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Listen "Ep 023 - Fading US Exceptionalism + Trump 2.0"
Episode Synopsis
We look at the weaker US economic data, its reasons, uncertainty around tariffs and other Trump 2.0 policies, the US Fed’s views on these, recent global developments, and what this means for the USD and for India. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, for an insightful discussion on what’s shaping the macroeconomic narrative this month.
More episodes of the podcast Let’s Talk Macro
Ep 030 - India - Rural Optimism
31/10/2025
Ep 024 - Will Uncertainty Trump Liberation?
28/04/2025
Ep 021 - On Your Mark But Don’t Get Set
16/01/2025
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