Economic Forecasts and Policy Commentary by Mark Zandi
Mark Zandi: Fed unlikely to raise interest rates at upcoming meeting due to rising risks
Mark Zandi, chief economist at Moody's Analytics, said the Federal Reserve is unlikely to raise interest rates at its upcoming meeting and advised against doing so. He argued that the economy is ...
U.S. budget deficit reaches almost $2 trillion in 2026, Treasury statement reveals
The U.S. government recorded a budget deficit of nearly $2 trillion in the just-ended fiscal year 2026, according to a Treasury statement released on Friday. Mark Zandi, chief economist at ...
Mark Zandi: Iran war has cost average U.S. household nearly $2,000
Mark Zandi, Chief Economist at Moody's Analytics, estimates that the ongoing war involving Iran has cost the average U.S. household nearly $2,000 since the conflict began about eight months ago. ...
September payroll gains remain narrow across industries, Mark Zandi warns
Mark Zandi, chief economist at Moody's Analytics, argues that the subdued September jobs report signals the Federal Reserve is not meeting its full-employment mandate. He notes that payrolls ...
Mark Zandi: Rising U.S. Treasury yields highlight economic policy challenges
Mark Zandi, chief economist at Moody's Analytics, examines the recent rise in the U.S. 10-year Treasury yield and its significance for the economy. He suggests that understanding the reasons ...
Fed raises rates despite economy performance, Mark Zandi argues
Mark Zandi, chief economist at Moody's Analytics, questions the Federal Reserve's recent decision to hike interest rates, stating that economic performance does not support such a move. He ...
Mark Zandi: Fed policy mistake risk is rising as rate hike expected
Mark Zandi, chief economist at Moody's Analytics, warns that the odds of a serious Federal Reserve policy mistake are uncomfortably high and increasing. He points out that markets are almost ...
Each $1 net worth increase adds about 3 cents to consumption, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, highlights the ongoing debate surrounding the wealth effect and its role in the economy. According to his calculation, every $1 increase in net ...
Mark Zandi: Long-term U.S. interest rates reach highest level since financial crisis
Mark Zandi, chief economist at Moody's Analytics, highlights a significant rise in long-term U.S. interest rates, reaching levels not seen since before the Global Financial Crisis. He attributes ...
Worker share of economic pie has shifted, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, discusses how the distribution of economic benefits among Americans has changed over time. He highlights that from World War II through the Y2K ...
Mark Zandi: U.S. job market weakens despite tighter immigration
Mark Zandi, chief economist at Moody's Analytics, points out that the job market is facing significant challenges for both foreign-born and native-born workers. He highlights that stricter ...
Job growth is nearly stagnant, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, points to a challenging economic environment reflected in the July jobs report. Job gains are minimal and limited to a handful of sectors, while ...
Mark Zandi: Federal Reserve policy mistake emerges as new economic risk
Mark Zandi, chief economist at Moody's Analytics, warns that a possible policy mistake by the Federal Reserve has become a new risk to the economy. The concern arises from the latest FOMC meeting, ...
U.S. GDP growth near 2 percent due to AI-related investment, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, assesses that the U.S. economy is currently soft and vulnerable based on today’s GDP, income, and spending data. He points out that real GDP ...
Mark Zandi: Interest rates rise since start of Iran War burdening U.S. economy
Mark Zandi, chief economist at Moody's Analytics, points out that interest rates have been steadily increasing since the onset of the Iran War, creating a heavier burden on the U.S. economy. He ...
Persistently high inflation drives up living costs, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, states that most Americans view persistently high inflation and the resulting higher cost of living as their number one financial problem. Zandi ...
Mark Zandi: Market commentary underestimates weakness in June jobs report
Mark Zandi, chief economist at Moody's Analytics, comments on reactions to the June U.S. employment report. He believes recent commentary was too dismissive of the weak job numbers, despite noise ...
U.S. GDP growth powered by AI and corporate tax cuts, Mark Zandi notes
Mark Zandi, chief economist at Moody's Analytics, highlights that recent economic data does not signal crisis but points to warning signs for the U.S. economy. While real GDP continues to grow at ...
Mark Zandi: Iran war has cost typical American household $1,000 so far
Mark Zandi, chief economist at Moody's Analytics, highlights that the ongoing conflict with Iran has imposed a $1,000 burden on the typical American household to date. He attributes these rising ...
K-shaped economic trend remains intact for 2026q1, Mark Zandi estimates
Mark Zandi, chief economist at Moody's Analytics, points to the persistence of the K-shaped economy in the United States. Zandi highlights updated estimates of personal outlays by income group for ...
Mark Zandi: Subways offer insights for navigating Wall Street
Mark Zandi, chief economist at Moody's Analytics, explores the relationship between public transit and stock market strategies. In a recent discussion on #InsideEconomics, Zandi was joined by ...
