After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody’s Analytics colleague Martin Wurm to discuss the Fed’s recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The team also discusses the possible scenarios for the Fed this year, given the uncertainty around tariff and immigration policy.
After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody’s Analytics colleague Martin Wurm to discuss the Fed’s recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The team also discusses the possible scenarios for the Fed this year, given the uncertainty around tariff and immigration policy.
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' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn