Shows
Moody's Talks - Inside EconomicsZelman on the Housing ZeitgeistMark, Marisa, and colleague Adam Kamins are joined by Ivy Zelman to discuss the housing market outlook. Ivy sheds light on a wide variety of topics, including disappointing demand, the persistent drag from mortgage rate lock, and a lack of listings, adding up to a bearish outlook for prices and sales. The group also touches on regional differences, why builders are pulling back, and the effect of policy changes around tariffs and immigration. Along the way, Marisa and Adam learn the answers to a few existential questions, including “Why am I here?”Guest: Ivy Zelman, Executive Vice Pres...2025-06-271h 00
NAIOP Podcast: Inside CREMark Zandi, Moody’s AnalyticsIn this episode, Moody’s Analytics Chief Economist Mark Zandi joins us to unpack the extraordinary uncertainty facing today’s economy – on par, he says, with the global financial crisis and the COVID-19 pandemic. Drawing from insights shared during his keynote at NAIOP’s National Forums Symposium, Zandi discusses the weakening labor force, volatile economic policy, and growing pressure from tariffs and immigration shifts. He explores how inflation, interest rates, and consumer trends are affecting commercial real estate and why many developers are in a holding pattern. For an industry built on long-term decisions, navigating a short-term, policy-driven fog is a maj...2025-06-2350 minMoody's Talks - Inside EconomicsCochrane on China, Chris on CrudeColleagues Chris Lafakis and Steve Cochrane join Inside Economics to discuss how geopolitics is shaping the outlook and the risks to the U.S. and global economies. But first, the team reminisces about Steve’s 32 years as “employee 007” at the company and his upcoming retirement. Steve reveals his secrets for “managing up,” and Mark finds out he’s been managed all these years. The conversation then turns to U.S.-China relations and the risk of an oil price shock stemming from Israel’s attack on Iran last week. Guest: Chris Lafakis, Director of Climate and Energy Econo...2025-06-2043 minMoody's Talks - Inside EconomicsPrivate Credit & Systemic RiskSamim Ghamami, Senior Economist at the U.S. Securities and Exchange Commission, joins Mark, Cris, and Marisa to explore the rapid rise of the private credit market. With global assets surpassing $2 trillion, Samim breaks down the systemic risks posed by this opaque yet fast-growing asset class. The discussion delves into private credit’s role in middle-market lending, private equity, and new markets like infrastructure and real estate, as well as its implications for financial stability and regulation.Access the full paper, Private Credit & Systemic Risk here: https://www.economy.com/getfile?q=2107637A-C535-4AFF-83BC-6CBA1AD...2025-06-1850 minMoody's Talks - Inside EconomicsLabor Market Yellow FlagsDante joins Mark and Marisa for a rare Cris-free Saturday morning podcast to discuss the May jobs report. Given the report's weakness, the team is equally baffled by the positive news headlines and surging stock market on Friday. The team dissects the large downward revisions to the payroll numbers in recent months and whether this signals a recession ahead. They also debate whether the low unemployment rate is giving a false signal about underlying weakness in the labor market. Guest: Dante DeAntonio, Senior Director of Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Econom...2025-06-0751 minMoody's Talks - Inside EconomicsRules of ThumbThe Inside Economics crew talks about the latest tariff news, as well as the reconciliation bill making its way through Congress and the long-term macroeconomic consequences of the bill. Mark gives some rules of thumb about the tariff impact on inflation, as well as the debt-to-GDP ratio and long-term bond yields. Finally, the team answers several listener questions and plays the stats game.Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsFollow Mark Zandi on 'X', BlueSky...2025-05-3059 minMoody's Talks - Inside Economics4-peatThe Inside Economics team welcomes back Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, for his fourth appearance. The episode begins with an analysis of the latest economic indicators, unpacking fresh CPI, PPI, and retail sales data. Mark then asks the team to weigh in on how recent tariff announcements have altered their economic forecasts and recession probabilities. Moody's Analytics economist Justin Begley provides a breakdown of the budget reconciliation package moving through Congress. The episode concludes with Aaron's assessment of emerging vulnerabilities and potential flashpoints in the financial system.Guest: Aaron Klein, Senior...2025-05-161h 04
The AFIRE PodcastNo Red Flares for US EconomyDespite geopolitical uncertainty and trade tensions, the US economy remains strong, says our latest guest on the AFIRE podcast: Moody’s Chief Economist Mark Zandi, the recipient of the Consensus Economics 2024 Forecast Accuracy Award. “So far, the data shows yellow flares everywhere,” Zandi observes. “But no red flares yet.”
