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Click on the titles below to access historical PIMCO publications
Featured Market Commentary
Investment Outlook By Bill Gross
2009
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12/09 Anything but .01%
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11/09 Midnight Candles
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10/09 Doo-Doo Economics
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09/09 On the “Course” to a New Normal
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08/09 Investment Potions
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07/09 "Bon" or "Non" Appétit?
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06/09 Staying Rich in the New Normal
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05/09 2 + 2 = 4
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04/09 The Future of Investing:Evolution or Revolution?
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03/09 Hairy Lips Sink Ships
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02/09 BEEP BEEP!
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01/09 Andrew Mellon vs. Bailout Nation
2008 IO Archive
12/08
Dow 5,000 Redux
11/08
So CQish
10/08
Nothing to Fear but McFear Itself
09/08
There's a Bull Market Somewhere?
07/08
Mooooooo!
07/08
Dear President Obama:
05/08
Hmmmmm?
05/08
All Quiet on the Western Front
04/08
When I'm Sixty-Four
03/08
No Country for Old Maids
02/08
Better Late Than Never
01/08
Pyramids Crumbling
2007 IO Archive
01/08
Shadow Dancing
01/08
The Shadow Knows
10/07
What Do They Know?
09/07
Where’s Waldo?Where’s W?
08/07
Enough is Enough
07/07
Looking for Contagion in All the Wrong Places
05/07
How We Learned to Stop Worrying (so much) and Love “Da Bomb”
04/07
Grim Reality
03/07
Ten Little Assets
02/07
100 Bottles of Beer on the Wall
12/06
The 5% Solution
2006 IO Archive
12/06
Reality Check
11/06
Alpha/Beta Anemia
10/06
Empty Nesting/Successful Investing
09/06
No Cuts, No Butts, No Coconuts
Global Central Bank Focus (formerly Fed Focus) By Paul McCulley
2009
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11/09 The Uncomfortable Dance Between V’ers and U’ers
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09/09 "Because I Said So..."
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07/09 What If?
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06/09 The Exit Strategy: It’s About Hiking the Fed Funds Rate, Not Necessarily Soaking Up Excess Reserves
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06/09 The Shadow Banking System and Hyman Minsky’s Economic Journey
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04/09 Comments Before the Money Marketeers ClubPlaying Solitaire with a Deck of 51, with Number 52 on Offer
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02/09 Saving Capitalistic Banking From Itself
2008 Global Central Bank Focus (formerly Fed Focus) Archive
01/09
All In
11/08
The Paradox of Deleveraging Will Be Broken
09/08
In the Fullness of Time
08/08
The Narrowing Ecologies of Global Growth
07/08
The Paradox of Deleveraging
06/08
A Kind Word for Inflation
05/08
What Does It Mean When Monetary Policy Conducts a Fiscal Policy Operation?
04/08
Credit, Markets, and the Real Economy: Is the Financial System Working? A Reverse Minsky Journey
03/08
Not Good Times
02/08
Chasing the Neutral Rate Down: Financial Conditions, Monetary Policy, and the Taylor Rule
01/08
A Perfervid Moment
2007 Global Central Bank Focus (formerly Fed Focus) Archive
01/08
Perils of Plenty: Can Foreign Reserves Grow Forever?*
01/08
Comments Before the Money Marketeers Club Minsky and Neutral: Forward and in Reverse
10/07
A Reverse Minsky Journey
09/07
Teton Reflections
07/07
The Slip Between the Cup and the Lip
06/07
Requiem For A Princess
06/07
What Can Go Wrong: China*
04/07
The Costly Uncomfortable Reality About the Wrong Definition of Comfortable
03/07
The Plankton Theory Meets Minsky
02/07
If Fed Funds Rate “Fails” To Fall
2006 Global Central Bank Focus (formerly Fed Focus) Archive
12/06
Just-Right Ben?
11/06
Reflexive Potential
10/06
Time-Varying Variables Vary
09/06
At Seventeen
Emerging Markets Watch
2009
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08/09 Emerging Markets in the New Normal
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04/09 The Best Offense Is a Good Defense (and Vice Versa)
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01/09 Rewind or Fast Forward?
2008 EMW Archive
08/08
Back to Berra
04/08
Decoupling
2007 EMW Archive
11/07
“The Times They Are a-Changin’”
08/07
Never Send to Know For Whom the Bell Tolls; It Tolls For Thee.
04/07
Can You (Point Your Fingers and Do the Twist)?
01/07
Emerging Markets – A Look Back, A Look Ahead
2006 EMW Archive
10/06
“Is It Safe?”
Canadian Markets
Canadian Perspectives
2009
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04/09 Will the April MPR Be a Battle Plan? We Hope So...
