March 11, 202615 min
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.
Episodes
37
Latest episode
Mar 2026
Language
EN-US
About the show
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
Listen to episodes
January 9, 202621 min
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.
December 9, 202523 min
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.
November 19, 202512 min
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.
October 24, 202510 min
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.
September 26, 202510 min
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.
September 2, 202513 min
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.
July 21, 202512 min
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?
July 3, 202535 min
EM Debt Outlook: From East to West
We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.
June 16, 202512 min
From Policy Fog to Yield Clarity: A Mid-Year Market Check-In
We discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest.
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