Moody's Talks - Inside Economics

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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

  1. −18 H

    3 Lenses, 1 Economy

    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 InsideEconomics@moodys.com 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 InsideEconomics@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.

    1 tim 5 min

  2. 10 APR.

    Oil, Cows and Taxes

    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 InsideEconomics@moodys.com 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 InsideEconomics@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.

    1 tim 5 min

  3. 3 APR.

    Curb Your (Job Market) Enthusiasm

    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 InsideEconomics@moodys.com 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 InsideEconomics@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.

    1 tim 11 min

  4. 31 MARS

    The Sages of CRE

    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 InsideEconomics@moodys.com 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 InsideEconomics@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.

    45 min

  5. 27 MARS

    Weighing Recession Probabilities

    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 InsideEconomics@moodys.com 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 InsideEconomics@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.

    33 min

  6. 20 MARS

    Markets Down, Recession Risks Up

    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/3OF6dn9 Email us at InsideEconomics@moodys.com 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 InsideEconomics@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.

    57 min

  7. 19 MARS

    Scott Galloway, the Optimistic Pessimist

    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/3OF6dn9 Email us at InsideEconomics@moodys.com 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 InsideEconomics@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.

    1 tim 2 min

  8. 13 MARS

    $100 Oil...and Counting

    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/3OF6dn9 Email us at InsideEconomics@moodys.com 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 InsideEconomics@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.

    50 min
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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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  • Skapad av
    Moody's Analytics
  • Aktiva år
    2021 - 2026
  • Avsnitt
    307
  • Åldersgräns
    Vuxet innehåll
  • Copyright
    © 2022 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
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    Moody's Talks - Inside Economics

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