Canadian Outlook Commentary
2009
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06/09 Canadian Market Outlook and Strategy 1st Quarter 2009
2008 Canadian Outlook Commentary
12/08
Canadian Market Outlook and Strategy 4th Quarter 2008
Canadian Market Commentary
2009
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06/09 Investing for an Evolution or a Revolution: What Your Clients Should Consider
Global Markets
European Perspectives
2009
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10/09 ERM Blues
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07/09 Why Is U.K. Inflation so Sticky?
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07/09 Credit – New Issues and Elevators:A Closer Look at European Credit Supply
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03/09 Boldly Going Where No Governor Has Gone Before
2008 European Perspectives Archive
07/08
Euro Zone Divergences: The “Noise” is Increasing
06/08
Making Surpluses Stay
05/08
Haven't We Been Here Before?
US Credit Perspectives
2009
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10/09 Tighter Fairways
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07/09 Rising Tide to Choppy Waters
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04/09 Opportunities in High-Quality Credit
2008 US Credit Perspectives Archive
12/08
Credit Now, Equities Later
12/08
Trick or Treat?
07/08
It's Been a Long Time
05/08
Slimming Down
01/08
Triple Play
2007 US Credit Perspectives Archive
11/07
Driver or 2-Iron?
08/07
Eagle Putt
2006 US Credit Perspectives Archive
12/06
Credit Innovation and Opportunities
Japan Credit Perspectives
2009
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01/09 Outlook for Global Finance: The Evolving Crisis and Japan’s Experience
2008 Japan Credit Perspectives Archive
08/08
Responding to Financial Crises: Lessons to Learn from
Japan
’s Experience
07/08
U.S. Subprime Loan Crisis and Japanese Credit Markets (Vol. 4)
05/08
U.S. Subprime Loan Crisis and Japanese Credit Markets (3)
Global Perspectives
2009
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10/09 With Privilege Comes…?
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07/09 The Dog that Didn't Bark –and the One that Did
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03/09 A Lot of Bucks, But How Much Bang?
2008 Global Perspectives Archive
05/08
Exchange Rates Since the Last Global Financial Crisis: What My Crystal Ball Didn’t Tell Me in 1998
04/08
After Fukui
01/08
More Shoes to Drop, But Investment Opportunities for 2008 Remain
2007 Global Perspectives Archive
10/07
A Hard Day’s Knight: The Global Financial Market Confronts Uncertainty, Not Just Risk (and the Difference is Important)
08/07
Quantifying the Exorbitant Privilege
06/07
Is Bad News About Inflation Good News for the Exchange Rate?
03/07
Petrodollars, the Savings Bust, and the U.S. Current Account Deficit
02/07
A Great Moderation, But Global Diversification Is Still A Great Deal
Asian Perspectives
2009
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11/09 Emerging Asia: How Long Will Easy Monetary Conditions Prevail?
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10/09 Emerging Asia: Cyclical Lifts Reinforce Secular Supports
PIMCO Spotlight
2009
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10/09 PIMCO Fundamentals Client Education Seminars
Press Releases
2009
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08/09 PIMCO Hires Marc Seidner as Executive Vice President and Portfolio Manager
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04/09 PIMCO Announces Promotions
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03/09 PIMCO’s Bill Gross’s March Podcast Available on iTunesPIMCO’s Bill Gross’s March Podcast Available on iTunes
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02/09 PIMCO Names Six New Managing Directors
Viewpoints
2009
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11/09 Uncertain Markets Call for Flexible Investment Strategies
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11/09 Europe’s Adjustment to a New Normal
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11/09 Waking to the Realities of the Post-Crisis Market Environment
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11/09 How to Fill the Gaps Left by Dollar Decline
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11/09 EM Infrastructure Spending: Rising Commitment, Growing Opportunity
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11/09 Short-term Stability at the Cost of Longer-term Instability?
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10/09 The Two-Stage De-Risking of Banks
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10/09 Periodic Systemic Risk and Investment Strategy
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10/09 Optimism After the G-20
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09/09 Return of the Old Ways of Thinking Threatens Recovery
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09/09 Tomoya Masanao Discusses Japan’s New Government and Implications for Japan’s Economy and Markets
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09/09 Beyond Inventories and Fiscal Stimulus
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09/09 Bernanke’s Four Point “To-Do” List
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08/09 Decoupling Versus Recoupling
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08/09 Koyo Ozeki Discusses the Outlook and Opportunities in the Asian Financial Sector
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08/09 Markets Must Exit the Artificial Comfort Zone Created by "Green Shoots"
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08/09 What Now for the World's Central Bankers at Jackson Hole?
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08/09 The Recession Is Over – Now What?
