Blog Inflation Expectations Are Higher – and Will Probably Keep Rising We see reasons why the current monetary and fiscal policy rhetoric may support higher inflation.
Economic and Market Commentary Decoding the Fed’s Dovish Turn The Fed’s dovish pivot in March indicated that restrictive monetary policy is no longer warranted, but what does that mean for the markets? PIMCO experts Tiffany Wilding and Joachim Fels discuss this policy shift and what investors should know.
In Depth ECB Monetary Policy Confronts Aging Demographics and Elusive Inflation As the European Central Bank (ECB) embarks upon normalising its unconventional monetary policy, it is pertinent to consider whether Europe risks sliding into a liquidity trap.
Viewpoints Preparing Portfolios for Resilience Against Inflation Surprises Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.
Blog Rapid Fire: Inflation, Recession and Antitrust Action PIMCO’s Global Economic Advisor and CIO Global Fixed Income discuss inflation, the risk of recession, oil, emerging markets and what keeps them up at night.
Economic and Market Commentary Rapid Fire: Inflation, Recession and Antitrust Action PIMCO’s Global Economic Advisor and CIO Global Fixed Income discuss inflation, the risk of recession, oil, emerging markets and what keeps them up at night.
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 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.
