Let’s Talk Macro

Ep 023 - Fading US Exceptionalism + Trump 2.0


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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.

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