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    U.S. Macro & Regional Economic Outlook

    The U.S. economy is booming and near-term prospects have rarely been as strong.

    In this webinar, Mark Zandi and the Moody’s Analytics team will examine the tailwinds to growth, including fast-approaching herd immunity, massive pent-up demand, excess saving as well as unprecedented monetary and fiscal policy support. We will also review which regions of the U.S. are leading the country’s recovery, which are lagging, and the reasons why. Finally, we’ll examine the threats, including the prospects for uncomfortably high inflation and interest rates, overvalued asset markets, and the uncontrolled pandemic in much of the rest of the world.

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    Article

    Weekly Market Outlook: Time to Worry About the Consumer?

    At first glance, it is understandable that some are worried about the health of the U.S. consumer.

    June 2022 Pdf Ryan Sweet, Barbara Teixeira Araujo, Mark Zandi, Michael Ferlez
    Article

    Weekly Market Outlook: Possible Pause

    The minutes from the May meeting of the Federal Open Market Committee signal that the central bank wants to quickly and aggressively hike rates at the next couple of meetings to allow officials the ability to pause to assess the effects of policy firming on the economy, inflation and financial markets.

    May 2022 Pdf Ryan Sweet, Jain Illiana, Adam Kamins, Steven Shields
    Article

    Weekly Market Outlook: Inflation Surprises Hurt

    U.S. supply-chain stress has intensified because of China's zero-COVID tolerance policy, and this could limit, but not eliminate, the disinflation in U.S. goods prices over the next couple of months.

    May 2022 Pdf Ryan Sweet, Dr. Martin A. Wurm, Stefan Angrick, Kamil Kovar, Adam Kamins, Michael Ferlez
    Article

    Weekly Market Outlook: Did Inflation Peak? Doesn't Matter to the Fed

    The Federal Reserve is not going to abandon its plan to aggressively remove monetary policy accommodation even if inflation has peaked.

    May 2022 Pdf Ryan Sweet, Adam Kamins, Denise Cheok, Chris Lafakis, Michael Ferlez
    Article

    Weekly Market Outlook: Fed Talked the Talk, Walked the Walk

    As many of us learned in Principles of Macroeconomics, the Federal Reserve aggressively tightened monetary policy to tame inflation in the late 1970s and early 80s.

    May 2022 Pdf Ryan Sweet, Adam Kamins, Katrina Ell, Steven Shields
    Article

    Macroeconomic Consequences of Pandemic-Related Global Supply-Chain Disruptions

    Global supply chains have been badly scrambled since just after the COVID-19 pandemic struck more than two years ago.

    April 2022 Pdf Mark Zandi
    Article

    How Fannie and Freddie Can Use Pricing to Expand Affordable Homeownership

    Fannie Mae and Freddie Mac were created by Congress to provide a liquid secondary mortgage market to broaden access to homeownership.

    April 2022 Pdf Mark Zandi
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    Weekly Market Outlook: Flying Through the Business Cycle, Fed Needs to Land the Plane

    The U.S. economy is flying through the different phases of the business cycle; we recently moved the economy from the recovery to expansion phase of the business cycle.

    March 2022 Pdf Ryan SweetMark Zandi, Chris Lafakis, Steven Shields
    Article

    Weekly Market Outlook: Geopolitical Risk Rattles Markets

    One link between the Russian invasion of Ukraine and the global economy is through financial market conditions.

    March 2022 Pdf Ryan Sweet, Adam Kamins, Katrina Ell, Barbara Teixeira Araujo, Michael Ferlez
    Article

    Global Fiscal Policy in the Pandemic

    The U.S. and global economies have recovered surprisingly quickly from the debilitating COVID-19 pandemic.

    February 2022 Pdf Mark Zandi
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