Insights
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Summer of Dispersion
In this PIMCO Perspectives, we explore the dispersion playing out across monetary policy and financial markets.
The central bank’s latest policy statement and Chair Jerome Powell’s remarks suggest that an initial interest rate cut could come as soon as September.
Macro & Markets – Summer Edition (CE)
Join us for PIMCO’s “Macro & Markets” webinar, a quarterly conversation where we help contextualize the fixed income market and share insights from PIMCO’s Cyclical and Secular outlooks. This quarter: investing in an uncertain world and putting cash to work. The case for fixed income and tapping into higher yields. Watch and earn 1-hour of complimentary Continuing Education (CE).
Quarterly Income Update
Join Dan Ivascyn, Group CIO, and Esteban Burbano, fixed income strategist, for our quarterly income update on performance and positioning. They will also discuss our latest global outlook, current market conditions and how the team is taking advantage of exciting opportunities now.
With Vice President Kamala Harris likely to be the Democratic nominee, the race for the White House has shifted and congressional Democratic prospects have improved.
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
ECB: Next Stop, September
While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.
Explore the opportunities we see in consumer-related lending, which offers quality and potentially a great runway for growth.
Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets.