Moody's Talks - Inside Economics

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.

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Guests: Chris Lafakis and Colin Ellis

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Warsh's balance sheet views signal for monetary policy ahead. The new Chair is in the seat, time will tell if it's a comfortable one.

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week’s inflation data, and Marisa addresses a slew of comments from last week’s podcast. 

Guest: Jim Lebenthal, Chief Market Strategist at Cerity Partners

For more from Jim Lebenthal, visit his website: www.jimmylebenthal.com

Jim's book, How to Ride the Subway: Getting Around on Wall Street and in Life (Regalo Press March 2026), is available here

Jenna Score: 8.5

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

 

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.