Trade Wars and the U.S. Dollar
You Face Challenges. We See Possibilities.
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Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
Asset-Based Finance Explained
Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
Challenges to Fed Independence
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.
Trade Wars and the U.S. Dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.
The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.
Watch PIMCO’s Washington expert share her answers to the most common questions we’ve received from clients – including key developments in U.S. trade policy, and our base case for U.S. tariffs going forward.