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Trying to Make Apple Juice From Oranges: The Problem With Comparing Market Pricing and Fed Projections
Blog

Trying to Make Apple Juice From Oranges: The Problem With Comparing Market Pricing and Fed Projections

Trying to Make Apple Juice From Oranges: The Problem With Comparing Market Pricing and Fed Projections

As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution of outcomes.

Should the Fed Buy Treasuries or Agency MBS During QE? Yes
Finding the Right Level of Support for Capital Markets and Mortgage Rates
The Fed Has Another Lever to Pull
Could the Fed Pivot on Balance Sheet Policy for Mortgage Securities?

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Mike Cudzil

Portfolio Manager


Mr. Cudzil is a managing director and generalist portfolio manager based in the Newport Beach office. He is a rotating member of the PIMCO Investment Committee and co-chair of the Americas portfolio committee. As a portfolio manager across multi-sector fixed income mandates, Mr. Cudzil also serves as a senior member of the Total Return portfolio management team, co-lead of the liability-driven investment portfolio management team, and co-lead of the agency MBS portfolio management team. Mr. Cudzil is also a member of the steering committee for PIMCO Families, a resource group dedicated to supporting employees in their efforts to successfully manage career and family. Prior to joining PIMCO in 2012, he worked as a managing director and head of pass-through trading at Nomura. Mr. Cudzil previously held similar roles at Bank of America and Lehman Brothers, as well as a senior trading position at Salomon Brothers. He has 26 years of investment experience and holds a bachelor's degree in political science from the University of Pennsylvania.