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.
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Allison Boxer Andrew Balls Carol Liao Gene Frieda Jamil Baz Jerome M. Schneider Joachim Fels Josh Davis Libby Cantrill Lorenzo Pagani Marc P. Seidner Normane Gillmann PIMCO Rick Chan Tiffany Wilding Yi Qiao
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