Trade Wars and the U.S. Dollar
You Face Challenges. We See Possibilities.
This is a carousel with individual cards. Use the previous and next buttons to navigate.
Featured Insights
This is a carousel with individual cards. Use the previous and next buttons to navigate.
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.
The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.
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.
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.
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.
We see significant implications for U.S. and global growth and inflation.
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.