HeyJaredMoody’s Talks - Global Economy Unwrapped
Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 16, 2026
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- Earliest in this view
- Jul 9, 2026
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Unbroken Britain (opens the original)
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With the U.K. continuing to confound expectations, Gaurav is joined by David and Andrew to assess a run of surprisingly resilient growth data and ask whether the economy is finally breaking out of its recent pattern of strong starts to the year followed by weak finishes. Consumer spending and business investment have both held up well, but rising energy prices, a soft labour market and slowing real wage growth still pose threats. The team debates the inflation outlook, whether markets have becom
The Curious Case of Europe's Recovery (opens the original)
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The European economy refuses to cooperate with the pessimists. Despite conflict in the Middle East, high energy prices and persistent uncertainty, euro zone growth has remained surprisingly solid with consumers proving resilient despite another blow to their purchasing power. Gaurav, Barbara, Andrew and Kamil discuss if the good news is sustainable, what is driving the recovery in sentiment, and whether weakness in investment remains a concern. After another debate over Ireland’s outsized influe
Chip Happens (opens the original)
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Gaurav, Stefan and Denise take the temperature of the Asia-Pacific economy, where the AI boom keeps powering ahead and Taiwan's exports have overtaken Japan's for the first time. The team digs into what's driving the region's K-shaped split, with chip-heavy economies like Taiwan, Singapore and Malaysia posting growth north of 5% even as wages stay soft, consumers hold back, and other sectors languish. They ask whether the boom is genuinely productive or just papers over the cracks, drawing uneas
Much Ado About.....Nothing? (opens the original)
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In this episode of Global Economy Unwrapped, the GEU team tours the world, looking at risks. The global economy continues to hold up despite a number of large shocks and potential problems, so have markets become inured to geopolitical risk? The team discusses the ongoing conflict in the Middle East, persistent trade tensions, cracks in the AI boom, rising yields, and the potential for monetary policy missteps. They conclude that the global economy looks surprisingly good, but the risks are far
Meet the Experts: The Non-Negotiable European Holiday (opens the original)
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Europeans may be gloomy about the economy, but they're still packing their bags. In this episode of Meet the Experts, Gaurav Ganguly and Barbara Teixeira Araujo are joined by Olia Kuranova and Jessica Demel to unpack the surprising resilience of European tourism. Why are holidays proving "non-negotiable" despite weak consumer confidence, inflation and geopolitical tensions? And how are heatwaves, wildfires and climate change beginning to reshape where, when and how Europeans travel? From revenge
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