April 2025 Update from the Australia Trade Floor
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Economic and Market Commentary
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
You Face Challenges. We See Possibilities.
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Stay Informed with PIMCO's Insights
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Challenges to Fed Independence
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 outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.
Actionable Alternatives: Residential Credit
In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.
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.
Unpacking Global Fiscal and Trade Imbalances
PIMCO Economist Tiffany Wilding shares her analysis of select countries’ fiscal and trade imbalances influencing recent U.S. tariff policy and their implications for inflation and recession risks.
Policy Volatility and Market Implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.
We see significant implications for U.S. and global growth and inflation.
Stay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence.