Southeast Asia's 360-degree view
Southeast Asia enjoyed resilience during the tightening cycle of monetary policy, but economy-specific differences remain critical. Moody’s economist and Southeast Asia expert Denise Cheok joins the t...
24 Syys 202442min
Trade, Tariffs, and Transitions
Steve, Stefan and Harry jump into the everchanging world of global trade. The team explore recent trends in Asia, untangling the region’s interwoven supply chains and taking a deep dive into its diver...
10 Syys 202441min
No Flick of the Switch
Steve, Stefan and Harry are joined by Moody’s Analytics New Zealand economist Shannon Nicoll to discuss all the happenings in the Kiwi and Aussie economies. Hot on the heels of the Reserve Bank of New...
27 Elo 202453min
It’s a Marathon, not a Sprint.
In this Olympic-sized episode, Steve, Katrina, Stefan, and Harry, along with Moody’s Analytics Chief Economist Mark Zandi, tackle an eventful week in global markets. Katrina’s hopes for the podcast to...
13 Elo 202452min
Say Cuts, Not Hikes — Getting Used to a New Normal
Katrina Ell struggles to get “cuts” into her vocabulary as she discusses with Moody’s Analytics colleagues Steve Cochrane and Stefan Angrick the outlook in APAC for interest rate cuts, which are likel...
30 Heinä 202438min
Reshaping Patterns of Trade
Global trade is on the mend, but it’s not all smooth sailing. The economic impacts of trade in Asia are being reshaped by demand for IT products and China’s massive manufacturing push. For China, risi...
16 Heinä 202434min
Demographics Are Not Destiny
A declining population and labor force does not necessarily spell doom for economies in Asia. But some deft policy making will be needed to ensure productivity growth and adequate investment to mainta...
10 Heinä 202455min
China’s Policy Predicament
Is China putting all its eggs in one basket with its manufacturing led recovery? Households are struggling as property market moves south and youth unemployment remains painfully high. Steve is the pe...
26 Kesä 202437min
