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Moody’s Talks - Global Economy Unwrapped

Moody's Analytics
China
Inflation
Monetary Policy
Australia
Southeast Asia
Foreign Direct Investment
Japan
Asia-Pacific Economy
Global Economy
India
Youth Unemployment
European Union
Thailand
Household Spending
Electric Vehicles
Asia-Pacific
Malaysia
Vietnam
Trade Surplus
New Zealand

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.

PublishesWeeklyEpisodes76Founded2 years ago
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Artwork for Moody’s Talks

Latest Episodes

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 growth. Meanwhile, Asia's rel... more

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 governments can do to mitigate t... more

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 are under strain, the yen wobb... more

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 Hormuz blockage is squeezing sup... more

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Recent Guests

David Boling
Expert on Japan, Asia-Pacific geopolitics
The Asia Group
Episode: Japan Outlook: Oil Risk and Summit Stakes
Kazuto Suzuki
Director of the Institute of Geoeconomics and professor at the University of Tokyo
University of Tokyo, Institute of Geoeconomics
Episode: Globalisation Remains a Powerful Force
Denise Chok
Episode: Pharma Tariffs Not a Panacea for All ills
Stefan Andryk
Episode: Pharma Tariffs Not a Panacea for All ills
Andrew Hunter
Senior economist involved in covering the UK economy and Europe
Moody's Analytics
Episode: Struggling to Catch a Break
Benedict Acton-Bond
Economist for Germany
Moody's Analytics
Episode: German Lessons
Karl Godderis
CEO of Eurocham Malaysia with extensive experience in management consulting, banking, and M&A advisory.
Eurocham Malaysia
Episode: Negotiating Around Tariffs: The Expanding Relationship Between Europe and Southeast Asia
Kurt Tong
Managing Partner at The Asia Group, former U.S. diplomat with 29 years at the State Department focused on Asia
The Asia Group
Episode: Leverage, Leverage, Leverage
Jesse Rogers
Economist specialized in Latin American economies
Moody's Analytics
Episode: China’s Back Door Through Mexico—A Gateway or a Wall?

Host

Gaurav Ganguly
Chief International Economist at Moody's Analytics with expertise in global economic trends and their implications.

Reviews

4.7 out of 5 stars from 27 ratings
  • Insightful and Informative

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

    Apple Podcasts
    5
    Catbass87
    United Statesa year ago

Listeners Say

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

Listeners appreciate the insightful and data-driven discussions on global economics.
The content is perceived as highly informative, catering well to professionals and academics in the field.

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Talking Points

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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.
Japan Outlook: Oil Risk and Summit Stakes
Q: What is Japan's immediate energy policy response to the Middle East crisis?
Japan is releasing strategic oil reserves, subsidizing wholesalers to cushion domestic prices, and considering further use of government-backed reserves to stabilize energy costs while maintaining focus on increasing domestic energy resilience and reducing import dependency over the longer term.
Globalisation Remains a Powerful Force
Q: What do you worry about the most regarding globalization?
There will be more competition and use of economy weaponization against other countries.
Globalisation Remains a Powerful Force
Q: Kazuto, what is it about globalization that gives you hope?
I think globalization interdependence generally creates a good opportunity for the Global South.

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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?

This podcast features discussions on global economic trends and indicators, with a strong emphasis on the Asia-Pacific region and its implications for international relations. Delivering detailed analysis and insight, the episodes cover a wide range of topics, including trade dynamics, inflation rates, fiscal policies, and geopolitical tensions. The hosts regularly invite experts to provide additional perspectives, making it a valuable resource for professionals seeking to understand current and future economic conditions. Notably, the show emphasizes data-driven insights and encourages critical thinking about global economic interactions.

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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. Global Data Pod
4. Odd Lots
5. WSJ's Take On the Week

How many episodes of Moody’s Talks are there?

Moody’s Talks launched 2 years ago and published 76 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. David Boling
2. Kazuto Suzuki
3. Denise Chok
4. Stefan Andryk
5. Andrew Hunter
6. Benedict Acton-Bond
7. Karl Godderis
8. Kurt Tong

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