PIMCO Blog Used Car Prices Plunge, Leading to Softer-Than-Expected Core CPI Reading We think the September CPI print – while likely affected by statistical noise – offers evidence that inflationary pressures remain broadly manageable.
PIMCO Blog Retail Dip Weighs on U.S. Core CPI Inflation U.S. core CPI inflation lagged expectations in August, breaking from the recent trend of generally upward surprises from various wage and price reports.
Viewpoints Why Commodity Carry May Be Higher Than You Think In commodity investing, roll yield and carry are not the same thing.
Viewpoints Inflation Awakening The road ahead could look very different for inflation, and investors may want to consider whether they are prepared.
PIMCO Blog Rates: How Fast and How Far Will They Rise? Is much of the expected rise in interest rates behind us? Scott Mather, CIO of U.S. core strategies, and Anmol Sinha, fixed income strategist, discuss the path for rates in 2018 and beyond.
PIMCO Blog The Outlook for Interest Rates Group CIO Dan Ivascyn discusses where PIMCO sees interest rates heading in the later stages of the U.S. economic cycle.
PIMCO Blog Market Relieved by Inflation Reading, for Now We believe 2018 may be the year that challenges preconceptions about the equity/inflation correlation, and the market’s reaction to April’s soft inflation readings seems to bear this out.
PIMCO Blog Oil Prices Likely to Rise With U.S. Withdrawal From Iran Nuclear Deal The ultimate impact will depend on Russia and OPEC’s responses to rising prices and tightening supplies.
Viewpoints Quick Takes: Is Volatility Here to Stay? Marc Seidner, CIO non-traditional strategies, explains why structural trends in the U.S. – unwinding unconventional monetary policy coupled with fiscal expansion – will likely lead to sustained market volatility.
