The U.S. central bank is damned either way as it faces a choice on a September rate rise.

President Trump has opened a new front in the cold currency war.

Whether or not the Federal Reserve will stick to its planned rate-hike path is a key question for financial markets.

One of the potential rude awakenings that we advised investors to prepare for in our recent Secular Outlook is a surprising surge of productivity growth over the next several years.

We may be witnessing an important turning point: Ten years after the financial crisis, the global economy and financial markets look set to enter a new era of potentially radical change.

Diversification and flexibility are key ahead of a potentially long period of volatility.

Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO’s quarterly Cyclical Forum held earlier this month.

Investors in Europe are more optimistic than they have been in years, but there is growing concern that U.S. dollar weakness could make the euro too strong.

The conclusion from PIMCO’s latest Cyclical Forum is that 2017–2018 could well mark the peak for economic growth in this cycle and that investors should start preparing for several key risks that lie ahead in 2018 and beyond.

When the macroeconomic environment is as good as it gets and valuations are tight, it is time to emphasize caution, capital preservation and diversified sources of carry away from the crowded trades.

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.