PineBridge Investments Insights Podcast
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
Podcasting since 2020 • 32 episodes
PineBridge Investments Insights Podcast
Latest Episodes
Sliding Doors: The Fed’s Rate Cut Dilemma and the 10-Year Tug of War
We explore why monetary policy is at a crossroads, and what it means for yields, credibility, and curve dynamics.
•
10:21
Rates, Revisions, and the Dollar: Navigating the Fed’s Soft Landing
From data reliability and Fed policy to currency dynamics and rate forecasts, this episode explores how a soft-landing scenario and evolving fiscal conditions shape our outlook for rates and the US dollar.
•
13:11
Rates, Risk, and Resilience: Fed Strategy, Market Reactions, and the Politics of Monetary Policy
We explore the outlook for rates and FX amid a soft landing scenario—and dive into the rising political pressure on the Fed. Could central bank independence be at risk?
•
12:19