{"podcast":{"title":"Moody’s Talks - Global Economy Unwrapped","slug":"moody-s-talks-global-economy-unwrapped-6951211","podcast_index_feed_id":6951211,"rss_url":"https://feeds.simplecast.com/AnfwVm9y","website_url":"https://moodys-talks-asias-economy-unwrapped.simplecast.com","image_url":"https://image.simplecastcdn.com/images/48d244e8-5815-45c1-9b60-b03aceaa2ad5/52a3cf69-4f4d-46da-9f0f-1af9991d6dba/3000x3000/moodys-20talks-20podcast-20tiles-3000x3000px.jpg?aid=rss_feed","author":"Moody’s Analytics","episode_count":91,"summary":"Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped, Gaurav is joined by members of Moody’s Analytics economic research team to discuss key indicators, underlying trends, and evolving risks—offering sharp, data-driven insights from a global perspective.","last_synced_at":"2026-07-17T08:19:37.786305+00:00","page_url":"https://stenobird.com/podcast/moody-s-talks-global-economy-unwrapped-6951211"},"episode":{"title":"Europe: Optimism with a Lag","slug":"europe-optimism-with-a-lag","published_at":"2026-04-23T20:00:00+00:00","page_url":"https://stenobird.com/podcast/moody-s-talks-global-economy-unwrapped-6951211/europe-optimism-with-a-lag","show_page_url":"https://stenobird.com/podcast/moody-s-talks-global-economy-unwrapped-6951211","url":"https://moodys-talks-asias-economy-unwrapped.simplecast.com/episodes/europe-optimism-with-a-lag-d5AHzRbq","audio_url":"https://afp-922722-injected.calisto.simplecastaudio.com/ea1d6274-03d0-4e85-af2d-cb1f6dea4757/episodes/6f9269c8-55b3-474e-92c2-44ec034b274b/audio/128/default.mp3?aid=rss_feed&awCollectionId=ea1d6274-03d0-4e85-af2d-cb1f6dea4757&awEpisodeId=6f9269c8-55b3-474e-92c2-44ec034b274b&feed=AnfwVm9y","summary":"In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Andrew Hunter, Kamil Kovar, and Barbara Teixeira Araújo to discuss the team’s expectations for the conflict in the Middle East and its implications for the European outlook. The panel agrees that the most likely path forward is a messy reopening of the Strait of Hormuz, though there is less consensus on how quickly this will materialize. They then assess the inflationary consequences, emphasizing that the duration of elevated oil prices is the key determinant of indirect and second‑round effects. The discussion also turns to monetary policy, debating whether the ECB delivers an “insurance hike” amid fragile growth and subdued demand. Link to the Conflict in the Middle East Webinar: https://events.moodys.com/ta15998-2026-bank-wbn-map28525-conflict-in-the-middle-east","meta_description":"In this episode of The Global Economy Unwrapped, Gaurav Ganguly is joined by Andrew Hunter, Kamil Kovar, and Barbara Teixeira Araújo to discuss the team’s…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2990,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/moody-s-talks-global-economy-unwrapped-6951211/episodes/europe-optimism-with-a-lag/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/moody-s-talks-global-economy-unwrapped-6951211/europe-optimism-with-a-lag.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}