Automotive economists Jonathan Smoke (Cox Automotive) and Michael Brisson (Moody's Analytics) join Mark and Cris to discuss industry conditions, tariff impacts on production and pricing, and their divergent views on auto credit's future. Inside Economics producer, Sara Rodriguez, makes a special guest appearance to settle the podcast's ongoing chit-chat debate. Read more articles by Jonathan Smoke here Related Research on today's topic: Click here and here Guests: Mike Brisson - director - Economic Research, Jonathan Smoke - Chief Economist & Economic Advisor for Cox Automotive 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 Questions or Comments, please email us at [email protected]. We would love to hear from you.   

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.

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Jonathan Smoke from Cox Automotive and Mike Brisson of Moody’s join the crew for a discussion of inflation and autos. The team dissects this week’s CPI report, which while not great, at least wasn’t worse than expected. Mark argues that the Fed should be looking through the inflation data that’s mixed up with the problematic measures of housing inflation and start lowering rates immediately. The team is mostly on board with this view although Mike convincingly argues that it may be better for the Fed to be “credibly wrong” than incredibly right.    Guests: Jonathan Smoke – Chief Economist, Cox Automotive, Michael Brisson – 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 for additional insight. For more on Jonthan Smoke Click here   Related Research: The article referenced in today’s episode Lags and measurement issues with OER is available on Economic View: Real Time. The Economic View-Real Time information service is the single web-based source that covers the global economy and financial markets around the clock. The service provides real-time analysis of key economic and financial market developments along with analysis of more than 250 economic releases. Economic View enables users to easily access data, analysis of economic events, trends and risks. Read Full Analysis With A Free 14-Day Trial.      

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.

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The looming UAW strike is top of mind, and no one better to talk to about how it may play out and what it means for the economy than Jonathan Smoke of COX Automotive and our own vehicle industry expert, Mike Brisson.  Bernard Yaros also joins the podcast to talk about the consumer inflation report.  Mark and Cris agree that while the current economic numbers look good, there’s plenty to worry about. For more from Jonathan Smoke, click here Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale 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.

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Jonathan Smoke, chief economist of Cox Automotive and colleague Mike Brisson join Mark and Cris to discuss what’s going on in the vehicle market. After a rundown on this week’s inflation stats we discuss prospects for vehicle prices, sales, production, and the implications of tighter underwriting and weaker credit quality in the auto loan market. We also take up the tough new emission standards and what they mean for EV adoption. Full episode transcript For more on Jonathan Smoke,  click here. Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale 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.

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Mark and Cris welcome Jonathan Smoke, Chief Economist of Cox Automotive and colleague Mike Brisson, Senior Economist at Moody's Analytics, to discuss the outlook in the vehicle market.  Full episode transcript For more from Jonathan Smoke, follow him on Twitter @SmokeonCars 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.