Equities at PIMCO
PIMCO’s Tomoya Masanao discusses the outlook for Japanese bonds, from BOJ policy and higher yields to their role in global fixed income portfolios.
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world.
Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
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.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
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.