Turnover and Trash Talking

FromMoody's Talks - Inside Economics

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Turnover and Trash Talking

FromMoody's Talks - Inside Economics

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Length:

69 minutes

Released:

May 6, 2022

Format:

Podcast episode

Description

Mark, Ryan, and Cris welcome back two colleagues and regulars on the podcast, Marisa DiNatale and Dante DeAntonio of Moody's Analytics, to discuss the April U.S. employment report.Full episode transcriptFollow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.

Released:

May 6, 2022

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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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
35 min listen
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
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
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
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
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
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 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
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
46 min listen
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
45 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
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
75 min listen
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
66 min listen
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
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
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
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
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
70 min listen
Delta and Debt: Mark, Ryan, and Cris welcome back Marisa Di Natale, Senior Director at Moody's Analytics to discuss the impact of the Delta variant of COVID-19 on the U.S. economy. The big topic is the health of the American household balance sheet. by Moody's Talks - Inside Economics
73 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
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
39 min listen
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
59 min listen
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
70 min listen
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
89 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
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
83 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
Shortages and Supply Chains: Tim Uy, Todd Metcalfe, and Jesse Rogers, all economists at Moody's Analytics, join Mark and Ryan to discuss global supply chains and commodity shortages. The focus is on issuances around semiconductors, lumber, and copper. by Moody's Talks - Inside Economics
90 min listen
Economic Threats and Opportunities in 2022: Mark, Ryan, and Cris discuss the reasons to be concerned and optimistic about the U.S. economy in 2022. by Moody's Talks - Inside Economics
55 min listen
Beige Book and Betting on Oil Prices: Mark, Ryan, and Cris welcome Gaurav Ganguly, a Senior Director of Economic Research at Moody's Analytics and Chris Lafakis, a Director of Economic Research. They discuss global energy markets, the effect on the economy and where energy prices are headed. by Moody's Talks - Inside Economics
78 min listen

