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
2023/09/21
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
2023/07/26
Amid an outlook for slower growth and more moderate inflation, the Fed shifts to data dependence.
Blog
2023/07/12
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
2023/06/14
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
2023/05/03
Tighter credit conditions pose increasing risks to economic activity, leading the U.S. Federal Reserve to signal a likely pause.
Viewpoints
2023/04/25
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
2023/04/12
March inflation data may put the Federal Reserve close to its terminal policy rate this cycle, if it hasn’t already reached it.
Blog
2023/03/23
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.
Blog
2023/02/14
U.S. inflation may not be moderating as quickly as many were expecting.