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Insights Overview Summary
Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
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April 2013 Viewpoints Hyperactive Monetary Policy: The Good, the Bad and the Ugly

Lupin Rahman, Mohit Mittal, Josh Thimons

Hyperactive monetary policy can provide a boost to short-term growth but is unlikely to lead to escape velocity.
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April 2013 Economic Outlook PIMCO Cyclical Outlook for the U.S.: Back From the Brink

Josh Thimons

PIMCO expects the U.S. economy to grow 1.5%–2% in 2013.
Author Image Author Image
March 2013 Viewpoints Washington May Be Ready to Take a Break From the Brink

Josh Thimons, Libby Cantrill

​We are hopeful that the brinksmanship and state of crisis that have characterized Washington and weighed on markets over the past few years will abate over the cyclical timeframe.
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March 2013 Viewpoints Global Volatility

Josh Thimons

Right or wrong, the Fed has taken the markets one step further down the path of experimental and untested policy.
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January 2013 Viewpoints From Cliff to Ceiling: No Clear Signal for Investors

Libby Cantrill, Josh Thimons

​Washington’s fiscal cliff deal may be less of a drag on the economy than we had expected, but uncertainty looms over future policies.
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December 2012 Economic Outlook PIMCO Cyclical Outlook for the U.S.: Will Washington’s Choices Foster or Frustrate Growth?

Josh Thimons

We expect U.S. growth in the range of 1.25% to 1.75% over the cyclical horizon, and housing will be an important component.
Author Image Author Image
November 2012 Viewpoints ​After the Election, Fiscal Cliff Outcome May Surprise

Libby Cantrill, Josh Thimons

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November 2012 Viewpoints ​What Would Happen at the Fed Under a Romney Presidency?

Josh Thimons

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October 2012 Economic Outlook PIMCO Cyclical Outlook for the U.S.: Muddling Down the Middle

Josh Thimons

Our base case scenario for the U.S. economy is for neither a drastic recovery nor a massive recession.
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September 2012 Viewpoints Falling Off the Fiscal Cliff?

Libby Cantrill, Josh Thimons

A compromise hammered-out after the election looks less elusive if each element of the fiscal cliff is considered independently.
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