Cristian deRitis

The podcast then turns to a discussion of whether the worst is over for the troubled single-family housing market. Our podcast guest is Lance Lambert, the real estate editor for Fortune. 2/2 podcasts.apple.com/us/podcast/hea…

💸🏠Healthy Inflation, Unhealthy Housing Inside Economics Podcast Ep 120 The stellar June U.S. CPI inflation report is top of mind for hosts Mark Zandi, Cristian deRitis and Bernard Yaros Jr. The report arguably could not have been better, as the conversation makes clear. 1/2

Moderating inflation in November's CPI report is encouraging but we aren't out of the woods yet. The Atlanta Fed's sticky-price inflation measure has yet to peak suggesting headwinds to get inflation down to 2%.

Another sign household finances are getting stretched: hardship withdrawals of 401(k)s are at an all-time high

A large divergence between the Conference Board's Consumer Confidence Index and the University of Michigan's Consumer Sentiment Index has presaged every recession since 1990. The difference today is near a record high @Markzandi

Another key recession indicator is on display in the men's fashion department. Economic folklore holds that ties getting skinnier during economic downturns. Something to consider @Markzandi

The sharp decline in pending home sales points to more housing market weakness ahead. Down -37% yoy 😳Time to reconsider recession odds @Markzandi ?

Great webinar this morning with my #InsideEconomics cohosts on the question of "Is Recession Inevitable?" (live.moodys.io) Hard to ignore this chart

💸✔❌ Inside Economics Podcast: Episode 84—Inflation and the Midterms Will the Fed keep rates higher for longer? podcasts.apple.com/us/podcast/mar…

Wondering what the midterms mean for the economics of it all? Tune in this Friday as we break down the economic implications of a new Congress. @MiddleWayEcon @DanWhiteEcon podcasts.apple.com/us/podcast/moo…

.@MoodysAnalytics Chief Economist @Markzandi reacts to JOLTS data that's rattled the markets, with job openings surging in September despite the Fed's attempts to cool the labor market. @davidfaber @carlquintanilla @MorganLBrennan

WATCH on #InsideEconomics: Mark Obrinsky of @ApartmentWire comments on what drove the tight housing market in the summer of 2021. @MObrinsky: “We haven’t produced anywhere near enough housing, of any type, pretty much anywhere in the country.” apple.co/3DNh3iO

When you see a "peak-to-trough" U.S. home price decline forecast, keep in mind the model varies a lot by market. @MoodysAnalytics predicts a -10% drop in U.S. home prices. In Boise, Moody's predicts -23.3% In Chicago, Moody's predicts -3.6%

#NEW Moody's Analytics provided @FortuneMagazine its revised metro-level housing forecast. Peak-to-trough, @MoodysAnalytics expects 196 markets to register a 10% home price correction. Peak-to-trough, @MoodysAnalytics expects 11 markets to crash 20%. fortune.com/2022/10/29/hou…

We just calculated our repeat sales national house price index for September - it fell 0.6% from August and 6.3% annualized from the peak in July. Prices for homes in the bottom 1/3 of the market are holding up better than the rest of the market. September metro HPIs coming soon.

@RealTime_Econ @Markzandi @economics_ma We will miss you, Ryan! In your honor we asked the 10y/3m yield curve to invert. It was happy to oblige:

From the bottom of my heart, thank you @Markzandi, @MiddleWayEcon and @economics_ma. The past 17 years has been the most rewarding and amazing journey. @Markzandi, trolling won't end....Can you name this baseball player?

@Markzandi @RealTime_Econ It's been a great pleasure working with you Ryan. Your insights into the nuances of unemployment insurance claims and other economic indicators has been educational along with your encyclopedic knowledge of sports movies and memes. I look forward to continuing our debates!

You’re the best, Ryan. I will miss working with you, although I suspect our paths will cross again soon. Classic farewell from Ted Williams. @RealTime_Econ

It was even more fun the second time around to have our buddy @Aarondklein on the Inside Economics podcast. In this episode, we get into threats to the global financial system and discuss if central banks can avoid breaking something. apple.co/3Scr65b

ICYMI the Biden administration released an update on its Housing Supply Action Plan. Good initiatives but the key remains zoning reform with some near term opportunities to reactivate vacant properties. whitehouse.gov/briefing-room/…

@Markzandi Good report? Bad report? Lots of good discussion and honest debate on the podcast. I really hope you're right on this one.

Our monthly jobs' Friday podcast is out now. podcasts.apple.com/us/podcast/moo…