PIMCO Pod

In this episode of PIMCO Pod, we discuss the high-level outlook for U.S. policy in 2025 along with macroeconomic implications. 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...

In this episode of PIMCO Pod, we discuss how amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits. 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, we discuss how Federal Reserve policy decisions and related currency moves are crucial to the impact and effectiveness of 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...

In this episode of PIMCO Pod, we explore President-elect Donald Trump's possible policies and how they could affect U.S. stock markets and the economy. 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 inf...

In this episode of PIMCO Pod, we discuss how, as cash yields dwindle, the case for fixed income becomes increasingly compelling. 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 herei...

In this episode of PIMCO Pod, we discuss how the transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors. 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 r...

In this episode of PIMCO Pod, we discuss long-term inflation trends, and the outlook for a potentially more volatile path ahead. 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 herei...

In this episode of PIMCO Pod, we discuss concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value. 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...

In this episode of PIMCO Pod, we discuss the challenges of the U.S. deficit and debt as President-elect Donald Trump prepares to take office with a Republican Congress. 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 discuss the Federal Reserve's monetary policy outlook through 2025, emphasizing a return to a more normal economic environment that should allow for further rate cuts despite potential tariff increases under President-elect Donald Trump. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate fo...

In this episode of PIMCO Pod, we discuss how the inverse correlation between bonds and stocks has returned, broadening the potential for risk-adjusted returns in multi-asset portfolios. 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 delve into the economic risks, benefits, and uncertainties that have emerged in the wake of the recent election. 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 informati...

In this episode of PIMCO Pod, we discuss how even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his 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 info...

In this episode of PIMCO Pod, we discuss policy uncertainties that could shape the U.S. economy. 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 particular...

In this episode of PIMCO Pod, we discuss the uncertainty surrounding the direction and magnitude of possible market reactions to the U.S. election. 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 informa...

In this episode of PIMCO Pod, we discuss the fixed income outlook which remains strong, as the U.S. Federal Reserve joins other central banks in cutting interest rates. 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 discuss how the Fed is likely on a path to continue to cut rates over the next several meetings to realign monetary policy with a now more “normal” U.S. economy. 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 s...

In this episode of PIMCO Pod, we explore how balanced risks to inflation and employment indicate it’s time for the Fed to normalize interest rates, enhancing a positive backdrop for bonds. 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...

In this episode of PIMCO Pod, we explore Fed Chair Powell’s annual Jackson Hole speech, where he assessed the post-pandemic U.S. economy and suggested rate cuts are coming soon.  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 responsibili...

In this episode of PIMCO Pod, we explore the dispersion playing out across monetary policy and financial 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 findings from the firm’s second annual Global Real Estate Investment Forum, including secular trends across regions and sectors. 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 discuss how the likelihood of Vice President Kamala Harris becoming the Democratic nominee has shifted the race for the White House and improved congressional Democratic prospects. 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...

In this episode of PIMCO Pod, we share how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.  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 inc...

In this episode of PIMCO Pod, we explore how economic forces have produced a generational reset higher in bond yields - and a compelling outlook for fixed income. 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 listen...