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.
The Fork in the Road US Exceptionalism, Fed Policy and the Dollar’s Next Move
PineBridge Investments Insights Podcast
15 minutes
6 months ago
The Fork in the Road US Exceptionalism, Fed Policy and the Dollar’s Next Move
We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.
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.
