October Fed preview. Tiffany Wilding expects a hold at 3.75%–4.0% with a clear tightening bias. The most likely next move? A 25-basis-point hike in December.
Read her latest Macro Signposts → pim.co/d6aa66
Watch Lotfi Karoui on @BloombergTV today at 9:30AM PT/ 12:30PM ET Bio: pimco.com/experts/lotfi-karo…
A lot is happening in credit markets right now: Treasury yields, the technology sector's ongoing capex cycle, and historically tight spreads.
Lotfi Karoui explains the key implication for investors today. ⬇️
Improved optics don’t necessarily mean improved economics. For weaker software credits, AI disruption and elevated refinancing costs continue to create challenges. Read the latest Credit Market Lens from Lotfi Karoui. linkedin.com/pulse/improved-…
Watch and Listen to Toni Crescenzi on @BloombergTV & @BloombergRadio today at 5:20AM PT/ 8:20AM ET Bio: pimco.com/experts/toni-cresc…
Watch Andrew Balls on @BloombergTV today at 3:45AM PT/ 6:45AM ET Bio: pimco.com/experts/andrew-bal…
Watch Libby Cantrill on @FoxBusiness today at 11:25AM PT/ 2:25PM ET Bio: pimco.com/experts/libby-cant…
U.S. spending on AI is powering factories and exports across Asia as more economies build AI capacity. In her latest Macro Signposts, Tiffany Wilding explains why AI has become a global growth driver and the risks if spending slows. Read it here → pim.co/d27358
Listen to Libby Cantrill on @BloombergRadio today at 4:40AM PT/ 7:40AM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @BloombergTV today at 4:15AM PT/ 7:15AM ET Bio: pimco.com/experts/libby-cant…
Income Update with Dan Ivascyn: how the team is positioning for today’s rate environment, the role of high-quality duration in today's portfolios, and the opportunities we're finding across global fixed income.
Register now → pim.co/a85b55
Watch Tiffany Wilding on @CNBC today at 5:35AM PT/ 8:35AM ET Bio: pimco.com/experts/tiffany-wi…
After years of borrower-friendly underwriting, the tide may be shifting in direct lending. New loans are generally offering wider spreads, lower leverage, larger equity cushions, and stronger debt-servicing capacity. Lotfi Karoui explains in The Credit Market Lens → linkedin.com/pulse/green-sho…
When information is endless and AI-advice is everywhere, the modern advisors' edge may come from something that technology can’t replicate: trust and human connection.
David Chubak, Head of Wealth Management and Field Management at Edward Jones, joins Greg Hall on the Accrued Interest podcast to share how, in a world with more answers and anxiety than ever, advisors can build stronger client relationships.
Listen on Apple: podcasts.apple.com/us/podcas…
Listen on Spotify: open.spotify.com/episode/4JR…
Growth is holding up, but the risks are broadening.
Our latest Cyclical Outlook explores what's supporting the economy today and what could change the picture tomorrow. Read it here:
pim.co/5f2297
Listen to Tiffany Wilding on @BloombergRadio today at 6:00AM PT/ 9:00AM ET Bio: pimco.com/experts/tiffany-wi…
Watch Tiffany Wilding on @BloombergTV today at 5:30AM PT/ 8:30AM ET Bio: pimco.com/experts/tiffany-wi…
This year's energy price shock doesn't exactly follow the historical playbook. Markets and economies have absorbed much of the impact, but clear risks remain. Lotfi Karoui explains what's different in the latest edition of The Credit Market Lens → linkedin.com/pulse/oil-shock…
Watch Christian Stracke on @BloombergTV today at 8:30PM PT/ 11:30AM Singapore (Friday, October 2) Bio: pimco.com/experts/christian-…
Major central banks are putting greater emphasis on financial conditions when assessing monetary policy. In her latest Macro Signposts, Tiffany Wilding explores what financial conditions are signaling about growth, inflation, and the Fed's policy recalibration.
Read it here → pim.co/14ce04
