Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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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…
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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 E…
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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…
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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.…
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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.…
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Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund in this compelling episode of 'Let's Talk Macro.' Sreejith delves into why India is emerging as a standout in the global economy, the macroeconomic factors at play and what lies ahead. A must-listen for those interested in understanding the dynamics of eme…
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Ring in the New Year with a fresh perspective! 🌟 Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund as he unveils key insights on the global and domestic economy. Discover the significant developments of 2023 and the key themes to watch out for in 2024.Por Let’s Talk Macro
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In this episode, Mr. Sreejith Balasubramanian explains the US fiscal policy, drivers of its elevated path and what lies ahead in terms of projections and economic implications.Por Let’s Talk Macro
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In this episode, Mr. Sreejith Balasubramanian explains the change in drivers of India's inflation in the last few years, the current context, and what lies ahead.Por Let’s Talk Macro
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In this episode, Mr. Sreejith Balasubramanian explains the latest economic context in major advanced and emerging economies and the rationale behind their monetary policy stance.Por Let’s Talk Macro
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In this episode of ‘Let's Talk Macro’, Mr. Sreejith Balasubramanian explains the drivers behind China's slower growth, its policy response and why China may not be a shot in the arm for global growth this year.Por Let’s Talk Macro
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In this episode of Let's Talk Macro, Mr. Sreejith Balasubramanian explains the economic significance of India's monsoon rainfall, early forecasts for this year and potential mitigants.Por Let’s Talk Macro
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In this episode of Let's Talk Macro, Mr. Sreejith Balasubramanian analyses the drivers of the recent financial market turmoil, the market reaction so far and the policy challenge it poses for the Fed and the ECB.Por Let’s Talk Macro
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Listen to Mr. Sreejith Balasubramanian on ‘Let's Talk Macro’ as he explains the economic context of the union budget, our inferences on the key estimates, public sector deficit, borrowing, and the envisaged fiscal path.Por Let’s Talk Macro
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In this episode of ‘Let's Talk Macro’, Sreejith Balasubramanian explains the different backdrops, policy tools deployed, economic impact, and what this holds for the near future.Por Let’s Talk Macro
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In this episode of Let’s Talk Macro, we make inferences from some of the significant data and events in November across geographies (like central bank policy meetings, inflation and labour market situation, etc.). This insightful podcast endeavors to answer some of the pressing questions about the global economy today. Please use the attached image…
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1: 001 - Sreejith Balasubramanian - Economist with the Fixed Income Fund Management team at IDFC MF
9:04
“A crucial aspect back then...was the strong consumer demand, particularly for durable goods, driven by multiple rounds of general fiscal stimulus in the US in the form of unemployment insurance and direct cash payments. In 2022, energy prices spiked, and consumer spending rotated from durable goods to services. This meant headline and core inflati…
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