He Said, Xi Said

Gaurav, Denise, Stefan and Andrew unpack the fallout from President Donald Trump’s closely watched meeting with President Xi Jinping in Beijing. With plenty of warm words but few concrete breakthroughs, the discussion turns to what this means for U.S.‑China trade, tariffs and the longer‑term reality of technological decoupling between the world’s superpowers. The team also explores the implications for Europe, the continued risks from the Iran conflict and disruption in global energy markets, and whether Asia’s AI‑fuelled growth boom can really offset rising oil prices and mounting geopolitical strain.

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.


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Asia's Alphabet Soup Economies

Asia's Alphabet Soup Economies

Gaurav, Stefan and Denise turn their attention back to Asia-Pacific after months dominated by the Middle East conflict. With signs that shipping through the Strait of Hormuz is beginning to resume, th...

25 Kesä 40min

Europe: Transformation Amidst Turbulence

Europe: Transformation Amidst Turbulence

In this episode, Gaurav, Barbara, and Andrew are joined by Andrea Montanino, Chief Economist at Cassa Depositi e Prestiti, Italy, and former Executive Director at the IMF, to explore the profound tran...

18 Kesä 59min

European Growth: Weak and Wavering

European Growth: Weak and Wavering

In the second part of a Europe mini-series, the focus shifts to the region’s growth outlook as the Middle East conflict weighs on momentum. Higher oil prices have led to downward revisions in growth f...

11 Kesä 48min

Inflation Insurance

Inflation Insurance

Inflation is again testing Europe’s policymakers, raising uncomfortable questions about how persistent recent upward pressure will prove and how best to respond. In the first part of a European specia...

4 Kesä 48min

Bond Markets on Edge

Bond Markets on Edge

Rising bond yields have moved centre stage as turmoil in the Middle East pushes up energy prices and rattles global markets. In this episode, Gaurav, Andrew, Kamil, Denise and Stefan dig into what’s d...

29 Touko 54min

Reflections on Growth: No Strait Answer

Reflections on Growth: No Strait Answer

Gaurav is joined by Stefan, Andrew, Suren and Kamil to take stock of a global economy that is still holding up—just—three months into the Middle East conflict. Oil prices remain range‑bound for now, b...

22 Touko 55min

U.K. Special: Bond Yields and Ballot Boxes

U.K. Special: Bond Yields and Ballot Boxes

Gaurav is joined by Andrew and David for a long-overdue deep dive into the U.K, where the Middle East conflict has darkened the growth and inflation picture just as the economy seemed to be stabilisin...

7 Touko 55min

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