Global Macro Shifts, Fed Split & India’s Economic Outlook - Insights from Ritesh Jain скачать в хорошем качестве

Global Macro Shifts, Fed Split & India’s Economic Outlook - Insights from Ritesh Jain

In this episode, Ritesh Jain, Founder of PineTree Macro and NRIZEN, discusses the most critical macroeconomic developments shaping global financial markets over the past few weeks. The discussion spans central bank dynamics, liquidity trends, geopolitical realignments, commodity outlooks, and the implications for India and global investors. This episode was originally published on the Accidental Investor Prince podcast. Key topics covered: • U.S. Federal Reserve split on rate cuts and volatility arising from shifting rate expectations • Impact of the U.S. government shutdown and liquidity withdrawal • Upcoming UK budget & sovereign risk concerns • Japan’s fiscal stance, rising bond yields and currency pressure • Breakdown of developed market credibility: rising yields alongside depreciating currencies • Global power & electrification trends • Gold vs. Bitcoin - sentiment, volatility, and correction dynamics • Tariff policies in the U.S. and possible implications of Supreme Court ruling • Indian markets: post-election shift from capex to subsidies, effect on INR & inflation path • Outlook for oil, natural gas ecosystem and energy assets • Canadian equities vs. real estate – structural shift and Indo-Canada strategic alignment • Artificial Intelligence - long-term potential vs. current bubble risks due to capital intensity & energy constraints To connect with Ritesh, please email: [email protected] Link to Pinetree Macro website: https://www.pinetreemacro.com/ Link to NRIZEN website: https://www.nrizen.com/ Ritesh Jain’s Arattai channel where he discusses everything macro: https://aratt.ai/@pinetree_macro