PIMCO

Monetary Policy Through the Lens of Financial Conditions

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO

The Credit Market Lens: An Oil Shock (Mostly) Like No Other

This year’s energy price shock isn’t exactly following the historical playbook, with markets and economies absorbing much of the impact...

PIMCO

Growth Holds, Risks Widen

Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline...

PIMCO

The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)

Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.

PIMCO

A Recalibration, Not a Rate-Hike Cycle

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO

Cleared for Take-off: The Aviation Finance Opportunity

In this episode of Fixing Your Interest, PIMCO's Kris Kraus is joined by Greg Conlon, CEO of High Ridge Aviation,...

PIMCO

Welcome Back, Balanced Portfolio

For much of the past decade and a half, investors saw little reason to favor bonds over equities. Yields were...

PIMCO

The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs

Most U.S. investment grade and high yield borrowers appear positioned to withstand refinancing costs, but CCC rated issuers face greater...

PIMCO

How to Stop Chasing Headlines and Build More Resilient Portfolios

In a world of constant headlines, how can investors separate signal from noise? In this episode of Fixing Your Interest,...

PIMCO

What’s Pushing Long-Term Bond Yields Higher?

The 30-year U.S. Treasury yield has touched roughly 5.3% in the past week, a level not seen in nearly two...

PIMCO

The Key Inflation Signal for Investors

In the early weeks of Kevin Warsh’s start as chair of the U.S. Federal Reserve, there has been renewed focus...