Robby Holditch and Mark Zandi from Moody’s Analytics will be joined by John Toohig and Ed Mills from Raymond James to discuss the coming election outlook and the various impacts by each of the candidates on financial institutions.
The presentation will begin with prepared remarks on the economy by Dr. Zandi, followed by prepared remarks on the potential election outcome by Mr. Mills and then dovetail into a fireside discussion between the two presenters and the two moderators.
Robby Holditch, Director, Moody's Analytics (moderator)
Mark Zandi, Chief Economist, Moody's Analytics
John Toohig, Head of Whole Loan Trading, Raymond James (moderator)
Ed Mills, D.C. Policy Analyst, Raymond James
September's consumer price index, as Moody's Analytics expected, showed a 0.4% monthly increase that held the annual inflation rate at 3.7%.
U.S. retail sales continue to grow at a modest pace that is barely keeping up with inflation.
The Federal Open Market Committee softened its tone in May's post-meeting statement, a sentiment reinforced within the FOMC meeting minutes.
The Treasury debt limit drama is fast approaching its finale. Congress and the Biden administration have no more than a month before the Treasury runs out of enough cash to pay all of the government's bills on time. Here, we update our analysis of two alternative scenarios that bookend the economic impact if lawmakers do not act in time and there is a breach of the limit.
The political drama over the Treasury debt limit is suddenly heating up.
Surging interest rates coupled with an increased share of fixed-rate securities over the past year have made many banks vulnerable to evaporating deposits and duration risk.
The recent collapse of Silicon Valley Bank precipitated a sudden loss of confidence in the banking system, prompting bank runs, and forcing the U.S. government to provide extraordinary support to the system.
Fiscal policy since the COVID-19 pandemic hit three years ago has been critical in supporting the U.S. economy's quick and full revival.
Recent U.S. bank failures are disconcerting to watch, but they are not symptomatic of a serious broader problem in the financial system.
Recent U.S. bank failures are disconcerting to watch, but they are not symptomatic of a serious broader problem in the financial system; policymakers' aggressive response should ensure the failures do not weaken the system or the fragile economy.