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Index/Finance/Moody’s Talks
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That Sinking Feeling

Moody’s Talks · 2025-06-24 · 1h 7m

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Topics in this episode

global tradeeconomicseconomic forecasting

Episode notes

Gaurav, Kamil, and Barbara return for a timely discussion on the rising risks of recession in Europe. They begin by unpacking four major threats currently weighing on the region’s outlook. Gaurav opens with an analysis of the Israel-Iran conflict and its potential economic spillovers, including developments in oil markets. Kamil follows with a look at the implications of an escalating trade war, while Barbara explores the growing challenge of global fragmentation. The trio also touches on the broader theme of global financial instability and its role in shaping downside risks. In the final segment, the conversation turns to how they assess the probability of a European recession. While their views differ slightly, all agree that the outlook has grown increasingly fragile, with recession risks at even odds at best. Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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