PIMCO Pod
Episodes
Alternatives Investment Outlook - Private Credit: Asset-Based Finance Shines as Lending Landscape Evolves
13 Dec 2024
Contributed by Lukas
In this episode of PIMCO Pod, we discuss how the transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented oppo...
Global Inflation: Is the Tide Turning?
11 Dec 2024
Contributed by Lukas
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...
PIMCO Perspectives - Thoughts From the Bond Vigilantes
10 Dec 2024
Contributed by Lukas
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 b...
U.S. Debt Dilemma: Politics and Economics
29 Nov 2024
Contributed by Lukas
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 Re...
Fed 2025 Outlook: Hikes Still Unlikely
21 Nov 2024
Contributed by Lukas
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 en...
Negative Correlations, Positive Allocations
20 Nov 2024
Contributed by Lukas
In this episode of PIMCO Pod, we discuss how the inverse correlation between bonds and stocks has returned, broadening the potential for risk-adjusted...
Economic Changes That U.S. Voters Want to See
15 Nov 2024
Contributed by Lukas
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...
Trump’s Second Act: What to Expect 2025 and Beyond
12 Nov 2024
Contributed by Lukas
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, sl...
Key Policy Questions Likely to Linger After the Election
06 Nov 2024
Contributed by Lukas
In this episode of PIMCO Pod, we discuss policy uncertainties that could shape the U.S. economy. The discussion and content provided within this podc...
Mixed Signals: Assessing How Markets Might Respond to the U.S. Election
31 Oct 2024
Contributed by Lukas
In this episode of PIMCO Pod, we discuss the uncertainty surrounding the direction and magnitude of possible market reactions to the U.S. election. T...
PIMCO Cyclical Outlook - Securing the Soft Landing
10 Oct 2024
Contributed by Lukas
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 cutti...
Starting With a Bang: Fed Cuts Policy
20 Sep 2024
Contributed by Lukas
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 p...
PIMCO Perspectives - Cuts and Consequences
13 Sep 2024
Contributed by Lukas
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, ...
Powell on Fed Policy Moves: The Time Has Come
27 Aug 2024
Contributed by Lukas
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 suggest...
PIMCO Perspectives - Summer of Dispersion
08 Aug 2024
Contributed by Lukas
In this episode of PIMCO Pod, we explore the dispersion playing out across monetary policy and financial markets. The discussion and content provided...
PIMCO Real Estate Outlook - Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market
24 Jul 2024
Contributed by Lukas
In this episode of PIMCO Pod, we discuss findings from the firm’s second annual Global Real Estate Investment Forum, including secular trends across...
Major Shakeup in U.S. Election Diminishes Odds of a Republican Sweep
23 Jul 2024
Contributed by Lukas
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 t...
PIMCO Perspectives - The Cost of Cash: A $6 Trillion Question
01 Jul 2024
Contributed by Lukas
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 discu...
PIMCO Secular Outlook - Yield Advantage
26 Jun 2024
Contributed by Lukas
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 f...