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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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Charlie Cook on the Election
Charlie Cook, founder of the Cook Political Report and Washington’s “election oracle,” joins the Inside Economics crew to preview the upcoming midterm elections. Charlie shares how he got his start, the story behind founding the Cook Politi
Strong on Paper
Big news: Mark became a grandpa, and unlike most data this week, this one won’t be revised. Mark, Marisa, Cris, and colleague Matt Colyar digest the bevy of data released this week, including GDP, PCE, spending, income, and the employment c
AI Series: Live From New York
Inside Economics closes out its AI series with a rare live taping at the Economic Outlook Conference in New York City. Drawing on lessons from earlier episodes—and plenty of input from the audience—Marisa, Cris, and Mark weigh AI's promise
Bending, Not Breaking
John Toohig of Raymond James joins Mark and Cris to tell the whole story on whole loan trading and what it says about the health of bank lending. The conversation covers consumer credit, mortgages, and commercial real estate. Activity was s
Survey Says…
John Leer, Chief Economist at Morning Consult, joins Inside Economics to discuss the mood of the consumer. John shares some interesting nuggets from Morning Consult’s survey, including differences in sentiment across regions, how consumers
Unwrapping the Global Economy
The global economy is being buffeted by a seemingly endless series of shocks—from U.S. tariffs and the Russia-Ukraine war to turmoil in the Middle East. Who better to explain what it all means than our colleague Gaurav Ganguly, who leads ou
Revisions, Revisions, Revisions
Dante joined the Inside Economics crew to discuss the September employment report, which told a more consistent story of a soft labor market. The team also dove into the bevy of other economic data released this week, including GDP, inflati
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 y
ENCORE AI Series: Anthropic's Peter McCrory
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 o
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
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
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
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
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 f
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 wh
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, unp
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 g
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 inc
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
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 cu
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
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,
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, a
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 cons
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 a
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 a
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 sta
Breaking in a new Chair
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 future, and what War
Stocks, SpaceX, and Subways
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 AI stocks are overv
Dazed and Confused
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 shifted into a higher
