Trade Wars and the U.S. Dollar
You Face Challenges. We See Possibilities.
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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.
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.
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.
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.
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.