1: 001 - Sreejith Balasubramanian - Economist with the Fixed Income Fund Management team at IDFC MF
Manage episode 346631213 series 3414605
内容由Let’s Talk Macro提供。所有播客内容(包括剧集、图形和播客描述)均由 Let’s Talk Macro 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
“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 inflation were no longer moving in together, unlike in 2021.”
In 2022, energy prices spiked, and consumer spending rotated from durable goods to services. This meant headline and core inflation were no longer moving in together, unlike in 2021.”
Wonder what's exactly behind the high US inflation readings?
Listen to Sreejith Balasubramanian on “Let’s Talk Macro”, as he highlights how its drivers have changed, the alternative measures, expectations and risks.
Sreejith Balasubramanian is an Economist with the Fixed Income Fund Management team at IDFC MF since 2017. He has over twelve years of experience in domestic and global macroeconomic research.
Listen to Sreejith Balasubramanian on “Let’s Talk Macro”, as he highlights how its drivers have changed, the alternative measures, expectations and risks.
Sreejith Balasubramanian is an Economist with the Fixed Income Fund Management team at IDFC MF since 2017. He has over twelve years of experience in domestic and global macroeconomic research.
17集单集