Podcast
PineBridge Investments Insights Podcast
Hosted by PineBridge Investments · EN
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
10episodes
Episodes
Newest firstAll episodes
Japan’s Reflation Experiment: BoJ Hikes, Weak Technicals, and Yen Upside
Mar 1100:15:55Tap to summarizeWe explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.
Transcribe →From Bubble Talk to Sequencing: 2025 Takeaways for 2026
Jan 900:21:41Tap to summarizeWe revisit 2025’s defining themes, and discuss why ‘sequencing’ - timing entries and exits around range bound rate moves and curve shape rather than level - matters as markets stabilize and growth re-accelerates.
Transcribe →AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World
Dec 900:23:51Tap to summarizeMarc Mogull and Hani Redha dive into macro trends, technological change, inflation’s “higher resting heart rate,” and the growing importance of asset scarcity and trust.
Transcribe →The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals
Nov 1900:12:10Tap to summarizeWe discuss growth and inflation outlooks, labor market risks, the Fed’s evolving policy stance, and explain why sometimes the absence of market movement is the biggest clue of all.
Transcribe →Front-Loaded Fed: Why Fewer Cuts and a Stronger Dollar Are in Sight
Oct 2400:10:17Tap to summarizeWe discuss the improving US growth picture heading into 2026, the implications of stabilizing growth, inflation, and monetary policy - and why the market may be underestimating the impact of fiscal tailwinds like tax refunds.
Transcribe →Sliding Doors: The Fed’s Rate Cut Dilemma and the 10-Year Tug of War
Sep 2600:10:21Tap to summarizeWe explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.
Transcribe →Rates, Revisions, and the Dollar: Navigating the Fed’s Soft Landing
Sep 200:13:11Tap to summarizeFrom data reliability and Fed policy to currency dynamics and rate forecasts, this episode explores how a soft-landing scenario and evolving fiscal conditions shape our outlook for rates and the US dollar.
Transcribe →Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy
Jul 2100:12:19Tap to summarizeWe explore the outlook for rates and FX amid a soft landing scenario—and dive into the rising political pressure on the Fed. Could central bank independence be at risk?
Transcribe →EM Debt Outlook: From East to West
Jul 300:35:54Tap to summarizeWe discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.
Transcribe →From Policy Fog to Yield Clarity: A Mid-Year Market Check-In
Jun 1600:12:29Tap to summarizeWe discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest.
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