He Said, Xi Said

He Said, Xi Said

From Moody’s Talks - Global Economy Unwrapped by Moody's Analytics

May 15, 2026 · 41 min · Episode 80

About this episode

The episode discusses the implications of the meeting between President Trump and President Xi, focusing on trade, tariffs, and geopolitical issues.

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 breakthroughs, the discussion turns to what this means for U.S.‑China trade, tariffs and the longer‑term reality of technological decoupling between the world’s superpowers. The team also explores the implications for Europe, the continued risks from the Iran conflict and disruption in global energy markets, and whether Asia’s AI‑fuelled growth boom can really offset rising oil prices and mounting geopolitical strain.

People in this episode

Hosts: Gaurav, Denise, Stefan, Andrew

Topics covered

  • U.S.-China trade
  • tariffs
  • technological decoupling
  • global energy markets
  • geopolitical strain
  • AI growth

Keywords

  • Trump
  • Xi
  • trade
  • tariffs
  • geopolitics
  • energy markets
  • AI growth
  • Iran conflict

Mentioned in this episode

Organizations: U.S.-China, Iran, Asia

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