Ep 027 - China: Frontloaded Growth Amidst Economic Challenges
In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of fro...
Let’s Talk Macro
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About
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.
Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates
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...
Ep 025 - India: Credible Policy Making Amidst Global Volatility
Is India’s economy steady amidst rising global uncertainty? In this episode, we return to domestic macro dynamics – covering key economic data, fis...
Ep 024 - Will Uncertainty Trump Liberation?
US tariff changes are making headlines, financial markets are sending mixed signals, and the US Dollar is weakening—but what does it all mean?
<...Ep 023 - Fading US Exceptionalism + Trump 2.0
We look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US ...
Ep 022 - Domestic Policy within Dollar Constraints
India’s union fiscal consolidates, the RBI cuts rates, and takes liquidity measures, but the US dollar remain...
Ep 021 - On Your Mark But Don’t Get Set
The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies.
Join Sreejit...
Ep 020 - What’s Ahead for 2025: A Balanced Take
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.
Ep 019 - Trump 2.0: Policy Choices in a Different World
What would Trump 2.0 mean for US policy and the global economy?
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund ...
Ep 018 - China’s Economic Landscape - What’s Changing and What’s Next?
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as ...