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 for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The...

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 responsibility of the listener. The information included herein is not based on any particularized financial situation, or need,...

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 information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not...

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 information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on...

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 particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment...

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 information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not...

In this episode, 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 listener. The information included herein is not based on any particularized financial situation, or need,...

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. Stay tuned after the conclusion of the podcast for additional important information. 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...

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. Stay tuned after the conclusion of the podcast for additional important information. 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 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 responsibility of the listener. The information included herein is not based on any particularized financial...

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 on any particularized financial situation, or need, and is not intended to be, and should not be...

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 listener. The information included herein is not based on any particularized financial...

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 podcast is at the sole responsibility of the listener. The information included herein is not...

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 included herein is not based on any particularized financial situation, or need, and is not intended...

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 listener. The information included herein is not based on any particularized financial situation, or...