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PIMCO Blog Could Trade Turmoil Be an Economic Spoiler for the U.S.? Could Trade Turmoil Be an Economic Spoiler for the U.S.? Overall, we believe the administration’s recent trade policies and proposals pose a negative risk to our U.S. economic outlook over the cyclical (six- to 12-month) horizon, while the longer-term impact is less certain.
PIMCO Blog The Summer of Discontent on Trade? Deadlines, Headlines and Escalation Catalysts The Summer of Discontent on Trade? Deadlines, Headlines and Escalation Catalysts With the number of potential catalysts in the next month or so, we could see trade risk escalate.
PIMCO Blog Trade Tensions Mount: What It Means for Growth Trade Tensions Mount: What It Means for Growth We expect the direct economic impact of current trade actions to be relatively minor (and dwarfed by the pro-growth measures passed to date), but further escalation of trade tensions could strengthen the economic headwinds.
PIMCO Blog Uniform Mortgage-Backed Security Initiative (‘Single Security’): Stop Throwing Good Money After Bad Uniform Mortgage-Backed Security Initiative (‘Single Security’): Stop Throwing Good Money After Bad In our view as investors, the U.S. Federal Housing Finance Agency’s (FHFA) “Single Security” initiative is emblematic of a sunk cost fallacy.
PIMCO Blog Trump, Tariffs and Trade: Three Takeaways for Investors Trump, Tariffs and Trade: Three Takeaways for Investors We believe the trade actions with the most significant potential economic and market impact have yet to unfold.
Libby Cantrill Executive Office, Public Policy Ms. Cantrill is a managing director and the head of public policy for PIMCO. In this capacity, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide to a member of Congress and also worked in the investment banking division at Morgan Stanley. She has 15 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is also a CFA charterholder and a regular contributor to Bloomberg and CNBC.
