Navigating Global Market Turbulence
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Economic and Market Commentary
Tariff Turbulence: What to Watch, Including Possible Constraints
You Face Challenges. We See Possibilities.
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Featured Insights
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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.
While the path may have twists and turns, the destination seems clear: higher U.S. tariffs.
Mounting risks to growth and inflation have the Federal Reserve taking a cautious approach to monetary policy.
ECB: It Will Get Harder From Here
The European Central Bank will likely continue to cut interest rates, but future decisions could be more contentious.
In the ever-evolving fixed income markets, active management offers compelling opportunities for investors. CIO Core Strategies Mohit Mittal explains our process for building resilient portfolios and the areas we see opportunity to maximize potential total return today.