#MarkZandi
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paulginva.bsky.social
Here's what Mark Zandi, chief economist at Moody's Analytics had to say about it.
Mark Zandi @Markzandi. 8h There's no sugar coating the overarching message in the July jobs report - the economy is struggling. Job growth is at a virtual standstill, and concentrated in a few sectors. While unemployment is low, that's only because those losing their jobs are leaving the workforce, too discouraged to look for a job, as few businesses are hiring. Hours worked are low and are slumping lower. Wage growth continues to decelerate and is below the rate of inflation, a clear tell that the job market is operating below full-employment despite the low unemployment rate. No wonder most Americans say they are upset about their finances and the economy's performance.
August 7, 2026 at 10:06 PM
nile11.bsky.social
Treasury Secretary Bessent Declares K-Shaped Economy Over as Wall Street and Fed Data Signal Persistent Income Divide
#adityaBhave #bankOfAmerica #bnpParibas #federalReserveBankOfAtlanta #goldmanSachs #joeBrusuelas #k-shapedEconomy #markZandi #moody's #morganStanley #oneBigBeautifulBillAct #rsm #sco
Treasury Secretary Bessent Declares K-Shaped Economy Over as Wall Street and Fed Data Signal Persistent Income Divide
WASHINGTON — U.S. Treasury Secretary Scott Bessent declared the dual-track "K-shaped" economy officially over, arguing that tax cuts and wage gains have
nile1.com
August 5, 2026 at 12:41 PM
rweingarten.bsky.social
The signs are dangerous!! x.com/markzandi/st...
Mark Zandi (@Markzandi) on X
The economy is soft and vulnerable. This is the clear message in today’s GDP, income, and spending data. Abstracting from the vagaries of the data, real GDP growth is at best 2%, driven largely by AI-related investment and wealth effects that support consumer spending among the
x.com
July 31, 2026 at 2:56 AM
rweingarten.bsky.social
Even the attempts to hide the data can not- particularly when Americans see their housing, grocery and gas prices….. and now it’s obvious in the economic data as well x.com/markzandi/st...
x.com
July 31, 2026 at 12:58 AM
financialtalk.bsky.social
#MarkZandi, Chief Economist at #Moody'sAnalytics, said underlying job growth remains soft, inflation should ease with wages, and the Fed is likely to keep interest rates unchanged for now. youtu.be/0-fvSuSSwY4
Mark Zandi: Fed independence is critical for markets and the economy
YouTube video by CNBC Television
youtu.be
July 2, 2026 at 1:43 PM
wenxuecity.nzcow.com
📢 根据穆迪公司的估算，迄今为止伊朗战争给美国消费者造成的损失金额高达1000亿美元，平均每户美国家庭损失750美元。穆迪公司的首席经济学家马克·赞迪（MarkZandi）表示，这种转嫁给家庭的费用是由于军事开支增加以及中东地区石油供应中断导致的物价上涨所造成的。...
昂贵代价！伊朗战争已造成美国家庭千亿美元损失 | 文学城
www.wenxuecity.com
June 3, 2026 at 9:51 PM
houlahanforpa.bsky.social
Donald Trump said he would lower costs on Day One. That didn't happen. He started a war with Iran on February 28th and on March 13th said it would be over when he "feels it in his bones." Well, Mr. President, Americans are feeling it in their wallets.
x.com/Markzandi/st...
x.com
June 2, 2026 at 12:21 AM
markmwahwords.bsky.social
x.com/Markzandi/st...
Mark Zandi on X: "We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a https://t.co/PwVtU9OFRv" / X
We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a https://t.co/PwVtU9OFRv
x.com
May 8, 2026 at 2:47 PM
editorialboard.bsky.social
Welcome back, stagflation. We miss you!
x.com/Markzandi/st...
Mark Zandi's Twitter feed: "We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a standstill, with only the non-traded healthcare industry adding meaningfully to payrolls. Also, since that day, inflation has accelerated, with the consumer expenditure deflator increasing at a 3% year-over-year pace, up from 2.5% before the tariffs and well above the Federal Reserve’s target of 2%. And the trend lines don’t look good, especially as the economic fallout from the Iran War hits with full force. The higher energy and other commodity prices caused by the war threaten to do even more economic damage than the tariffs, further undermining growth and pushing inflation higher. The U.S. economy is resilient, but just how resilient is set to be tested."
May 4, 2026 at 10:08 PM
houlahanforpa.bsky.social
Did you vote for this? I know I didn’t. Reminder: Trump implemented these tariffs without Congress.

