join Mark (where’s Cris and Marisa?) to disentangle the considerable crosscurrents in the May jobs report. Surging immigration is complicating interpretation of the numbers. Next week’s all-important report on consumer price inflation was also the fodder of discussion, as was Mark’s Washington Post op-ed arguing the Fed should cut rates.
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Economic Exceptionalism
Mark, Marisa, and Cris are joined by their colleague Matt Colyar as they delve into the resilience of the U.S. economy. Matt kicks off the conversation with a rundown of the latest Personal Consumption Expenditures (PCE) inflation data and its implications for monetary policy. Following a brief, engaging Stats Game, the team explores the reasons behind the U.S. economy's rapid and robust recovery compared to the rest of the world. The discussion concludes with answers to audience questions, focusing on the implications of quantitative easing/tightening and the predictive power of the yield curve.
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Assets and Answers
Stock prices, house values, and even gold and crypto prices have never been higher. The team discuss the reasons why, whether it is a bubble, where prices are headed and what it all means for consumers and the broader economy. They also play the game and take listener questions. Keep them coming dear listener.
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Inflation - Could've Been Worse
Jonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than expected. Mark argues that the Fed should be looking through the inflation data that’s mixed up with the problematic measures of housing inflation and start lowering rates immediately. The team is mostly on board with this view although Mike convincingly argues that it may be better for the Fed to be “credibly wrong” than incredibly right.
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Houser on the Green Energy Transition
The Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Zandi kicks things off with a quick overview of recent economic developments. The conversation then shifts to a discussion of the IRA’s incentives and tax provisions. Following a brief statistics game, the group explores the potential impact of the upcoming election on the green energy transition.
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Jobs Friday: On the Couch with Dr. Zandi
Inside Economics regular Dante DeAntonio joins the podcast to discuss the April jobs report. It was something of a surprise, but a happy one, at least for Dante and Mark. The job market remains strong, but is cooling, opening the window just a bit for the Fed to begin cutting rates. But Cris and Marisa weren’t so sure, worried that the report may signal the start of a more serious slowdown.
Customer Reviews
A Great Show!
Longtime listener and really enjoy this podcast. It’s conversational, informative, and fun. The core group of Mark, Marisa, and Chris work well together, and I enjoy the special guests. Listen every Friday and would recommend to anyone with an interest in economics.
Shockingly out of touch
I am a regular listener of the podcast and I enjoy the analysis, insights, and hosts. However, I frequently cringe at the “let them eat cake” comments of the hosts and it makes me question if they actually have a good grip on macroeconomics. This week’s “who even wants a second job?” comment shows a massive lack of understanding of the average American, an understanding I think we all need to be empathetic with no matter our station in life. While the lower half of the economy doesn’t figure into things as heavily I suppose, they do vote, and their plight is something I think it is is irresponsible to be flippant about.
A Weekly Must Listen
I absolutely love this podcast! It provides an insightful and engaging exploration of economic concepts, making some complex subjects accessible to all. The Mark and the gang’s clear explanations, thought-provoking discussions, and real-world examples make each episode both educational and entertaining. It's a must-listen for anyone interested in understanding the intricacies of our global economy.