Once and Future Inflation

FromMoody's Talks - Inside Economics

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Once and Future Inflation

FromMoody's Talks - Inside Economics

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Length:

58 minutes

Released:

Nov 23, 2021

Format:

Podcast episode

Description

Mark, Ryan, and Cris discuss inflation throughout the history of the United States and whether we're in the midst of an era.Full episode transcript here.

Released:

Nov 23, 2021

Format:

Podcast episode

Titles in the series (100)

Join Chief Economist Mark Zandi, Ryan Sweet 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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Inside Economics Trailer - Mark Zandi: Mark Zandi welcomes you to the “Inside Economics” podcast and discusses what will be covered in the series. Subscribe today! by Moody's Talks - Inside Economics
1 min listen
Jobs Jobs Jobs: Mark, Ryan, and Cris welcome back their first repeat appearance guest - Dante DeAntonio, Senior Economist at Moodys Analytics. They breakdown the numbers in the July Employment Report and discuss the labor force and productivity in great detail. They also touch on the Delta Variant and its impact on the economy. by Moody's Talks - Inside Economics
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Monetary Policy and Multiple Models: Mark Zandi and the Moody's Analytics team discuss the latest indicators, follow up on one of their first podcast topics - inflation, and discuss their individual models. by Moody's Talks - Inside Economics
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Inflection Points and Inflation: Mark Zandi and team discuss the economic recovery, whether we are at an inflection point, consumer and business confidence and recent performance indicators. by Moody's Talks - Inside Economics
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A Booming Economy and Bubbles: Mark Zandi and team discuss the recent jobs report, bubbles, cryptocurrencies and expectations for the economy. by Moody's Talks - Inside Economics
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Work and Work from Anywhere: Adam Ozimek Chief Economist at Upwork, joins Mark Zandi and the Moody's Analytics team to discuss the recent job numbers and productivity. by Moody's Talks - Inside Economics
62 min listen
Confidence and Consumer Spending Momentum: Wayne Best, Chief Economist of Visa, joins Mark Zandi and the Moody's Analytics team to discuss the labor market, housing, and Visa's spending momentum index. by Moody's Talks - Inside Economics
69 min listen
Digital Currency and Delta: Aaron Klein, Senior Fellow in economic studies at Brookings Institute, joins Mark, Cris, and Ryan to discuss the current state and future of crypto currencies. by Moody's Talks - Inside Economics
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Back to Normal and Build Back Better: Mark Zandi and team discuss the trade deficit, jobless claims, the Back to Normal Index and President Biden's infrastructure plan. by Moody's Talks - Inside Economics
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CPI and Census: Adam Kamins, Director of Regional Economics at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss the recent inflation data and 2020 Census. by Moody's Talks - Inside Economics
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Consumer Prices and Cars: Mike Brisson, Senior Economist at Moody's Analytics joins Mark Zandi and the Moody's Analytics team to discuss the latest CPI report, labor market, homebuyer perceptions, and the vehicle market. by Moody's Talks - Inside Economics
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Flipped Signs and Forecast Philosophy: Marisa DiNatale, Senior Director at Moody's Analytics, joins Mark, Ryan, and Cris and they recall their own favorite and least favorite forecast of all-time. They also discuss different approaches to forecasting, the meaning of being accurate, and who is a hedgehog or fox. by Moody's Talks - Inside Economics
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Rates and Reflation: Mark Zandi and team discuss interest rates, 10-year treasury yield, inflation, monetary policy, and when we can expect to get back to full employment. by Moody's Talks - Inside Economics
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Women and Work: Betsey Stevenson, Professor of public policy and economics at the University of Michigan's Ford School, joins Mark, Ryan, and Cris to dissect the September employment report, the future of working from home, and Biden's economic agenda. Also, Mark has a podcast, a YouTube channel, and now a Twitter handle. Follow @markzandi. by Moody's Talks - Inside Economics
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Lumber and Labor Force: The economy is booming, should President Biden get the credit? ...and what about his newly unveiled American Families plan? Mark Zandi and the Moody's Analytics team discuss. by Moody's Talks - Inside Economics
46 min listen
Tapering and Taxes: Bill Gale, Senior Fellow at Brookings Institute, joins Mark and Ryan to discuss Fed Chair Jerome Powell's speech and the big topic was fiscal policy. by Moody's Talks - Inside Economics
65 min listen
Jobs and More Jobs: Dante DeAntonio, Senior Economist at Moody's Analytics, joins Mark Zandi to discuss the May U.S. employment report and the state of the labor market. by Moody's Talks - Inside Economics
64 min listen
Debt and Debt Limits: Mark, Ryan, and Cris welcome back Bernard Yaros, an economist from Moody's Analytics to discuss fiscal policy, the odds of a government shutdown, and the debt limit. by Moody's Talks - Inside Economics
77 min listen
ECI and ECB: Kamil Kovar, Economist at Moody's Analytics, joins Mark, Cris and Ryan to discuss U.S. and euro zone GDP along with wages. They also discuss Mark's cancelled flight and the big topic was monetary policy in the U.S. and euro zone. by Moody's Talks - Inside Economics
79 min listen
LNG and Long Tail (It's a Groundhog, not a Chipmunk): Mark, Ryan, and Cris discuss unemployment insurance benefits, Delta variant, and what happened this week in Washington, DC. The main topic is the long-term economic consequences of the pandemic. Also, Mark reveals his favorite movie. by Moody's Talks - Inside Economics
77 min listen
Bonus Episode: On the Road to Recovery: The Delta-variant of COVID-19 has damaged the economic recovery, but we remain optimistic the economy is on track to return to full employment by spring 2023. What could derail this optimism? Could the economy perform better than anticipated? What is the long-term economic fallout of the pandemic? by Moody's Talks - Inside Economics
62 min listen
Diffusion Indices and Deficits: In this episode of Inside Economics, our weekly podcast, Bernard Yaros, Economist at Moody's Analytics, joins Mark Zandi and the Moody's Analytics team to discuss fiscal policy, debt and deficits. We also discuss this weeks data, including inflation, lumber prices, tax refunds and the CNN/Moody's Analytics back-to-normal index. by Moody's Talks - Inside Economics
71 min listen
Once and Future Inflation: Mark, Ryan, and Cris discuss inflation throughout the history of the United States and whether we're in the midst of an era. by Moody's Talks - Inside Economics
58 min listen
Fear Gauge and Frothy Markets: Mark Zandi and the Moody's Analytics team discuss what they are watching to gauge the health of the economy and the big topic was froth in asset markets. by Moody's Talks - Inside Economics
64 min listen
Coffee, COP26, and Climate Change: Emilie Mazzacurati, Global Head of Moody's Climate Solutions, joins Mark, Ryan, and Cris to discuss the global economic impact of climate change, the potential effects of a carbon tax on the economy, and the climate risk policies in President Biden's Build Back Better plan. by Moody's Talks - Inside Economics
68 min listen
China Angst and Container Cost: Daniel Rosen, founder of Rhodium Group, joins Mark, Ryan, and Cris to discuss all things China. by Moody's Talks - Inside Economics
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China and Cris Votes No: Dan White, Director of Public Sector Research at Moody's Analytics, joins Mark, Ryan, and Cris to debate the economic impact of the bipartisan infrastructure deal and other proposed government spending. by Moody's Talks - Inside Economics
70 min listen
Housing and Happy Birthday: Jim Parrott at Urban Institute, joins Mark Zandi and the Moody's Analytics team to discuss the state of the U.S. housing market and the supply issues its facing. We also discuss this week's key economic data. by Moody's Talks - Inside Economics
64 min listen
Workers, Wages, and Wallyball: Mark, Ryan, and Cris dissect the October U.S. employment report and what it says about the state of the economy, wage growth, and inflation. We knew there were Hunger Games and Squid Games. Now add the Zandi Games. by Moody's Talks - Inside Economics
77 min listen
Hospitality Jobs and Hurricanes: Mark and Ryan welcome back Adam Kamins, Director of Regional Economics at Moody's Analytics, to discuss the August job numbers, the Delta variant, and economic costs of Hurricane Ida. by Moody's Talks - Inside Economics
62 min listen

