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The Pivot in U.S.-China Trade Policy May Herald Long-Term Tension
U.S. Core CPI Inflation: Firming Rents, Weaker Core Goods Underlie Soft April Reading
Inflation Expectations Are Higher – and Will Probably Keep Rising
Repos: A Fresh Look at a Key Driver of Short-Term Returns
The Future Without Libor, Part II: How Will Non-Derivative Markets Transition to Alternative Rates?

The Future Without Libor, Part II: How Will Non-Derivative Markets Transition to Alternative Rates?

As the transition away from Libor (the London Interbank Offered Rate) as the industry-preferred floating-rate benchmark continues, many investors are raising concerns about how both new and existing short-term and floating-rate instruments currently indexed to Libor will adjust when Libor is no longer available.

The Future Without Libor, Part I: Transition Framework for Derivatives
Fed Evaluates Policy and Portfolio Strategy
A Tale of Three Cycles
Trade Risks That Could Rattle Markets: NAFTA Withdrawal, Auto Tariffs
10 Investor Takeaways From the 2019 Spring IMFWorld Bank Meetings
Navigating Uncertainty in Inflation Markets: The European Case
U.S. Housing: Potential Opportunity Amid Cautious Economic Outlook
Three Key Takeaways From PIMCOs Cyclical Outlook Flatlining at The New Neutral
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Three Key Takeaways From PIMCOs Cyclical Outlook Flatlining at The New Neutral

Following the Federal Reserve’s pivot to patience, we believe U.S. short-term interest rates are now anchored in The New Neutral. Global growth keeps synching lower, but may experience a soft landing later this year if China’s economy stabilizes and trade tensions ease. However, political uncertainties suggest a cautious overall approach to investing. These are three key conclusions we discuss in detail in our latest Cyclical Outlook, “Flatlining at The New Neutral.”

Neutral Rates, Neutral Balance Sheet
Navigating Uncertainty in Inflation Markets: The UK Case
The Style Cycle: Equity Factors and Macro Data Diverge
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