Moody's Talks - Inside Economics

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317

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Jun 2026

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About the show

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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60 recent

June 12, 20261 hr 7 min

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 AI stocks are overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week’s inflation data, and Marisa addresses a slew of comments from last week’s podcast. Guest: Jim Lebenthal, Chief Market Strategist at Cerity Partners For more from Jim Lebenthal, visit his website: www.jimmylebenthal.com Jim's book, How to Ride the Subway: Getting Around on Wall Street and in Life (Regalo Press March 2026), is available here Jenna Score: 8.5 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.

June 5, 202651 min

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 shifted into a higher gear, and debates the growing disconnect between the payroll and household surveys. The stats game delivers some interesting insights about the strength of job growth for women and the impact that remote work has had on young college graduates. Jenna Score: 8 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.

May 29, 20261 hr 16 min

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 state of the economy. Three tricky statistics tested the team in the stats game before a three-part listener question closed things out. Stay tuned for Cris' paper mentioned in the episode here 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.

May 22, 202649 min

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 investors, and business leaders. The team discusses Mark’s recent meetings with Brazilian clients, Marisa’s trip to Silicon Valley, and Cris’s meeting with banking clients and their takeaways about the moods among those audiences. The podcast concludes with a set of thought-provoking listener questions, most of which are related to AI. 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.

May 19, 202650 min

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 do on this podcast. The conversation begins with the outlook for interest rates, turns to a perspective on a popular AI narrative that artificial intelligence will push rates up further by spurring investment and reducing household savings, and closes with a timely look at private credit and the risks it may pose to the broader financial system. Check out the report mentioned in this episode titled, "Private Credit & Systemic Risk" by Samim Ghamani, Damien Moore, Antonio Weiss, Martin Wurm, and Mark Zandi: Click Here. 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.

May 15, 202656 min

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 Wurm, consider all things related to the venerable institution. There’s, of course, the issue of Fed independence, and beyond that, what changes the new Fed chair may champion. And soaring stock prices and bond yields, and what they mean for the economy, couldn’t help but be topics of conversation. Guest: Julia Coronado, President and Founder of Macropolicy Perspectives 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.

May 12, 202640 min

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 down April’s report and opines about where inflation is likely headed from here. Amid affordability concerns and an approaching election, the crew then evaluates recent proposals put forward by policymakers to alleviate some of the burden on U.S. consumers. 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.

May 8, 20261 hr 1 min

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 despite a still-low unemployment rate, there are reasons to be concerned. The stats game proves particularly difficult, but delivers key insights about the labor market, and also provides some key figures to watch moving forward. 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.

May 1, 20261 hr 9 min

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 shifts to AI’s current and expected lift to productivity, and to the underappreciated economic ramifications of AI. It turns out that Lancaster PA, is turning out some great economists. Guest: Peter McCrory, Head of Economics at Anthropic For more from Peter McCrory: https://peter-mccrory.github.io/ Read The Macroeconomic Consequences of AI and Aging and the Productivity Puzzle 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.

April 24, 20261 hr 12 min

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, and the proposed bailout of Spirit Airlines. After the stats game, the team takes a few thought-provoking listener questions about tax policy and tariffs. 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.