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Timely insights on markets and macroeconomics around the world
  1. The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed...
  2. To celebrate Pride Month, four PIMCO executives share their perspectives on inclusion and diversity in the workplace and the importance of visible...
  3. We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for...
  4. This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains...
  5. Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to...
  6. The Federal Reserve ratchets up the pace of monetary tightening, raising questions about the U.S. growth outlook.
  7. Despite soaring inflation in Europe, hedges appear cheap
  8. The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
  9. The Biden administration faces rampant inflation in the U.S. but has limited tools to stem the rise in gas and grocery prices.
  10. Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.