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Moody's Talks - Inside Economics

Moody's Analytics

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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34 episodes
a few times a week
Avg 1 hr 3 min
English

Episodes 34

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#299
Friday · 1 hr 5 min
The (Not So) Great Wealth Transfer
Wayne Best, Chief Economist at Visa and The Wall Street Journal’s Most Accurate Forecaster of 2025, joins the Inside Economics team to discuss the state of the economy with a focus on consumer spending. Despite a similar forecast for next year, Wayne is slightly more sanguine than the Inside Economics team about the durability of consumer spending. The discussion then leads to a surprising and fascinating look at Wayne’s recent research on the generational wealth transfer. Over the next 20 years
Tuesday · 1 hr 9 min
ENCORE AI Series: Anthropic's Peter McCory
Originally published on May 1st, 2026. 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.
#298
September 18 · 1 hr 6 min
Hikes and Haircuts
The Fed met this week and gave the Inside Economics crew a lot to talk about. Joining the fray are three colleagues, Martin Wurm, Justin Begley, and Matt Colyar. Opinions varied on the wisdom of September’s rate hike, how much of an attempt it was to signal Chair Warsh’s independence from the White House, and the likelihood that more hikes are in tow. The group plays the numbers game and debates what changes should be made to Moody’s Analytics baseline forecast after Wednesday’s meeting. All of
#297
September 15 · 53 min
AI Series: Can AI Fix the Deficit?
Ben Harris, Director of the Economic Studies Program at the Brookings Institution, joins the Inside Economics team to discuss his new research on how AI could shape the nation’s fiscal outlook. The bottom line: it’s complicated. AI has the potential to lift economic growth and ease pressure on the budget, but it won’t erase the difficult choices ahead on taxes, spending, and the nation’s long-term debt path.
#296
September 11 · 1 hr 5 min
The Great Rate Debate
The Inside Economics team is joined by colleague and CPI guru Matt Colyar to discuss August's CPI inflation report, which came in a touch hotter than expected. Mark ranks his top four inflation culprits, and the team weighs in. Next week's Fed meeting is top of mind, and there's some disagreement about the likelihood of a Fed rate hike.
#295
September 8 · 57 min
The AI Series: Adoption Ramps Up
In this episode of our AI series, Ara Kharazian, lead economist at fintech company Ramp, joins the Inside Economics team to discuss the state of AI adoption. Drawing on Ramp’s real-time business spending data, Ara offers a unique view into which firms and industries are moving fastest, which are lagging, which LLMs are gaining traction, how token pricing is evolving, and what data center constraints and government regulation could mean for the AI boom.
#294
September 4 · 1 hr 3 min
Upsides, Downsides
Mark and Cris are joined by Dante to unpack the August employment report. While the headline number surprised to the upside, they agree it does little to change their view of underlying job growth. The discussion turns to the implications for monetary policy, including how renewed pressure from President Trump for rate cuts could factor into the Fed outlook. With Marisa away, the team skips the usual stats game and instead weighs the economic risks and opportunities they believe are underappreci
#293
September 1 · 1 hr 5 min
The AI Series: The Data Center Buildout
Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities and risks, including whether financing has outpaced construction and whether cheaper AI models could leave some premium data centers stranded. And as a bonus, he has some thoughts on construction in Area 51.
#292
August 28 · 1 hr 6 min
More Science Than Fiction
Stripe Chief Economist Ernie Tedeschi joins the Inside Economics team to separate the signal from the noise in a busy week for the economy and financial markets. The group discusses Kevin Warsh's recent speech and the market's reaction, unpacks the latest PCE inflation data and what it means for the Fed, and explores the remarkable surge in business formations. Are more Americans becoming entrepreneurs because of shifts in how firms are organized, or is technology making it easier than ever to l
#291
August 25 · 54 min
The AI Series: A Question of Timing
Capital Group economist Darrell Spence, who has covered the U.S. economy for more than three decades, separates AI hype from the evidence, explaining how much growth the current capital-spending boom is actually buying, where productivity gains are most likely to show up, and who benefits when they do. He also looks to earlier investment cycles for a sense of how long this one will last. The spending is real, but Spence makes the case that enthusiasm and economic resilience are not the same thin
