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 [email protected]. Visit online at www.economy.com/economicview
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Moody’s Talks: KYC Decoded is your window into the world of financial crime fighters and the industries that arm them against the illegal actors that threaten people, companies and society. Listen and learn from subject matter experts, authors and practitioners to find out how you can better address and mitigate the risks to your business and community.
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Market Pulse is a monthly podcast by Equifax, in partnership with Moody’s Analytics. Equifax hosts bring you interviews with industry experts on the latest economic and credit insights that can help drive better business decisions. Whether you’re in financial, mortgage, auto or another service industry, we help make sense of the latest economic conditions that impact you. This podcast series supplements our Market Pulse webinars, which occur on the first Thursday of each month.
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An exploration of the intersection between technology, culture and innovation. Published by Moody's Analytics.
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Inside CRE features interviews with commercial real estate leaders who share industry and career insights. NAIOP, the Commercial Real Estate Development Association, is the development industry’s leading source for education, advocacy and connections that drive your business forward. Inside CRE is brought to you by CLA. To learn more about NAIOP and join a network of over 21,000 commercial real estate professionals, visit www.naiop.org.
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In 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…
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A Midyear Check on the U.S. Economy with Moody’s Analytics
12:10
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12:10Host Olivia Voltaggio is joined by Shandor Whitcher, Economist at Moody’s Analytics, for a timely check-in on the U.S. economy. They discuss the recent shift from early-year optimism to growing uncertainty driven by shifting trade policy, rising jobless claims, and inflation concerns. Shandor breaks down the latest GDP and consumer credit data, exp…
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Colleagues 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 b…
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Samim 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 mi…
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The specter of stagflation is on the rise. While the higher tariffs have yet to translate into higher prices, the Inside Economics team and their colleague, inflation-maven Matt Colyar, argue they soon will. And weaker growth isn’t too far behind – the team’s recession probabilities are increasing again. Mass immigrant deportations, and Israel’s bo…
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Sharon Parrott, President of CBPP joins the Inside Economics team to consider the big package of tax and government spending provisions making its way through the legislative process. She explains why she’s not a fan, from its implications for the nation’s already dire fiscal situation to its hit to programs benefitting lower-income Americans, such…
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Dante 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 recess…
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In this episode, Melinda McLaughlin, Senior Vice President and Global Head of Research at Prologis, discusses the evolving state of global trade and its impact on logistics real estate. She highlights how trade disruptions, starting with tariffs in 2017 and intensified by the COVID-19 pandemic, have accelerated supply chain diversification – especi…
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Three years after our 2022 podcast series on Perpetual KYC (pKYC), we’re rebooting the topic to explore how the practice has evolved and where the industry stands today. The pKYC landscape has shifted, with advancements in technology, regulatory expectations, and data integration driving its adoption as a dynamic, real-time approach to customer due…
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The 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 …
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Cliff Rossi, Professor of the Practice and Director of the Smith Enterprise Risk Consortium at the University of Maryland, joins the podcast to discuss the future of housing finance and the potential release of Fannie Mae and Freddie Mac from government conservatorship. The team also delves into Dr. Rossi's proposal for fixing the homeowners insura…
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Special Episode: CRE Leaders on Tariffs and Market Resilience
37:29
37:29
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37:29Commercial real estate leaders Amy Curry, Chief Strategy Officer of Dermody; Ed Griffin, CEO, Griffin Partners; and Kevin Hardy, Head of Eastern Canadian Office, Oxford Properties; join us for a special episode to discuss the impacts of tariffs on the industry. In this candid conversation they share how uncertainty is increasing scrutiny, moderatin…
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The Inside Economics team is joined by our colleagues Adam Kamins and Justin Begley to play the statistics game for nearly the entire podcast. There are lots of good stats, and it’s a nice respite from all the economic drama for the long Memorial Day weekend. Guests: Justin Begley - Economist, Moody's Analytics, Adam Kamins - Senior Director and He…
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How Small Businesses and Consumers are Responding to Economic Uncertainty
34:33
34:33
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34:33In this Small Business Month edition, experts from Fiserv and Equifax unpack how small businesses and consumers are responding to ongoing economic uncertainty. Darryl Tyndorf, Director of Economic and Analytical Insights at Fiserv; Mike Spriggs, Head of Consumer Insights at Fiserv; and David Adams, Head of Commercial Product Marketing at Equifax di…
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The 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 th…
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Counterterrorism: All Source miniseries part 3
50:52
50:52
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50:52Terrorism is not a static threat—it’s evolving in complexity and reach, demanding new ways of thinking and acting to counter it. Staying ahead means knowing what to look for and equipping the intelligence and security community with the insights needed to act decisively in an unpredictable world. In this third installment of the All-Source miniseri…
