Experts
Allison Boxer
Economist
Ms. Boxer is a senior vice president and economist in the New York office, focusing on the U.S. and Canada. She helps craft the firm’s economic and monetary policy outlook and contributes to quarterly economic forums. She is also a member of the research group of PIMCO’s Americas portfolio committee. She has eight years of investment experience and holds an undergraduate degree in economics from Tufts University.
Latest Insights
Blog
03 May 2023
Tighter credit conditions pose increasing risks to economic activity, leading the U.S. Federal Reserve to signal a likely pause.
Viewpoints
25 April 2023
We believe Canada’s banking sector is more insulated from some of the issues facing the U.S. banking system, and as a result, credit conditions in Canada may tighten less than in the U.S.
Blog
12 April 2023
March inflation data may put the Federal Reserve close to its terminal policy rate this cycle, if it hasn’t already reached it.
Blog
23 March 2023
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.
Blog
14 February 2023
U.S. inflation may not be moderating as quickly as many were expecting.
Blog
01 February 2023
Investors face mixed signals between the Federal Reserve’s policy guidance and recent economic developments.
Blog
13 December 2022
Falling prices for cars and holiday discounting contributed to softer U.S. inflation, creating more room for the Fed to potentially dial back its hawkish stance.
Blog
03 November 2022
The Federal Reserve’s November statement included dovish language, but Fed Chair Powell warned investors not to expect the Fed to stray from its full focus on fighting inflation.
Viewpoints
19 October 2022
Cyclical and structural differences between the Canadian and U.S. economies suggest monetary policy may differ as well.