logo
episode-header-image
Sep 2023
1h 27m

Approaching Shutdown, Asian Flip-Flop

Moody's Analytics
About this episode
The fast approaching federal government shutdown is top of mind on this week's podcast. Mark and Cris consider how the shutdown may play out and the economic consequences. Two other colleagues, Steve Cochrane and Stefan Angrick, then join the conversation to assess the all important Chinese and Japanese economies. Are the economic fortunes of these two massi ... Show More
Up next
Yesterday
Inflation: No Quick Fix
In a quick-hitting mini-podcast, Mark and Cris are joined by colleague Matt Colyar to discuss April’s (hot) consumer price index data. U.S. inflation has accelerated dramatically since the war in Iran began. Matt breaks down April’s report and opines about where inflation is like ... Show More
40m 15s
May 8
Jobs: Soft, Stable, or Something Else
The Inside Economics crew dives into the April employment report. Despite better-than-expected headline job growth, they debate the best way to characterize the current state of the labor market. The team agrees that despite a still-low unemployment rate, there are reasons to be ... Show More
1h 1m
May 1
Inside AI with Anthropic's Peter McCrory
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 our work, then shifts to AI’s current and expected lift to productivity, and to ... Show More
1h 9m
Recommended Episodes
Jan 2024
Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come down, but there's significant debate as to why and how sustainable that move is. ... Show More
51m 16s
Aug 2023
The Four Big Structural Forces Holding Back China's Economy
The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's driving the decline and what can the government do about it? On this episode of ... Show More
45m 4s
Jun 2023
The Fed's Last and Final Rate Increase
<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More
5m 51s
Mar 2022
Upticks and Crackdowns in China, Tom Brady’s Welcome Back 3/14/22
<p>China’s Covid cases are now the highest they’ve been since the beginning of the pandemic. Domestically, the country is addressing health concerns by halting business and production while simultaneously <a href="https://www.cnbc.com/2022/03/14/tencent-shares-plunge-after-report ... Show More
30m 7s
Aug 2023
Xi Jinping’s Economic Plan: Let China Struggle
China’s economic slowdown is catching the attention of countries around the world as they brace for a possible hit to their own economies. Bloomberg’s Rebecca Choong Wilkins and Tom Hancock discuss why President Xi Jinping is avoiding a big stimulus package and instead allowing C ... Show More
28m 27s
Oct 2022
Did China miss its chance to fix its economy?
<p>The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’ ... Show More
16m 41s
Nov 2023
David Cameron's 2nd Act, Fentanyl Diplomacy & JP Morgan's Big Commodities Call
Your morning briefing, the business news you need in just 15 minutes.  On today's podcast: 1)   David Cameron’s appointment as British foreign secretary has provoked criticism of the former premier’s warm relationship with China, a closeness that is at odds with the current skept ... Show More
16m 28s