April 2025 Update from the Australia Trade Floor
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Economic and Market Commentary
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
You Face Challenges. We See Possibilities.
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Stay Informed with PIMCO's Insights
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We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
Manager selection is paramount when selecting ETFs for fixed income investing. Learn about the structural advantages of ETFs and additional considerations when using fixed income ETFs.
Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
The Future of the GSEs: Do No Harm
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
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.