By Tiffany Wilding, Allison Boxer | Aug 10, 2022 July U.S. CPI Offers Some Relief, But Fed Also Watches Other Inflation Indicators Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.
By Alex Zhou, Annisa Lee | Aug 08, 2022 China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk? Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.
By Tiffany Wilding, Allison Boxer | Jul 28, 2022 Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.
By Munish Gupta, Daniel H. Hyman, Bryan Lazarus | Jul 28, 2022 Agency MBS: Opportunities for Alpha in a Post-QE World Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.
By Carol Liao, Allison Boxer | Jul 26, 2022 What China’s Recovering Supply Chain Means for Global Inflation Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.
By Tiffany Wilding, Allison Boxer | Jul 13, 2022 Core Inflation Data Could Prompt Dramatic Action at the Fed June’s U.S. inflation data will likely force central bankers into more restrictive territory – raising the odds of recession.
By PIMCO | Jul 12, 2022 Bonds for Change: Key Takeaways From PIMCO’s ESG Investing Report Active fixed income investors play a critical role in the transition to more sustainable companies and economies.
By Jing Yang, Bryan Tsu, Dom Rinaldi | Jul 08, 2022 Shelter From the Storm Amid stormy markets, senior securitized credits hold potential for resilient returns.
By Pramol Dhawan, Lupin Rahman | Jun 23, 2022 Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
By Ivan Anderson, Nicole Thompson, Heather Wallace, Kristofer Kraus | Jun 23, 2022 Power of Representation: the ‘Us’es’ To celebrate Pride Month, four PIMCO executives share their perspectives on inclusion and diversity in the workplace and the importance of visible representation.
By Joachim Fels, Andrew Balls, Daniel J. Ivascyn | Jun 22, 2022 Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
By Marc P. Seidner | Jun 21, 2022 After Historic Market Moves, Outlook for Bonds Improves This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
By Alex Zhou, Annisa Lee | Jun 17, 2022 Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.
By Allison Boxer | Jun 15, 2022 Fed Battles Inflation Despite the Costs The Federal Reserve ratchets up the pace of monetary tightening, raising questions about the U.S. growth outlook.
By Lorenzo Pagani, Peder Beck-Friis, John Mullins | Jun 14, 2022 European Inflation Update: Higher for Longer but Hedging Remains Well Priced Despite soaring inflation in Europe, hedges appear cheap
By Geraldine Sundstrom, Tania Bachmann, John Mullins | Jun 10, 2022 Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
By Libby Cantrill, Allison Boxer | Jun 03, 2022 Hammering Inflation With a Gavel The Biden administration faces rampant inflation in the U.S. but has limited tools to stem the rise in gas and grocery prices.
By Mark R. Kiesel, Mohit Mittal, Christian Stracke | May 11, 2022 Credit Where Credit Is Due: Four Common Misconceptions in Public and Private Credit Markets Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
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Aaditya Thakur Abhishek Nadamani Alex Zhou Allison Boxer Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew T. Wittkop Anmol Sinha Annisa Lee Beth MacLean Bryan Tsu Carol Liao Chee Yang Lam Chris Brightman Christian Stracke Christopher Youssef Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Forgash David Hammer David L. Braun Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Ismael Orenstein Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John Mullins John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kenneth Chambers Ketish Pothalingam Konstantin Veit Kristofer Kraus Kwame Anochie Libby Cantrill Lillian Lin Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Mike Cudzil Munish Gupta Nathan Chiaverini Nicola Mai Normane Gillmann Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stephen Chang Steve A. Rodosky Tania Bachmann Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinayak Seshasayee Vinicius Silva William Martinez Yacov Arnopolin Yi Qiao Yishan Cao
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