Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outloo
Although 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths.
<...
Let’s Talk Macro
Share:
Listens: 29.02k
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 031 - India Fiscal - Flexibility & Credibility within the Framework
In this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from F...
Ep 030 - India - Rural Optimism
In this episode, we discuss the significance of monsoon and what rural wages, farm input costs, and other indicators reveal about the health of Ind...
Ep 029 - Moderate Inflation from US Tariffs Supports Fed's Rate Cuts
In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more ...
Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs
In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continu...
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...
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 ...