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.
PIMCO Blog Core CPI Rebounds on Used Car Bump, While Tariffs’ Impact Is Mixed Core goods inflation was softer outside of used cars, and evidence was mixed that the recent Chinese import duty hikes are affecting consumer price inflation.
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.
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.
