In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the Fed. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on inflation, tariffs, and the Fed’s policy outlook. MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the Fed.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on inflation, tariffs, and the Fed’s policy outlook.MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

Let’s Talk Macro

Ep 029 - Moderate Inflation from US Tariffs Supports Fed's Rate Cuts

In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continuation of fiscal credibility. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what these developments mean for India’s economy and outlook. Mutual fund investments are subject to market risks. Read all scheme related documents carefully

In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continuation of fiscal credibility.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what these developments mean for India’s economy and outlook.Mutual fund investments are subject to market risks. Read all scheme related documents carefully

Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs

In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of frontloaded growth in the first half of the year. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what lies ahead for China and the rest of the world in the second half of the year. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of frontloaded growth in the first half of the year.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what lies ahead for China and the rest of the world in the second half of the year.Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Ep 027 - China: Frontloaded Growth Amidst Economic Challenges

We discuss the Fed’s dual goals, the current situation and outlook for US inflation and labour market, and what is driving the Fed’s current policy stance. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explores the US macro backdrop and the Fed’s cautious stance. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

We discuss the Fed’s dual goals, the current situation and outlook for US inflation and labour market, and what is driving the Fed’s current policy stance.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explores the US macro backdrop and the Fed’s cautious stance.Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates

Is India’s economy steady amidst rising global uncertainty? In this episode, we return to domestic macro dynamics – covering key economic data, fiscal and monetary outlooks, global linkages, and India’s structural macro story. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he breaks down India’s proactive policy approach, the state of inflation and credit, and the longer-term structural narrative. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Is India’s economy steady amidst rising global uncertainty? In this episode, we return to domestic macro dynamics – covering key economic data, fiscal and monetary outlooks, global linkages, and India’s structural macro story.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he breaks down India’s proactive policy approach, the state of inflation and credit, and the longer-term structural narrative.Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Ep 025 - India: Credible Policy Making Amidst Global Volatility

US tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses the latest shifts in US trade policy, the unusual dynamics in financial markets, and the growing impact of uncertainty on the economic outlook. Mutual fund investments are subject to market risks, read all scheme related documents carefully.

US tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean?Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses the latest shifts in US trade policy, the unusual dynamics in financial markets, and the growing impact of uncertainty on the economic outlook.Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Ep 024 - Will Uncertainty Trump Liberation?

We look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US Fed’s views on these, recent global developments, and what this means for the USD and for India. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, for an insightful discussion on what’s shaping the macroeconomic narrative this month.

We look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US Fed’s views on these, recent global developments, and what this means for the USD and for India. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, for an insightful discussion on what’s shaping the macroeconomic narrative this month.

Ep 023 - Fading US Exceptionalism + Trump 2.0

India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.

India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remains a key variable. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses India’s recent policy decisions, the drivers behind USD movements, and the constraints they impose.

Ep 022 - Domestic Policy within Dollar Constraints

The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses key early 2025 global economic action, the impact of US exceptionalism, and upcoming major events—Trump assuming office and India’s Union Budget. Discover insights into interest rates, currency movements, trade, and fiscal policy in this insightful episode.

The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses key early 2025 global economic action, the impact of US exceptionalism, and upcoming major events—Trump assuming office and India’s Union Budget. Discover insights into interest rates, currency movements, trade, and fiscal policy in this insightful episode.

Ep 021 - On Your Mark But Don’t Get Set

As 2024 comes to a close, the final episode of Let’s Talk Macro looks ahead to 2025, exploring the key economic trends that could shape the year. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares the trends that will shape 2025 and offers a balanced, insightful perspective on macroeconomic shifts and developments.

As 2024 comes to a close, the final episode of Let’s Talk Macro looks ahead to 2025, exploring the key economic trends that could shape the year.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares the trends that will shape 2025 and offers a balanced, insightful perspective on macroeconomic shifts and developments.

Ep 020 - What’s Ahead for 2025: A Balanced Take

What would Trump 2.0 mean for US policy and the global economy? Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund as he explores the potential policy shifts under Trump’s return, the economic impact of these decisions, and the unique global challenges this time compared to his earlier presidency. Discover insights into trade, markets, and geopolitics in this thought-provoking episode.

What would Trump 2.0 mean for US policy and the global economy?Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund as he explores the potential policy shifts under Trump’s return, the economic impact of these decisions, and the unique global challenges this time compared to his earlier presidency. Discover insights into trade, markets, and geopolitics in this thought-provoking episode.

Ep 019 - Trump 2.0: Policy Choices in a Different World

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explains China’s economic backdrop, the unique features of its property sector, and how recent measures could shape the future. Gain insights into what to watch for in the coming months as China navigates its economic challenges.

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explains China’s economic backdrop, the unique features of its property sector, and how recent measures could shape the future. Gain insights into what to watch for in the coming months as China navigates its economic challenges.

Ep 018 - China’s Economic Landscape - What’s Changing and What’s Next?

In this episode of Let's Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, analyses the rising global growth concerns and increasing rate cut expectations. Sreejith also provides a detailed look at India's buoyant growth, while highlighting the need to monitor private consumption and credit growth closely.

In this episode of Let's Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, analyses the rising global growth concerns and increasing rate cut expectations. Sreejith also provides a detailed look at India's buoyant growth, while highlighting the need to monitor private consumption and credit growth closely.

Ep 017 - Global Economic Pulse: August 2024

Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, in this compelling episode of 'Let's Talk Macro.' Sreejith explores the key trends and policy changes shaping the global economy in July 2024.  He covers US growth challenges, rising rate cut expectations versus BoJ tightening, the cautious stance of the ECB and BoE, China's slow but strategic policy rhetoric, and India's choice of fiscal prudence.  A must-listen for those interested in economic analysis and market forecasts.

Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, in this compelling episode of 'Let's Talk Macro.' Sreejith explores the key trends and policy changes shaping the global economy in July 2024. He covers US growth challenges, rising rate cut expectations versus BoJ tightening, the cautious stance of the ECB and BoE, China's slow but strategic policy rhetoric, and India's choice of fiscal prudence. A must-listen for those interested in economic analysis and market forecasts.

Ep 016 - Global Economic Pulse - July 2024

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024. Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024. Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.

Ep 015 - Global Economic Pulse: June 2024

The ‘Let’s Talk macro’ podcast channel is a learning-driven initiative of the IDFC AMC Fixed Income Fund Management team in collaboration with the Learning and Development Team. The podcast channel focuses on global and domestic macroeconomic developments, relevant data, and concepts, coupled with inferences and implications. The podcast is available on more than 40 podcast platforms such as the IDFC YouTube channel, Spotify, Amazon Music, Google Podcast, Tune IN and so on.

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Let’s Talk Macro

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