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Moody’s Talks - Global Economy Unwrapped

Business

Moody’s Talks - Global Economy Unwrapped

Moody's Analytics

Asia's Alphabet Soup Economies

June 25, 2026 3:00pm 40 min

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 whethe...

Europe: Transformation Amidst Turbulence

June 18, 2026 3:00pm 59 min

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 reshapin...

European Growth: Weak and Wavering

June 11, 2026 3:00pm 48 min

In the second part of a Europe mini-series, the focus shifts to the region’s growth outlook as the Middle East conflict weighs on momentum. Higher oil prices have led to downward revisions in growth forecasts, though the...

Inflation Insurance

June 04, 2026 3:00pm 48 min

Inflation is again testing Europe’s policymakers, raising uncomfortable questions about how persistent recent upward pressure will prove and how best to respond. In the first part of a European special, Gaurav is joined ...

Bond Markets on Edge

May 29, 2026 3:00pm 54 min

Rising bond yields have moved centre stage as turmoil in the Middle East pushes up energy prices and rattles global markets. In this episode, Gaurav, Andrew, Kamil, Denise and Stefan dig into what’s driving the recent ju...

Reflections on Growth: No Strait Answer

May 22, 2026 3:00pm 55 min

Gaurav is joined by Stefan, Andrew, Suren and Kamil to take stock of a global economy that is still holding up—just—three months into the Middle East conflict. Oil prices remain range‑bound for now, but the team warns th...

He Said, Xi Said

May 15, 2026 3:00pm 41 min

Gaurav, Denise, Stefan and Andrew unpack the fallout from President Donald Trump’s closely watched meeting with President Xi Jinping in Beijing. With plenty of warm words but few concrete breakthroughs, the discussion tu...

U.K. Special: Bond Yields and Ballot Boxes

May 07, 2026 3:00pm 55 min

Gaurav is joined by Andrew and David for a long-overdue deep dive into the U.K, where the Middle East conflict has darkened the growth and inflation picture just as the economy seemed to be stabilising. The team debate w...

Crisis in the Middle East: A Failure of Imagination

May 01, 2026 7:52am 52 min

Gala Riani, Head of Strategic Intelligence at SRM joins Gaurav, Suren and Barbara for an in‑depth conversation that explores the continued crisis in the Middle East. The discussion explores how the conflict has shifted f...

Europe: Optimism with a Lag

April 23, 2026 3:00pm 49 min

In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Andrew Hunter, Kamil Kovar, and Barbara Teixeira Araújo to discuss the team’s expectations for the conflict in the Middle East and its implicat...

Lots of Questions...

April 15, 2026 3:00pm 42 min

Gaurav, Denise and Stefan reconvene after their recent webinar to tackle the flood of audience questions on the Middle East conflict and its global spillovers. They unpack different conflict scenarios, trace the knock‑on...

The Romance of the Three Kingdoms

April 08, 2026 3:00pm 1:13

Dr Henry Wang, President of the Center for China and Globalization in Beijing and a member of several international think tanks, joins GEU for a wide‑ranging discussion on China and its evolving role on the global stage....

Risks Everywhere

March 31, 2026 3:00pm 56 min

Gaurav and the GEU team take listeners on a tour of the global risk landscape. The discussion begins in the Middle East, where conflict is disrupting energy markets, creating significant security concerns and weighing on...

Pork, Prices and Politics

March 24, 2026 3:00pm 40 min

Gaurav, Denise and Stefan meet to dig into the impact of the Middle East conflict on APAC economies. They discuss which countries could eventually run into trouble if the energy and food price shock drags on, and what go...

Japan Outlook: Oil Risk and Summit Stakes

March 17, 2026 3:00pm 54 min

GEU sits down with David Boling, Principal at The Asia Group, to unpack what Japan is walking into as Prime Minister Takaichi heads to Washington and conflict in the Middle East rattles energy markets. Oil supply chains ...

Oil Without a Way Out

March 10, 2026 3:00pm 53 min

Gaurav, Kamil and Stefan unpack the latest developments in the Middle East conflict and what they mean for the global economy. The world still runs on oil, and Middle East producers are keen to sell, but the Strait of Ho...

A Tense Situation in the Middle East

March 03, 2026 3:30pm 45 min

GEU unpacks the broader fallout of the strikes against Iran. Energy prices have jumped, and a risk-off sentiment prevails in markets. There is a danger that the situation could get worse. Iran has retaliated, and a numbe...

Global Economy Unwrapped

February 25, 2026 5:16am 1 min

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 researc...

Tariff Trouble and the Dollar Dilemma

February 24, 2026 3:00pm 54 min

Gaurav and the GEU crew break down the U.S. Supreme Court decision striking down President Trump's sweeping global tariffs, and what his replacement 15% tariff means for trade, supply chains, and global growth. The team ...

U.K. Twists and Turns

February 17, 2026 4:00pm 56 min

David and Andrew join Gaurav to discuss the latest U.K. economic data and the outlook. While U.K. economic prospects remain quite subdued, the unemployment rate should level off this year, and an imminent easing in the i...

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