Blog Yield Curve Inversion: Markets Are Correct to Price In Higher Recession Risk The risk of recession has risen, but it’s not a foregone conclusion.
Blog Strong Core CPI Inflation Won’t Sway the Fed From Rate Cuts We think the Federal Reserve will look past stronger-than-expected consumer price increases in June and July.
Blog Core CPI Inflation Beats Expectations, in Awkward Timing for the Fed June inflation may have been boosted by the recent increase in import tariffs, while inflationary pressures from rising wages and tight labor markets remain notably subdued.
Blog Off-Target: Central Banks and the Mystique of 2% Perhaps it’s time to ask whether the 2% inflation target has outlived its usefulness.
Viewpoints Rapid Fire: Recession Odds and Inflation Outlook Looking for quick answers on important topics? PIMCO experts fire off responses to top-of-mind questions from investors, including our outlook for a recession and inflation and what we think is the weakest link in financial markets.
Secular Outlook Dealing With Disruption Major secular drivers could disrupt the global economy and financial markets over the next three to five years. We share our views on risks and opportunities ahead.
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.
