By Joachim Fels | Dec 28, 2016 Into the Unknown: Key Takeaways PIMCO recently published its Cyclical Outlook for global growth, inflation, trends and transitions likely to affect the investment landscape in 2017. Here are some key takeaways.
By Tiffany Wilding | Dec 22, 2016 Will ‘Animal Spirits’ Boost U.S. Growth in 2017? We wonder if market participants – like business and consumer survey respondents – may be too focused on Trump’s pro-growth policies and not focused enough on the more controversial aspects of his agenda.
By Joachim Fels | Dec 21, 2016 The New Cold Currency War With Donald Trump’s election as U.S. president, we have entered a new phase that I call a “cold currency war.”
By Libby Cantrill | Dec 19, 2016 Will the Trump Administration Target the DOL Rule? With deregulation seemingly high on the agenda for President-elect Donald Trump, the fate of the Department of Labor’s “fiduciary rule” is now unclear.
By Tiffany Wilding | Dec 16, 2016 Slower CPI Inflation: ’Tis the Season We think the recent modest deceleration in core inflation is an artifact of residual seasonality, holiday discounting and some deceleration in medical costs that may prove temporary.
By Richard Clarida | Dec 15, 2016 The Fed: Betting on Trumponomics The Fed’s “dot plot” moved unmistakably in the hawkish direction for 2017.
By John M. Devir | Dec 13, 2016 What’s Behind (and Beyond) the ‘Trump Rally’ in U.S. Equities? We see four key themes for U.S. equity market investors in 2017.
By Joachim Fels | Dec 13, 2016 Are Republican Presidents OK With Recessions? Each of the six Republican presidents since the Second World War presided over a recession, and some more than one.
By Philippe Bodereau | Dec 10, 2016 How Italy Could Revive Its Banks Italian banks are burdened by bad loans, but we believe the cost to revive the banking sector is manageable.
By Andrew Bosomworth | Dec 09, 2016 ECB Policy: 1% Is the New 2% PIMCO interprets the ECB’s decision to lower the asset purchase rate as acknowledgement that 2% is an ambitious inflation target to achieve.
By Daniel J. Ivascyn | Dec 07, 2016 Portfolio Construction: Risks and Opportunities Group CIO Dan Ivascyn discusses how PIMCO is seeking opportunities while managing risks in the current macro environment in areas including inflation hedging, credit and emerging markets.
By Daniel J. Ivascyn | Dec 07, 2016 Interest Rates Likely Range-Bound Group CIO Dan Ivascyn discusses how PIMCO’s core thesis on global interest rates remains in effect, suggesting we’re likely not seeing the beginning of a bear market in bonds.
By Greg E. Sharenow | Dec 07, 2016 OPEC Deal Impresses, But Implementation Will Be Key to Prices We believe the impact on balances and prices ultimately will depend on five key variables.
By Nicola Mai | Dec 06, 2016 Italian Referendum: Back to Politics as Usual in Italy The “No” vote has cost Italy a chance to make its political system leaner and more conducive to reforms.
By Richard Clarida | Dec 06, 2016 Charting the Fed’s Record on Inflation: A Big Gap Ever since the Fed announced an explicit 2% inflation target, actual inflation has fallen short. This chart shows the widening gap.
By Tony Crescenzi | Dec 02, 2016 Jobs Data Make December Fed Rate Hike All But Certain The decline in the jobless rate makes it very likely that the Federal Reserve will increase its policy rate next week.
By Philippe Bodereau | Dec 02, 2016 Trump Policies Could Benefit Banks Banks are likely to be among the primary beneficiaries of President-elect Donald Trump’s agenda of fiscal expansion and financial deregulation.
By Andrew Bosomworth | Dec 01, 2016 ECB Preview: The Right Dose of QE The ECB must decide on the minimum amount of quantitative easing (QE) needed to return inflation to target – and in what size doses it should be administered.
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Andrew Bosomworth Daniel J. Ivascyn Greg E. Sharenow Joachim Fels John M. Devir Libby Cantrill Nicola Mai Philippe Bodereau Richard Clarida Tiffany Wilding Tony Crescenzi
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