Brent, Burnham and Brexit

Brent, Burnham and Brexit

With crude oil prices continuing to fall as the Strait of Hormuz gradually reopens, Gaurav is joined by Barbara and Andrew to assess whether Europe is finally turning a corner. The euro zone inflation data raise hopes that the worst of the energy shock may be behind us, but the team warn of lingering risks from gas markets and delayed price pass-through still to come. The downside risks to growth have eased, but a subdued outlook persists amid growing doubts over the prospects of a consumer-led rebound. The discussion moves across the English Channel where, 10 years on from the Brexit referendum, the U.K. awaits the arrival of yet another prime minister.

Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.

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Jaksot(89)

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

He Said, Xi Said

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 breakthrough...

15 Touko 41min

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