By Richard Clarida | Aug 25, 2017 Yellen at Jackson Hole: Long on History, Short on Hints About Future Fed Policy Federal Reserve Chair Janet Yellen’s remarks at the annual Jackson Hole Economic Policy Symposium delved into history but offered few clues about the future course of Fed policy.
By Geraldine Sundstrom | Aug 24, 2017 Asset Allocation Views: Preparing for Pivot Points With critical policy pivots on the horizon, investors should approach asset allocation with full appreciation for downside risk and stay focused on relative value and security selection.
By Joachim Fels | Aug 23, 2017 Preparing for the Next Recession PIMCO Global Economic Advisor Joachim Fels discusses what might trigger the next recession and how investors can prepare for it.
By John M. Devir | Aug 22, 2017 Mixed U.S. Energy Earnings Reinforce Credit Views and Outlook for Range-Bound Oil Prices Second-quarter earnings support our underweight to energy-related credits in general and our macro view that Brent crude will likely remain range-bound.
By Gene Frieda | Aug 17, 2017 China: When Atlas Shrugs, Markets Shiver The use of credit to fuel growth in China is weakening, a trend that has begun to depress demand for imports.
By Richard Clarida | Aug 17, 2017 Fed Balance Sheet Tapering: We Gotta Have Faith While there is no additional hint in the July Fed minutes that the FOMC has agreed to make a balance sheet announcement in September, that continues to be the most likely outcome.
By Joachim Fels | Aug 15, 2017 Time to Run the U.S. Economy a Little Hot? With inflation continuing to underwhelm, odds are growing that come September, the FOMC will throw in the towel on an additional rate hike this year.
By Tiffany Wilding | Aug 11, 2017 Weak U.S. CPI Underscores Unlikelihood of Another Fed Hike in 2017 Another underwhelming rise in the U.S. core Consumer Price Index (CPI) reported on Friday increases the chances that Federal Reserve policymakers use the September meeting to signal they plan to abstain from additional interest rate hikes until next year.
By Sean McCarthy | Aug 10, 2017 A Troubled U.S. State Budget Process Puts Muni Investors on Alert Outcomes from the most recent state budget season, which concluded for most U.S. states on 30 June, underscore the need for caution among municipal bond investors.
By Pramol Dhawan | Aug 07, 2017 Emerging Market Local Debt: Growing Depth, Growing Opportunity Expansion could accelerate as more countries join the index.
By Tomoya Masanao | Aug 04, 2017 Japanese Politics: Caution Warranted Prime Minister Shinzo Abe's declining clout could affect BOJ policy.
By Gene Frieda | Aug 02, 2017 The Coming Financial Volatility Risk-asset markets are ignoring the red flags that the bond markets are waving. Are they right?
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Gene Frieda Geraldine Sundstrom Joachim Fels John M. Devir Mike Amey Pramol Dhawan Richard Clarida Sean McCarthy Tiffany Wilding Tomoya Masanao
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