PIMCO Pod

In this episode of PIMCO Pod, we discuss the factors driving recent volatility in Japan’s government bond markets. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based...

In this episode of PIMCO Pod, we discuss how the U.S. trade deficit is linked to its fiscal deficit, and how lessons from history suggest it could be difficult to correct trade imbalances without fiscal reform as well.  The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided...

In this episode of PIMCO Pod, we discuss how the recent Moody’s downgrade underscores tension over the U.S. debt outlook. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is no...

In this episode of PIMCO Pod, we discuss how emotions play a crucial role in investment decision-making by signaling risks, and why managing - not ignoring —these emotions leads to better financial choices.  The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcas...

In this episode of PIMCO Pod, we discuss how Fed officials are remaining patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of t...

In this episode of PIMCO Pod, we discuss how higher tariffs are likely to cause economic disruptions, affect consumer and business activity, and potentially lead to a challenging holiday season for the U.S. economy later this year. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon informat...

In this episode of PIMCO Pod, we discuss the outlook for Federal Reserve independence amid pressure from the Trump administration. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included her...

We discuss the challenges and implications of the U.S. economy's efforts to reduce reliance on China amid evolving trade policies and tariffs. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information...

In this episode of PIMCO Pod, we discuss how rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibilit...

In this episode of PIMCO Pod, we discuss how U.S. tariffs remain high despite recent exemptions for certain products, as the Trump administration remains committed to a broader trade policy agenda. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at th...

In this episode of PIMCO Pod, Group CIO Dan Ivascyn and Esteban Burbano, fixed income strategist, discuss the impact of U.S. tariffs on global markets, how we’re navigating the turbulence and why flexibility and a higher quality tilt are essential in this evolving environment. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropr...

We discuss the economic effects of the Trump administration's aggressive tariffs, which could lead to U.S. stagflation and global contraction while complicating the Federal Reserve's policy path. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the...

In this episode of PIMCO Pod, we discuss the significant implications for U.S. and global growth and inflation. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on...

In this episode of PIMCO Pod, we discuss the Trump administration’s commitment to tariffs as a long-term strategy to rebalance trade policy. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information in...

In this episode of PIMCO Pod, we discuss a time of sweeping geopolitical change and clear challenges for riskier assets, where bond markets offer a source of stability. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the...

In this episode of PIMCO Pod, we look at the impact of the Trump administration's trade policy, especially tariffs, and how this could affect U.S. economic growth and inflation in 2025. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole respo...

In this episode of PIMCO Pod, we explore the challenges facing possible U.S. efforts to intervene in currency markets. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not b...

In this episode of PIMCO Pod, we discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic growth. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility...

In this episode of PIMCO Pod, we discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic growth. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility...

In this episode of PIMCO Pod, we discuss the Trump administration's plan to scrutinize foreign trading practices and potentially impose reciprocal tariffs to tackle the U.S. trade deficit. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole re...

We discuss how lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not ba...

In this episode of PIMCO Pod, we discuss the potential slowdowns in the U.S. labor market and economic growth due to tightened immigration policies, despite previous boosts from immigrant workers. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the...

In this episode of PIMCO Pod, we explore the delicate balance between protectionism and global cooperation. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any...

In this episode of PIMCO Pod, we discuss the potential economic implications of recent U.S. tariff announcements under the Trump administration. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The informatio...

In this episode of PIMCO Pod, we discuss behavioral insights to help enhance investors' decision-making processes. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based...