Скачать или смотреть Moody’s Chief Economist on Politics, Inflation and Immigration | WSJ’s Take On the Week

On WSJ’s Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by looking at why rare earth magnets remain at the center of trade talks with China. Why are business leaders like Elon Musk and Jamie Dimon critical of President Trump’s tax and spending bill, and what does it mean for bonds and the deficit? Plus, we take a look at inflation ahead of this week’s CPI report.

Later on the show, Mark Zandi, chief economist of Moody’s Analytics, gives his take on all the policy balls in the air and how where they land will affect the economy. He shares which economic barometers he’s keeping an eye on – from employment rates and immigration to inflation and consumer sentiment – and which give him confidence in a resilient U.S. economy.

Chapters:
00:00 Introduction to this week’s guest
00:40 Rare earth magnets
02:52 Investors worry about the deficit
04:35 Bond yields influence investor choices
07:20 CPI and Inflation
08:34 Mark Zandi, Chief Economist at Moody’s Analytics joins
09:20 The economic outlook
10:30 Predicting the economy with so many policy balls in the air
11:18 Politics shaping consumer sentiment data
13:11 Political polarization affects the economy
14:17 Is consumer confidence driving the economy?
15:38 How we’ll avoid a recession this year
17:04 U.S. economic resilience
18:15 Immigration and productivity growth
19:37 Economic barometers to watch
21:36 Tariffs, immigration and stagflation
23:52 Are consumers trading down?
24:43 Why be bullish now?
25:33 Mark Zandi’s unusual recession indicator

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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