logo
episode-header-image
Aug 2023
1h 30m

Banner Inflation, Banking Braves Out

Moody's Analytics
About this episode
The Inside Economics team dissects the July report on consumer price inflation and concludes that inflation is on track to be back to the Fed's inflation target by this time next year. Well, OK, Cris thought more likely the end of next year. The discussion then turned to modest fallout from the banking crisis earlier this year (at least so far) and Fed Polic ... Show More
Up next
Jan 23
Greenland and The London Consensus
After a quick review of this past week's economic data, Professor Andrés Velasco, Dean of the School of Public Policy at the London School of Economics, joins the Inside Economics podcast, along with Head of International Economists, Gaurav Ganguly. The group dissects the U.S. pu ... Show More
1h 4m
Jan 16
Inside China
The Inside Economics crew is joined by Logan Wright, partner and director of China market research at Rhodium Group. The team first unpacks December’s consumer price index and discusses the state of U.S. inflation. Then, Logan shares his expertise on the Chinese economy. From a s ... Show More
1h 19m
Jan 9
“Fed” Up with the Jobs Report
Jon Hilsenrath, former journalist at the Wall Street Journal, joins the Inside Economics crew to discuss the December jobs report and the Fed. The team breaks down the latest employment data and debates whether the report is “fine” or “anemic”. The focus then shifts to the Fed fo ... Show More
1h 13m
Recommended Episodes
Jun 2022
Robert Rosener: The Continued Rise in Inflation
tail spinning
3m 24s
May 2021
Inflation Shocker
A shockingly high reading in the consumer price index landed with a bang in markets this week. Zachary Griffiths, a macro strategist with Wells Fargo, joined the “What Goes Up” podcast to discuss what inflation pressures he’s got his eye on and why he doesn’t think the latest num ... Show More
40m 34s
Jun 2024
Is the Fed Thinking About Inflation All Wrong?
For over a decade, America’s central bank has had an inflation target of 2%. On Wednesday, the Federal Reserve announced that it would keep its main interest rate unchanged in order to try and get inflation to that magic number. But what if the Fed is thinking about inflation all ... Show More
17m 3s
Dec 2022
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do thing ... Show More
49m 37s
Apr 2019
Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Economics and Markets Research, doesn't think inflation is dead. Dan Tannebaum, PwC United States P ... Show More
18m 25s
Jun 2024
Lots More With Neil Dutta on a Looming Fed Policy Error
Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the last four years or so. But now he's warning of a possible mistake by the Federal Reserve. In his view, the central bank is waiting too long to get confirmat ... Show More
24m 4s