Watch Libby Cantrill on @FoxBusiness today at 6:30PM PT/ 9:30PM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @FoxBusiness today at 4:30PM PT/ 7:30PM ET Bio: pimco.com/experts/libby-cant…
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The Blue Wave might have been a rebuke of Trump and his economy, but Democrats have limited options to tackle affordability without him. On today’s Big Take podcast, PIMCO’s Head of Public Policy Libby Cantrill joins host @sarahsholder to discuss how the economic issues Democrats campaigned on could translate into policy and the compromises and clashes that may lie ahead bit.ly/4tEkU8R
“The AI story doesn’t have to die. I think it’s just shifting attention now to … how do we think of AI as it relates to the adopters, not just the creators?” — Charles Schwab Chief Investment Strategist Liz Ann Sonders.
As the AI story continues to evolve, the same handful of stocks may not tell the full story. Hear @LizAnnSonders on how AI is reshaping the indexes and what it could mean for advisors and investors.
Listen on Apple: pim.co/0b2c2f
Listen on Spotify: pim.co/83650a
Watch Tiffany Wilding on @BloombergTV today at 7:00AM PT/ 10:00AM ET Bio: pimco.com/experts/tiffany-wi…
Listen to Tony Crescenzi on @BloombergRadio today at 6:10AM PT/ 9:10AM ET Bio: pimco.com/experts/tony-cresc…
Higher bond yields aren’t just a U.S. story. Portfolio managers Pramol Dhawan and Sachin Gupta discuss where they’re finding opportunities across global fixed income, from the UK and Australia to select Latin American markets.
Learn more: pim.co/sE80Wb
Watch Libby Cantrill on @FoxBusiness today at 11:40AM PT/ 2:40PM ET Bio: pimco.com/experts/libby-cant…
The midterms could bring greater oversight and gridlock in Washington, while state-level action may create new challenges for the AI infrastructure buildout. Libby Cantrill breaks down the potential implications for policy, growth, inflation, and markets. pim.co/Z4mrSW
How did U.S. consumption withstand higher energy prices in 2026? Record midterm spending, counted as consumer spending, gave growth a hidden boost, and retroactive tax cuts added about $160 billion to household cash flow.
Read more in Macro Signposts: pim.co/VNcZuJ
Listen to Libby Cantrill on @BloombergRadio today at 4:40AM PT/ 7:40AM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @BloombergTV today at 4:15AM PT/ 7:15AM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @CNBC today at 11:05AM PT/ 2:05PM ET Bio: pimco.com/experts/libby-cant…
Watch Manny Roman on @BloombergTV today at 8:00PM PT/ 12:00PM Hong Kong (Tuesday, November 3) Bio: pimco.com/experts/emmanuel-r…
Higher real yields are pressuring commercial real estatvaluations, but credit markets remain resilient. Lotfi Karoui and Russell Gannaway explain why this may be a reset, not a replay of 2023. Read the article → linkedin.com/pulse/commercia…
Geopolitics and trade policy are reshaping how investors think about risk. Group CIO Dan Ivascyn joined Dan Simkowitz, co-president of @MorganStanley, on Hard Lessons to explain why classic analysis isn't enough now, and what 2005–2010 teaches us about AI, being early, and durability. Watch it here. pim.co/4a3814
Being adequately compensated for risk is our North Star.
It's reflected in how PIMCO approaches opportunity selection, flexibility across markets, and active asset management throughout the investment lifecycle. Hear more below. ⬇️
The Fed held rates steady in October as policymakers assess the effects of September’s hike and tighter financial conditions. We see this as a recalibration of policy, not a pause in a prolonged hiking cycle.
Read latest analysis from economists Tiffany Wilding and Graeme Westwood on what could come next. pim.co/669d7c
