All Episodes
Let’s Talk Macro — 35 episodes
Ep 036 - Changing Concerns - Not So Straightforward
Ep 035 - The Iran War - Global Stress Test
Ep 034 - India Data Upgrade - The New CPI Series
Ep 033 - India Union Budget - Clarity on Framework & Trade-offs
Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outloo
Ep 031 - India Fiscal - Flexibility & Credibility within the Framework
Ep 030 - India - Rural Optimism
Ep 029 - Moderate Inflation from US Tariffs Supports Fed's Rate Cuts
Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs
Ep 027 - China: Frontloaded Growth Amidst Economic Challenges
Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates
Ep 025 - India: Credible Policy Making Amidst Global Volatility
Ep 024 - Will Uncertainty Trump Liberation?
Ep 023 - Fading US Exceptionalism + Trump 2.0
Ep 022 - Domestic Policy within Dollar Constraints
Ep 021 - On Your Mark But Don’t Get Set
Ep 020 - What’s Ahead for 2025: A Balanced Take
Ep 019 - Trump 2.0: Policy Choices in a Different World
Ep 018 - China’s Economic Landscape - What’s Changing and What’s Next?
Ep 017 - Global Economic Pulse: August 2024
Ep 016 - Global Economic Pulse - July 2024
Ep 015 - Global Economic Pulse: June 2024
Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?
Ep 013 - US Economy Soft, Hard, or No Landing
Ep 012 - Indian Economy: Optimism as Macros Align
Ep 011 - Global Economy - Back to the Future
Ep 010 - US Fiscal policy - The Ascent
Ep 009 - India inflation - What lies ahead?
Ep 008 - What's up with the global economy?
Ep 007 - What does slower recovery in china mean?
Ep 006 - India's southwest monsoon season rainfall
Ep 005 - Monetary policy in the US & EA
Ep 004 - India FY24 Union Budget, Macro Takeaways
Ep 003 - How was US Monetary policy response to pandemic different ?
Ep 002 - What's the latest global economic narrative after noteworthy November ?