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.
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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.
A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact
PineBridge Investments Insights Podcast
10 minutes
8 months ago
A US Growth Scare, the Bund Yield Forecast, and the Tariffs’ Inflation Impact
Amid a US slowdown that has been sharper than expected, we discuss the resulting US growth scare along with bund yield forecasts, currency implications, and the economic outlook for Europe and the US.
PineBridge Investments Insights Podcast
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.
