MetLife Investment Management Insights Podcast
MetLife Investment Management Insights Podcast
Latest Episodes
Japan’s Reflation Experiment: BoJ Hikes, Weak Technicals, and Yen Upside
We explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.
From Bubble Talk to Sequencing: 2025 Takeaways for 2026
We revisit 2025’s defining themes, and discuss why ‘sequencing’ - timing entries and exits around range bound rate moves and curve shape rather than level - matters as markets stabilize and growth re-accelerates.
AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World
Marc Mogull and Hani Redha dive into macro trends, technological change, inflation’s “higher resting heart rate,” and the growing importance of asset scarcity and trust.
The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals
We discuss growth and inflation outlooks, labor market risks, the Fed’s evolving policy stance, and explain why sometimes the absence of market movement is the biggest clue of all.
Front-Loaded Fed: Why Fewer Cuts and a Stronger Dollar Are in Sight
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.