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 nine years of investment experience and holds an undergraduate degree in economics from Tufts University.
Latest Insights
Blog
21/09/2023
The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
Blog
26/07/2023
Amid an outlook for slower growth and more moderate inflation, the Fed shifts to data dependence.
Blog
12/07/2023
After stubborn U.S. inflation in the first half of 2023 kept the Federal Reserve raising rates, June’s softer inflation report suggests July may mark the end of the hiking cycle.
Blog
14/06/2023
The Federal Reserve paused in June but raised its estimates for the policy rate later this year. We expect a July increase but remain skeptical about subsequent hikes.
Blog
03/05/2023
Tighter credit conditions pose increasing risks to economic activity, leading the U.S. Federal Reserve to signal a likely pause.
Viewpoints
25/04/2023
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
12/04/2023
March inflation data may put the Federal Reserve close to its terminal policy rate this cycle, if it hasn’t already reached it.
Blog
23/03/2023
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.
Blog
14/02/2023
U.S. inflation may not be moderating as quickly as many were expecting.