Moody's Analytics
103 episodes listed below
Macro risk, traced through the machinery.
Moody’s Talks - Global Economy Unwrapped treats the global economy as a chain of practical constraints. Its discussions move from conflict, tariffs, oil markets, and Asian growth to the second-order effects that show up in inflation, supply routes, business confidence, and fiscal choices.
PRESS PLAY
Moody’s Talks - Global Economy Unwrapped is a macroeconomics panel for people who want the machinery under the headline. The show is not built around instant certainty. It starts with live tensions such as war in the Middle East, U.S. tariff rulings, oil-price jumps, Japan trade questions, or shifting Asian growth forecasts, then follows the practical channels through which those events reach the wider economy. The pacing is deliberate. One speaker frames the problem, another supplies regional or market detail, and the answer usually arrives with qualifications attached. That is part of the appeal. The show is comfortable saying that something depends on duration, infrastructure damage, legal authority, inventories, or the ability of firms and governments to adapt. Recent episodes spend real time on oil and gas prices, European benchmark comparisons, refinery versus crude production risks, airline fuel costs, and the limits of quick substitution. They also move outward. Southeast Asian exports, the AI boom, Singapore and Malaysia growth revisions, Japan’s market position, China’s global role, and U.S. executive power all become part of the same macro map. The tone remains steady, even when the subject is grave. There is occasional dry humor, but it functions as pressure release rather than personality branding. Gaurav Ganguly often steers the conversation by posing the practical question, then handing it to someone closer to the region or issue. Guests and team members add texture without turning the program into a debate show. The result is less a forecast machine than a disciplined way of thinking through risk. It suits listeners who already follow global economic news and want help sorting signal from volatility. Its strongest moments come when the panel separates immediate market reaction from the medium-term policy and supply-chain response. The show does not pretend the dust has settled. It explains what the dust is made of.
Made for: For listeners who follow geopolitics, markets, trade, energy, and public policy closely enough to want the causal chain, not just the headline. It especially suits economists, analysts, investors, policy watchers, and globally minded business readers.
What sets it apart: The show’s edge is its disciplined movement from event to mechanism: tariffs become legal and sectoral constraints, war becomes energy infrastructure and inflation risk, and regional growth becomes exposure, substitution, and timing. It explains uncertainty without sanding it down.
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.
Based on 5 episodes we listened to · September 2026
Gaurav Ganguly and colleagues trace how political shocks travel through trade, prices, employment and markets without disguising the uncertainty.
Moody's Talks - Global Economy Unwrapped turns fast-moving political and geopolitical shocks into questions about growth, inflation, trade and financial markets.
Bank of Japan Day causes a nervous twitch; you get the mechanisms behind the mood.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded look at how Middle East conflict can ripple through energy markets and Asia's growth outlook.
The piece opens in a playful, somewhat loose register before settling into a clear account of how a Middle East conflict can spill into Asia. Its strongest stretch is the practical explanation: disruptions are often concentrated rather than global, refineries can depend on…
A tense war update that keeps its attention on the economic machinery beneath the headlines.
The episode reads as a steady lesson in how shocks travel through oil, infrastructure, and market expectations. Its strongest stretches stay close to the mechanics: what is hit, what can be substituted, what remains exposed, and why a move in Brent carries a different meaning…
A steady look at tariffs, courts, and the uneasy mechanics of dollar and manufacturing pressure.
This segment treats tariff upheaval as a legal and market story first, then keeps circling back to where the pressure may go next. It covers the ruling against the IEPA tariffs, the market's first reaction, and the possibility that the White House leans harder on Section 232…
A careful look at why the U.K. may be turning up, with caveats about the data.
This episode offers a sober read on the U.K. economy by taking the questions macroeconomists actually argue over: whether growth is improving, which labour-market signal matters most, and how much faith to place in official data when survey quality is under strain.
A steady macro discussion that turns trade noise into policy mechanics.
The episode moves through the Asia-Pacific macro picture with a clear eye on China, tariffs, soybean trade, the Bank of Japan, and a softer growth view for 2026.
Small things, real markets, strange incentives.
Markets, money, and Germany in motion.
The show opens in a loose, conversational mood.
This episode features an interview with Henry Wang, founder of the Center for China and Globalization, discussing his background and the think tank's work on global governance, trade, and migration.
A team of Moody's Analytics economists discusses emerging global economic risks, focusing on the Middle East conflict's impact on oil prices and commodities.
This episode discusses the impact of the war in Iran on global oil and gas prices, with a focus on current market conditions in Europe and Asia.
This episode features an interview with David Bowling, a principal at the Asia Group and former US trade representative, discussing his expertise on Japan, oil risks, and summit stakes in the context of global economic analysis.
This episode analyzes the economic and geopolitical dynamics around oil markets, comparing recent events in Iran to past situations like Greenland and tariffs, questioning if a similar two-week resolution pattern will unfold.
The panel opens on a fast-moving war in the Middle East.
The panel starts with a legal shock.
The panel returns to the U.K.
Gaurav Ganguly opens the conversation with Stefan Angrik and Denise Chok on Bank of Japan Day, then moves quickly from small talk into the bigger Asia-Pacific questions.
This episode of Moody's Talks focuses on analyzing the UK economy with senior economists David Mion and Andrew Hunter, transitioning from a lighthearted discussion about England's Euro Cup win to substantive economic topics.
The Moody's Talks team discusses Gaurav Ganguly's new role as Head of International Economics and the increased workload and meetings that come with it.
This episode features an interview with economist David Muir to discuss the UK economy, including interest rates and its global significance, as part of a broader European economic analysis.