Moody’s Talks - Global Economy Unwrapped
Episodes
Crisis in the Middle East: A failure of imagination
01 May 2026
Contributed by Lukas
Gala Riani, Head of Strategic Intelligence at SRM joins Gaurav, Suren and Barbara for an in‑depth conversation that explores the continued crisis in...
Europe: Optimism with a Lag
23 Apr 2026
Contributed by Lukas
In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Andrew Hunter, Kamil Kovar, and Barbara Teixeira Araújo to discuss the t...
Lots of Questions...
15 Apr 2026
Contributed by Lukas
Gaurav, Denise and Stefan reconvene after their recent webinar to tackle the flood of audience questions on the Middle East conflict and its global sp...
The Romance of the Three Kingdoms
08 Apr 2026
Contributed by Lukas
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‑...
Risks Everywhere
31 Mar 2026
Contributed by Lukas
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 ...
Pork, Prices and Politics
24 Mar 2026
Contributed by Lukas
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...
Japan Outlook: Oil Risk and Summit Stakes
17 Mar 2026
Contributed by Lukas
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 ...
Oil Without a Way Out
10 Mar 2026
Contributed by Lukas
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...
War in Iran
03 Mar 2026
Contributed by Lukas
GEU unpacks the broader fallout of the war in Iran. Energy prices have jumped, and a risk off sentiment prevails in markets. There is a danger that th...
Global Economy Unwrapped
25 Feb 2026
Contributed by Lukas
Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwr...
Tariff Trouble and the Dollar Dilemma
24 Feb 2026
Contributed by Lukas
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 1...
U.K. Twists and Turns
17 Feb 2026
Contributed by Lukas
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 unemplo...
Asia Spotlight: Oil, Trade and Tariffs
10 Feb 2026
Contributed by Lukas
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 tari...
Greenland, Green Shoots
03 Feb 2026
Contributed by Lukas
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-qu...
How to talk to your dog about 30-year JGBs
27 Jan 2026
Contributed by Lukas
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 ...
Could Greenland derail European growth?
20 Jan 2026
Contributed by Lukas
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 ...
From Tariffs to Territorial Expansion
13 Jan 2026
Contributed by Lukas
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...
Jingle Bells, China Sells
23 Dec 2025
Contributed by Lukas
Andrew, Barbara, Denise, and Stefan join Gaurav for a festive deep dive into global manufacturing. They explore how China became the world’s worksho...
Globalisation Remains a Powerful Force
16 Dec 2025
Contributed by Lukas
Professor Kazuto Suzuki of the University of Tokyo, and Director of the Institute of Geoeconomics joins GEU to discuss the future of globalisation. A ...
Europe Roundup: Growth Perks Up as Russia-Ukraine Talks Stall
09 Dec 2025
Contributed by Lukas
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...
U.K. Budget Blues
02 Dec 2025
Contributed by Lukas
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 hik...
Where Things Are Made and Where Things Are Bought
26 Nov 2025
Contributed by Lukas
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 ...
LatAm Elections: As the Pendulum Swings
18 Nov 2025
Contributed by Lukas
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 e...
Globalisation: Battered and Bruised but not Broken
11 Nov 2025
Contributed by Lukas
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 th...
A Middle East Story: Peace, Oil, Sanctions and Growth
28 Oct 2025
Contributed by Lukas
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 an...
The European Roundup: French Chaos and Manufacturing Woes
21 Oct 2025
Contributed by Lukas
In this episode, Gaurav, Barbara, Andrew, and Kamil break down Europe’s latest economic and political events. They begin with France’s ongoing pol...
Pharma Tariffs Not a Panacea for All ills
14 Oct 2025
Contributed by Lukas
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 fre...
Central Banks' Jedi Mind Tricks
07 Oct 2025
Contributed by Lukas
Kamil, Stefan, Denise, and David join Gaurav to discuss the rationale for central bank independence and the goals of monetary policy. The discussion t...
A Manufacturing Odyssey
30 Sep 2025
Contributed by Lukas
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 i...
Mind the (output) gap
23 Sep 2025
Contributed by Lukas
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. B...
No Fiscal Free Lunch
16 Sep 2025
Contributed by Lukas
Brittany Merollo joins the team to discuss France's ongoing political shake-up and the appointment of a new prime minister. They assess the implicatio...
