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
Compute is the New Oil
Gaurav and Andrew welcome Suren Vardanyan and Charlie Houston to the podcast to discuss the Middle East. The region remains relatively insulated from U.S…
- Moody’s Talks - Global Economy Unwrapped
Boiling the (Chocolate) Frog
Gaurav is joined by Stefan, Denise, Andrew, and Kamil for a bumper episode on the global fallout from the latest wave U.S. tariffs and deals. The team debates…
- Moody’s Talks - Global Economy Unwrapped
Struggling to Catch a Break
David Muir joins Gaurav and Andrew for another U.K. special. The U.K. increasingly appears to have done relatively well in recent trade negotiations with the…
- Moody’s Talks - Global Economy Unwrapped
It’s Not Over Yet
Gaurav, Denise, and Stefan dissect the shock loss of the ruling LDP-Komeito coalition in Japan’s upper house elections. Cost-of-living woes and anti-foreign…
- Moody’s Talks - Global Economy Unwrapped
Fight or Flight
After another flurry of U.S. tariff announcements, Gaurav and team unpack what it all means for Europe. As the clock ticks toward the new August 1 deadline…
- Moody’s Talks - Global Economy Unwrapped
What Goes Up Must Come Down
Hot on the heels of President Trump’s latest tariff salvos, Stefan, Katrina and Denise break down the dizzying hikes and what they spell for Asia’s…
- Moody’s Talks - Global Economy Unwrapped
German Lessons
Gaurav and the team are joined by Ben Acton-Bond for a special episode on Germany. Ben explains how the German economy is likely to fare in the face of higher…
- Moody’s Talks - Global Economy Unwrapped
Negotiating Around Tariffs: The Expanding Relationship Between Europe and Southeast Asia
Steve, Katrina and Gaurav welcome Karl Godderis, the CEO of EUROCHAM in Malaysia for an in-depth conversation about the expanding trade relationship between…
- Moody’s Talks - Global Economy Unwrapped
That Sinking Feeling
Gaurav, Kamil, and Barbara return for a timely discussion on the rising risks of recession in Europe. They begin by unpacking four major threats currently…
- Moody’s Talks - Global Economy Unwrapped
Leverage, Leverage, Leverage
Fresh off the heels of a U.S.-China trade truce reached in London, Ambassador Kurt Tong , Managing Partner at The Asia Group joins the Asia podcast crew. The…
- Moody’s Talks - Global Economy Unwrapped
Stockpiling, Sales and Storms
With new euro zone data releases, and an ECB decision to boot, there is plenty to talk about. Gaurav and team roll up their sleeves and do what they do best…
- Moody’s Talks - Global Economy Unwrapped
China’s Back Door Through Mexico—A Gateway or a Wall?
Steve and Stefan discuss with their colleague Jesse Rogers the complex role of China in the Mexican economy and in Mexico’s exports to the U.S. Jesse shares…
- Moody’s Talks - Global Economy Unwrapped
It's No Big Deal!
Gaurav, Barbara and Kamil welcome David Muir as they discuss the latest U.K. economic data and the potential economic benefits of the three trade deals…
- Moody’s Talks - Global Economy Unwrapped
Tariff - fying
Hot on the heels of the U.S.-China tariff truce, the team chat about all things trade. The episode kicks off with a trip down memory lane, as Steve tries to…
- Moody’s Talks - Global Economy Unwrapped
Two Deals and a Conflict
Gaurav and the team discuss the newly signed U.S.-U.K. trade deal and whether the de-escalation in global trade tensions will continue. The conversation then…
- Moody’s Talks - Global Economy Unwrapped
Down Under Deep Dive
With the Australian election upon us, David Robertson, Chief Economist at Bendigo and Adelaide Bank, joins the team to discuss the outlook. Productivity is…
- Moody’s Talks - Global Economy Unwrapped
The Return of the Tax Man
David Muir joins Gaurav and Andrew for a deep dive into the UK. The conversation takes a fiscal turn very quickly as the three dissect public finances and…
- Moody’s Talks - Global Economy Unwrapped
The Global Trade War Takes a Dark Turn
This bonus episode is a recent webinar led by our Chief Economist, Mark Zandi. It includes many colleagues on the Moody’s Analytics economics team from around…
- Moody’s Talks - Global Economy Unwrapped
Many Shades of Gray: Asia faces much uncertainty under shifting U.S. trade policy
Steve and Stefan speak one-on-one about their expectations as trade negotiations ramp up between the U.S. and many of its Asia-Pacific trading partners. So…
- Moody’s Talks - Global Economy Unwrapped
Tariffs, Deals and More EU Bazookas
