Moody's Talks - Inside Economics cover art

All Episodes

Moody's Talks - Inside Economics — 327 episodes

#
Title
1

The AI Series: The Value of Labor

2

Lettuce Discuss Inflation

3

Painful Jobs Report, Painful Podcast

4

Growth Under Strain

5

The Curious Case of the Vehicle Market

6

Thriving, Striving or Surviving

7

A Dove in Hawk's Clothing

8

A Jobs Debate

9

The Data, Oil, and a Global Q&A

10

Breaking in a new Chair

11

Stocks, SpaceX, and Subways

12

Dazed and Confused

13

Economic Data Dump

14

Third Time’s the Charm

15

Mr. Financial System

16

Focus on the Fed

17

Inflation: No Quick Fix

18

Jobs: Soft, Stable, or Something Else

19

Inside AI with Anthropic's Peter McCrory

20

An Economic Grab Bag

21

3 Lenses, 1 Economy

22

Oil, Cows and Taxes

23

Curb Your (Job Market) Enthusiasm

24

The Sages of CRE

25

Weighing Recession Probabilities

26

Markets Down, Recession Risks Up

27

Scott Galloway, the Optimistic Pessimist

28

$100 Oil...and Counting

29

90,000 Lost Jobs and $90 Oil

30

AI: Friend or Foe?

31

Nerdfest with Bernstein and Parrott

32

Pulse on Payrolls and Prices

33

Shakespeare in Love

34

Wurm on Warsh

35

Greenland and The London Consensus

36

Inside China

37

“Fed” Up with the Jobs Report

38

Resilient or Fragile?

39

Lessons from the Beehive State

40

Colyar on CPI, Dietz on Housing

41

Tuesday Twist

42

10 Doves, 2 Hawks, and a Partridge in a Pear Tree

43

Bonus Content: A conversation with Daleep Singh

44

The Old Normal with Daleep Singh

45

No Con Job Friday

46

A Downer Podcast

47

Alan Blinder’s Wile E. Coyote Moment

48

Going Bananas over Affordability

49

No Jobs Friday: The Sequel

50

Zandi's Angst

51

Claudia Sahm on the Muddling Economy

52

Consumer Prices, Consumer Credit, Client Concerns

53

Missing Government, Missing Data

54

No Jobs Friday

55

On the Brightside with Michelle Meyer

56

The K-Shaped Economy with Heather Long

57

Speaking From All Hands Day

58

CPI and AI with Capital Group's Jared Franz

59

A Jobs Recession

60

Nervous Economy, Nervous Economists

61

Cuts Confirmed to Crypto Caution

62

Inflation Rundown

63

In Defense of the BLS

64

On An Economic Tight Rope

65

Running the Economic Gamut

66

Cruise Controls or Smoke Signals

67

Housers on the Housing Shortage

68

Austan Goolsbee Clears the Dirt

69

Chit-Chatting About Jobs

70

Zelman on the Housing Zeitgeist

71

Cochrane on China, Chris on Crude

72

Private Credit & Systemic Risk

73

Stagflation(ish)

74

Reconciling Reconciliation

75

Labor Market Yellow Flags

76

Rules of Thumb

77

Cliff's Notes on Housing Finance

78

Stat's All, Folks!

79

4-peat

80

The Geography of GenAI

81

Every Rose Has Its Thorn

82

Shaken, Not Stirred

83

The Inbox Episode

84

Jared Bernstein's Head is Spinning

85

Channeling Trump

86

☹️

87

A Plethora of Data

88

Investing with UBS CIO Mark Haefele

89

Fires and Floods with Firas Saleh

90

Will Economics Win?

91

Sharing the Angst

92

Immigration Innovation with Adam Ozimek

93

The Trump Whisperer

94

Robert Reich on President Trump

95

Inflation Blues

96

Eagles and Jobs and Tariffs, Oh My!

97

The Fed Hits Pause

98

The "Best" Bicentennial Episode

99

It’s the Final Countdown

100

Out of the Wilderness with Glenn Hubbard

101

Deep Dive Into The Matrix

102

Not To Get Political…

103

Teaching Inside Economics

104

Blinder Speaks Out on Fed Day

105

Inflation, Tariffs, Spreads…Hike?

106

Reimagining Cities with Rebecca Rockey and Chris Leinberger

107

November Jobs: Back on Track

108

The State of the American Consumer

109

Crazy But Correct

110

Rise Like a Rocket, Fall Like a Feather

111

Housing: Locked In, Locked Out, Locked Up

112

Isn't It Ironic?

113

Storms, Strikes and Startups

114

Holtz-Eakin on Tariffs, Immigration and Debt

115

Harris on Harris vs. Trump

116

Consumer Prices & Catastrophic Hurricanes

117

Michael Strain on the Jobs Report

118

Best.Economy.Ever.

