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A Tense Situation in the Middle East

Episode 70

GEU unpacks the broader fallout of the strikes against Iran. Energy prices have jumped, and a risk-off sentiment prevails in markets. There is a dang…

6 months, 4 weeks ago

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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 Unwra…

7 months, 1 week ago

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Tariff Trouble and the Dollar Dilemma

Episode 69

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 …

7 months, 1 week ago

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U.K. Twists and Turns

Episode 68

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 unempl…

7 months, 2 weeks ago

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Asia Spotlight: Oil, Trade and Tariffs

Episode 67

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 tar…

7 months, 3 weeks ago

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Greenland, Green Shoots

Episode 66

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-q…

7 months, 4 weeks ago

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How to talk to your dog about 30-year JGBs

Episode 65

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…

8 months ago

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Could Greenland derail European growth?

Episode 64

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…

8 months, 1 week ago

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From Tariffs to Territorial Expansion

Episode 63

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 b…

8 months, 2 weeks ago

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Jingle Bells, China Sells

Episode 62

Andrew, Barbara, Denise, and Stefan join Gaurav for a festive deep dive into global manufacturing. They explore how China became the world’s workshop…

9 months, 1 week ago

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