Implications of the U.S. Election for Global Markets

PIMCO's latest commentary on election developments and their potential impact.

Market Update and Insights

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A Narrowly Democratic Congress Could Boost Spending and Growth
First the Election, Now the Governing: Fiscal Policy Priorities, Challenges, and Implications
The Outlook for Fiscal Policy and Credit Bonds Post U.S. Election
Secular Outlook Takeaways: Escalating Disruption
The Long Climb
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The Long Climb

While a near-term mechanical bounce in economic activity in response to the lifting or easing of lockdown measures looks likely, we expect the subsequent climb up to be long and arduous.

Six Key Questions on U.S. Policy and the Economic Outlook

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Product & Strategy Updates

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Unlocking Alternatives: Opportunities in Commercial Real Estate   Video
Straight From PIMCO: What We’re Watching in Emerging Markets   Video
Straight from PIMCO: Time to Be Conscious of Your Cash   Video

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Disclosures

CMR2016-1107-223783

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