Lots of Questions...

Lots of Questions...

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

April 15, 2026 · 43 min · Episode 76

About this episode

The hosts discuss audience questions on the Middle East conflict and its global implications, including energy and financial market impacts.

Gaurav, Denise and Stefan reconvene after their recent webinar to tackle the flood of audience questions on the Middle East conflict and its global spillovers. They unpack different conflict scenarios, trace the knock‑on effects across energy, supply chains and commodity markets, and assess how vulnerable Asia‑Pacific is to another major price shock. The conversation then turns to growth risks across APAC and the GCC, debating whether today's disruption stays manageable and what it could mean for longer‑term energy policy choices. They also dig into financial markets, from FX volatility to capital flows and investor nerves, and revisit familiar fears of an Asian financial crisis 2.0 that never quite materialises. Along the way, the discussion occasionally drifts into internal GEU governance, including how to manage Stefan's enthusiasm for long answers and what to make of Denise's growing presence on rival podcasts. Link to the webinar: https://events.moodys.com/ta15998-2026-bank-wbn-map28525-conflict-in-the-middle-east

People in this episode

Hosts: Gaurav, Denise, Stefan

Topics covered

  • Middle East conflict
  • global spillovers
  • energy markets
  • supply chains
  • commodity markets
  • growth risks
  • financial markets

Keywords

  • Middle East conflict
  • energy policy
  • supply chains
  • commodity markets
  • financial markets
  • FX volatility
  • capital flows

Mentioned in this episode

Organizations: Moody's Analytics

Places: Middle East, Asia-Pacific, GCC

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