Sahm on the Soft Landing

FromMoody's Talks - Inside Economics

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Sahm on the Soft Landing

FromMoody's Talks - Inside Economics

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Length:

72 minutes

Released:

Jul 8, 2022

Format:

Podcast episode

Description

Claudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession.Full episode transcript.Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.

Released:

Jul 8, 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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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
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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
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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
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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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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
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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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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
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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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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
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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
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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
73 min listen
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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Bonus Episode: On the Bumpy Road to Recovery in 2022: With the Omicron wave upon us, it would be Pollyannaish to get overly enthused about the economy's prospects in the new year. But if the economy's performance last year is a guide, we should not be too pessimistic either. Despite being hit hard by the Delta wave of the virus, the economy grew like gangbusters in 2021. It will not grow as strongly in 2022, but inflation, which took off in recent months, will come back to earth. Having said this, how good a year the economy will have depends on the pandemic's path and how well policymakers respond. by Moody's Talks - Inside Economics
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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
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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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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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Big Inflation and Baby Bubbles: Mark, Ryan, and Cris discuss the November consumer price index. The big topic is whether stock prices, housing, and crypto are in the midst of a bubble. by Moody's Talks - Inside Economics
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Probability of Recession and Puppies for Everyone: Kevin Hassett, Vice President and Managing Director of the Lindsey Group and former Chair of the Council of Economics under President Trump, joins Mark, Ryan, and Cris to discuss the risk of a recession, inflation, and tax proposals in President Biden's Build Back Better legislation. 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
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Surprises, Scenarios, and Spirals: Mark, Ryan, and Cris welcome back Marisa DiNatale, Senior Director at Moody's Analytics, to discuss the latest employment report. by Moody's Talks - Inside Economics
69 min listen

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Sahm on the Soft Landing

Sahm on the Soft Landing

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Titles in the series (100)

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