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Philly Thrives, More Immigrants Arrive: The Inside Economics team is down a regular with Cris on the road, but two Moody’s Analytics colleagues, Adam Kamins and Laura Ratz, try to fill the void. Mark and Marisa recap a busy week by talking about GDP, inflation, and even Fed independence. The discussion of domestic migration features a healthy dose of Philadelphia homer-ism, and the team talks about the implications of the recent surge in immigration, along with plans for new population estimates from the Congressional Budget Office. by Moody's Talks - Inside Economics
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Rockey on Real Estate: Deputy Chief Economist at Cushman Wakefield, Rebecca Rockey, joins the Inside Economics crew to talk about the outlook for commercial real estate and the economy in general. After unpacking the week’s economic events and a quick primer on outrigger canoe paddling, Rebecca walks the IE team through the different segments of CRE and how they’re faring. Mark goes through a “what’s bugging me about CRE” list but Marisa can only see the bright side. Finally, Rebecca and Cris discuss their views on the possibility of a CRE doom loop. by Moody's Talks - Inside Economics
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Debating Inflation Significant Digits: The disappointing March report on consumer price inflation is the fodder for this week’s Inside Economics podcast. The team considers just how big of a disappointment it was, and conclude it turns on second and third significant digits. Yes, that’s what it has come to when assessing just when Fed officials will feel sufficiently confident that inflation is headed back to their target and begin to cut rates. Of course, there are threats to the inflation outlook, most immediate being higher oil prices, which the group takes up. by Moody's Talks - Inside Economics
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Bonus Episode: Narrowing the Gender Participation Gap: Moody’s Analytics colleagues Elise Burton, Dawn Holland and Olia Kuranova join the podcast this week to discuss global female labor force participation and how it has changed since the pandemic. They identify a few key reasons for the recent narrowing of gender participation gaps, explore the economic impact of increased female participation, and discuss ways in which policymakers could encourage more women to join the labor force. by Moody's Talks - Inside Economics
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Employment, Earthquakes, and the Eclipse: The March 2024 jobs report was picture perfect. Cris thought he had found a blemish in the numbers, but on closer inspection, not so much. Dante and Marisa explained how the economy could create so many jobs without fanning wage and price pressures. Think foreign immigration. And like stock investors, Mark found plenty to like in the report. by Moody's Talks - Inside Economics
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Once and Future Inflation

Once and Future Inflation

Description

Titles in the series (100)

More Episodes from Moody's Talks - Inside Economics