
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.

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Hosted by PineBridge Investments · 🇺🇸 US · EN-US · 37 episodes
Established thought leaders with verified media credentials.
PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
PineBridge Investments hosts PineBridge Investments Insights Podcast, a business show with 37 episodes published.

We explore Japan’s inflation regime shift, JGB volatility and BoJ normalisation — plus what it means for the yen, the dollar and global rates.

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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.

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?

We discuss the impact of US tariffs, regional corporate sentiment, and the macroeconomic developments shaping the second half of the year.

We discuss market volatility, policy unpredictability, and why US Treasury yields are drawing investor interest.

We discuss why, despite volatility, the narrative of US decline may be premature, and the factors that could drive a growth rebound.

In our latest equity podcast, we discuss the impact of tariffs and other policy headwinds on the healthcare sector – and why seeking out companies that are better-positioned than the market realizes could help investors

We unpack the macro pressures reshaping the landscape at a critical inflection point in the US economic story.

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We're currently in a productivity “Super-Cycle,” with the US leading due to strategic investments in technology and workforce re-skilling. A stronger US dollar is likely, given the US’s productivity leadership.

We discuss reasons behind a shift toward shorter-term investment horizons, the potential for higher yields in the near term, and our base case scenario of a soft landing.

PineBridge Investments’ Rob Hinchliffe, Equities Portfolio Manager and Head of Global Sector Cluster Research, and John Song, Equities Research Analyst focused on the tech sector, discuss how technology stocks may be aff

Swelling demand for limited supply of corporate bonds and loans could spell trouble for credit markets, according to PineBridge Investments. “The thing that gives me a lot of pause right now — and some concern — is the l
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PineBridge Investments Insights Podcast is hosted by PineBridge Investments. The show is categorised under business (investing) and has published 37 episodes.
PineBridge Investments Insights Podcast has published 37 episodes.
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