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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
Global Trade
Globalization
Asia-Pacific
Eurozone
Manufacturing
ASEAN
Germany
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.

PublishesWeeklyEpisodes85Founded2 years ago
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InvestingBusiness NewsBusinessNews

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Artwork for Moody’s Talks

Latest Episodes

Inflation is again testing Europe’s policymakers, raising uncomfortable questions about how persistent recent upward pressure will prove and how best to respond. In the first part of a European special, Gaurav is joined by Kamil, Andrew and Barbara t... more

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, Kamil, Denise and Stefan dig into what’s driving the recent jump in government bond yields, ... more

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. Oil prices remain range‑bound for now, but the team warns that policy buffers are thinning... more

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 warm words but few concrete breakthroughs, the discussion turns to what this means for U.S... more

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Recent Guests

Gala Riani
Head of strategic intelligence
SRM
Episode: Crisis in the Middle East: A Failure of Imagination
Andrew Hunter
Economist, Moody's Analytics
Moody's Analytics
Episode: Europe: Optimism with a Lag
Kamil Kovar
Inflation forecaster, Moody's Analytics
Moody's Analytics
Episode: Europe: Optimism with a Lag
Barbara Teixeira Araújo
Economist, Moody's Analytics
Moody's Analytics
Episode: Europe: Optimism with a Lag
Henry Wang
Founder and president of the Center for China and Globalization
Center for China and Globalization
Episode: The Romance of the Three Kingdoms
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

Host

Gaurav Ganguly
Head of International Economics at Moody's Analytics; hosts macro and global economy discussions; data-driven approach to indicators, policy, and globalization

Reviews

4.7 out of 5 stars from 29 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.

Clear, data-driven perspectives useful for planning and investing.
Guests bring practical, real-world context to macro shocks.
Insightful and informative take on Asian economics and global trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#147
Norway/Business/Investing
Apple Podcasts
#157
Brazil/Business/Investing
Apple Podcasts
#183
Belgium/Business/Investing
Apple Podcasts
#229
Philippines/Business/Investing
Apple Podcasts
#249
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

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 economy analysis driven by Moody's Analytics researchers, with a data-forward lens on indicators, policy, and risk. Episodes frequently unpack geopolitics, energy flows, inflation, central-bank policy, and trade dynamics, often weaving in regional perspectives from Europe, Asia, and the Middle East. The show stands out for its pragmatic, scenario-focused forecasting and for featuring top-tier economists and policy experts who illuminate how global shocks propagate across markets. This context is likely valuable for listeners who need actionable insight for investment, risk management, or strategic planning in an uncertain world.

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

1. Moody's Talks - Inside Economics
2. At Any Rate
3. Global Data Pod
4. The Markets
5. Exchanges

How many episodes of Moody’s Talks are there?

Moody’s Talks launched 2 years ago and published 85 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. Gala Riani
2. Andrew Hunter
3. Kamil Kovar
4. Barbara Teixeira Araújo
5. Henry Wang
6. David Boling
7. Kazuto Suzuki
8. Denise Chok

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