Episode

European Growth: Weak and Wavering

Podcast: Moody’s Talks - Global Economy Unwrapped
Published: Jun 11, 2026
Duration seconds: 2909
Processing state: not_requested
Canonical source: https://moodys-talks-asias-economy-unwrapped.simplecast.com/episodes/european-growth-weak-and-wavering-owJ758oK
Audio: https://afp-922722-injected.calisto.simplecastaudio.com/ea1d6274-03d0-4e85-af2d-cb1f6dea4757/episodes/096a6f99-d732-4ce8-b9cb-cd2a3856cf34/audio/128/default.mp3?aid=rss_feed&awCollectionId=ea1d6274-03d0-4e85-af2d-cb1f6dea4757&awEpisodeId=096a6f99-d732-4ce8-b9cb-cd2a3856cf34&feed=AnfwVm9y
JSON: /v1/public/podcasts/moody-s-talks-global-economy-unwrapped-6951211/episodes/european-growth-weak-and-wavering
Markdown: /podcast/moody-s-talks-global-economy-unwrapped-6951211/european-growth-weak-and-wavering.md

Actions

POST https://stenobird.com/v1/public/podcasts/moody-s-talks-global-economy-unwrapped-6951211/episodes/european-growth-weak-and-wavering/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/moody-s-talks-global-economy-unwrapped-6951211/european-growth-weak-and-wavering.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

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 forecasts, though the eurozone remains in a fragile expansion. Underlying domestic demand is soft: consumers remain cautious, investment is weak, and export strength reflects temporary front-loading. The episode also examines risks from prolonged oil disruptions, tighter financial conditions, and structural trade challenges, alongside potential support from fiscal policy and AI. The conclusion is that Europe is exposed to significant headwinds.