Dazed and Confused
In this Inside Economics episode, Mark Zandi, Chris DiRides, Marissa DiNatelli, and guest economist Dr. Dante D'Antonio dissect the surprisingly strong May 2026 payroll report, which added 172,000 jobs and featured sizable upward revisions to March and April. They attribute the headline gains to three sectors—healthcare, leisure and hospitality, and a surge in local government employment—while noting that the latter two may be driven by seasonal adjustment quirks and the birth‑death model rather than sustainable growth. The discussion also touches on the impact of AI on job dynamics, with AI potentially boosting construction and data‑center jobs while pressuring finance and insurance roles. Throughout, the panel emphasizes caution in interpreting the data, suggesting that underlying monthly job growth likely remains closer to the historical 50,000‑job baseline.
Inflation: No Quick Fix
In this episode of Inside Economics, Mark Zande, Chris Dorides, and Matt Collier dissect the latest CPI report, noting a 0.6% month‑over‑month rise in headline inflation and a 3.8% year‑over‑year rate—the highest since early 2023—driven largely by energy and food...
Jobs: Soft, Stable, or Something Else
In this Inside Economics episode, Mark Zandi, Chris Derides, Mercedina Talley, and guest Dr. Dante D'Antonio dissect the April jobs report. Payroll data showed a surprisingly strong gain of 115,000 jobs, driven mainly by healthcare, transportation & warehousing, and retail,...
Curb Your (Job Market) Enthusiasm
In this Inside Economics episode, Mark Zandi and co‑hosts Marissa Di Natale and Chris Dorides dissect the March 2026 jobs report, highlighting a volatile payroll picture—178,000 jobs added after a revised February loss of 133,000—and a modest three‑month average gain...
Weighing Recession Probabilities
In this Inside Economics episode, Mark Zandi and co‑hosts discuss the rising probability of a U.S. recession amid the Iran‑Israel conflict, higher oil prices, and tightening financial conditions. Using a random‑forest model that aggregates dozens of leading indicators—especially labor market...
Greenland and The London Consensus
In this episode, hosts Mark Zandi, Cris deRitis, and Marisa DiNatale review recent economic data before diving into the U.S. proposal to purchase Greenland and Europe’s reaction, highlighting President Trump’s confrontational stance and framing the TACO (Trade and Climate Opportunity)...
Inside China
In this episode, the Inside Economics team first breaks down December's U.S. consumer price index, assessing the current inflation trajectory. They then turn to Logan Wright, partner and director of China market research at Rhodium Group, who explains the challenges...