הפודקאסטים הטובים ביותר ב-Let S Talk Macro (2024)

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14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn? 28:08

1M ago28:08

28:08

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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13: Ep 013 - US Economy Soft, Hard, or No Landing 16:52

3M ago16:52

16:52

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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12: Ep 012 - Indian Economy: Optimism as Macros Align 21:45

4M ago21:45

21:45

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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11: Ep 011 - Global Economy - Back to the Future 20:22

6M ago20:22

20:22

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.על ידי Let’s Talk Macro

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10: Ep 010 - US Fiscal policy - The Ascent 18:16

8M ago18:16

18:16

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.על ידי Let’s Talk Macro

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9: Ep 009 - India inflation - What lies ahead? 17:01

10M ago17:01

17:01

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.על ידי Let’s Talk Macro

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8: Ep 008 - What's up with the global economy? 19:52

12M ago19:52

19:52

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.על ידי Let’s Talk Macro

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7: Ep 007 - What does slower recovery in china mean? 16:07

1y ago16:07

16:07

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.על ידי Let’s Talk Macro

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6: Ep 006 - India's southwest monsoon season rainfall 14:23

1y ago14:23

14:23

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.על ידי Let’s Talk Macro

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5: Ep 005 - Monetary policy in the US & EA 14:07

1+ y ago14:07

14:07

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.על ידי Let’s Talk Macro

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4: Ep 004 - India FY24 Union Budget, Macro Takeaways 12:07

1+ y ago12:07

12:07

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.על ידי Let’s Talk Macro

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3: Ep 003 - How was US Monetary policy response to pandemic different ? 15:52

1+ y ago15:52

15:52

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.על ידי Let’s Talk Macro

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2: Ep 002 - What's the latest global economic narrative after noteworthy November ? 10:12

1+ y ago10:12

10:12

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

1+ y ago9:04

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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פודקאסטים בנושא Let S Talk Macro

פודקאסטים ששווה להאזין

1
Let’s Talk Macro

Let’s Talk Macro

1
14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn? 28:08

1
13: Ep 013 - US Economy Soft, Hard, or No Landing 16:52

1
12: Ep 012 - Indian Economy: Optimism as Macros Align 21:45

1
11: Ep 011 - Global Economy - Back to the Future 20:22

1
10: Ep 010 - US Fiscal policy - The Ascent 18:16

1
9: Ep 009 - India inflation - What lies ahead? 17:01

1
8: Ep 008 - What's up with the global economy? 19:52

1
7: Ep 007 - What does slower recovery in china mean? 16:07

1
6: Ep 006 - India's southwest monsoon season rainfall 14:23

1
5: Ep 005 - Monetary policy in the US & EA 14:07

1
4: Ep 004 - India FY24 Union Budget, Macro Takeaways 12:07

1
3: Ep 003 - How was US Monetary policy response to pandemic different ? 15:52

1
2: Ep 002 - What's the latest global economic narrative after noteworthy November ? 10:12

1
1: 001 - Sreejith Balasubramanian - Economist with the Fixed Income Fund Management team at IDFC MF 9:04

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