119

Fed's 50 and Our Forecast

120

The Chicken or the Egg?

121

August Jobs: Pretty Good

122

The Economy's Highs and Lows

123

Economic Potpourri

124

Groceries & Gouging

125

Hair on Fire

126

July Jobs: Ugh! Yikes! Eesh! Hmmm….

127

Bonus Episode: Muzaffar Chishti on Immigration

128

Surveys, Sentiment and Stamps

129

Faucher on the Fed and Fiscal Policy

130

Shocks, Crises, and False Alarms

131

Jitters Over Jobs

132

Bonus Episode: Assessing the Macroeconomic Consequences of Biden vs. Trump

133

Dreadful Debate, Good Data

134

Jason Dorsey on Generations

135

Stubborn Inflation, Reluctant Fed

136

Inflation, The Fed, and Mark's Mystery

137

Making Sense of the Jobs #

138

Economic Exceptionalism

139

Assets and Answers

140

Inflation - Could've Been Worse

141

Houser on the Green Energy Transition

142

Jobs Friday: On the Couch with Dr. Zandi

143

Philly Thrives, More Immigrants Arrive

144

Rockey on Real Estate

145

Debating Inflation Significant Digits

146

Bonus Episode: Narrowing the Gender Participation Gap

147

Employment, Earthquakes, and the Eclipse

148

Baltimore Port Impacts

149

Inequality, Interest Rates, Immigration,…

150

Debt Isn't Everything

151

Jobs Survey Smackdown!

152

What is Bugging Us?

153

Bonus Episode: Divergence to Convergence

154

Housing 360

155

CPI and CCAR

156

A Veritable Economic Buffet

157

Jaw Dropping January Jobs (Redux)

158

Tip-Top Economy, Treasury Threat

159

The One About Housing

160

CPI, Cyber and Colyar (Colly-yer)

161

Catch Up and Ketchup

162

A Tour Around Credit Land

163

Festive Names and Forecast Games

164

Slowcession Delayed

165

Rates, Rents, and Ramen

166

Bonus Episode: Mark Donovan on the Denver Basic Income Project

167

Giddy to Great

168

Mayer on Mortgages and Multifamily

169

Jigowatts and EV Jitters

170

Trade, Taco Bowls, and Theme Parks

171

Bazemore on Housing & FHLBs

172

Strength from Weakness

173

Gangbuster GDP

174

Bonds, Baseball and Blankies

175

Prices, Petroleum, and Prosciutto

176

Within Statistical Spitting Distance

177

Approaching Shutdown, Asian Flip-Flop

178

Economic Threats & Exponential Risk

179

Smoke On the UAW Strike

180

AI and a Bit of Advertising

181

Good Report, Great Music

182

What Could Go Wrong?

183

Top of Mind, Turbulent Financial Times

184

Banner Inflation, Banking Braves Out

185

Near Perfect, New Probability

186

Perfect PCE, Problematic Politics

187

Forecast Surprises, Successes and Slip-Ups

188

Healthy Inflation, Unhealthy Housing

189

Relaxing Report, Squiggly Data

190

Roach on China and the Road Forward

191

Forecasting the Fed and Falling CRE

192

Shelter from the Storm(s)

193

Taiwan Straits, Tough Geopolitics

194

Debt Limit Relief, Labor Market Disbelief

195

Do we have a Deal?

196

New Construction and Niche-y Nerds

197

CPI Silver Lining, Debt Limit Timing

198

Resilient Jobs, Risky Times

199

Pinto, Prices and Policy

200

Banks, Bonds, and Beige Book

201

CPI, Cars, and Credit Conditions

202

Bonus Episode: Heather Boushey on Climate and the Economy

203

Healthy Job Market, Unhealthy Hosts

204

US Bull, China Bear

205

Financial Fragility & the Fed

206

Systemic Threats, Supervisory Shortfalls

207

Full Employment, Failing Banks

208

Shaky Credit, Shifting Consumers

209

Bonus Episode: The Yield Curve Whisperer Weighs In

210

Be Patient and Beer Inflation

211

Bonus Episode: U.S. Economic Outlook Q&A

212

Inflation Head Fakes and Heartbreaks

213

Housing Recession, Homeownership Retreats

214

Jaw-Dropping January Jobs

215

Bonus Episode: Kahn on Climate

216

Crazy Data, Claims, and Cowbells

217

Possiblism and Probablism

218

David Wessel on the Debt Ceiling

219

Slowcession and Sticking to Script

220

New Year, New Outlook

221

Ho-Hum Savings and Happy Holidays

222

Mispriced Markets, Miserable Outlook

223

Humble Forecasting, Hopeful Outlook

224

Mixed Messages and Moderating Jobs?

