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Moody's Talks - Inside Economics

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Moody's Talks - Inside Economics

Moody's Analytics

A Jobs Debate

July 02, 2026 12:13pm 58 min

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 b...

The Data, Oil, and a Global Q&A

June 26, 2026 3:31pm 1:17

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 g...

Breaking in a new Chair

June 18, 2026 4:00pm 51 min

Claudia Sahm, Chief Economist of New Century Advisors joins the team to break down Kevin Warsh's first FOMC meeting and press conference. The group covers the rate decision, changes to Fed communications, the dot plot's ...

Stocks, SpaceX, and Subways

June 12, 2026 2:07pm 1:07

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...

Dazed and Confused

June 05, 2026 3:22pm 51 min

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 sh...

Economic Data Dump

May 29, 2026 3:00pm 1:16

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 stat...

Third Time’s the Charm

May 22, 2026 1:33pm 49 min

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 in...

Mr. Financial System

May 19, 2026 4:00pm 50 min

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 d...

Focus on the Fed

May 15, 2026 3:16pm 56 min

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 W...

Inflation: No Quick Fix

May 12, 2026 3:55pm 40 min

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 ...

Jobs: Soft, Stable, or Something Else

May 08, 2026 3:30pm 1:01

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 des...

Inside AI with Anthropic's Peter McCrory

May 01, 2026 5:14pm 1:09

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 shift...

An Economic Grab Bag

April 24, 2026 2:51pm 1:12

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, an...

3 Lenses, 1 Economy

April 17, 2026 2:21pm 1:05

Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What’s driving this disconnect—and who’s right? Mark and Cris are joined once again by colleague Ma...

Oil, Cows and Taxes

April 10, 2026 2:49pm 1:04

The Inside Economics team is joined by Matt Colyar to discuss the week’s loaded economic data slate. First, Matt offers a detailed reaction to March’s hot CPI report – the first inflation data capturing effects from the ...

Curb Your (Job Market) Enthusiasm

April 03, 2026 12:26pm 1:10

The Inside Economics crew (minus Dr. DeAntonio) parses the March jobs report, which came in surprisingly strong. They all agree that the headline number is deceptive and the labor market is actually quite weak and poised...

The Sages of CRE

March 31, 2026 1:35pm 45 min

Moody's commercial real estate experts Tom LaSalvia and Kevin Fagan join Mark, Marisa, and Cris to take stock of where CRE markets stand today. Tom and Kevin go beyond the headlines to unpack the nuances driving the offi...

Weighing Recession Probabilities

March 27, 2026 4:07pm 33 min

Hostilities with Iran are entering their second month, and the damage to financial markets and the economy is mounting. The Inside Economics team and colleague, Shandor Whitcher, take up the question of what it all means...

Markets Down, Recession Risks Up

March 20, 2026 2:50pm 57 min

Mark, Cris and Marisa recap the week’s events in the Middle East and at the Fed and debate whether or not the baseline forecast warrants a rethink given the rising uncertainty around how and when the conflict in the Midd...

Scott Galloway, the Optimistic Pessimist

March 19, 2026 4:17pm 1:01

The Inside Economics team is joined by Scott Galloway, bestselling author and professor of marketing at NYU Stern, for a wide-ranging conversation spanning geopolitics, technology, and generational justice. The group tou...

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