Moody’s Talks - Global Economy Unwrapped

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Moody’s Talks - Global Economy Unwrapped

Hosted by Steve Cochrane, Katrina Ell and Gaurav Ganguly of Moody’s Analytics’ economic research team, Global Economy Unwrapped discusses key indicators, underlying trends and the shifting risks and dynamics of the global economy.

  1. FEB 24

    Uncertain Times: A Global Perspective

    We introduce our new title, Global Economy Unwrapped, where we will delve into more global topics starting with today’s episode. Hosts Steve Cochrane, Katrina Ell, and Gaurav Ganguly are joined by Moody’s Analytics Deputy Chief Economist Cris deRitis to discuss how President Trump is shaking up the status quo and bringing anxiety and uncertainty to the global economy. They explore how uncertainty is manifesting in the U.S., Europe, and Asia. The Economic Policy Uncertainty Index gets a mention, Gaurav sneaks in an economist joke, and Cris can’t hold back his competitive nature.

    56 min

  2. FEB 11

    Production in a Tariff World

    It’s been an eventful two weeks since our last episode. We kick things off with a recap of what’s happened and a deep dive into the latest industrial production trends across the region and around the world. The conversation quickly turns to U.S. tariffs on China. Are there more to come? What can we glean from China's response? And how will tariffs shake up the manufacturing landscape?

    57 min

  3. JAN 28

    Driving Change

    Buckle up as we delve into the global car market. Joined by our auto market gurus Mike Brisson and Shannon Nicoll, the team explores the twists and turns of supply chain challenges, the accelerating rise of China as an automotive powerhouse, and the speed bumps of tariffs and trade barriers. The conversation is sure to rev your economic engines.

    58 min

  4. JAN 14

    New Year, New Beginnings?

    The team runs through the Asia-Pacific outlook for 2025, highlighting some of the risks flying under the radar. Harry hopes that Beijing can ‘crowbar’ household wallets open as policymakers look to counter the impacts of looming tariffs. Meanwhile, Katrina is worried about the tight Aussie labor market, Steve is optimistic about the region’s prospects this year, and Stefan manages to sneak in an Austin Powers reference.

    1h 1m

  5. 12/24/2024

    Asia’s Chipmakers’ Interconnection with Global Growth.

    Steve, Stefan and Harry discuss the critical role of semiconductors in Asia’s economy, driving investment in Taiwan and South Korea with some spinoffs in Southeast Asia. Decoupling and reshoring policies in the U.S., Europe, Japan and China, however, will complicate supply chains and shift investment elsewhere. Talent retention will be key to Asia’s future role in the industry. With the team spread across various global locations, so too vary their holiday plans from Australia’s beaches to a KFC Christmas dinner in Japan.

    46 min

  6. 12/17/2024

    Compounding Risk in South Korea

    The team welcomes their colleague Dave Chia to help us unwrap the economic implications of Korea's recent political drama. Although they seem limited at the moment, political change could be on the horizon. Thus, fiscal and foreign policy may shift with the political upheaval at home, compounding the already rising global uncertainties.

    55 min

  7. 12/03/2024

    The Rising Wave of Tariff Uncertainty

    In this week's episode, we delve into President-elect Trump's latest tariff announcement. We explore the economic ramifications, the ripple effects on global trade relationships, and what it might tell us about future tariffs. Steve and Harry go back and forth (and not just on the squash court) discussing how China might respond. Meanwhile, Katrina doesn’t miss a (drum) beat, highlighting the uncertainty tariffs stir up for businesses.

    55 min

  8. 11/19/2024

    Tariffs, Trade and Trump 2.0

    Additional tariffs could hit Asia hard, particularly in China. The team unwraps the multiple effects on Asia of President-elect Trump’s policy proposals. Even if new tariffs on trade with other economies in Asia are modest, none will escape the growth, inflation and supply-chain impacts.

    1h 12m
See All (21)

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Ratings & Reviews

4.6
out of 5
5 Ratings

About

Hosted by Steve Cochrane, Katrina Ell and Gaurav Ganguly of Moody’s Analytics’ economic research team, Global Economy Unwrapped discusses key indicators, underlying trends and the shifting risks and dynamics of the global economy.

Information

  • Creator
    Moody's Analytics
  • Years Active
    2024 - 2025
  • Episodes
    21
  • Rating
    Clean
  • 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.
  • Show Website
    Moody’s Talks - Global Economy Unwrapped

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