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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.

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Odcinki

169 odcinków

  1. Inflation Is Sticky, But This Isn’t 2022 All Over Again 12:47
  2. The Credit Market Lens: Where to Seek Diversification From the AI Investment Theme 10:53
  3. Policy Options Are Available Now to Lower U.S. Mortgage Rates 10:53
  4. With Echoes of 1974, a Decisive Victory for the Democratic Party 15:42
  5. Campaign Spending: The Hidden Boost Behind U.S. Consumer Resilience 15:39
  6. CRE: A Reset, Not a Replay 9:59
  7. Fed Pauses as Rate Recalibration Continues 8:11
  8. Is AI Crowding Out the Rest of the Economy? 18:03
  9. The Credit Market Lens: The Other Side of Higher Yields 10:30
  10. October Fed Meeting Preview: A Pause Is Still a Recalibration 12:11
  11. The Credit Market Lens: Improved Optics But Unchanged Economics in Software Loans 6:50
  12. The AI Investment Boom Goes Beyond America 12:15
  13. The Credit Market Lens: Green Shoots and Legacy Risks in Direct Lending 7:53
  14. Growth Holds, Risks Widen 23:00
  15. The Credit Market Lens: An Oil Shock (Mostly) Like No Other 8:09
  16. Monetary Policy Through the Lens of Financial Conditions 13:35
  17. The U.S. Housing Market Becomes a More Local Story 9:19
  18. The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far) 7:10
  19. A Recalibration, Not a Rate-Hike Cycle 13:17
  20. The Credit Market Lens: AI Capex and the Limits of Crowding Out 9:59
  21. September Fed Hike May Be More Than a Risk Management Exercise 9:29
  22. The Credit Market Lens: One AI Trade for Now, Many Trades Later 10:38
  23. Drawing Comparisons Between Technology Regimes: A Behavioral View 11:13
  24. Welcome Back, Balanced Portfolio 15:46
  25. How a K-Shaped Economy Affects Opportunities in Asset Based Finance 9:43
  26. If Inflation Is the Problem, Why Aren't Wages? 11:57
  27. The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs 5:33
  28. Buybacks, Market Functioning, and Treasury Predictability 15:21
  29. PIMCO Perspectives: What's Pushing Long-Term Bond Yields Higher? 8:44
  30. The Credit Market Lens: Narrowing the Visibility Gap in Defaults 8:03
  31. Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains 12:41
  32. The Credit Market Lens: What BDC Markets Are Signaling About Private Credit Valuations 5:32
  33. As Older Workers Retire, Labor Costs Ease 10:46
  34. The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade 7:09
  35. Underlying Inflation Gauges: Trimming Noise or Trimming Signal? 13:31
  36. The Credit Market Lens: Still Buying America 7:18
  37. The Fed Holds Steady, But Questions Linger 10:46
  38. Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets 14:32
  39. The Credit Market Lens: The Return of Financial Engineering – Not 2008, But Not Nothing 8:52
  40. When Monetary Policy Surprises Stop Translating 11:46
  41. The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation 6:09
  42. PIMCO Perspectives: Old-Fashioned Bond Math for a New-Fashioned Fed 9:52
  43. Real Estate: From Repricing to Relevance 13:49
  44. Fed Policymaker Comments Raise the Stakes for Inflation Data 13:40
  45. The Credit Market Lens: A Higher Bar for Earnings Season 5:43
  46. The Credit Market Lens: A Growing Divide in Leveraged Finance 9:00
  47. Does AI Raise or Lower Neutral Rates? 10:22
  48. The Credit Market Lens: What BDC Redemptions and NAV Pressures Mean for Investors 9:59
  49. Will Greater Monetary Policy Uncertainty Lead to Tighter Financial Conditions? 13:48
  50. Global Bond Diversification: Higher Yields and New Opportunities for Alpha 10:11