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Timely insights on markets and macroeconomics around the world
  1. How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.
  2. A split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.
  3. Core inflation came in below expectations for October and should moderate in 2023, but likely with bumps in the road ahead.
  4. Inflation is receding and real interest rates are climbing in EM after a year of tightening monetary policy.
  5. Stability, security and self-reliance were overarching themes from China’s twice-a-decade leadership reshuffle. With few details disclosed on...
  6. The Federal Reserve’s November statement included dovish language, but Fed Chair Powell warned investors not to expect the Fed to stray from its...
  7. The central bank noted that substantial progress has been made in withdrawing monetary policy accommodation, and expressed concerns around growth...
  8. Core inflation in the U.S. outpaced expectations for September and may fortify the Federal Reserve’s hawkish resolve.
  9. The OPEC+ plan to curb oil production complicates the global economic, inflation, and geopolitical outlook and will likely lead to higher prices for...
  10. The economic outlook remains challenging, but we believe higher yields contribute to a compelling case for bonds.