PIMCO

PIMCO is proud to sponsor the Milken Institute Global Conference 2025, taking place from May 4 - 7 in Los Angeles. During the conference, themed Toward a Flourishing Future, PIMCO thought leaders will assess the state of play for investors in public and private credit markets amid a shifting investment terrain. Be sure to catch PIMCO at the Milken Institute Global Conference 2025. #MIGlobal Los Angeles | May 4-7, 2025 Learn more >>> https://pim.co/or90mdrr

Tax day is officially behind us. Financial advisors: as you begin to plan for the year ahead, join Head of Municipal Bond Management David Hammer as he sits down with Account Manager Antonese Robertson and Accrued Interest host Greg Hall for an actionable overview on how to leverage municipal bonds in an effort to maximize tax-efficiency in client portfolios. Listen on Spotify - https://pim.co/rkefbf8o Listen on Apple - https://pim.co/phrullo0

The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless. Economist Tiffany Wilding explains: https://pim.co/iwmepcha

Is stagflation on the horizon? Will the labor market soften? Is growth stalling? Former Federal Reserve Vice Chair Richard Clarida examines top-of-mind questions in three charts highlighting possible macro inflection points in the business cycle: from growth and inflation to labor and debt.

Is the era of the U.S. dollar as the world's dominant reserve currency coming to an end? With rising #tariffs and protectionist measures, the implications for the economy and investment landscape are extensive. PIMCO experts Marc Seidner and Pramol Dhawan discuss trade wars, the U.S. dollar, and what it means for investors: https://pim.co/py7v1ndg

While there is now more flexibility from the White House on broader #tariffs, caution is still encouraged. Head of Public Policy Libby Cantrill discusses our outlook for tariffs, raising the #debtceiling and #taxpolicy expectations: https://pim.co/6zifor2r

Kris Kraus, portfolio manager, joined The Wall Street Journal’s Take On the Week for an eye-opening discussion on consumer behavior, what investors should—and shouldn’t—be worried about as tariffs start to hit our pocketbooks and portfolios, and what to look out for in the earnings reports of credit card giants. Listen now: https://lnkd.in/gFx5DCey

PIMCO’s Group CIO Dan Ivascyn shares his insights on the risks and opportunities in today’s bond market amid ongoing market turbulence. Learn more >>> https://pim.co/w3076g3i

Last week was an unusually fluid week across financial markets as investors digested the prospect of tariffs along with questions around their implementation. Here are some of our latest observations about the economy and markets, as well as where we see investment opportunities: https://pim.co/cmjyc2lu

Tariff turbulence has led to significant volatility in stock prices. History shows that these types of downturns can take time to establish a bottom – typically taking five months in non-recessionary periods and nearly 12 months during recessions to stabilize. During times when equity markets experience substantial losses, high quality bonds have been a reliable investment delivering positive returns when investors need them most.