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08/09 Emerging Financial Markets After the Global Financial Crisis
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07/09 Strong Defense Can Keep Cash Investors in the Game
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07/09 The Crisis Is Morphing Again
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07/09 American Jobs Data Are Worse than We Think
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06/09 Beware of the “Business as Usual” Mindset
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06/09 The CFO’s Cash Dilemma
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06/09 U.S. Bond Sell-off Putting Pressure on Other Parts of the Economy
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06/09 Andrew Balls Discusses PIMCO’s European Secular Outlook
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06/09 Why Bernanke Is Right to Be Worried
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06/09 Secular Outlook 2009
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06/09 The Three, Four, Five...P's of Pricing and Risk Management Revisited
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04/09 Andrew Balls Discusses PIMCO’s European Cyclical Outlook and Strategy
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04/09 Government’s Role in the Financial Crisis
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04/09 Opportunities to Increase Yield by Moving from Cash to “Near Cash”
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04/09 Bank Tests We Should Get Stressed About
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03/09 ‘To Do’ List Is Getting Longer
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03/09 Essential Task for G20 Leaders is a Cinema Trip to See A Beautiful Mind
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03/09 The Equity Risk in a Bond Manager's World
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02/09 Active Governments Must Work Together
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01/09 Market Outlook: First Quarter 2009
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01/09 We Have to Bring the Banking Sector Back to Life
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01/09 No Immunity From Policy Action
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01/09 The Numbers Are Horrifying
2008 Viewpoints Archive
12/08
Turmoil in the Cash Markets: Did Enhanced Cash and Money Market Strategies Overdo Risk?
12/08
Only New Thinking Will Save the Global Economy
11/08
Lessons from the Crisis
09/08
Thanks for the Duration, But is it Time to Say Goodbye?
07/08
Market Outlook 3rd Quarter 2008
07/08
Traversing Wild Market Swings
07/08
When Markets Collide: Investment Strategies for the Age of Global Economic Change
06/08
How Best to Manage Global Imbalances
05/08
Why This Crisis Is Still Far From Finished
05/08
Chia-Liang Lian Discusses the Outlook and Investment Opportunities in China
2007 Viewpoints Archive
11/07
James Moore and Rene Martel Discuss Long-Duration Overlay Strategies
10/07
Cyrille Conseil and Axel Potthof Discuss Opportunities in the Global Bank Loan Market
09/07
Doug Hodge Discusses Asian Investment Trends and Strategies
02/07
Liability-Driven Investing: PIMCO’s Innovative Approach to Custom Solutions
01/07
Markowitz Bites Back: The Failure of CAPM, Compression of Risky Asset Spreads and Paths Back to Normalcy
2006 Viewpoints Archive
11/06
Scott Mather Discusses PIMCO’s European Outlook and Investment Strategy
Bond Basics
2009
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10/09 Quantifying Risk: PIMCO’s Approach to Credit Research
PIMCO Group Spotlight
2009
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10/09 Mohamed El-Erian and Bill Gross Discuss PIMCO’s Cyclical Outlook and the New Normal
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10/09 Andrew Balls on PIMCO’s European Cyclical Outlook and Strategy
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09/09 Chris Dialynas and Lisa Kim Discuss PIMCO’s Unconstrained Bond Strategy
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05/09 Mohamed A. El-Erian Discusses PIMCO’s Secular Outlook and Investment Strategy
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05/09 A New Normal
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04/09 Severe Global Recession Likely to Continue Through 2009
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03/09 Scott Simon Discusses the Outlook for the U.S. Housing and Mortgage Markets
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01/09 Paul McCulley Discusses PIMCO’s Cyclical Economic Outlook and Investment Strategy
2008 PIMCO Group Spotlight Archive
12/08
Tail Risk Management: Why Investors Should Be Chasing Their Tails
10/08
Market Outlook 4th Quarter 2008
10/08
Analysis of Credit Crisis Wins Business Award
09/08
Paul Reisz Discusses Cash Investing and the Impact of Recent Market Events
06/08
Mohamed El-Erian Discusses PIMCO’s Secular Outlook and Investment Strategy
05/08
A Tale of Two Cities
03/08
Pre-Forum Briefing
01/08
Scott Simon Discusses PIMCO’s Views on Agency Mortgage Backed Securities
2007 PIMCO Group Spotlight Archive
01/08
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
01/08
Bill Gross Discusses PIMCO’s Global Outlook and Strategy for 2008
10/07
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
09/07
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
06/07
PIMCO's 2007 Secular Outlook
06/07
William C. Powers Discusses PIMCO’s Secular Outlook and Global Strategy
06/07
Bill Gross Discusses PIMCO’s Secular Outlook and Strategy
05/07
Chris Dialynas Discusses PIMCO’s Upcoming Secular Forum
05/07
The Housing Project Update
02/07
John Brynjolfsson Discusses PIMCO’s Inflation Outlook
2006 PIMCO Group Spotlight Archive
01/07
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
12/06
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
12/06
Scott Simon Discusses PIMCO’s Views on the U.S. Housing Market
11/06
Pre-Forum Briefing
PIMCO Group Product Focus
2009
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10/09 Mohamed El-Erian and Ramin Toloui Discuss the PIMCO Global Advantage™ Strategy
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08/09 Curtis Mewbourne Discusses PIMCO’s Diversified Income Strategy
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