Shows / Moody’s Talks - Global Economy Unwrapped
Moody’s Talks - Global Economy Unwrapped
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.
Episodes
- Moody’s Talks - Global Economy Unwrapped
UK: Budget Caution and AI Optimism
A low-key Budget has done little to change the big questions hanging over the U.K. economy. Gaurav, David and Andrew unpack the Chancellor’s cautious fiscal…
- Moody’s Talks - Global Economy Unwrapped
Mind the Innovation Gap
In this episode, Gaurav, Barbara, and Kamil are joined by Paolo Pasimeni, Chief Economist at the European Commission’s Directorate-General for Research and…
- Moody’s Talks - Global Economy Unwrapped
Ballots and Bunds
Elections are supposed to provide choices. But what happens when they produce political deadlock just as governments need to make increasingly difficult…
- Moody’s Talks - Global Economy Unwrapped
Food Prices Getting Hotter
Could El Niño deliver the next inflation shock? In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Kamil Kovar, Denise Cheok, Jeemin…
- Moody’s Talks - Global Economy Unwrapped
Higher for Longer
Surging government bond yields continue to raise alarm across the global economy. Gaurav, Andrew and Kamil unpack the latest sell-off in global bond markets…
- Moody’s Talks - Global Economy Unwrapped
Panda-monium
In this episode of The Global Economy Unwrapped, Stefan and Denise join Gaurav to unpack two big stories. First, they examine the much-anticipated Trump-Xi…
- Moody’s Talks - Global Economy Unwrapped
Unbroken Britain
With the U.K. continuing to confound expectations, Gaurav is joined by David and Andrew to assess a run of surprisingly resilient growth data and ask whether…
- Moody’s Talks - Global Economy Unwrapped
The Curious Case of Europe's Recovery
The European economy refuses to cooperate with the pessimists. Despite conflict in the Middle East, high energy prices and persistent uncertainty, euro zone…
- Moody’s Talks - Global Economy Unwrapped
Chip Happens
Gaurav, Stefan and Denise take the temperature of the Asia-Pacific economy, where the AI boom keeps powering ahead and Taiwan's exports have overtaken Japan's…
- Moody’s Talks - Global Economy Unwrapped
Much Ado About.....Nothing?
In this episode of Global Economy Unwrapped, the GEU team tours the world, looking at risks. The global economy continues to hold up despite a number of large…
- Moody’s Talks - Global Economy Unwrapped
Meet the Experts: The Non-Negotiable European Holiday
Europeans may be gloomy about the economy, but they're still packing their bags. In this episode of Meet the Experts, Gaurav Ganguly and Barbara Teixeira…
- Moody’s Talks - Global Economy Unwrapped
Offices and AI
How resilient is commercial real estate in a world of geopolitical shocks, shifting work patterns, and rapid advances in AI? Dominic Brown, Head of…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
European Growth: Weak and Wavering
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…
- Moody’s Talks - Global Economy Unwrapped
Inflation Insurance
Inflation is again testing Europe’s policymakers, raising uncomfortable questions about how persistent recent upward pressure will prove and how best to…
- Moody’s Talks - Global Economy Unwrapped
Bond Markets on Edge
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…
- Moody’s Talks - Global Economy Unwrapped
Reflections on Growth: No Strait Answer
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…
- Moody’s Talks - Global Economy Unwrapped
He Said, Xi Said
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…
- Moody’s Talks - Global Economy Unwrapped
U.K. Special: Bond Yields and Ballot Boxes
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…
- Moody’s Talks - Global Economy Unwrapped
Crisis in the Middle East: A Failure of Imagination
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…
- Moody’s Talks - Global Economy Unwrapped
Europe: Optimism with a Lag
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…
- Moody’s Talks - Global Economy Unwrapped
Lots of Questions...
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…
- Moody’s Talks - Global Economy Unwrapped
The Romance of the Three Kingdoms
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…
- Moody’s Talks - Global Economy Unwrapped
Risks Everywhere
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…
- Moody’s Talks - Global Economy Unwrapped
Pork, Prices and Politics
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…
- Moody’s Talks - Global Economy Unwrapped
Japan Outlook: Oil Risk and Summit Stakes
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…
- Moody’s Talks - Global Economy Unwrapped
Oil Without a Way Out
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…
- Moody’s Talks - Global Economy Unwrapped
A Tense Situation in the Middle East
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…
- Moody’s Talks - Global Economy Unwrapped
Global Economy Unwrapped
Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped…
- Moody’s Talks - Global Economy Unwrapped
Tariff Trouble and the Dollar Dilemma
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…
- Moody’s Talks - Global Economy Unwrapped
U.K. Twists and Turns
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…
- Moody’s Talks - Global Economy Unwrapped
Asia Spotlight: Oil, Trade and Tariffs
Gaurav, Suren, Stefan and Denise get together to unpack a flurry of trade developments in Asia. The U.S. and India announce a trade deal that cut tariffs from…
- Moody’s Talks - Global Economy Unwrapped
Greenland, Green Shoots
Gaurav and the EMEA team are back for a surprisingly upbeat roundup of all things Europe. Barbara and Kamil discuss the better-than-expected fourth-quarter GDP…
- Moody’s Talks - Global Economy Unwrapped
How to talk to your dog about 30-year JGBs
Gaurav, Denise, and Stefan get together to discuss what drove Asia-Pacific in 2025 and what lies ahead in 2026. Exports surprised on the upside, with China…
- Moody’s Talks - Global Economy Unwrapped
Could Greenland derail European growth?