Sticky Rice and Shaky Trade
09 Sep 2025
Contributed by Lukas
With frontloading fading and trade on shaky ground, Gaurav, Denise, and Stefan sift through Asia-Pacific’s latest export figures for signs of a slow...
The 40% club
02 Sep 2025
Contributed by Lukas
Gaurav, Kamil and Andrew return to discuss the latest news on the European economy. Kamil unpacks the latest trade and industrial production data and ...
Peace in Ukraine: A Nobel Effort
26 Aug 2025
Contributed by Lukas
Andrew, Barbara, and Denise join Gaurav for an in-depth exploration of the multifaceted Russia-Ukraine conflict, including potential peace terms and s...
Compute is the New Oil
19 Aug 2025
Contributed by Lukas
Gaurav and Andrew welcome Suren Vardanyan and Charlie Houston to the podcast to discuss the Middle East. The region remains relatively insulated from ...
Boiling the (Chocolate) Frog
12 Aug 2025
Contributed by Lukas
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...
Struggling to Catch a Break
05 Aug 2025
Contributed by Lukas
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 w...
It’s Not Over Yet
29 Jul 2025
Contributed by Lukas
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...
Fight or Flight
22 Jul 2025
Contributed by Lukas
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 dea...
What Goes Up Must Come Down
15 Jul 2025
Contributed by Lukas
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’...
German Lessons
08 Jul 2025
Contributed by Lukas
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 o...
Negotiating Around Tariffs: The Expanding Relationship Between Europe and Southeast Asia
02 Jul 2025
Contributed by Lukas
Steve, Katrina and Gaurav welcome Karl Godderis, the CEO of EUROCHAM in Malaysia for an in-depth conversation about the expanding trade relationship b...
That Sinking Feeling
24 Jun 2025
Contributed by Lukas
Gaurav, Kamil, and Barbara return for a timely discussion on the rising risks of recession in Europe. They begin by unpacking four major threats curre...
Leverage, Leverage, Leverage
17 Jun 2025
Contributed by Lukas
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 ...
Stockpiling, Sales and Storms
10 Jun 2025
Contributed by Lukas
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 d...
China’s Back Door Through Mexico—A Gateway or a Wall?
04 Jun 2025
Contributed by Lukas
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. Jess...
It's No Big Deal!
23 May 2025
Contributed by Lukas
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 deal...
Tariff - fying
20 May 2025
Contributed by Lukas
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 tr...
Two Deals and a Conflict
14 May 2025
Contributed by Lukas
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 conversati...
Down Under Deep Dive
06 May 2025
Contributed by Lukas
With the Australian election upon us, David Robertson, Chief Economist at Bendigo and Adelaide Bank, joins the team to discuss the outlook. Productivi...
The Return of the Tax Man
29 Apr 2025
Contributed by Lukas
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...
The Global Trade War Takes a Dark Turn
25 Apr 2025
Contributed by Lukas
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 f...
Many Shades of Gray: Asia faces much uncertainty under shifting U.S. trade policy
23 Apr 2025
Contributed by Lukas
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 partner...
Tariffs, Deals and More EU Bazookas
10 Apr 2025
Contributed by Lukas
Against a rapidly evolving policy backdrop, Gaurav and the team attempt to unpack the implications of the U.S. “Liberation Day” tariffs on the Eur...
First Thoughts on Liberation Day Tariffs
04 Apr 2025
Contributed by Lukas
The Moody’s Analytics team welcomed their colleague and fellow economist Sarah Tan to share their thoughts on the so-called Liberation Day tariffs o...
The Good, The Bad, and The Ugly
31 Mar 2025
Contributed by Lukas
As the European economy faces yet another turbulent period, Gaurav Ganguly hosts Andrew Hunter, Barbara Teixeira Araujo, and Kamil Kovar in a riveting...
Deep Dive into Latin America – Tariffs, Oil and Milei
25 Mar 2025
Contributed by Lukas
Moody’s Analytics economists Gaurav Ganguly and Steve Cochrane welcomed their colleagues Alfredo Coutino, Juan Pablo Fuentes and Jesse Rogers for a ...
Europe’s Big Bazooka
18 Mar 2025
Contributed by Lukas
As the European Commission unveils its ReArm EU plan, Barbara Teixeira Araujo joins Andrew, Kamil, and Gaurav in trying to unpack the real implication...
