Globalisation: Battered and Bruised but not Broken

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 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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Episoder(90)

Europe's Digital Dilemma

Europe's Digital Dilemma

Europe has built a digital architecture that is heavily reliant on the U.S. and China. It depends heavily on the former for software, cloud services, artificial intelligence and online platforms, whil...

9 Jul 55min

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...

2 Jul 53min

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 Jun 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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 55min

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