Libby Cantrill
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In this episode of Fixing Your Interest, PIMCO Vice Chair John Studzinski is joined by Libby Cantrill, PIMCO’s Head of Public Policy, to tackle the questions they hear most often from clients. Recorded just ahead of the U.S. midterm elections, they explore voter sentiment and the economy, Washington’s fiscal challenges, the growing politics of AI, U.S.-China relations and what investors should be watching as 2028 approaches.
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
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.
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
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.
The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
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.
We see significant implications for U.S. and global growth and inflation.
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs.