Claudia Sahm, Chief Economist at New Century Advisors, joins Inside Economics to discuss a bevy of topics, including today’s belated Consumer Price Index release, the lack of other government data, AI and the labor market, stock market valuations, and the risks to the economy that are top of mind for her. Mark teases a new esoteric vocabulary word but fails to reveal it…stay tuned. Guest: Claudia Sahm – Chief Economist, New Century Advisors For more from Claudia Sahm, check out her Substack here: https://substack.com/@stayathomemacro 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' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

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Claudia Sahm, founder of Stay-at-Home Macro Consulting, joins Mark and Ryan to discuss the June employment report. They also talk about inflation, monetary policy, and the odds of a recession. Full episode transcript. Follow Mark Zandi @MarkZandi, Ryan Sweet @RealTime_Econ and Cris deRitis on LinkedIn for additional insight.

Questions or Comments, please email us at [email protected]. We would love to hear from you.    To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.