Against a rapidly evolving policy backdrop, Gaurav and the team attempt to unpack the implications of the U.S. “Liberation Day” tariffs on the European…
- Moody’s Talks - Global Economy Unwrapped
First Thoughts on Liberation Day Tariffs
The Moody’s Analytics team welcomed their colleague and fellow economist Sarah Tan to share their thoughts on the so-called Liberation Day tariffs only hours…
- Moody’s Talks - Global Economy Unwrapped
The Good, The Bad, and The Ugly
As the European economy faces yet another turbulent period, Gaurav Ganguly hosts Andrew Hunter, Barbara Teixeira Araujo, and Kamil Kovar in a riveting…
- Moody’s Talks - Global Economy Unwrapped
Deep Dive into Latin America – Tariffs, Oil and Milei
Moody’s Analytics economists Gaurav Ganguly and Steve Cochrane welcomed their colleagues Alfredo Coutino, Juan Pablo Fuentes and Jesse Rogers for a review of…
- Moody’s Talks - Global Economy Unwrapped
Europe’s Big Bazooka
As the European Commission unveils its ReArm EU plan, Barbara Teixeira Araujo joins Andrew, Kamil, and Gaurav in trying to unpack the real implications of this…
- Moody’s Talks - Global Economy Unwrapped
Beijing’s Blueprint and Lessons from Japan
As China's top officials gather for the annual Two Sessions in Beijing, we discuss the challenges facing China’s economy, its goals for the year and the…
- Moody’s Talks - Global Economy Unwrapped
Europe Under Attack
Andrew Hunter and Kamil Kovar, both Senior EMEA Economists at Moody’s Analytics, join Gaurav Ganguly as The Global Economy Unwrapped moves its focus to Europe…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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’…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
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…
- Moody’s Talks - Global Economy Unwrapped
In the Crosshairs: What the U.S. Election May Mean for Asia
The team welcomes Brendan La Cerda, a Moody’s Analytics colleague and U.S. fiscal policy expert, to unpack the implications of a Trump or Harris victory. The…
- Moody’s Talks - Global Economy Unwrapped
Hong Kong's Turbulent Journey
The team welcome their colleague Heron Lim to discuss all things Hong Kong, including the implications of China’s plethora of stimulus announcements. Also in…
- Moody’s Talks - Global Economy Unwrapped
China’s Policy Pivot… or More of the Same?
In this episode, the team dives into the heart of China's latest economic stimulus policies. Harry is optimistic that this time is different, and households…
- Moody’s Talks - Global Economy Unwrapped
Southeast Asia's 360-degree view
Southeast Asia enjoyed resilience during the tightening cycle of monetary policy, but economy-specific differences remain critical. Moody’s economist and…
- Moody’s Talks - Global Economy Unwrapped
Trade, Tariffs, and Transitions
Steve, Stefan and Harry jump into the everchanging world of global trade. The team explore recent trends in Asia, untangling the region’s interwoven supply…
- Moody’s Talks - Global Economy Unwrapped
No Flick of the Switch
Steve, Stefan and Harry are joined by Moody’s Analytics New Zealand economist Shannon Nicoll to discuss all the happenings in the Kiwi and Aussie economies…
- Moody’s Talks - Global Economy Unwrapped
It’s a Marathon, not a Sprint.
In this Olympic-sized episode, Steve, Katrina, Stefan, and Harry, along with Moody’s Analytics Chief Economist Mark Zandi, tackle an eventful week in global…
- Moody’s Talks - Global Economy Unwrapped
Say Cuts, Not Hikes — Getting Used to a New Normal
Katrina Ell struggles to get “cuts” into her vocabulary as she discusses with Moody’s Analytics colleagues Steve Cochrane and Stefan Angrick the outlook in…
- Moody’s Talks - Global Economy Unwrapped
Reshaping Patterns of Trade
Global trade is on the mend, but it’s not all smooth sailing. The economic impacts of trade in Asia are being reshaped by demand for IT products and China’s…
- Moody’s Talks - Global Economy Unwrapped
Demographics Are Not Destiny
A declining population and labor force does not necessarily spell doom for economies in Asia. But some deft policy making will be needed to ensure productivity…
- Moody’s Talks - Global Economy Unwrapped
China’s Policy Predicament
Is China putting all its eggs in one basket with its manufacturing led recovery? Households are struggling as property market moves south and youth…
- Moody’s Talks - Global Economy Unwrapped
Are you an optimist or a pessimist?
The Asia-Pacific economy has accelerated so far this year from a weak fourth quarter. But inflation is improving inconsistently across the region. And in fact…