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.
All content for PineBridge Investments Insights Podcast is the property of PineBridge Investments and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact
PineBridge Investments Insights Podcast
10 minutes
7 months ago
A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact
Amid a US slowdown that has been sharper than expected, we discuss the resulting US growth scare along with bund yield forecasts, currency implications, and the economic outlook for Europe and the US.
PineBridge Investments Insights Podcast
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.
