By Libby Cantrill, Tiffany Wilding | Apr 09, 2018 Trade Tensions Mount: What It Means for Growth We expect the direct economic impact of current trade actions to be relatively minor (and dwarfed by the pro-growth measures passed to date), but further escalation of trade tensions could strengthen the economic headwinds.
By Libby Cantrill, Mike Cudzil, Daniel H. Hyman, Kent Smith | Apr 03, 2018 Uniform Mortgage-Backed Security Initiative (‘Single Security’): Stop Throwing Good Money After Bad In our view as investors, the U.S. Federal Housing Finance Agency’s (FHFA) “Single Security” initiative is emblematic of a sunk cost fallacy.
By Libby Cantrill, Tiffany Wilding | Mar 15, 2018 Trump, Tariffs and Trade: Three Takeaways for Investors We believe the trade actions with the most significant potential economic and market impact have yet to unfold.
By Libby Cantrill | Jan 16, 2018 U.S. Policy Outlook for 2018: Expect Action on Trade and Government Spending A key question for investors is will momentum beget momentum with Congress delivering more pro-growth policies, or will Washington revert to its steady state of paralysis? Here is what we see on the horizon for 2018.
By Libby Cantrill, Naila Makhdumi | Dec 06, 2017 Financial Deregulation Outlook: Evolutionary, Not Revolutionary Libby Cantrill, PIMCO’s head of public policy, and Naila Makhdumi, account manager on the global wealth management team, assess the prospects for financial deregulation under President Trump.
By Libby Cantrill | Nov 28, 2017 Tax Reform: There’s Will, But Is There a Way? While there is significant political will to get a tax bill passed, investors should be mindful of the obstacles that still lie ahead.
By Libby Cantrill, Mike Cudzil, Daniel H. Hyman, Kent Smith | Oct 11, 2017 Will Fannie and Freddie Draw From the Treasury? Much Ado About Nothing … We believe the policy focus should be on what agency MBS investors really care about: making the government guarantee explicit.
By Libby Cantrill | Sep 28, 2017 Tax Reform: Challenges Ahead Translating a feel-good tax proposal to legislation that can pass is harder than it may seem.
By Libby Cantrill | Sep 06, 2017 Congress’ Must-Do List Is Looking More Doable, but After That … We think Washington will likely avoid a worst-case scenario in September and that investors will be able to breathe a sigh of relief, but they should not become too complacent.
By Libby Cantrill | Jun 28, 2017 What the Latest Healthcare Hiccup Means for the U.S. Economy Investors should not hold their breath about seeing much to lift U.S. growth coming out of Congress in 2017 – or possibly even in 2018.
By Libby Cantrill | Apr 28, 2017 Trump’s First 100 Days: Should Investors Take Notice? Looking at several metrics – legislative achievements, staffing in key areas and executive orders – President Trump’s first-100-day track record has been mixed.
By Libby Cantrill | Mar 25, 2017 Healthcare Reform’s Demise: Tax Reform Will Be Hard, Too After the healthcare bill stalled in the House of Representatives, the most salient question is what’s next?
By Libby Cantrill | Mar 01, 2017 Market Response to Trump’s Speech Doesn’t Change Policymaking Realities Bullish reaction does not change the stubborn facts about policymaking in Washington.
By Libby Cantrill | Feb 21, 2017 The Pace of Trump’s Policy Agenda: Three Big ‘Ifs’ All told, we think the prospects that President Trump will push through his policy agenda in the first year look tenuous at best.
By Libby Cantrill | Jan 19, 2017 Trump’s First Year: What’s Realistic With the inauguration of the 45th president imminent and the market’s high expectations for policymaking, what is realistic for investors to expect from Washington in 2017?
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 Libby Cantrill | Nov 10, 2016 Trump Victory, Republican Congress: Policy Implications for Investors Libby Cantrill, PIMCO’s head of public policy, discusses the policy outlook and market implications following the U.S. election.
By Libby Cantrill | Nov 03, 2016 Investors: Focus on State Polling as U.S. Election Nears A handful of key battleground states will likely dictate next Tuesday’s outcome, as in so many prior races.
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Aaditya Thakur Aditi Gupta Alex Petrone Alfred T. Murata Andrew Bosomworth Andrew DeWitt Andrew F. Pyne Andrew T. Wittkop Benjamin Strom Beth MacLean Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Hammer Ed Devlin Eve Tournier Francesc Balcells Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Helen Guo Hozef Arif Isaac Meng Ismael Orenstein James Moore Jamil Baz Jason Duko Jeff Helsing Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Joachim Fels John M. Devir John Murray John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Ryan Libby Cantrill Loren Sageser Luke Spajic Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Tracey Michael A. Gomez Michael Althof Michael Brownell Michael Connor Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Niamh Whooley Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Philippe Bodereau PIMCO Pramol Dhawan Raja Mukherji Ray Huang Richard Clarida Rick Chan Robert Mead Ronald Jin Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Steve Sapra Taosha Wang Tiffany Wilding Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva William G. De Leon Yacov Arnopolin Yishan Cao
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