Moody’s Talks - Global Economy Unwrapped

Moody's Analytics
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Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped, Gaurav is joined by members of Moody’s Analytics economic research team to discuss key indicators, underlying trends, and evolving risks—offering sharp, data-driven insights from a global perspective.

  1. há 2 dias

    Nothing Ever Happens

    Gaurav, Kamil and Andrew take stock of the recent macroeconomic data for the euro zone. They talk about growth coming slightly above expectations, and why the data haven't really shown any impact from the Iran conflict. They conclude that while the exact number was a slight upside surprise relative to the forecast, it was in line with the broader macroeconomic narrative. They then turn to inflation, where data mostly came in line with expectations, but weather and energy markets are providing new headwinds. They conclude with a discussion of expectations for the European Central Bank and Bank of England for the rest of this year. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. 29 de jul.

    Devolution, Oil and Tariffs

    A new prime minister in Downing Street, renewed conflict between the US and Iran, volatile oil markets and another round of US tariffs: it has been an eventful few weeks for the global economy. Andrew Hunter, Denise Cheok and Suren Vardanyan join Gaurav to assess whether Andy Burnham’s plans for devolution, investment and tax reform can lift the UK’s weak growth prospects. The discussion then turns to the Strait of Hormuz, the fragile flow of Gulf oil and a controversial proposal for voluntary transit payments to Iran. Finally, the team examines the latest US trade measures and the risk of further tariff escalation. The world looks marginally riskier—but economies, particularly in Europe, continue to show a resistance to recession. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. 22 de jul.

    Meet the Experts: crude, currencies and central banks

    GEU calls on its experts to examine the forces shaping Asia’s economic outlook. China specialist Sarah Tan and APAC central bank watcher John Bromhead join Gaurav and Denise to discuss the region’s latest challenges.  The team begins by reminding listeners that energy security remains a critical issue across Asia before turning to China’s slowing economy. They then explore how central banks have responded to the inflation shock of recent months, before examining the surprising turbulence in South Korea’s financial markets, where a sharp stock market correction and currency weakness appear at odds with a strong economy and a healthy current account surplus. Meet the Experts—a series within a series—moves swiftly from Beijing to Bangkok and from Seoul to Singapore, unpacking the economic stories shaping the region today. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. 16 de jul.

    Strait Talk with AMRO’s Dong He

    Gaurav, Stefan, and Denise sit down with Dong He, Chief Economist of the ASEAN+3 Macroeconomic Research Office, for a wide-ranging look at Asia's economic outlook. With the ceasefire between Iran and the U.S. on shaky ground and the Strait of Hormuz back in focus, the conversation weighs up growth, inflation and energy security across the region. Dong He also shares AMRO's take on the artificial intelligence boom, central banks' next moves and where ASEAN's integration story heads next, from trade agreements to the region's digital ambitions. Along the way, the team discovers why the humble taxi app might be the best advert for the region's cashless future. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. 9 de jul.

    Europe's Digital Dilemma

    Europe has built a digital architecture that is heavily reliant on the U.S. and China. It depends heavily on the former for software, cloud services, artificial intelligence and online platforms, while relying on the latter for the hardware, components and critical minerals beneath them. Two dependencies, very different in nature, both creating vulnerabilities that are difficult to unwind. In this episode, Gaurav, Andrew and Barbara explore how Europe became so exposed, and why what once looked like ordinary commercial reliance is now seen as a strategic vulnerability. They discuss Europe's response through regulation, industrial ambition and investment in home-grown capacity, and ask whether it can meaningfully reduce its reliance on others. They also turn to the geopolitics: what if technology becomes a bargaining chip? Could Europe be squeezed from both sides at once? And is true independence even possible, or is resilience a more realistic goal? Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. 2 de jul.

    Brent, Burnham and Brexit

    With crude oil prices continuing to fall as the Strait of Hormuz gradually reopens, Gaurav is joined by Barbara and Andrew to assess whether Europe is finally turning a corner. The euro zone inflation data raise hopes that the worst of the energy shock may be behind us, but the team warn of lingering risks from gas markets and delayed price pass-through still to come. The downside risks to growth have eased, but a subdued outlook persists amid growing doubts over the prospects of a consumer-led rebound. The discussion moves across the English Channel where, 10 years on from the Brexit referendum, the U.K. awaits the arrival of yet another prime minister. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. 25 de jun.

    Asia's Alphabet Soup Economies

    Gaurav, Stefan and Denise turn their attention back to Asia-Pacific after months dominated by the Middle East conflict. With signs that shipping through the Strait of Hormuz is beginning to resume, the team weighs whether the worst is over and the shock to the region's economies may yet prove transitory. They also dig into the K-shaped nature of Asian growth, where the AI boom is delivering blockbuster GDP numbers for tech-heavy economies like Taiwan, South Korea, and Singapore, even as consumers struggle with elevated energy and food costs. From China's stubborn reluctance to fire a domestic demand bazooka to the limits of decoupling in a world stitched together by rare earths and supply chains, the team asks whether Asia's growth story is built on strong foundations, or just very good at papering over the cracks.  Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. 18 de jun.

    Europe: Transformation Amidst Turbulence

    In this episode, Gaurav, Barbara, and Andrew are joined by Andrea Montanino, Chief Economist at Cassa Depositi e Prestiti, Italy, and former Executive Director at the IMF, to explore the profound transformations reshaping Europe’s economy. Framed around four key pillars—demographics, geopolitics, energy, and technology—the discussion examines the structural forces weighing on Europe’s growth and competitiveness. As the global landscape becomes more fragmented, Andrea argues that “the world is no longer a supermarket”—with firms forced to weigh resilience, diversification, and supply chain risks alongside costs. The team also explores Europe’s trade strategy in a shifting order, its energy security following recent shocks, the potential of deeper ties with Africa, and the challenge of channeling abundant savings into productive investment. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.  To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped, Gaurav is joined by members of Moody’s Analytics economic research team to discuss key indicators, underlying trends, and evolving risks—offering sharp, data-driven insights from a global perspective.

Informações

  • Criado por
    Moody's Analytics
  • Anos de atividade
    2024 - 2026
  • Episódios
    94
  • Classificação
    Livre
  • Copyright
    © 2024 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
  • Site do podcast
    Moody’s Talks - Global Economy Unwrapped

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