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PIMCO Perspectives

Trade Wars and the U.S. Dollar

Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
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Featured Insights

Economic and Market Commentary

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.

Economic and Market Commentary

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.

Economic and Market Commentary

The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.

Economic and Market Commentary

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.

Economic and Market Commentary

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.

Economic and Market Commentary

Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.

Economic and Market Commentary

We see significant implications for U.S. and global growth and inflation.

Economic and Market Commentary

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.

Economic and Market Commentary

Tariff policies have the potential to drive stagflation in the U.S. and contraction in other countries, and to complicate the Federal Reserve’s monetary decisions.

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