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.
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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.
AI, Productivity, and the Long-term Ramifications for King Dollar.
PineBridge Investments Insights Podcast
14 minutes
8 months ago
AI, Productivity, and the Long-term Ramifications for King Dollar.
We're currently in a productivity “Super-Cycle,” with the US leading due to strategic investments in technology and workforce re-skilling. A stronger US dollar is likely, given the US’s productivity leadership.
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.
