Moody's Talks - Inside Economics

Colleagues Brendan La Cerda and Dante DeAntonio join Inside Economics to discuss surprising results on both the midterm election and the October jobs report. The discussion focuses on jobs first, and it was hard to find a blemish in the latest data, as job growth far exceeded expectations and the unemployment rate ticked lower. The conversation then turned to the midterm elections as Brendan detailed the magnitude of the Democratic swing in the House and Senate. However, the large margin of victory will do little to move the macroeconomic needle as legislative gridlock remains the baseline expectation.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 AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at [email protected]. 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.

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 Political Report, and how he became one of the most trusted voices in election forecasting. He then digs into the dynamics of the House race and the key Senate contests, predicting that Democrats will win both chambers. Charlie also explains why this cycle is unusual. Our own election forecaster Justin Begley joins the conversation to give the Moody’s Analytics outlook.Guest: Charlie Cook, founder of the Cook Political ReportFor more from Charlie Cook, check out his Substack, https://substack.com/@charliecookpoliticsHosts: 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 AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at [email protected]. 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.

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 cost index. Mark makes the case for future weakness in spending and growth due to negative real incomes and low saving rates. The rest of the team points out what even a happy new grandpa may be missing: a labor market holding together with low layoffs and spending supported by wealthier households. While Mark is cautious on the economy, the outlook for his grandchild is the one forecast with no downside scenario.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 AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at [email protected]. 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.

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 against its perils. The verdict: fears of mass job losses are fading, replaced by worries that AI is inflating a bubble in stock and credit markets.Read The Macroeconomic Consequences of AI and Aging and the Productivity PuzzleView our latest articles and research on AI- https://www.economy.com/ai-insight-hubHosts: 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 AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at [email protected]. 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.

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 strong in the first half of 2026 and weak in the second.  John explains why next year may flip the script given high rates. The discussion concludes with concerns about deposit flight and cyber risks in the age of AI. In a rarity, every statistic in the stats game earned Mark’s stamp of approval for relevance and difficulty.  Guest: John Toohig, Managing Director at Raymond James, Head of the Whole Loan Trading GroupHosts: 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 AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at [email protected]. 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.