PineBridge Investments Insights Podcast

PineBridge Investments
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

  1. JAN 9

    From Bubble Talk to Sequencing: 2025 Takeaways for 2026

    We 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.

    22 min

  2. 12/09/2025

    AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World

    Marc 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.

    24 min

  3. 11/19/2025

    The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals

    We 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.

    12 min

  4. 10/24/2025

    Front-Loaded Fed: Why Fewer Cuts and a Stronger Dollar Are in Sight

    We 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.

    10 min

  5. 09/26/2025

    Sliding Doors: The Fed’s Rate Cut Dilemma and the 10-Year Tug of War

    We explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.

    10 min

  6. 09/02/2025

    Rates, Revisions, and the Dollar: Navigating the Fed’s Soft Landing

    From 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.

    13 min

  7. 07/21/2025

    Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy

    We 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?

    12 min

  8. 07/03/2025

    EM Debt Outlook: From East to West

    We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.

    36 min
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

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