Let’s Talk Macro

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 emerging market economies.

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. 

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.

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.

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. 

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. 

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.

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.

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.

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.

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 in the video as the previous one has black patche...

“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 inflation were no longer moving in together, unlike in 20...