Gaurav is joined by Barbara, Andrew and Kamil for a deep dive discussion on the European outlook. Will 2026 be the year that euro zone growth finally picks up…
- Moody’s Talks - Global Economy Unwrapped
From Tariffs to Territorial Expansion
Gaurav and the GEU team unpack the key risks facing the global economy in 2026, but it soon becomes clear that economic forces risk being sidelined by…
- Moody’s Talks - Global Economy Unwrapped
Jingle Bells, China Sells
Andrew, Barbara, Denise, and Stefan join Gaurav for a festive deep dive into global manufacturing. They explore how China became the world’s workshop, climbing…
- Moody’s Talks - Global Economy Unwrapped
Globalisation Remains a Powerful Force
Professor Kazuto Suzuki of the University of Tokyo, and Director of the Institute of Geoeconomics joins GEU to discuss the future of globalisation. A…
- Moody’s Talks - Global Economy Unwrapped
Europe Roundup: Growth Perks Up as Russia-Ukraine Talks Stall
Gaurav and the EMEA team return to unpack a busy few weeks of economic and geopolitical news. The latest data suggest the euro zone economy is showing signs of…
- Moody’s Talks - Global Economy Unwrapped
U.K. Budget Blues
Gaurav is joined by Andrew and David to unpack the economic implications of the U.K. budget. After weeks of speculation and rumours of painful tax hikes, the…
- Moody’s Talks - Global Economy Unwrapped
Where Things Are Made and Where Things Are Bought
Gaurav, Denise and Stefan unpack U.S. President Trump’s late-October swing through Asia and what it means for who makes what—and who buys it. The centrepiece…
- Moody’s Talks - Global Economy Unwrapped
LatAm Elections: As the Pendulum Swings
LatAm team members Juan Pablo Fuentes and Jesse Rogers join Gaurav to take stock of the 2025-2026 electoral cycle. Gaurav and Juan Pablo discuss the economic…
- Moody’s Talks - Global Economy Unwrapped
Globalisation: Battered and Bruised but not Broken
In this episode, Gaurav and the team tackle a critical question: what does the future hold for globalisation? They explore how the U.S. has upended the world…
- Moody’s Talks - Global Economy Unwrapped
A Middle East Story: Peace, Oil, Sanctions and Growth
Gaurav, Suren, Charlie, and Aidan explore the new peace in the Middle East. They start with the newly agreed twenty-point peace plan between Israel and Hamas…
- Moody’s Talks - Global Economy Unwrapped
The European Roundup: French Chaos and Manufacturing Woes
In this episode, Gaurav, Barbara, Andrew, and Kamil break down Europe’s latest economic and political events. They begin with France’s ongoing political…
- Moody’s Talks - Global Economy Unwrapped
Pharma Tariffs Not a Panacea for All ills
Gaurav, Stefan and Denise meet face-to-face for the first time to unpack the flurry of developments shaping the Asia-Pacific. Front and centre are fresh U.S…
- Moody’s Talks - Global Economy Unwrapped
Central Banks' Jedi Mind Tricks
Kamil, Stefan, Denise, and David join Gaurav to discuss the rationale for central bank independence and the goals of monetary policy. The discussion then turns…
- Moody’s Talks - Global Economy Unwrapped
A Manufacturing Odyssey
In the first episode of a mini-series on global manufacturing, Gaurav and the team take a sweeping look at the sector’s evolution—from its roots in the…
- Moody’s Talks - Global Economy Unwrapped
Mind the (output) gap
Gaurav, Sarah, and Denise dive into the latest run of data out of ASEAN, where frontloading has helped prop up growth in the first half of the year. But with…
- Moody’s Talks - Global Economy Unwrapped
No Fiscal Free Lunch
Brittany Merollo joins the team to discuss France's ongoing political shake-up and the appointment of a new prime minister. They assess the implications for…
- Moody’s Talks - Global Economy Unwrapped
Sticky Rice and Shaky Trade
With frontloading fading and trade on shaky ground, Gaurav, Denise, and Stefan sift through Asia-Pacific’s latest export figures for signs of a slowdown…
- Moody’s Talks - Global Economy Unwrapped
The 40% club
Gaurav, Kamil and Andrew return to discuss the latest news on the European economy. Kamil unpacks the latest trade and industrial production data and what they…
- Moody’s Talks - Global Economy Unwrapped
Peace in Ukraine: A Nobel Effort
Andrew, Barbara, and Denise join Gaurav for an in-depth exploration of the multifaceted Russia-Ukraine conflict, including potential peace terms and shifting…