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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. by Moody's Talks - Inside Economics
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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. by Moody's Talks - Inside Economics
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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
65 min listen
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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Baltimore Port Impacts: The Inside Economics team is joined by their Moody's Analytics colleagues, Mike Brisson and Steve Cochrane, to discuss the economic fallout from the tragic collapse of the Francis Scott Key Bridge and the subsequent closure of the Port of Baltimore. Mark Zandi kicks off the show with a rundown of the latest economic data and a healthy debate on the state of household finances ensues. The statistics game proves challenging even with Marisa providing an important hint. by Moody's Talks - Inside Economics
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Inequality, Interest Rates, Immigration,…: Heidi Shierholz, President of the Economic Policy Institute, joins the podcast to discuss the ongoing skewing of the income distribution. There’s a lengthy list of reasons why more of the economic pie is going to those in the top of the distribution, from less unionization and lax enforcement of labor laws, but you would be surprised to hear what’s not on the list. You may also be surprised that the conversation ends on an upbeat note. by Moody's Talks - Inside Economics
83 min listen
Debt Isn't Everything: Listeners of Inside Economics have been demanding a podcast on the nation’s debt, and now they have it. At least one side of it. We talk deficits and debt with Paul Sheard, former Chief Economist of S&P Global. To Mark and team’s surprise, Paul explains why he isn’t worried about the nation’s fiscal trajectory. More views on this to come. by Moody's Talks - Inside Economics
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Jobs Survey Smackdown!: The Inside Economics team dissects yet another upside surprise in the February jobs report and ponders the mixed messages between the payroll and household surveys. Employment is coming in hot but the unemployment rate rose to its highest level in over a year and wage growth cooled. The team theorizes on why the two surveys are so at odds with each other lately. Finally, they each opine on whether the data are leaning more toward a higher risk of recession or “no landing”. Surprisingly, they’re all in agreement. by Moody's Talks - Inside Economics
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What is Bugging Us?: Amid all the optimism regarding a soft landing for the economy, the Inside Economics team considers what bothers them most about the economy’s near-term prospects. Cris focuses on GDP vs GDI, Marisa on the soft global economy, and Mark on the internals of the labor market. They remain upbeat about the economy, but…. by Moody's Talks - Inside Economics
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Bonus Episode: Divergence to Convergence: Inside Economics welcomes back Mark Calabria, the former director of the Federal Housing Finance Agency. We discuss the current housing affordability crisis and what policymakers should do to address it, the FHFA’s response to the COVID-19 pandemic, and the risks posed by nonbank mortgage companies. The group also takes up the role of the Federal Home Loan Banks. Plenty of debate, and even some agreement. by Moody's Talks - Inside Economics
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Housing 360: Mark, Marisa, and Cris take a deep dive into current housing market trends. They consider the demand and supply drivers that are depressing existing home sales and pushing homebuyers towards new construction. Along the way, the team deconstructs mortgage rates and provides its best estimate of the nation's housing deficit. Mark challenges Marisa and Cris to come up with solutions to the housing crisis and wonders if we'll ever experience another sharp increase in foreclosures. by Moody's Talks - Inside Economics
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The One About Housing: Robert Dietz, Chief Economist of the National Association of Home Builders, joins Mark Zandi, Marisa DiNatale, and Cristian deRitis to discuss the outlook for mortgage rates, home sales, and construction activity. The team delves into the immigration and demographic trends affecting housing demand along with the 5 L's (Laws, Labor, Land, Lending, and Lumber) limiting homebuilding today. Rob's quoting of Tolstoy catches everyone off guard while the wide-ranging discussion made it difficult for the team to come up with a clever podcast title so we took a cue from Friends. by Moody's Talks - Inside Economics
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Mixed Messages and Moderating Jobs?: Mark and Cris welcome back colleague, Dante DeAntonio of Moody's Analytics, to analyze the November U.S. Employment Report. Is the jobs market moderating? Depends who you ask. by Moody's Talks - Inside Economics
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Full Employment and The Fed: Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to breakdown the March U.S. Employment Report. They also discuss inflation, wage growth, and the current state of the economy. by Moody's Talks - Inside Economics
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Glass Half Full or Half Empty: Mark, Ryan and Cris welcome colleagues, Marisa DiNatale and Dante DeAntonio, to dig deep into the July U.S. employment report. They also discuss what the new data tells us about a recession, productivity and what it means for the Federal Reserve. by Moody's Talks - Inside Economics
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Relaxing Report, Squiggly Data: Mark, Cris & Marisa are joined by Jobs Day regular Dante DeAntonio to discuss the June employment report. Job growth is slowing to script but wage growth is still stubbornly high. The group discusses full employment, the probabilities of recession in the next year and what this all means for the Fed’s upcoming meetings. by Moody's Talks - Inside Economics
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Slowcession and Sticking to Script: It's job's Friday and Mark argues the labor market is cooling off according to script. Colleagues Dante DeAntonio and Marisa DiNatale provide the details. And Cris finetunes his definition of the best way to describe the economy's performance in the year ahead - "Slowcession". by Moody's Talks - Inside Economics
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Jaw-Dropping January Jobs: Colleague Dante DeAntonio joins the podcast for another round of Job's Friday. The group dissects the January report, which included a shockingly large increase in jobs and a 53-year low unemployment rate. Everyone's probability of recession in the next 12-18 months appear to be trending downward. Including Cris! by Moody's Talks - Inside Economics
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Near Perfect, New Probability: It's jobs Friday, and Mark, Cris and Dante discuss the near perfect (Dante's description) July employment report. Job growth remains strong, but it is moderating, and should help convince the Federal Reserve that its interest rates hikes are over. The group identified a few nits in the numbers, but the report was so good Cris lowered his odds the economy will suffer a recession in the coming year. by Moody's Talks - Inside Economics
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Bonus Episode: Ask Us Anything: Colleague, Emily Mandel, economist at Moody's Analytics, moderates this Q&A session to get to know Mark, Ryan, and Cris a little better. by Moody's Talks - Inside Economics
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Resilient Jobs, Risky Times 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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Bonus Episode: In Person Recording, Increased Probability of Recession: Mark, Cris, and Ryan sit down for their first in-person podcast to discuss their recession odds over the next 6,12, or 18 months. They list out both contributing and mitigating risk factors and the market signals to watch to understand where the economy is headed. by Moody's Talks - Inside Economics
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Jaw Dropping January Jobs (Redux): Dante joins the podcast to break down the January employment report. Fitting for Groundhog’s Day, the jobs report delivered an eerily similar upside surprise to what we saw in January 2023. Following the January meeting of the FOMC this week, the team discusses what the Fed is likely to do in light of recent data. by Moody's Talks - Inside Economics
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CPI Silver Lining, Debt Limit Timing: Mark and team do a deep dive into the inflation numbers and consider prospects that inflation will continue to moderate. After the statistics game, they turn to their latest research considering the economic fallout of what could happen if lawmakers fail to increase the debt limit in time. It isn't pretty. by Moody's Talks - Inside Economics
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Hot CPI and Hail Mary Outlook: Colleague Marisa DiNatale, Director Economist at Moody's Analytics, joins Mark and Cris to breakdown the September Consumer Price Index Report. They also discuss the impact of inflation on energy prices, food prices, the housing market, and wage growth. by Moody's Talks - Inside Economics
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Noisy Data and New Variants: Mark, Ryan, and Cris welcome back Dante DeAntonio, Senior Economist at Moodys Analytics, to breakdown the November U.S. employment report. They find plenty of reasons for optimism even though job growth fell short of expectations. They also touch on the latest variant, Omicron, and how it may impact the economy. by Moody's Talks - Inside Economics
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Crazy Data, Claims, and Cowbells: The Q4 GDP Report has been released and Mark, Cris, and Marisa analyze the weirdness surrounding the data. Colleague, Gaurav Ganguly, joins the podcast to give a European perspective and Mark continues his domination in the statistics game. by Moody's Talks - Inside Economics
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Delta and Debt: Mark, Ryan, and Cris welcome back Marisa Di Natale, Senior Director at Moody's Analytics to discuss the impact of the Delta variant of COVID-19 on the U.S. economy. The big topic is the health of the American household balance sheet. by Moody's Talks - Inside Economics
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Turnover and Trash Talking

Turnover and Trash Talking

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Titles in the series (100)

More Episodes from Moody's Talks - Inside Economics

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