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Will generative artificial intelligence lead to nirvana or dystopia? Great question, which we don’t exactly answer in this week’s podcast, but we do weigh the most critical downstream effects of the technology based on recent research done by urban economists Frank Levy and Scott Abrahams. We assess how GenAI impacts the benefits of a college degre…
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Christopher Thornberg, Ph.D., Beacon Economics
38:50
38:50
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38:50Christopher Thornberg, Ph.D., founding partner of Beacon Economics and recent I.CON West keynote, joins the podcast to parse the growing disconnect between economic data and public sentiment. While U.S. households are financially strong and consumer spending drives growth, this prosperity is propped up by an unsustainable government deficit and for…
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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…
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Intelligence analysis: All Source miniseries part 2
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56:54
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56:54In a world increasingly defined by rapid information flow, interconnected risks, and complex decision-making, intelligence analysis has never been more critical—or challenging. In this second installment of our All Source miniseries, we are joined by Lieutenant General Guy Swan, U.S. Army (Retired) and President of Swan and Associates, LLC and Jaso…
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Richard 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…
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A Shifting Economic Landscape: Consumer Sentiment, Tariffs, and Risk Mitigation
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33:13
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33:13Equifax advisors Jesse Hardin, Dave Sojka, Tom O'Neill, and Maria Urtubey explore the disconnect between positive hard data and declining consumer sentiment, rising concerns over tariffs, and their disproportionate impact on households and businesses. They dig into leading indicators to watch—like delinquency rates, employment trends, and consumer …
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This episode marks our four-year anniversary doing the Inside Economic podcast, and we devote the conversation to responding to listener questions. We’ve been getting lots of great Qs, ranging from the global trade war and DOGE cuts to immigration and productivity growth. Keep the questions coming. Hosts: Mark Zandi – Chief Economist, Moody’s Analy…
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Scott Jennings started his political career licking envelopes in a campaign office but went on to work for campaigns at both the local and national level, including four presidential campaigns. The CNN senior conservative political commentator – and keynote speaker at NAIOP’s 2025 Chapter Leadership and Legislative Retreat – joins the podcast to sh…
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The Inside Economics team is joined by the former chair of the White House’s Council of Economic Advisors, Jared Bernstein. Jared shares his evaluation of what has been a whirlwind few weeks for the global economy. With a healthy dose of humility, the group then debates where things might be headed in the U.S.-China trade war as well as which count…
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Breitbart’s Economic and Finance Editor, John Carney, and the Urban Institute’s Jim Parrott return to Inside Economics to discuss the motivations and endgame of President Trump’s global trade war, tax and spending policy, and what will happen with Fannie and Freddie. The upshot of the conversation: the trade war isn’t going to end soon, and a reces…
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Corporate espionage: All Source miniseries part 1
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47:08
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47:08Could your company be the next target for corporate espionage, where trade secrets and competitive advantages hang in the balance? As corporate spies evolve their methods to outpace defenses, the risks have never been greater. In this gripping first episode of our All Source series, we’re joined by Michael Orlando, Senior Director of Global Securit…
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The Moody's Analytics team discusses President Trump's trade war. 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', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, …
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Mark, Marisa, and Cris break down this week's flood of economic data and explain how new auto tariffs will affect consumers and the overall economy. Their conversation addresses important concerns about the quality and availability of government statistics as they consider private-sector alternatives. They wrap up the episode with the ever-popular …
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Would you rather spend money recovering from a fraud-related attack or building an anti-fraud strategy? Organizations who become victims of fraud often find themselves paying enormous sums of money, managing severe reputational damage, and navigating uncertainties on how to better prepare for the future. In this episode of KYC Decoded we welcome Ch…
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As the national director for office analytics, Phil Mobley leads the development of CoStar's house view of the office market. In this episode, he examines the office sector from every angle, highlighting the misconception of a simple “flight to quality,” explaining that both premium and affordable office spaces are thriving while mid-tier buildings…
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Investing with UBS CIO Mark Haefele
1:05:49
1:05:49
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1:05:49Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS’s CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along t…
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Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insuranc…
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The Inside Economics crew is joined by Matt Colyar to discuss February’s CPI report and a rapidly changing U.S. economic environment. Primarily, the conversation focuses on tariffs and the on-again, off-again chaos coming out of D.C. The group also discusses investors and U.S. trade partners’ increasingly evident fatigue and whether orthodox macroe…
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Tranche 2: The future of AML and CTF compliance in Australia
45:10
45:10
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45:10Australia recently passed an amended anti-money laundering and counter-terrorism financing (AML/CTF) bill that will soon include Tranche 2 entities in its regulatory regime. The result? Approximately 100,000 new entities under its scope. Regulating non-financial entities is not a new undertaking, as we’ve seen in countries like the UK, Singapore, a…