#290
August 21 · 1 hr 11 min
Yielding to Pressure
Top of mind for the Inside Economics team this week is the surge in long-term interest rates. Colleague Martin Wurm joins the conversation to unpack why rates have risen so sharply, assess whether the U.S. Treasury’s efforts to stem the increase will work, and consider the risk of a much more serious bond market sell-off. Fundamentally, the only real solution is for the nation to address its darkening fiscal outlook. Hmmm….
#289
August 18 · 1 hr 3 min
The AI Series: The Value of Labor
MIT professor David Autor, one of the world’s leading labor economists, separates AI hype from evidence, explaining which jobs are most likely to be augmented rather than automated, what that means for wages and middle-skill work, and what past technological shifts teach us about the adjustment ahead. While big changes in the labor market are coming quickly, Autor makes the case that they are manageable—and outlines the policies that could ease the transition.
#288
August 14 · 59 min
Lettuce Discuss Inflation
The Inside Economics crew is joined by colleague Matt Colyar to run down the week’s slate of inflation and consumer data. Following the recap and a brief detour about lettuce consumption, each puts forward probabilities that the Fed will cut rates, hike rates, or stay put in the near term. The numbers game leads to a discussion of the series the group would put on their Mount Rushmore – an exercise Mark is completely unfamiliar with and blames on the group’s generational divide.
#287
August 7 · 1 hr 5 min
Painful Jobs Report, Painful Podcast
There was nothing redeeming in the July jobs report, and the podcast crew covered all the pain points: weak job gains, downward revisions, fewer hours worked, slowing wage growth, and a worrisome drop in labor force participation. Fittingly, we had to battle through our own painful series of technical problems while recording - curious whether you’ll notice.
#286
July 31 · 1 hr 13 min
Growth Under Strain
Michael Strain of the American Enterprise Institute and colleague Matt Colyar join the Inside Economics crew to unpack a blockbuster week for the U.S. economy. A bizarre FOMC meeting, fresh GDP and inflation data, new readings on consumers, and financial market gyrations offered plenty to discuss. The group debates what it all means, where the economy is likely to head from here, and of course, play the numbers game.
#285
July 24 · 1 hr 14 min
The Curious Case of the Vehicle Market
Nowhere is the economy’s resilience more evident than in the vehicle market. To break this down, the Inside Economics team is joined by colleague Mike Brisson, and the brain trust at Cox Automotive, including Jeremy Robb, Chief Economist, and repeat guest Jonathan Smoke, Chief Strategy Officer. The group weighs how the recent escalation of the Iran War is impacting gas prices and consumer decisions around new and used car buying, including EVs and hybrids. They also discuss how tariffs have (or
#284
July 17 · 1 hr 7 min
Thriving, Striving or Surviving
The financial health of the American consumer is top of mind these days, and no one better to discuss it with than Emmaline Aliff of Equifax and our own consumer maven, Mike Brisson, join the podcast to dig into the evidence. While the consumer sector as a whole remains resilient, the story differs dramatically across the thrivers, the strivers, and the survivors. We also unpack a week full of inflation data with Matt Colyar, who helps us sort through the numbers and their implications for the e
#283
July 10 · 1 hr 3 min
A Dove in Hawk's Clothing
Ethan Harris, former Head of Global Economic Research at Bank of America, joins the Inside Economics team to discuss his views on the economy’s resiliency, AI, and the Fed. Ethan expounds on the new Chair Kevin Warsh’s stance on inflation and how to interpret his views from the latest Fed minutes. The team discusses whether AI is affecting productivity and the risks it poses to the wider economy and labor market.
#282
July 2 · 58 min
A Jobs Debate
The Inside Economics crew takes a deep dive into the June employment report, which was notably softer following a string of upside surprises. The team debates how to define labor market slack given the sharp divergence between the payroll and household surveys since the beginning of the year. The stats game had some twists and turns, from the labor market to the World Cup, and Dante takes heat for mixing up positives and negatives.
#281
June 26 · 1 hr 17 min
The Data, Oil, and a Global Q&A
Mark and Marisa dissect the raft of economic data released this past week, and debate what it means for the outlook. Chris joins the conversation and weighs in on where oil prices will settle. The group plays the Stats game – some tough stats. The discussion ends with Mark peppering our new colleague, Colin Ellis, with wide-ranging questions about the global economy.

Showing 1–20 of 34 episodes