Let’s Talk Macro

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.

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.

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.

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.

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.

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.

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 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 us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.

In this episode of Let’s Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund analyses the surprising positive trends in the US economy, points out key areas to watch, and discusses how these developments influence the Fed's policy and market expectations on interest rates.