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Moody’s Analytics colleague, Dante DeAntonio joins the podcast to discuss the February jobs report, and the team shares their angst about potential cracks in the labor market. The conversation then turns to the potential impact of DOGE cuts to the federal workforce and the economic implications of the on-again, off-again tariffs that has developed …
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Artist. Architect. Chairman. Philanthropist. Author. Lawrence Armstrong, chairman of leading international design firm Ware Malcomb, joined the firm nearly 40 years ago and served as CEO from 1992 to 2020. In addition to expanding the company from a Southern California firm to a national and international firm with 28 offices across North America, …
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Immigration Innovation with Adam Ozimek
1:19:10
1:19:10
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1:19:10Adam Ozimek, Chief Economist at the Economic Innovation Group, joins the podcast to discuss his latest proposal to reform and replace the high-skilled immigration program in the U.S. (better known as H-1B). In addition to immigration policy, the group discusses remote work, the softening of recent economic data, and the prospects for the year ahead…
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Inside Economics was fortunate to have Trump whisperer John Carney of Breitbart News join the podcast to provide his insight on the Trump administration’s efforts to rework government and reshape economic policy. Urban Institute scholar Jim Parrott helped guide the conversation. Listeners will get a wildly different perspective from that provided b…
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Sanctions 2025: What compliance professionals are working on now
28:51
28:51
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28:51We find ourselves 3 years out from the Russia/Ukraine war, and the sanctions climate continues to evolve. From changing global politicians to sanctions regulations and enforcements to evasion tactics, it is imperative compliance professionals stay alive to risks, and the consequences of not doing so. In this episode of KYC Decoded, we are pleased t…
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Robert Reich, UC Berkley professor and former Labor Secretary under President Clinton, joins the Inside Economics podcast to take a retrospective look at economic policies extending back to Clinton that ultimately contributed to President Trump’s election, and a prospective look at where the president is taking policy and what it means for democrac…
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After congratulating the Philadelphia Eagles on their dominant Super Bowl win, the Inside Economics team breaks down the week’s inflation data. Moody’s Analytics colleague Matt Colyar joins to help unpack the details behind January’s hotter-than-hoped-for CPI and then the group discusses whether their outlooks for 2025 have changed. Predictably, th…
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Economic Outlook 2025: Inflation, Jobs, and Market Trends
22:39
22:39
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22:39With President Trump’s administration in full swing, we’re joined by Shandor Whitcher, economist at Moody’s Analytics, to break down key economic trends shaping the year ahead. Get the latest on inflation, labor market dynamics, and the Federal Reserve’s approach to interest rates, along with the impact of global trade policies, emerging technologi…
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OSINT 101: Turning data into intelligence
49:07
49:07
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49:07An exponential growth in data has coincided with the era of exponential risk - what does this mean for anti-financial crime and risk professionals? With ever increasing amounts of unstructured data and information at their fingertips, how can professional investigators implement sophisticated open-source intelligence (OSINT) investigations to make …
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Shannon O’Neil, Council on Foreign Relations
22:19
22:19
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22:19Is the era of tariff-free goods on the North American continent coming to an end? Shannon O’Neil, Senior Vice President and Director of Studies at the Council on Foreign Relations and author of “The Globalization Myth: Why Regions Matter,” joins us for this especially timely episode. Shannon discusses how tariff uncertainty and shifting global trad…
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Eagles and Jobs and Tariffs, Oh My!
1:15:57
1:15:57
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1:15:57Dante joins the podcast to break down the January employment report and provide his odds for an Eagles Super Bowl victory. The job market is starting 2025 in a great place, and the team discusses the implications of significant revisions to labor market data. Finally, the conversation turns to tariff policy as everyone weighs in on which tariffs, i…
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GenAI unlocked: A new future for traditional risk departments?
33:19
33:19
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33:19Imagine a world where the bulk of your workday is dedicated to gaining a deep understanding of financial criminal behavior and forecasting future transgressions - rather than being spent on monotonous research hunting for risk signals down rabbit holes. Could generative AI help make this vision a reality? In this episode of KYC Decoded, Moody’s own…
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After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody’s Analytics colleague Martin Wurm to discuss the Fed’s recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The…
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Preventing, detecting, and disrupting human trafficking with information systems
48:03
48:03
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48:03Human trafficking is one of the most terrible crimes imaginable. And, yet, the magnitude of it is so overwhelming that it can feel nearly impossible to tackle. But, what if there was a way to flip this problem on its head? Could we learn from technologists who use feedback loops to build information systems and apply this same way of thinking to a …
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Opening our third season of Inside CRE, Christopher Ware, NAIOP’s Vice President for Business Development and Strategic Initiatives, speaks with Alex Thomson, founder of Prevail Consultants and 2025 NAIOP Chair. With two decades of experience in commercial real estate, Alex has gained expertise in every aspect of the business, spanning acquisitions…
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