Insights Overview Summary
Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
November 2009
Midnight Candles
William H. Gross
The six-month rally in risk assets – while still continuously supported by policymakers – is likely at its pinnacle.
October 2009
ERM Blues
Andrew Bosomworth
Regaining international competitiveness requires a lot of wage restraint, fiscal austerity and time.
October 2009
With Privilege Comes…?
Richard Clarida
Because of its “exorbitant privilege” as the provider of the global reserve currency, the U.S. tends to reap a capital gain when the dollar depreciates.
October 2009
Doo-Doo Economics
William H. Gross
Both California and the U.S., as well as numerous global lookalikes, are in a poor position to compete in a global economy as capitalism morphs.
|
|