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The Pivot in U.S.-China Trade Policy May Herald Long-Term Tension
U.S. Core CPI Inflation: Firming Rents, Weaker Core Goods Underlie Soft April Reading
A Tale of Three Cycles
U.S. Housing: Potential Opportunity Amid Cautious Economic Outlook
Three Key Takeaways From PIMCOs Cyclical Outlook Flatlining at The New Neutral
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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.”

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China’s Growth Playbook: How to Get Out of a Fix
The Economic Cost of the U.S. Shutdown Showdown
Five Key Takeaways from PIMCO’s Cyclical Outlook: Synching Lower
Engineering Inflation: For the Fed, the Time Is Now
Core CPI Rebounds on Used Car Bump, While Tariffs’ Impact Is Mixed
How Markets May React to a Brexit Deal
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