By Yishan Cao, Geraldine Sundstrom | Apr 08, 2021 Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
By Joachim Fels, Andrew Balls | Mar 30, 2021 Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
By Libby Cantrill | Mar 29, 2021 Will Taxes Rise in the U.S.? Democrats could begin working on a tax bill later this year, but resulting tax hikes may be weaker and less of a headwind to growth than some fear.
By Jamil Baz, Josh Davis, Normane Gillmann | Mar 24, 2021 U.S. Equity Values: The Three Dogs That Have Not Barked Thereʼs a bone of contention among investors: Are U.S. equity values about right or far too high?
By Tiffany Wilding, Jerome M. Schneider, Rick Chan | Mar 22, 2021 SLR Expiration: Treasury Markets Likely to Shoulder the Costs The expiration of the temporary SLR changes should enhance the soundness of the banking system, but likely at the cost of Treasury market liquidity.
By Tiffany Wilding | Mar 18, 2021 Fed Policy: Patience Is a Virtue The Federal Reserve’s communications following its March meeting should help anchor inflation expectations.
By Tiffany Wilding | Mar 09, 2021 Focusing on Inflation May Miss the Bigger Risk The COVID-19 relief bill has spurred talk of inflation, but financial stability may be a more relevant risk.
By Marc P. Seidner | Mar 08, 2021 Surge in Rates May Be Overstating the Case for Inflation Longer-dated Treasury yields have climbed as markets consider whether economic growth and inflation expectations might accelerate more rapidly. We believe inflation pressures will remain in check and bond yields will be range-bound.
By Lorenzo Pagani, Yi Qiao | Mar 08, 2021 Inflation Numbers Rise in Europe, But Expectations Remain Low A recent report showed an uptick in inflation in Europe, but markets are pricing in low inflation over the long term. We see opportunity for investors to hedge inflation risk.
By Gene Frieda, Carol Liao | Mar 05, 2021 Implications of China’s Credit Curtail China’s economy should see a soft landing as stimulus is reduced, but the drag on global growth may place a burden on developed economies to keep stimulus taps open for longer.
By Allison Boxer, Tiffany Wilding | Mar 05, 2021 An Employment Priority: Women Reentering the Workforce Are Pivotal to U.S. Economic Recovery One year since the inception of one of the most severe recessions in modern history, women’s engagement in the labor force is crucial to the economic recovery.
By PIMCO | Mar 04, 2021 Valuing Diverse Perspectives As International Women’s Day approaches, three PIMCO executives share their perspectives on diversity in the workplace.
By Libby Cantrill, Tiffany Wilding | Feb 24, 2021 Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
By Jamil Baz, Josh Davis | Feb 18, 2021 Fixed Income: Low Yields Don’t Tell the Whole Story Bonds continue to offer numerous benefits and potential for appreciation.
By Daniel J. Ivascyn | Feb 17, 2021 Inflation Outlook: Relatively Range-Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
By Peder Beck-Friis, Ketish Pothalingam | Jan 20, 2021 Beyond Brexit: Outlook and Risks for the U.K. Economy Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.
By Gene Frieda, Pramol Dhawan | Jan 19, 2021 Tail Winds Provide Lift for Emerging Markets Investments A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.
By Joachim Fels, Andrew Balls | Jan 12, 2021 Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
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Aaditya Thakur Allison Boxer Andrew Balls Andrew Bosomworth Andrew T. Wittkop Anmol Sinha Beth MacLean Carol Liao Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Fisher David Hammer David L. Braun Del Anderson Ed Devlin Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Konstantin Veit Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Mike Amey Mike Cudzil Mohsen Fahmi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Normane Gillmann Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Stephen Chang Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva William Martinez Yacov Arnopolin Yi Qiao Yishan Cao
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