A Jobs Debate
The Inside Economics crew takes a deep dive into the June employment report, which was notably softer following a string of upside surprises. The team debates how to define labor market slack given the sharp divergence b...
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Moody's Talks - Inside Economics
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Moody's Talks - Inside Economics
Moody's Analytics
The Data, Oil, and a Global Q&A
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 g...
Breaking in a new Chair
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 ...
Stocks, SpaceX, and Subways
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...
Dazed and Confused
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 sh...
Economic Data Dump
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 stat...
Third Time’s the Charm
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 in...
Mr. Financial System
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 d...
Focus on the Fed
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 W...
Inflation: No Quick Fix
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 ...
Jobs: Soft, Stable, or Something Else
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 des...
Inside AI with Anthropic's Peter McCrory
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 shift...
An Economic Grab Bag
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, an...
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 Ma...
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 ...
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...
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 offi...
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...
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 Midd...
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 tou...