- 17 Mar 2023
The failure of Silicon Valley Bank raises questions for Fed policy and economic growth.
PIMCO
- 17 Mar 2023
Bond markets are pricing in additional Federal Reserve interest rate hikes, acknowledging the central bank’s emphatic resolve to tame inflation despite the likely trade-offs.
- 17 Mar 2023
Shocks to the U.S. banking system underscore how even cash holdings can involve risk and also suggest that the timeline for a recession may have drawn nearer.
- 14 Mar 2023
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
- 09 Mar 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
- 06 Mar 2023
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
- 03 Mar 2023
As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks.
- 03 Mar 2023
After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023.
- 27 Feb 2023
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
- 22 Feb 2023
Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling.
- 15 Feb 2023
The European Central Bank has raised its policy rate, and more hikes are coming.
- 13 Feb 2023
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution...
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