Group CIO Dan Ivascyn discusses PIMCO’s base case forecast that inflation will remain contained despite near-term risks to the upside, and also highlights the relatively low cost of hedging those risks. For an extended discussion of our outlook for growth, inflation, and where we see opportunities in markets, please watch, “Positioning for a Growth Rebound,” with Group CIO Dan Ivascyn. WATCH NOW
Blog Fed Seems Confident in Soft Landing, But We See Risks The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
Blog ECB Prioritizes Fighting Inflation Above Avoiding Recession The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
Economic Outlook Shifting Macro Trends in the Aftershock Economy PIMCO’s Global Advisory Board discusses economic and geopolitical factors shaping the long-term global outlook.
Viewpoints Local Government Financing Vehicles: A Growing Risk for China’s Economy? We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
Blog At Jackson Hole, Fed Reinforces Policy Stance The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Blog Key Takeaways From PIMCO's Sustainable Investing Report PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways on engagement, human capital, and carbon analytics.
Blog Fed Seems Confident in Soft Landing, But We See Risks The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
Blog ECB Prioritizes Fighting Inflation Above Avoiding Recession The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
Blog BOJ Moves Toward Phasing Out Yield Curve Control The Bank of Japan announced changes that could allow its yield curve control program to expire gradually, if economic conditions are favorable.