Probably not

Gaurav, Stefan and Denise take the temperature of the Asia-Pacific economy, where the AI boom keeps powering ahead and Taiwan's exports have overtaken Japan's for the first time. The team digs into wh...

GDP figures across AI-focused Asian hubs look strong, but they mask a broader economic weakness as weak domestic demand, escalating energy costs, new US tariffs, and high interest rates weigh on the n...

Sift through the filings of pension funds and insurers around the world and one thing stands out: some of the biggest holders of US assets have little protection against a weaker dollar, leaving the c...

Growth is holding up despite renewed tensions over trade, geopolitics and bond markets, though the AI boom’s outsize role is a growing concern.

Investing Podcast · Updated Biweekly · Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped, Gaurav...

政府の2027年度予算編成に向け、各省庁が提出する概算要求の一般会計総額が初めて130兆円超となる見通しになったことが21日、判明した。4年連続で過去最大を更新する。高市早苗政権が掲げる「責任ある積極財政」の下、新設された投資枠では各省庁が要求する予算の上限が設けられておらず、規模感が注目されてい

Stefan Angrick from Moody's Analytics says Bank of Japan and the Takaichi adminsitration are actually more aligned than how they appear from the outside. He stresses that inflation in Japan "is going ...

Gaurav, Stefan, and Denise sit down with Dong He, Chief Economist of the ASEAN+3 Macroeconomic Research Office, for a wide-ranging look at Asia's economic outlook. With the ceasefire between Iran and ...

YouTube video by Bloomberg Television

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...

Japan fell behind China to rank as the world's third-largest net creditor in ​2025, marking a further decline in global rankings ‌despite its net external assets hitting an all-time record, the Financ...

Japan’s economy is caught between a dismal trade outlook and fragile domestic demand. Conflict...

Podcast Episode · Moody’s Talks - Global Economy Unwrapped · 29 May · 55min

Artificial intelligence is concealing a China shock

Podcast Episode · Moody’s Talks - Global Economy Unwrapped · 22 May · 56min

Gaurav, Denise, Stefan and Andrew unpack the fallout from President Donald Trump’s closely watched meeting with President Xi Jinping in Beijing. With plenty of warm words but few concrete breakthrough...

Move follows warning from Japan's top currency diplomat

Sensitivity to the weak currency has risen since the eruption of war in the Middle East

Japanese FX intervention has been in the headlines lately, as the yen's depreciation has prompted Japanese authorities to step into the m...

Stefan Angrick of Moody's Analytics says central banks might not be as aggressive as they were during the Covid-19 economic crisis given that monetary policy isn't well equipped to deal with the commo...

Record defense and social security spending, but little provision for Iran war impact

Dr Henry Wang, President of the Center for China and Globalization in Beijing and a member of several international think tanks, joins GEU for a wide‑ranging discussion on China and its evolving role on the global stage. The conversation opens with China’s efforts to mediate an end to the current conflict in the Middle East, before turning to U.S.–China relations and what to expect from the forthcoming meeting between the leaders of the world’s two superpowers. Dr Wang also reflects on China’s growth story, its current economic challenges, investment ties with Europe, and the role of the BRICS in shaping the global order.

Stefan Angrick of Moody’s Analytics warns of a difficult 2026 for Japan as the Iran conflict related shocks weigh on growth and leave the BOJ with limited leverage over a supply-driven yen weakness.

This was always going to be a difficult year for Asia-Pacific economies. Growth was set to slow afte...

Middle East conflict is hurting the world’s fifth-largest economy, which sources 90% of its crude from the region

Podcast Episode · Moody’s Talks - Global Economy Unwrapped · March 24 · 41m

As the Middle East conflict sends energy prices soaring, markets are watching to see how policymakers will respond this time around.

The REER reflects export competitiveness. Misreading it risks pushing the BOJ toward the wrong response on rates

GEU sits down with David Boling, Principal at The Asia Group, to unpack what Japan is walking into as Prime Minister Takaichi heads to Washington and conflict in the Middle East rattles energy markets. Oil supply chains are under strain, the yen wobbles, and U.S. President Donald Trump shows no sign of easing his tariff instincts. Japan clearly has its work cut out. Can Tokyo still lean on old alliances and familiar playbooks in a world that feels more fractured and transactional? Boling walks through the risks and what Japan needs to get right.

Podcast Episode · Moody’s Talks - Global Economy Unwrapped · 10 March · 53m

Podcast Episode · Moody’s Talks - Global Economy Unwrapped · 24 February · 54m

Ignore the amateur geopolitical strategists talking eloquently about the end of dollar dominance

【ワシントン=河浪武史】1月の円下落時に当局が行った「レートチェック」について、複数の米政府高官は日本側の要請ではなくベッセント財務長官が主導したことを明らかにした。日本の「政治の空白」で市場が不安定になり、世界の通貨・債券市場に波及するのを警戒したため。日本側の要請があれば日米協調の為替介入も視野に入れていたという。 円売りと債券売りの連鎖警戒市場では2月の衆院選を前に、与野党が掲げる消費

YouTube video by Bloomberg Television

Podcast Episode · Moody's Talks - Inside Economics · 02/02/2026 · 1h 13m

The continent needs a unified corporate framework open to companies of all sizes and sectors