x.com/markzandi/st...
Mark Zandi on X: "We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a https://t.co/PwVtU9OFRv" / X
We have a year’s worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a https://t.co/PwVtU9OFRv
x.com
May 4, 2026 at 9:32 PM
paulginva.bsky.social
Mark Zandi, Chief Economist at Moody Analytics:
Mark Zandi @Markzandi. 5h We have a year's worth of economic data since Liberation Day, when President Trump announced much higher tariffs on most imported goods and countries, and the data are definitive; the tariffs have done significant damage to the economy. Since that day, job growth has come to a standstill, with only the non-traded healthcare industry adding meaningfully to payrolls. Also, since that day, inflation has accelerated, with the consumer expenditure deflator increasing at a 3% year-over-year pace, up from 2.5% before the tariffs and well above the Federal Reserve's target of 2%. And the trend lines don't look good, especially as the economic fallout from the Iran War hits with full force. The higher energy and other commodity prices caused by the war threaten to do even more economic damage than the tariffs, further undermining growth and pushing inflation higher. The U.S. economy is resilient, but just how resilient is set to be tested. This chart tracks the economic trends of job growth and inflation following "Liberation Day" in 2025. Job Growth Stalls: The blue bars indicate that average monthly job growth decreased significantly from early 2025 highs, reaching negative numbers by late 2025.  Inflation Accelerates: The green line shows PCE inflation steadily increasing from approximately 2.5% in early 2025 to over 2.9% by early 2026.  Sources: The data is compiled from the Bureau of Labor Statistics (BLS), Bureau of Economic Analysis (BEA), and Moody's Analytics. 
May 4, 2026 at 6:56 PM
wackjackle.norden.social.ap.brid.gy
Yeah, the banks will be hit last but that's worse. The debt deflation death spiral starts slowly but give it little bit of time (and the biggest energy supply shock of all time). Remember? Over 40% of the revenue of the S&P500 companies is from the rest of the […]

[Original post on norden.social]
Mark Zandi @Markzandi Mar 31 Here’s one more reason to be worried about the economy’s prospects: subprime borrowers are having an increasingly tough time making good on their loan payments. And this even before the hostilities with Iran. As of February, more than 10% of the debt outstanding to borrowers with a credit score below 660 at origination was delinquent. This is the highest delinquency rate in more than a decade, and the direction of travel is disconcerting.
April 1, 2026 at 11:05 PM
paulginva.bsky.social
Here's the thread.
Thread by @Markzandi on Thread Reader App
@Markzandi: Here’s one more reason to be worried about the economy’s prospects: subprime borrowers are having an increasingly tough time making good on their loan payments. And this even before the ho...
threadreaderapp.com
March 31, 2026 at 5:54 PM
jasmius.bsky.social
"[T]here’s a 49% probability of a recession starting in the next 12 months and that surging oil prices could increase those odds." x.com/Markzandi/st...
Mark Zandi on X: "Recession is once again a serious threat. Even before the recent disconcerting events in the Middle East, our machine learning based leading economic indicator model put the probability of a recession starting in the next 12 months at an uncomfortably high 49%. Behind the recent https://t.co/OUYhJClQyR" / X
Recession is once again a serious threat. Even before the recent disconcerting events in the Middle East, our machine learning based leading economic indicator model put the probability of a recession starting in the next 12 months at an uncomfortably high 49%. Behind the recent https://t.co/OUYhJClQyR
x.com
March 17, 2026 at 8:13 PM
paulginva.bsky.social
Mark Zandi is Chief Economist at MoodysAnalytics. He rarely has anything to say about the markets, so I thought this might be of some interest.

