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.
Tariff Wars Credit Opportunities Amidst the Stagflationary Shock
PineBridge Investments Insights Podcast
16 minutes
7 months ago
Tariff Wars Credit Opportunities Amidst the Stagflationary Shock
We discuss recent developments in the tariff wars and how their impact makes credit selection critical.
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.
