Latest Insights CYCLICAL OUTLOOK Post Peak Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy. Learn More Filter: Section: Tag: Date: Expert: Ticker: Reset All Economic and Market Commentary Capitalizing on Diverging Global Economies(video) Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance. Economic and Market Commentary Positioning Portfolios Across Global Asset Classes(video) Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality Blog April Inflation Report Unlikely to Alter Fed’s Path April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation. Economic and Market Commentary The Cost of Cash: A $6 Trillion Question In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash. Load 4 more results FAQs Are rising rates bad for bonds? What can a flattening or steepening yield curve signal about the economic outlook? What influence does inflation have on rates and vice versa? Resources Education Understanding Inflation Learn More Education Navigating Interest Rates Learn More
Economic and Market Commentary Capitalizing on Diverging Global Economies(video) Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
Economic and Market Commentary Positioning Portfolios Across Global Asset Classes(video) Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality
Blog April Inflation Report Unlikely to Alter Fed’s Path April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
Economic and Market Commentary The Cost of Cash: A $6 Trillion Question In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.