Moody’s Talks - Global Economy Unwrapped

• Where Things Are Made and Where Things Are Bought

  Gaurav, Denise and Stefan unpack U.S. President Trump’s late-October swing through Asia and what it means for who makes what—and who buys it. The centrepiece was the Trump-Xi meeting, which produced a brief ceasefire in the tariff fight and set the stage for another round of talks in early 2026. In Southeast Asia, Trump signed four market-access and procurement deals that overwhelmingly favoured the U.S., while his stops in Japan and Korea delivered more photo-ops than breakthroughs. The team asks whether any of this can really shift the structural imbalance between the world’s producer, China, and the world’s buyer, the U.S. They also wrestle with the practicalities of countries committing to buy planes Boeing can’t build, and whether those U.S.-bound investment promises deserve a seat at the G20 table. Questions or Comments, please email us at [email protected]. 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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• LatAm Elections: As the Pendulum Swings

  LatAm team members Juan Pablo Fuentes and Jesse Rogers join Gaurav to take stock of the 2025-2026 electoral cycle. Gaurav and Juan Pablo discuss the economic landscape in Argentina following Javier Milei’s midterm victory. The conversation then turns to Lula, tariffs, and the economic outlook for Brazil. Jesse falls for Lula’s recent charm offensive. The discussion concludes with a discussion of Latin America’s medium-term prospects, and potential silver linings of upcoming elections in Brazil, Colombia, and Peru. Click here for a link to the latest LatAm webinar Questions or Comments, please email us at [email protected]. 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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• Globalisation: Battered and Bruised but not Broken

  In this episode, Gaurav and the team tackle a critical question: what does the future hold for globalisation? They explore how the U.S. has upended the world order this year—through tariffs, brinkmanship, and the weaponisation of economic policy—yet global growth has proved more resilient than expected. The discussion also delves into the global spillovers of U.S.-China tensions, from rare earths to semiconductors and the enduring dominance of the dollar. Will the world settle into a unipolar, bipolar, or fragmented order? Tune in for a deep dive into the forces reshaping today’s global economy. Questions or Comments, please email us at [email protected]. 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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• A Middle East Story: Peace, Oil, Sanctions and Growth

  Gaurav, Suren, Charlie, and Aidan explore the new peace in the Middle East. They start with the newly agreed twenty-point peace plan between Israel and Hamas and explore its regional implications. Despite limited details and timelines, the ceasefire has held and advanced further than previous efforts—particularly in terms of hostage returns. While full implementation remains distant, all parties are still engaged. The conversation then shifts to Iran, including peace efforts, U.S. sanctions, and the waning influence of Iran and its proxies. The team also examines the Houthis’ disruption of shipping routes through the Red Sea and the Suez Canal, followed by a discussion on oil price stability amid escalating regional tensions. In closing, the conversation reflects on the resilience of GCC economies, which have defied regional geopolitical instability to attract global capital and deliver strong growth. Questions or Comments, please email us at [email protected]. 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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• The European Roundup: French Chaos and Manufacturing Woes

  In this episode, Gaurav, Barbara, Andrew, and Kamil break down Europe’s latest economic and political events. They begin with France’s ongoing political saga—where recent developments have reduced immediate instability but left deeper issues unresolved, casting further doubt on the government’s fiscal recovery plans. The team then explores the impact that U.S. pharmaceutical tariffs will have on Europe and on the Continent's long-term investment outlook. Finally, they turn to industrial production data, underscoring the persistent weakness in manufacturing as the early-year boost from frontloading continues to fade. Questions or Comments, please email us at [email protected]. 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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