))
23: Ep 023 - Fading US Exceptionalism + Trump 2.0
Manage episode 473380800 series 3414605
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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.
24 episodes
Share
