Macro Perspectives New Paradigm? Secular forces in the global economy suggest we aren’t likely to see a new paradigm of stronger growth, higher inflation and higher interest rates under the Trump administration.
Viewpoints Breakeven Inflation Rates: What’s Beyond the Post-Election Bump? Trump’s fiscal and immigration policies appear likely to boost the near-term inflation trajectory.
PIMCO Blog The Trump Trade: Rhetoric Versus Reality Investors have generally been “risk on” since Donald Trump’s victory on 8 November. Are they right?
