The Author

Daniel J. Ivascyn

Group Chief Investment Officer

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Latest Insights

Viewpoints

Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing

The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.

Viewpoints

Opportunities in Private Credit: Stepping In as Banks Step Out

As banks pull back from many types of lending, demand for capital is outpacing supply, providing the best potential opportunities in private credit since the GFC.

Blog

October CPI: Small Surprise, Large Market Reaction

U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.

Asset Allocation Outlook

Prime Time for Bonds

In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.

Strategy Spotlight

Income Strategy Update: Poised for Resilience and Potential Price Appreciation

We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.

Blog

Despite Resilient Data, Fed Signals Prolonged Pause

Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.

Blog

ECB on Autopilot

The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.

Blog

ECB on Autopilot

The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.

Cyclical outlook

Post Peak

Our outlook for the global economy and markets over the next year

Viewpoints

Major Central Banks Maintain Hard‑Line Stance on Inflation

“Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target.

Disclosures

London
PIMCO Europe Ltd
11 Baker Street
London W1U 3AH, England
+44 (0) 20 3640 1000

Dublin
PIMCO Europe GmbH Irish Branch,
PIMCO Global Advisors (Ireland)
Limited
3rd Floor, Harcourt Building 57B Harcourt Street
Dublin D02 F721, Ireland
+353 (0) 1592 2000

Munich
PIMCO Europe GmbH
Seidlstraße 24-24a
80335 Munich, Germany
+49 (0) 89 26209 6000

Milan
PIMCO Europe GmbH - Italy
Via Turati nn. 25/27
20121 Milan, Italy
+39 02 9475 5400

Zurich
PIMCO (Schweiz) GmbH
Brandschenkestrasse 41
8002 Zurich, Switzerland
Tel: + 41 44 512 49 10

Madrid
PIMCO Europe GmbH - Spain
Paseo de la Castellana, 43
28046 Madrid, Spain
Tel: +34 810 809 912

Paris
PIMCO Europe GmbH - France
50–52 Boulevard Haussmann,
75009 Paris

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The Outlook for Inflation, Near Term and Long Term

The Author

Daniel J. Ivascyn

Latest Insights

Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing

Opportunities in Private Credit: Stepping In as Banks Step Out

October CPI: Small Surprise, Large Market Reaction

Prime Time for Bonds

Income Strategy Update: Poised for Resilience and Potential Price Appreciation

Despite Resilient Data, Fed Signals Prolonged Pause

ECB on Autopilot

Related

ECB on Autopilot

Post Peak

Major Central Banks Maintain Hard‑Line Stance on Inflation

Disclosures

Blog: Inflation Outlook: Relatively Range-Bound

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