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.
Rates, Revisions, and the Dollar: Navigating the Fed’s Soft Landing
PineBridge Investments Insights Podcast
15 minutes
2 months ago
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.
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.