Thread: threadreaderapp.com/thread/20256...

#econsky
Mark Zandi @Markzandi. Feb 22 Financial markets feel increasingly fraught to me, with the elements for a meaningful selloff coming into place. This threat is highest for stocks and corporate bonds, but even crypto, gold, and silver remain at risk despite recent pullbacks. Valuations are high. There are good fundamental reasons for this, but markets appear increasingly tainted by speculation. That is, investors are simply investing on the faith that prices will rise quickly in the future because they have in the recent past. ...
February 23, 2026 at 5:08 PM
joebrusuelas.bsky.social
The K-Shaped American economy via @Markzandi and the excellent economists @economics_ma . When we get the Q4’25 data we can break spending down via household quintiles-which I prefer- and it will tell a similar tale. #Econ #EconSky
January 23, 2026 at 1:07 PM
x.com/Markzandi/st...

[T]his effectively creates a backdoor way for the executive branch of government to circumvent the Federal Reserve.
January 12, 2026 at 10:50 PM
jjnmnwww.bsky.social
U.S. economy exceeds $30T in size,output is far from evenly distributed; while large/economically diverse states like CA dominate contributions to national GDP, many smaller states contribute less <0.5% each; infographic maps share of U.S. GDP by state based on data from @Markzandi @Moodys
December 17, 2025 at 2:38 AM
heilmeintrumpler.bsky.social
Don The Con's plan to introduce 50-year mortgages could increase the financial risks for both homeowners and lenders, according to Mark Zandi, the chief economist at Moody's Analytics.

#DonTheCon #50YearMortgage #FinancialRisks #Homeowners #Lenders #MarkZandi #Moodys #Newsweek
Trump's 50-year mortgage gets default warning from Moody's chief economist
Mark Zandi told Newsweek the plan could raise house prices and worsen the affordability issue it is intended to solve.
www.newsweek.com
November 21, 2025 at 4:48 AM
heilmeintrumpler.bsky.social
🄷🄼🅃 🄱🅁🄸🄴🄵 🄱🄻🄰🅂🅃

Mark Zandi's analysis revealed recession risks are spread among states around the country, with the DC area particularly affected by cuts to the federal government. Zandi is the chief economist of Moody's Analytics.

#Recession #MarkZandi ##MoodysAnalytics #DonTheCon
#FoxBusiness
October 13, 2025 at 12:47 AM
therealhelenkane.bsky.social
x.com/Markzandi/st... 👀
x.com
October 9, 2025 at 4:05 PM
franknez.bsky.social
A Top Economist is now Warning U.S. is On the Brink of a Recession

#Recession #Economy #EconomyNews #Economics #Economist #MarkZandi #Moodys #ChiefEconomist #USNews #News #UnitedStates #LocalEconomies #RecessionFears #EconomicsDownturn #EconomicCollapse #Crisis #Markets #HousingMarket #Housing
A Top Economist is now Warning U.S. is On the Brink of a Recession
Is the United States on the brink of a recession? Moody's Chief Economist Mark Zandi says there is a 48% chance of one in the next 12 months.
franknezmedia.com
September 16, 2025 at 10:42 PM
banneduser.space
we all know the economy is heading into shit so far but this chart is executive dashboard slop. If you see this chart just know that it's bullshit being peddled off Mark Zandi's desk cause it makes no gd sense and that's not how probability with

xcancel.com/Markzandi/st...
September 16, 2025 at 6:44 PM
banneduser.space
Community note: Mark Zandi posted this to Twitter with basically no source or methodology besides "just trust me we used machine learning" xcancel.com/Markzandi/st...
xcancel.com
September 16, 2025 at 6:35 PM