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Moody’s Talks - Global Economy Unwrapped

Moody's Analytics
China
Tariffs
Inflation
European Union
United States
Japan
Monetary Policy
Global Economy
Australia
India
Middle East
Southeast Asia
Asia-Pacific
Global Trade
Eurozone
Globalization
Manufacturing
Germany
ASEAN
European Economy

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.

PublishesWeeklyEpisodes95Founded2 years ago
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InvestingBusinessBusiness NewsNews

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Artwork for Moody’s Talks

Latest Episodes

How resilient is commercial real estate in a world of geopolitical shocks, shifting work patterns, and rapid advances in AI? Dominic Brown, Head of International Research at Cushman & Wakefield joins GEU for a wide-ranging discussion on the forces re... more

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 data haven't really shown any impact from the Iran conflict. They conclude that while the e... more

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 few weeks for the global economy. Andrew Hunter, Denise Cheok and Suren Vardanyan join Gau... more

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 Gaurav and Denise to discuss the region’s latest challenges.

The team begins by reminding lis... more

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Recent Guests

Suren Vardanyan
Regional Middle East expert and oil expert
Moody's Analytics
Episode: Devolution, Oil and Tariffs
John Bromhead
Currency expert, Sydney office
Moody's Analytics
Episode: Meet the Experts: crude, currencies and central banks
Dong He
Chief Economist of AMRO
AMRO (ASEAN+3 Macro Economic Surveillance Unit)
Episode: Strait Talk with AMRO’s Dong He
Stefan Angryk
Economist
Not stated
Episode: Asia's Alphabet Soup Economies
Denise Chiok
Economist
Not stated
Episode: Asia's Alphabet Soup Economies
Andrea Montanino
Chief Economist
CDP (Cassa Depositi e Prestiti)
Episode: Europe: Transformation Amidst Turbulence
Kamil Kovar Vaparate
Guest, likely Moody's Analytics economist
Moody's Analytics
Episode: European Growth: Weak and Wavering
Shaila Aravjo
Guest, likely Moody's Analytics economist
Moody's Analytics
Episode: European Growth: Weak and Wavering
Barbara Teixeira Araujo
Moody's Analytics economist discussed in euro-area inflation context
Moody's Analytics
Episode: Inflation Insurance

Hosts

Gaurav Ganguly
Host of Global Economy Unwrapped and macro-focused Moody's Analytics economist
Barbara Teixeira Araujo
Moody's Analytics economist contributing to Europe-focused discussions
Andrew Hunter
Economist participating in policy and market discussion

Reviews

4.7 out of 5 stars from 30 ratings
  • Insightful and Informative

    Fascinating discussions about Asian economics, a go-to for my daily commutes.

    Apple Podcasts
    5
    Catbass87
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Insightful and informative; great for high-level macro context.
Consistently data-driven and credible; solid guest selections.
Useful for understanding regional impacts of global shocks.

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Apple Podcasts
#7
Ukraine/Business/Investing
Apple Podcasts
#52
Ukraine/Business
Apple Podcasts
#138
Finland/Business/Investing
Apple Podcasts
#170
South Korea/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Strait Talk with AMRO’s Dong He
Q: How do you see regional financial integration and the move toward local currency settlements evolving in the near term?
Progress is being made through local currency settlement frameworks and cross-border retail connectivity; wholesale connectivity and deeper financial market infrastructure will take time, but easing reliance on the dollar and broader regional integration will help stabilize funding conditions.
Strait Talk with AMRO’s Dong He
Q: What lessons from past crises should ASEAN economies emphasize to bolster resilience in the face of ongoing shocks?
Diversification of energy and supply chains, maintaining buffers, building internal regional integrates, and ensuring fiscal consolidation progresses without stalling public investment—while leveraging digitalization to empower SMEs and keep markets orderly.
Crisis in the Middle East: A Failure of Imagination
Q: Where do you think we're headed given Iran's high economic pain and its internal divisions?
Iran faces a balance between hardline factions and more negotiating elements; economic pressure is likely to push toward some form of concessions, but the outcome depends on domestic fissures and the IRGC's influence, with the external leverage of the Strait playing a central role.
Japan Outlook: Oil Risk and Summit Stakes
Q: What is the significance of the US-Japan investment framework in the current policy environment?
The framework has anchored a large-scale investment-centric agreement intended to maintain tariff protections and market access, with subsequent rounds expanding into sectors like semiconductors and energy, reflecting a strategic alignment beyond traditional tariff concessions.
Japan Outlook: Oil Risk and Summit Stakes
Q: How does Japan view its energy transition given geopolitical pressures?
Japan is leaning toward utilizing nuclear power to diversify energy sources, while keeping renewables investments in the mix; public opinion has become more pragmatic about nuclear in light of energy security and price pressures, with ongoing reactor restarts.

Audience Metrics

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Frequently Asked Questions About Moody’s Talks

What is Moody’s Talks about and what kind of topics does it cover?

Global macro and policy dynamics are analyzed through data-driven conversations with Moody's Analytics economists and regional experts. Episodes frequently explore inflation trajectories, energy price shocks, geopolitics, and central-bank responses, often tying these forces to growth and investment outcomes across regions. Notable strengths include rigorous scenario analysis, a strong focus on real-world implications for businesses and policymakers, and a collaborative format that blends regional perspectives with global trends. The show is particularly valuable for listeners who want nuanced, data-backed context to inform strategy, risk assessment, and investment decisions in a volatile global economy.

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Which podcasts are similar to Moody’s Talks?

These podcasts share a similar audience with Moody’s Talks:

1. Moody's Talks - Inside Economics
2. Macro Musings with David Beckworth
3. Bloomberg Surveillance
4. The Economics Show
5. The Markets

How many episodes of Moody’s Talks are there?

Moody’s Talks launched 2 years ago and published 95 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Moody’s Talks?

Recent guests on Moody’s Talks include:

1. Suren Vardanyan
2. John Bromhead
3. Dong He
4. Stefan Angryk
5. Denise Chiok
6. Andrea Montanino
7. Kamil Kovar Vaparate
8. Shaila Aravjo

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