Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook
Episode 32, Dec 17, 06:41 AM
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Although 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths.
In this episode of Let’s Talk Macro, we discuss the key economic narratives that shaped 2025 and the trajectories that could define 2026, across the world's major economies and India. The conversation spans growth, inflation, labour markets, fiscal and monetary policy, exchange rates, and external balances.
Join Sreejith Balasubramanian, Senior Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares perspectives on global macro risks, India’s evolving policy mix, currency dynamics, and what investors should watch as we head into the next year.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
In this episode of Let’s Talk Macro, we discuss the key economic narratives that shaped 2025 and the trajectories that could define 2026, across the world's major economies and India. The conversation spans growth, inflation, labour markets, fiscal and monetary policy, exchange rates, and external balances.
Join Sreejith Balasubramanian, Senior Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares perspectives on global macro risks, India’s evolving policy mix, currency dynamics, and what investors should watch as we head into the next year.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.