225

Resilient Job Market and Remote Work Part 2

226

Resilient Job Market and Remote Work Part 1

227

Climate and the Curve

228

Mark’s References, Moderating Inflation, and the Midterms

229

Debating Jobs, Debating Forecasts

230

Welcoming Marisa and What’s Next for Multifamily

231

Consumer Sentiment and Sentimental Farewell

232

Klein on Threats to the Global Financial System

233

Hot CPI and Hail Mary Outlook

234

Monthly Jobs and Mark's Journey

235

Poor Policy, Plunging Home Prices, and a Plummeting Pound

236

Bonus Episode: State of the States

237

Bonus Episode: In Person Recording, Increased Probability of Recession

238

Careening Markets and CRE Mash-Up

239

Remote Work and Rising Prices

240

Debating Policy, Doug Disagrees

241

Jobs and Jogging in Boston

242

Bonus Episode: Deep Dive - Stagflation

243

Consumers Hang Tough and Confidence Off Bottom

244

Economic Update and Ellen’s Climate Top 5

245

Cooling Inflation and Confounding Housing Riddles

246

Glass Half Full or Half Empty

247

Blinder, Baseball, and Business Cycles

248

Firewall and Faltering Feelings

249

Dissecting CPI, Ditching Hoagies

250

Sahm on the Soft Landing

251

Energy, Expectations, and Estonia

252

Negative Sentiment and New Statistics Champion

253

Unscripted Fed and Unpacking Diversity in Economics

254

Bonus Episode: Bair on Balance Sheets

255

Lousy Inflation and Life Lessons

256

Return to Work and Recession Odds

257

Seroka and Supply Chains

258

The Macroeconomics of Cyber Attacks

259

Recession Lessons

260

Regional CPI and R-Star

261

Turnover and Trash Talking

262

Dr. Doom, a Stiff Drink, and Deflators

263

Bonus Episode: Ask Us Anything

264

Red Shirts and REFIs

265

Karl and Cars

266

Records and Recession Risks

267

Full Employment and The Fed

268

What in the World is Bothering Us

269

Data Deep Dive: Gross Domestic Product

270

Higher Rates and House Price Angst

271

Oil and More Oil

272

Wawa and Women in the Workforce

273

Bonus Episode: Update on Russian Invasion of Ukraine

274

Bonus Episode: Fiscal Policy in the Pandemic

275

Neon and Not Equal

276

Ukrainian Conflict and U.S. Confidence

277

Bonus Episode: Russia-Ukraine Conflict

278

Data Deep Dive: Consumer Price Index

279

Canberra and CPI

280

Surprises, Scenarios, and Spirals

281

Manufacturing and Mark on Fire

282

Vehicles and More Vehicles

283

CPI, Consumers, and Cosmo

284

Bonus Episode: On the Bumpy Road to Recovery in 2022

285

Payrolls and Planes

286

Economic Threats and Opportunities in 2022

287

Christmas Movies and Currencies

288

Holiday Sales and Housing Supply

289

Big Inflation and Baby Bubbles

290

Noisy Data and New Variants

291

Once and Future Inflation

292

Confidence, Consumers, and Cowbells

293

Coffee, COP26, and Climate Change

294

Workers, Wages, and Wallyball

295

Probability of Recession and Puppies for Everyone

296

Beige Book and Betting on Oil Prices

297

Confidence and Competitive Markets

298

Bonus Episode: The Clock is Ticking on U.S. Budget Deal and Fed Tapering

299

Women and Work

300

Bonus Episode: On the Road to Recovery

301

LNG and Long Tail (It's a Groundhog, not a Chipmunk)

302

Debt and Debt Limits

303

Shortages and Supply Chains

304

Digital Currency and Delta

305

Hospitality Jobs and Hurricanes

306

Tapering and Taxes

307

Delta and Debt

308

China Angst and Container Cost

309

Jobs Jobs Jobs

310

ECI and ECB

311

Flipped Signs and Forecast Philosophy

312

China and Cris Votes No

313

Confidence and Consumer Spending Momentum

314

Fear Gauge and Frothy Markets

315

Monetary Policy and Multiple Models

316

Consumer Prices and Cars

317

Jobs and More Jobs

318

Housing and Happy Birthday

319

Diffusion Indices and Deficits

320

CPI and Census

321

Work and Work from Anywhere

322

Lumber and Labor Force

323

Rates and Reflation

324

Inflection Points and Inflation

325

Back to Normal and Build Back Better

326

A Booming Economy and Bubbles

327

Inside Economics Trailer - Mark Zandi