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PineBridge Investments Insights Podcast

PineBridge Investments Insights Podcast

Von: PineBridge Investments
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

© 2026 PineBridge Investments Persönliche Finanzen Politik & Regierungen Ökonomie
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  • From Bubble Talk to Sequencing: 2025 Takeaways for 2026

    From Bubble Talk to Sequencing: 2025 Takeaways for 2026
    Jan 9 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.

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    22 Min.
  • AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World

    AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World
    Dec 9 2025

    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.

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    24 Min.
  • The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals

    The Bond Market That Didn’t Bark: Uncovering Hidden Market Signals
    Nov 19 2025

    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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    12 Min.
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