cover of episode Rise Like a Rocket, Fall Like a Feather

Rise Like a Rocket, Fall Like a Feather

2024/11/15
logo of podcast Moody's Talks - Inside Economics

Moody's Talks - Inside Economics
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C
Cris deRitis
M
Marisa DiNatale
M
Mark Zandi
M
Matt Colyar
Topics
Mark Zandi 指出，尽管通货膨胀率已放缓，但价格并未回落到疫情前的水平，食品和汽油价格仍远高于几年前。同时，特朗普的关税、移民等政策可能会加剧通货膨胀。Cris deRitis 认为，住房和租金价格上涨是由于供需失衡，而一些行业存在定价权，企业不会轻易降价。Matt Colyar 补充道，由于消费者仍在支出，企业缺乏降价的压力。Marisa DiNatale 提出了对美元走势的担忧。

Deep Dive

Chapters
The discussion focuses on why certain prices, like food and housing, remain elevated despite overall inflation slowing down. Key factors include supply constraints, market power, and input costs.
  • Energy prices have been neutral, contributing little to inflation.
  • Food prices, though showing recent mild increases, remain significantly higher than pre-pandemic levels.
  • Housing costs, particularly owner's equivalent rent, continue to rise, contributing to elevated inflation.

Shownotes Transcript

The Inside Economics team assesses the inflation statistics, and why there is no going back to the where prices were prior to fallout from the pandemic and Russian war in Ukraine. And while inflation has largely been quelled, President-elect Trump’s tariff, immigration and other policies threaten to fan inflation anew.  There is also the stats game and listener questions.

 

Guest: Matt Colyar - Assistant Director, Moody's Analytics

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn