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Nov 26, 2025 58 min

A Downer Podcast

from Moody's Talks - Inside Economics Hosted by Cris deRitis, Scott Hoyt, Mark Zandi, Marisa DiNatale

Scott Hoyt joins the podcast to provide a look into the holiday retail season and to discuss the state of the U.S. consumer more broadly. The team reviews the downbeat data on consumer confidence, the labor market, inflation and housing, and contemplates the implications for consumer spending this Christmas. The team remembers to take a listener question on income inequality and the mood gets even darker. Happy Thanksgiving everyone! 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 [email protected]. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

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What this episode covers

Scott Hoyt joins the podcast to provide a look into the holiday retail season and to discuss the state of the U.S. consumer more broadly. The team reviews the downbeat data on consumer confidence, the labor market, inflation and housing, and contemplates the implications for consumer spending this Christmas. The team remembers to take a listener question on income inequality and the mood gets even darker. Happy Thanksgiving everyone!

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A Downer Podcast

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Frequently asked questions

How long is this episode of Moody's Talks - Inside Economics?

This episode is 58 minutes long.

When was this Moody's Talks - Inside Economics episode published?

This episode was published on November 26, 2025.

Can I download this Moody's Talks - Inside Economics episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.