PIMCO’s Cyclical Outlook: Live Webcast
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In our U.S. housing market monitor, we discuss how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market and the investment landscape.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out Treasuries.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout?
Aviation finance has become one of the largest and fastest-growing corners of asset-based finance. Discover why investors are increasingly looking at aircraft leasing as a source of income and diversification.
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Most U.S. investment grade and high yield borrowers appear positioned to withstand refinancing costs, but CCC rated issuers face greater pressure as elevated yields meet weaker balance sheets.
The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.