In conversation with AFIRE CEO Gunnar Branson, Zandi shares his views on the way trade tensions will affect the broader economy, as well as US commercial real estate specifically. The pair also discuss a forthcoming Moody’s study on the housing shortage, hotspots in the US CRE market and how ESG and DEI disc...2025-05-1540 minMoody's Talks - Inside EconomicsEvery Rose Has Its Thorn Moody’s Analytics colleague Dante DeAntonio joins the podcast to recap the April jobs report, along with the potpourri of other economic data released this week. Marisa dives into other labor market data, Cris tackles GDP, and Mark discusses consumer confidence. All along the way, Mark points out the thorns in recent data. The team also provides an update on their recession probabilities. Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s AnalyticsGuest: Dante DeAntonio - Seni...2025-05-021h 04
The David Lin ReportBuckle Up For ‘Tough 2025’ Warns Moody’s Chief Economist: Markets Not Pricing In What’s NextMark Zandi, Chief Economist at Moody's Analytics, discusses the high probability of a global recession in 2025, citing trade tensions and tariffs as key triggers while outlining impacts on sectors, corporate earnings, markets, and investment opportunities. Mark Zandi’s most recent appearance on The David Lin Report: https://www.youtube.com/watch?v=ozUHll8ppX0*This video was recorded on April 28, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DA...2025-05-0222 minMoody's Talks - Inside EconomicsShaken, Not StirredRichard Barkham, Senior Economic Advisor at CBRE, joins the podcast to discuss the outlook for commercial real estate and the economy. Richard is decidedly more sanguine than the podcast hosts. Mark, Cris and Marisa also discuss the economic team’s recent win for Most Accurate U.S. Forecast for 2023-2024 by Consensus Economics. They debate how much of the win can be chalked up to skill, luck, or the Chief Economist.Guest: Richard Barkham – Senior Economic Advisor, CBREHosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, Marisa DiNatale – S...2025-04-2557 min
Moody’s Talks - Global Economy UnwrappedThe Global Trade War Takes a Dark TurnThis bonus episode is a recent webinar led by our Chief Economist, Mark Zandi. It includes many colleagues on the Moody’s Analytics economics team from around the world. The webinar reviews the many U.S. and global ramifications of the emerging U.S. tariff policy. This conversation features expert input from leading economists, including Mark Zandi, Cris deRitis, Steve Cochrane, Gaurav Ganguly, Marisa DiNatale, Dante DeAntonio, Mark Hopkins, Alfredo Coutino, and Justin Begley.
Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay...2025-04-251h 31
The Chuck ToddCastWill Donald Trump’s Trade War Tank The U.S. Economy?Chuck Todd is joined by Mark Zandi, chief economist at Moody’s Analytics, to discuss the damaging effects of President Donald Trump’s tariffs and trade war on the U.S. economy.Chuck opens the episode by framing the nation’s economic struggles as entirely self-inflicted, warning against political pressure on the Federal Reserve, and explaining why the consequences of current policy decisions could take years to reverse.Mark Zandi then joins to share his economic risk assessment, explore why markets failed to anticipate the trade war, and project the level of fallout the U.S. eco...2025-04-231h 08
The Call by the Global Intelligence DeskIs Anyone Winning the Trade War?Global markets have entered a period of intense volatility after the U.S. announced a new round of tariffs last week, putting a floor of 10% on most goods entering the country and targeting specific nations for double digit duties. Some economists now say the chances of a recession – both at home and abroad – are growing. Mark Zandi, Chief Economist at Moody's Analytics, joins us to assess these rapidly moving developments. We’ll explore the possible macroeconomic scenarios, and the political economy shaping this moment in the days and weeks ahead. - The Call is a series o...2025-04-1123 min
SANITY PodcastSANITY: Moody's Mark Zandi
In this conversation, Moody's economist Mark Zandi discusses the implications of President Trump's 'Liberation Day' tariffs, the current state of the economy, and the potential risks of stagflation. He emphasizes the uncertainty surrounding economic policies and their impact on American consumers, while also providing insights into historical tariff effectiveness and advice for individuals navigating these economic challenges. He emphasizes the uncertainty surrounding business investments due to fluctuating tariffs and critiques the political communication strategies regarding the economy. The discussion also touches on Canada's proactive stance in response to economic challenges and reflects on cultural narratives in media, particularly in...2025-04-0241 min
The Delegates LoungeTalking Tariffs with Mark Zandi, Moody's Chief EconomistAs President Donald Trump's self-proclaimed "Liberation Day" approaches on April 2nd, bringing with it a wave of new tariffs, we're joined by an expert who can help us parse rhetoric from reality. Moody's Chief Economist Mark Zandi explores the potential economic impact of broad-based tariffs on American consumers, farmers, and business owners. As chief economist, he oversees Moody’s global economic forecast. Mark is a frequent guest on American network news shows and hosts the podcast “Moody’s Talks: Inside Economics.” He has advised policymakers at all levels, including giving Congressional testimony on economic matters; so, we’re very luc...2025-03-3045 min