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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 10 years of investment experience and holds an undergraduate degree in economics from Tufts University.
Economic and Market Commentary

Recent economic data support the Federal Reserve’s meeting-by-meeting approach to rate cuts.

Economic and Market Commentary

We believe the Fed is on a path to continue to cut rates over the next several meetings to realign monetary policy with a now more “normal” U.S. economy.

Economic and Market Commentary

The central bank’s latest policy statement and Chair Jerome Powell’s remarks suggest that an initial interest rate cut could come as soon as September.

Economic and Market Commentary

A second straight month of encouraging U.S. core CPI data supports an initial Federal Reserve rate cut as early as September.

Economic and Market Commentary

Good news on U.S. inflation in May did not sway the Federal Reserve to signal interest rate cuts could come sooner.

Economic and Market Commentary

Regardless of the U.S. presidential election’s outcome, the budget deficit will likely remain high, but market confidence in U.S. Treasuries is expected to remain stable.

Economic and Market Commentary

A timely discussion on the term premium, which may be signaling the possibility of rising compensation for bond investors as the yield curve potentially re-steepens.

Economic and Market Commentary

April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.

Economic and Market Commentary

Despite the reacceleration of inflation and enduring labor market strength, the Fed remains focused on downside risks.

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