Libby Cantrill
The Future of the GSEs: Do No Harm
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
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 president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
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.
We see significant implications for U.S. and global growth and inflation.
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs.
The first trade skirmish of the second Trump administration has reverberated through global markets, highlighting the ongoing uncertainty in international trade relations.
The incoming administration’s tax policy is likely to be front and center in Washington next year, with the potential extension of individual tax cuts and changes to SALT deductions possibly reshaping fiscal strategies. Head of U.S. Public Policy Libby Cantrill discusses what this could mean for taxpayers and businesses alike.
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.