Gerard Cassidy on the Moody's downgrade of U.S. banks

I'm not saying it's wrong. The timing seems very odd.  It's kind of late to the game...  If we really are going to see the Fed reach its terminal rate for fed funds, let's say in September, and there is no hard landing in the economy next year, then the banks are in really good shape.

~ Gerard Cassidy, RBC Capital Markets, CNBC interview, 0:55 mark, August 9, 2023

Moody's Analytics on the wealth effect

We estimate that the wealth effect on total consumer spending is 4.5 cents.  That is, for every $1 change in household wealth, consumer spending ultimately changes by 4.5 cents.  Close to one-fourth of the growth in consumer spending during the current economic expansion, and one-third of the spending over the past year, is thus due to the wealth effect.  The wealth effects are especially large for spending on travel and home improvement, and small for groceries and drugstores.  

The wealth effects are at their maximum one year after the change in wealth, and they are bigger when asset prices are falling than when prices are rising.  This suggests that if we were to suffer a major correction in stock price or housing values, consumer spending and the broader economy would be substantially impacted.

~ Moody's Analytics, "Weighing the Wealth Effect," March 2018

Barron's: Moody's expects higher economic growth under Biden than Trump

An analysis by Moody’s Analytics finds that if Biden wins and Democrats win a majority in both the Senate and the House and enact his plans, average annual economic growth would be 2.9% and average annual wage growth would be 0.9% through 2030. 

[...]

In contrast, if President Donald Trump wins the election and Republicans win the majority in both houses of Congress, the economic picture dims: 10-year economic growth would average 2.4%, wages would grow by 0.7% over a decade, 11.2 million jobs would be created over four years, and full employment would be reached in 2024.

~ Barron's, "Which Party Would Be Better for the Economy? Here’s How Biden and Trump’s Plans Stack Up.," by Karen Hube, October 24, 2020

Gus Faucher (Moody's economist) on a possible double-dip recession

If there is another recession, I think it wouldn't be as severe and it would also be shorter. And the reason for that is a lot of the imbalances that drove the previous recession have been corrected.

~ Gus Faucher, senior economist at Moody's Analytics, "2 Ways the Next Recession Will Be Different," Yahoo! Finance, August 24, 2011

Moody's macroeconomist says "confidence is key"

The economy could go either way, and at these kinds of turning points, confidence is key. It’s the administration’s hope that if the president is out there, talking up the economy, it will prevent a downturn.

~Gus Faucher, director of macroeconomics, Moody’s Analytics, Bloomberg.com, August 15, 2011