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Moody’s Talks - Global Economy Unwrapped: Daily Summaries Delivered
by Moody's Analytics
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.
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- 2 days ago44 min
Crazy Rich AI-sians
Gaurav, Stefan, and John zoom in on Asia and AI, and find that the region's boom owes far less to building data centres than to selling the chips that fill them. With South Korean exports up more than 90% and AI driving most of Korea's GDP growth, the team asks why so little of the windfall reaches households, as consumption stalls, record bonuses for a lucky few stir resentment, and other sectors struggle. They also unpack the sharp sell-off in tech stocks and the voter backlash against data centres worldwide, before exploring how debt-fuelled financing loops could turn a virtuous cycle into a vicious one. From dot-com parallels that suggest Asia will keep making the world's chips to the threat AI poses to service jobs in India and the Philippines, the team weighs whether the gains on the way up could prove far smaller than the pain on the way down. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- 1 weeks ago43 min
Growing European Style
Gaurav, Barbara and Kamil take a look at the latest euro zone macro data and what they mean for the outlook. The group agrees that growth should continue at a modest pace, a positive result given the shocks hitting the European economy, while spotlighting the struggles of France. They then dive into inflation, where energy prices remain in focus, but Gaurav and Barbara are more sanguine about the core inflation outlook than Kamil. This sets the stage for the final debate: Will the ECB hike three or four times in total? And should it be hiking at all? Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- 2 weeks ago39 min
UK: Budget Caution and AI Optimism
A low-key Budget has done little to change the big questions hanging over the U.K. economy. Gaurav, David and Andrew unpack the Chancellor’s cautious fiscal plans and ask how much room the government really has to respond to future shocks. They also discuss the surprising strength of the U.K.’s recent growth figures and signs that the AI boom may be providing an unexpected boost, even in the face of mounting pressure from surging energy prices, inflation and interest rates. With signs of strain already emerging and the Bank of England set to tighten policy next week, can the economy’s unexpected resilience last? Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- 3 weeks ago57 min
Mind the Innovation Gap
In this episode, Gaurav, Barbara, and Kamil are joined by Paolo Pasimeni, Chief Economist at the European Commission’s Directorate-General for Research and Innovation, to examine Europe’s productivity challenge and what it will take to close the gap with the U.S. and China. Europe has considerable strengths in science and research, but struggles to translate them into innovation and investment at scale. The team explores why, looking at fragmented capital markets, the role of public and private investment, and Europe’s position in the global AI race. They also ask whether technological dependencies are becoming a strategic vulnerability and why boosting productivity increasingly matters not just for prosperity, but for Europe’s economic resilience and geopolitical influence. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Oct 15, 202656 min
Ballots and Bunds
Elections are supposed to provide choices. But what happens when they produce political deadlock just as governments need to make increasingly difficult economic decisions?Gaurav Ganguly is joined by Colin Ellis, Barbara Teixeira Araujo and Kamil Kovar to unpack Europe’s increasingly complicated political economy. From France’s deteriorating fiscal outlook and the rise of parties outside the political centre to misinformation, higher bond yields and Europe’s huge investment needs, the team asks whether the continent has the political capacity to tackle its biggest economic challenges.And if governments cannot act before markets do, could the ECB once again find itself as Europe’s ultimate backstop? Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Oct 8, 202636 min
Food Prices Getting Hotter
Could El Niño deliver the next inflation shock? In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Kamil Kovar, Denise Cheok, Jeemin Bang and Deni Kasa to examine how a potentially powerful El Niño could affect food prices, inflation and monetary policy across Asia Pacific and Europe.The team explores the risks to rice and other key commodities, the potential for drought and water scarcity to disrupt food and energy production, and how export restrictions could amplify price pressures across borders. They also ask why Europe, historically relatively insulated from El Niño, may be more vulnerable this time as weather disruption intersects with higher energy and fertilizer costs, geopolitical tensions and increasingly fragmented global supply chains.With some Asian central banks already alert to the inflation risks, could El Niño become another in a series of overlapping supply shocks, keeping inflation higher and interest rates elevated for longer? Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Oct 1, 202637 min
The Great Rate Debate
Surging government bond yields continue to raise alarm across the global economy. Gaurav, Andrew and Kamil unpack the latest sell-off in global bond markets and assess the relative importance of inflation fears, fiscal concerns and changing expectations for short-term interest rates. They explore the ongoing fallout from the Iran conflict, the prospect of further rate hikes by the ECB and Bank of England, and why investors increasingly seem to believe rates could settle at a higher level than before. Despite the volatility, the team concludes that bond markets may be sending a surprisingly reassuring message about both central bank credibility and the resilience of the global economy. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Sep 25, 202642 min
Panda-monium
In this episode of The Global Economy Unwrapped, Stefan and Denise join Gaurav to unpack two big stories. First, they examine the much-anticipated Trump-Xi summit, concluding that while the optics were carefully choreographed, the outcome was largely a continuation of the existing US-China stalemate on trade, technology, Taiwan and AI. The discussion explores why stability may be the best either side can hope for.The conversation then turns to the Middle East, where higher oil prices, disrupted shipping routes and continuing regional tensions are creating growing challenges for the world economy. The team discusses energy security, inflation risks, China's changing role in global oil demand, and the resilience of Gulf economies despite ongoing instability. Along the way, there is also time for pandas, shark-infested beaches, and a healthy dose of "panda-monium". Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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About 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.
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