Trade Wars and the U.S. Dollar
You Face Challenges. We See Possibilities.
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Featured Insights
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Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
Asset-Based Finance Explained
Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.
Challenges to Fed Independence
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.
The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.
The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
Actionable Alternatives: Residential Credit
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.
Watch PIMCO’s Washington expert share her answers to the most common questions we’ve received from clients – including key developments in U.S. trade policy, and our base case for U.S. tariffs going forward.
Unpacking Global Fiscal and Trade Imbalances
PIMCO Economist Tiffany Wilding shares her analysis of select countries’ fiscal and trade imbalances influencing recent U.S. tariff policy and their implications for inflation and recession risks.