29: Ep 029 - Moderate Inflation from US Tariffs Supports Fed’s Rate Cuts

Let’s Talk Macro

In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the Fed.
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on inflation, tariffs, and the Fed’s policy outlook.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.