Hong Kong's Turbulent Journey
The team welcome their colleague Heron Lim to discuss all things Hong Kong, including the implications of China’s plethora of stimulus announcements. Also in the spotlight are China’s poor company pro...
22 Okt 202459min
China’s Policy Pivot… or More of the Same?
In this episode, the team dives into the heart of China's latest economic stimulus policies. Harry is optimistic that this time is different, and households are finally getting direct support. Katrina...
8 Okt 202443min
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 Sep 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 Sep 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 Aug 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 Aug 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 Jul 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 Jul 202434min
