Inside Economics Podcast #274- Focus on the Fed | Moody's Talks - Inside Economics Podcast with Mark Zandi
Introductions & AI-Driven Inflation
- [00:00:14] Participants: Mark Zandi (Chief Economist, Moody's Analytics), co-hosts Marissa DiNatale and Chris deRitis, and colleague Martin Wurm are joined by Julia Coronado, founder of Macro Policy Perspectives (entering its 10th year).
- [00:05:46] Coronado relayed a discussion with NY Fed President John Williams regarding a new, distinct vector of inflation tied to the AI buildout. The scale of investment is pressuring the supply side—specifically memory chips, hardware, and electricity prices—before productivity dividends can be realized.
References
Disclaimer: Orignal content owned by or sourced from third parties. It does not represent the views of 'Nuggets' platform or it's team. AI is used extensively across this platform including for summaries. Accuracy is not guaranteed, there can be mistakes. Any info or content on this platform is not a financial, legal, or investment advice. Do your own research. Refer for complete disclosures:- Terms of Use · Full Disclaimer
More nuggets
Jul 18, 2026
Market Strategy Weekly – July 17, 2026 | Baird
1. Executive Briefing TL;DR The Core Thesis: The macroeconomic landscape is transitioning through a high expectation corporate earnings season while simultaneously adjusting to a less interventionist, supply side focused Federal Reserve un…
Jul 16, 2026
Robert Kaplan Exclusive | India's Growing Economic Potential Amid Global Challenges
1. Executive Briefing TL;DR The Core Thesis: The surprise contraction in June CPI down to 3.5% grants the Federal Reserve near term tactical breathing room to pause in July, yet secular inflation impulses driven by an unprecedented domesti…
Jul 16, 2026
BofA: The Consumer’s Summer Spending Surge | 15 Jul 2026
1. Executive Briefing TL;DR The Core Thesis: June 2026 data shows an unexpected and significant narrowing of the long standing K shaped consumer spending dynamic, driven by an acceleration in lower income wage growth alongside a temporary…
Jul 16, 2026