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.
Beyond Peak Uncertainty: Rethinking the US Exceptionalism
PineBridge Investments Insights Podcast
9 minutes
5 months ago
Beyond Peak Uncertainty: Rethinking the US Exceptionalism
We discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.
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.
