By Joachim Fels | Sep 26, 2019 Key Takeaways From PIMCO’s Cyclical Outlook: Window of Weakness In our latest Cyclical Outlook, we discuss a period of vulnerability for the global economy.
By Joachim Fels | Aug 27, 2019 Global Fetters: Insights From Jackson Hole The institutional “golden fetters” of the interwar period have been replaced by fundamental “global fetters” that severely constrain monetary policy.
By Joachim Fels | Aug 06, 2019 Interest Rates: Naturally Negative? It is no longer absurd to think that the nominal yield on U.S. Treasury securities could go negative.
By Daniel J. Ivascyn, Joachim Fels, Tina Adatia | Jul 19, 2019 Secular Outlook 2019: Implications for Investors PIMCO experts discuss economic and market conditions and what investors can expect over the next three to five years.
By Tina Adatia, Joachim Fels | Jun 26, 2019 5 Trends That Could Disrupt Markets PIMCO experts discuss the secular trends that have the potential to disrupt the global economy, financial markets and investors’ portfolios over the next several years.
By Joachim Fels, Andrew Balls, Daniel J. Ivascyn | May 29, 2019 Key Takeaways From PIMCO’s Secular Outlook: Dealing With Disruption In our latest Secular Outlook, we discuss our baseline long-term view for the global economy and share ideas for how investors can deal with disruptions. Here are the key takeaways.
By Joachim Fels | Apr 26, 2019 A Tale of Three Cycles There are three main macro factors for markets – the business cycle, the liquidity cycle, and the political cycle.
By Tiffany Wilding, Joachim Fels | Apr 16, 2019 Decoding the Fed’s Dovish Turn The Fed’s dovish pivot in March indicated that restrictive monetary policy is no longer warranted, but what does that mean for the markets? PIMCO experts Tiffany Wilding and Joachim Fels discuss this policy shift and what investors should know.
By Olivia A. Albrecht, Joachim Fels, Scott A. Mather | Apr 15, 2019 Rapid Fire: Recession Odds, Risk Assets and Profit Margins PIMCO experts answer top-of-mind investor questions, including the likelihood of a near-term recession, whether risk assets may have more room to rally and the prospect of shrinking margins.
By Joachim Fels | Mar 28, 2019 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.”
By Scott A. Mather, Joachim Fels, Olivia A. Albrecht | Feb 15, 2019 Building Resilient Portfolios for Volatile Markets PIMCO’s CIO of U.S. Core Strategies discusses strategies for constructing a more defensive investment portfolio in an aging economic expansion.
By Joachim Fels, Scott A. Mather, Olivia A. Albrecht | Feb 13, 2019 Top Risks to the Global Economy PIMCO’s Global Economic Advisor and CIO U.S. Core Strategies discuss the risks future geopolitical shocks and an accelerated China slowdown could pose for global financial markets.
By Joachim Fels | Dec 20, 2018 Five Key Takeaways from PIMCO’s Cyclical Outlook: Synching Lower Five key macro debates are likely to shape the economic and market outlook for 2019.
By Andrew Balls, Joachim Fels, Tina Adatia | Nov 05, 2018 Rapid Fire: Inflation, Recession and Antitrust Action PIMCO’s Global Economic Advisor and CIO Global Fixed Income discuss inflation, the risk of recession, oil, emerging markets and what keeps them up at night.
By Andrew Balls, Tina Adatia, Joachim Fels | Nov 02, 2018 Opportunities and Value in Emerging Markets Despite a challenging environment, the fundamentals of emerging market countries are generally good and valuations are relatively attractive.
By Joachim Fels | Oct 26, 2018 Key Takeaways From PIMCO’s Cyclical Outlook: Growing, But Slowing Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
By Joachim Fels | Aug 29, 2018 Powell and the Fed Face ‘Dollar Doom Loop’ Dilemma The U.S. central bank is damned either way as it faces a choice on a September rate rise.
By Joachim Fels | Jul 25, 2018 Fed Up With the Fed: What It Means for the U.S. Dollar President Trump has opened a new front in the cold currency war.
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Aaditya Thakur Aditi Gupta Alex Petrone Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Beth MacLean Bill Smith C. Del Anderson Cathy Stahl Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Hammer David L. Braun Ed Devlin Emily Y. Au-Yeung 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 James Moore Jamil Baz Jeff Helsing Jelle Brons Jerome M. Schneider Joachim Fels John M. Devir John R. Cavalieri Joshua Anderson Julie P. Callahan Kenneth Chambers Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Loren Sageser Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Michael Kim Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy 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 Wesley Chan William Martinez Yacov Arnopolin Yishan Cao
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