Castuner

PIMCO Pod

PIMCO

Welcome to PIMCO Pod, where you can listen to readings of PIMCO’s key thought leadership – from our latest economic outlook to the best ideas from our global investment team. Dive into a world of deep expertise across public and private markets and get insights to help you gain an edge in an ever-changing world.

Website des Podcasts

In deiner App anhören

Folgen

168 Folgen

  1. The Credit Market Lens: Where to Seek Diversification From the AI Investment Theme 10:53
  2. Policy Options Are Available Now to Lower U.S. Mortgage Rates 10:53
  3. With Echoes of 1974, a Decisive Victory for the Democratic Party 15:42
  4. Campaign Spending: The Hidden Boost Behind U.S. Consumer Resilience 15:39
  5. CRE: A Reset, Not a Replay 9:59
  6. Fed Pauses as Rate Recalibration Continues 8:11
  7. Is AI Crowding Out the Rest of the Economy? 18:03
  8. The Credit Market Lens: The Other Side of Higher Yields 10:30
  9. October Fed Meeting Preview: A Pause Is Still a Recalibration 12:11
  10. The Credit Market Lens: Improved Optics But Unchanged Economics in Software Loans 6:50
  11. The AI Investment Boom Goes Beyond America 12:15
  12. The Credit Market Lens: Green Shoots and Legacy Risks in Direct Lending 7:53
  13. Growth Holds, Risks Widen 23:00
  14. The Credit Market Lens: An Oil Shock (Mostly) Like No Other 8:09
  15. Monetary Policy Through the Lens of Financial Conditions 13:35
  16. The U.S. Housing Market Becomes a More Local Story 9:19
  17. The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far) 7:10
  18. A Recalibration, Not a Rate-Hike Cycle 13:17
  19. The Credit Market Lens: AI Capex and the Limits of Crowding Out 9:59
  20. September Fed Hike May Be More Than a Risk Management Exercise 9:29
  21. The Credit Market Lens: One AI Trade for Now, Many Trades Later 10:38
  22. Drawing Comparisons Between Technology Regimes: A Behavioral View 11:13
  23. Welcome Back, Balanced Portfolio 15:46
  24. How a K-Shaped Economy Affects Opportunities in Asset Based Finance 9:43
  25. If Inflation Is the Problem, Why Aren't Wages? 11:57
  26. The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs 5:33
  27. Buybacks, Market Functioning, and Treasury Predictability 15:21
  28. PIMCO Perspectives: What's Pushing Long-Term Bond Yields Higher? 8:44
  29. The Credit Market Lens: Narrowing the Visibility Gap in Defaults 8:03
  30. Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains 12:41
  31. The Credit Market Lens: What BDC Markets Are Signaling About Private Credit Valuations 5:32
  32. As Older Workers Retire, Labor Costs Ease 10:46
  33. The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade 7:09
  34. Underlying Inflation Gauges: Trimming Noise or Trimming Signal? 13:31
  35. The Credit Market Lens: Still Buying America 7:18
  36. The Fed Holds Steady, But Questions Linger 10:46
  37. Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets 14:32
  38. The Credit Market Lens: The Return of Financial Engineering – Not 2008, But Not Nothing 8:52
  39. When Monetary Policy Surprises Stop Translating 11:46
  40. The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation 6:09
  41. PIMCO Perspectives: Old-Fashioned Bond Math for a New-Fashioned Fed 9:52
  42. Real Estate: From Repricing to Relevance 13:49
  43. Fed Policymaker Comments Raise the Stakes for Inflation Data 13:40
  44. The Credit Market Lens: A Higher Bar for Earnings Season 5:43
  45. The Credit Market Lens: A Growing Divide in Leveraged Finance 9:00
  46. Does AI Raise or Lower Neutral Rates? 10:22
  47. The Credit Market Lens: What BDC Redemptions and NAV Pressures Mean for Investors 9:59
  48. Will Greater Monetary Policy Uncertainty Lead to Tighter Financial Conditions? 13:48
  49. Global Bond Diversification: Higher Yields and New Opportunities for Alpha 10:11
  50. The Credit Market Lens: Sharpe Is Back in Emerging Markets 6:03