Beijing’s Blueprint and Lessons from Japan
07 Mar 2025
Contributed by Lukas
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...
Europe Under Attack
04 Mar 2025
Contributed by Lukas
Andrew Hunter and Kamil Kovar, both Senior EMEA Economists at Moody’s Analytics, join Gaurav Ganguly as The Global Economy Unwrapped moves its focus...
Uncertain Times: A Global Perspective
24 Feb 2025
Contributed by Lukas
We introduce our new title, Global Economy Unwrapped, where we will delve into more global topics starting with today’s episode. Hosts Steve Cochran...
Production in a Tariff World
11 Feb 2025
Contributed by Lukas
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 industr...
Driving Change
28 Jan 2025
Contributed by Lukas
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 tu...
New Year, New Beginnings?
14 Jan 2025
Contributed by Lukas
The team runs through the Asia-Pacific outlook for 2025, highlighting some of the risks flying under the radar. Harry hopes that Beijing can ‘crowba...
Asia’s Chipmakers’ Interconnection with Global Growth.
24 Dec 2024
Contributed by Lukas
Steve, Stefan and Harry discuss the critical role of semiconductors in Asia’s economy, driving investment in Taiwan and South Korea with some spinof...
Compounding Risk in South Korea
17 Dec 2024
Contributed by Lukas
The team welcomes their colleague Dave Chia to help us unwrap the economic implications of Korea's recent political drama. Although they seem limited ...
The Rising Wave of Tariff Uncertainty
03 Dec 2024
Contributed by Lukas
In this week's episode, we delve into President-elect Trump's latest tariff announcement. We explore the economic ramifications, the ripple effects on...
Tariffs, Trade and Trump 2.0
19 Nov 2024
Contributed by Lukas
Additional tariffs could hit Asia hard, particularly in China. The team unwraps the multiple effects on Asia of President-elect Trump’s policy propo...
In the Crosshairs: What the U.S. Election May Mean for Asia
31 Oct 2024
Contributed by Lukas
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 vic...
Hong Kong's Turbulent Journey
22 Oct 2024
Contributed by Lukas
The team welcome their colleague Heron Lim to discuss all things Hong Kong, including the implications of China’s plethora of stimulus announcements...
China’s Policy Pivot… or More of the Same?
08 Oct 2024
Contributed by Lukas
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 hous...
Southeast Asia's 360-degree view
24 Sep 2024
Contributed by Lukas
Southeast Asia enjoyed resilience during the tightening cycle of monetary policy, but economy-specific differences remain critical. Moody’s economis...
Trade, Tariffs, and Transitions
10 Sep 2024
Contributed by Lukas
Steve, Stefan and Harry jump into the everchanging world of global trade. The team explore recent trends in Asia, untangling the region’s interwoven...
No Flick of the Switch
27 Aug 2024
Contributed by Lukas
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 ec...
It’s a Marathon, not a Sprint.
13 Aug 2024
Contributed by Lukas
In this Olympic-sized episode, Steve, Katrina, Stefan, and Harry, along with Moody’s Analytics Chief Economist Mark Zandi, tackle an eventful week i...
Say Cuts, Not Hikes — Getting Used to a New Normal
30 Jul 2024
Contributed by Lukas
Katrina Ell struggles to get “cuts” into her vocabulary as she discusses with Moody’s Analytics colleagues Steve Cochrane and Stefan Angrick the...
Reshaping Patterns of Trade
16 Jul 2024
Contributed by Lukas
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...
Demographics Are Not Destiny
10 Jul 2024
Contributed by Lukas
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 pro...
Asia's Economy Unwrapped
28 Jun 2024
Contributed by Lukas
Questions or Comments, please email us at [email protected]. We would love to hear from you. To stay informed and follow the insights of Mood...
China’s Policy Predicament
26 Jun 2024
Contributed by Lukas
Is China putting all its eggs in one basket with its manufacturing led recovery? Households are struggling as property market moves south and youth un...
Are you an optimist or a pessimist?
21 Jun 2024
Contributed by Lukas
The Asia-Pacific economy has accelerated so far this year from a weak fourth quarter. But inflation is improving inconsistently across the region. And...