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Your guide to 2025. Enhance client conversations with confidence.

How Effectively Can the US Economy Untether from China?

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.
How Effectively Can the U.S. Economy Untether From China?

Washington Watch with Libby Cantrill, Head of U.S. Public Policy

PIMCO’s Washington expert shares 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.
Tariff Turbulence: What to Watch, Including Possible Constraints

Tracking Tariffs with Libby Cantrill & Tiffany Wilding

With recent tariff announcements and the resulting market movements, maintaining a clear mindset can be incredibly difficult – yet it is crucial now more than ever. Join host Greg Hall with Libby Cantrill, head of U.S. Public Policy, and economist, Tiffany Wilding as they share insights on tariffs, future Fed policy and more.
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