Experts

Tiffany Wilding

Economist

Ms. Wilding is a managing director and economist based in the Newport Beach office. She leads PIMCO's Cyclical Forum, crafts the firm's outlook for the global economy, and analyzes key macro risks for the firm's Investment Committee. She also co-chairs the firm's Americas portfolio committee. Prior to joining PIMCO in 2016, she was the head of global interest rate research at Tudor Investment, responsible for recommending trade ideas based on global macro trends. Previously, she was a U.S. interest rate strategist with Morgan Stanley and a Treasury market policy analyst for the Federal Reserve Bank of New York, where she helped structure and implement the central bank's response to the 2008 financial crisis. She has 18 years of investment and economics/financial markets experience and holds an MBA in quantitative finance from New York University's Stern School of Business. She received an undergraduate degree from Rhodes College.

Latest Insights

Cyclical Outlook

Compounding Opportunity

Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.

Macro Signposts

Technology-Related Surge Helps Offset Tariff-Driven Drain in Global Industrial Production

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Moving From Cuts to Caution: Fed Enters 2026 in Wait-and-See Mode

With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.

Macro Signposts

How Tariffs and Technology Reshaped the U.S. Economy in 2025 – and What Comes Next

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Macro Signposts

Tariffs Are Here to Stay

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Macro Signposts

The Economics of AI Scale

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Macro Signposts

Fed Policy in the Fog of Missing Data

Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.

Macro Signposts

China’s Growth Engine Faces Fresh Challenges

Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Fed Delivers Despite Data Drought

The path of U.S. monetary policy from here likely depends heavily on labor market developments.

Macro Signposts

Cracks Emerge Beneath Market Resilience, Challenging Areas of the U.S. Economy

Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.

Accrued Interest

Tariffs, Technology, and Transition with Tiffany Wilding

Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future.

Cyclical Outlook

Tariffs, Technology, and Transition

Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.