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Click on the titles below to access historical PIMCO publications
Featured Market Commentary
Investment Outlook By Bill Gross
2009
·
11/09 Midnight Candles
·
10/09 Doo-Doo Economics
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09/09 On the “Course” to a New Normal
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08/09 Investment Potions
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07/09 "Bon" or "Non" Appétit?
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06/09 Staying Rich in the New Normal
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05/09 2 + 2 = 4
·
04/09 The Future of Investing: Evolution or Revolution?
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02/09 Hairy Lips Sink Ships
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02/09 BEEP BEEP!
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01/09 Andrew Mellon vs. Bailout Nation
2008 IO Archive
12/08
Dow 5,000 Redux
11/08
So CQish
10/08
Nothing to Fear but McFear Itself
09/08
There's a Bull Market Somewhere?
08/08
Mooooooo!
07/08
Dear President Obama:
05/08
Hmmmmm?
04/08
All Quiet on the Western Front
04/08
When I'm Sixty-Four
02/08
No Country for Old Maids
01/08
Better Late Than Never
01/08
Pyramids Crumbling
2007 IO Archive
12/07
The Shadow Knows
10/07
Shadow Dancing
10/07
What Do They Know?
08/07
Where’s Waldo?Where’s W?
07/07
Enough is Enough
06/07
Looking for Contagion in All the Wrong Places
05/07
How We Learned to Stop Worrying (so much) and Love “Da Bomb”
04/07
Grim Reality
03/07
Ten Little Assets
02/07
100 Bottles of Beer on the Wall
01/07
The 5% Solution
2006 IO Archive
12/06
Reality Check
11/06
Alpha/Beta Anaemia
09/06
Empty Nesting/Successful Investing
09/06
No Cuts, No Butts, No Coconuts
07/06
The End of History and the Last Bond Bull Market
05/06
Mission Impossible?
05/06
As GM Goes, So Goes the Nation
04/06
*@?#»! Bond Tradingand the Tyranny of Indexation
03/06
The Gang Who Couldn’t Talk Straight
02/06
Curveball
01/06
A Gift That Should Keep on Giving
2005 IO Archive
12/05
Secrets
10/05
Takin’ It To The Blog
10/05
Deliberate Acts Of Kindness
09/05
“Lunch” Time
08/05
"They’re" Winning
07/05
Fire!
05/05
The Strange Tale of the Bare-Bottomed King
04/05
Everything You Wanted to Know About The Universe But Were Afraid to Ask
Global Central Bank Focus (formerly Fed Focus) By Paul McCulley
2009
·
11/09 The Uncomfortable Dance Between V’ers and U’ers
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09/09 "Because I Said So..."
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07/09 What If?
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06/09 The Exit Strategy: It’s About Hiking the Fed Funds Rate, Not Necessarily Soaking Up Excess Reserves
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05/09 The Shadow Banking System and Hyman Minsky’s Economic Journey
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04/09 Comments Before the Money Marketeers Club Playing Solitaire with a Deck of 51, with Number 52 on Offer
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02/09 Saving Capitalistic Banking From Itself
2008 Global Central Bank Focus (formerly Fed Focus) Archive
12/08
All In
11/08
The Paradox of Deleveraging Will Be Broken
09/08
In the Fullness of Time
08/08
The Narrowing Ecologies of Global Growth
07/08
The Paradox of Deleveraging
06/08
A Kind Word for Inflation
05/08
What Does It Mean When Monetary Policy Conducts a Fiscal Policy Operation?
04/08
Credit, Markets, and the Real Economy: Is the Financial System Working? A Reverse Minsky Journey
03/08
Not Good Times
02/08
Chasing the Neutral Rate Down: Financial Conditions, Monetary Policy, and the Taylor Rule
12/07
A Perfervid Moment
2007 Global Central Bank Focus (formerly Fed Focus) Archive
11/07
Comments Before the Money Marketeers Club Minsky and Neutral: Forward and in Reverse
11/07
Perils of Plenty: Can Foreign Reserves Grow Forever?*
10/07
A Reverse Minsky Journey
09/07
Teton Reflections
07/07
The Slip Between the Cup and the Lip
06/07
What Can Go Wrong: China*
06/07
Requiem For A Princess
04/07
The Costly Uncomfortable Reality About the Wrong Definition of Comfortable
03/07
The Plankton Theory Meets Minsky
01/07
If Fed Funds Rate “Fails” To Fall
01/07
Just-Right Ben?
2006 Global Central Bank Focus (formerly Fed Focus) Archive
11/06
Reflexive Potential
10/06
Time-Varying Variables Vary
09/06
At Seventeen
08/06
Don’t Shoot Ben and Don’t Short Bonds
06/06
A Kind Word for the Austrian School
05/06
Moral Hazard Interruptus
05/06
The Root of All Evil?
05/06
The Root of All Evil?
03/06
Comments Before The Money Marketeers Club: Musings on Inflation Targeting
02/06
The Knack for When and the Gift for How
01/06
Is The Price Right?
2005 Global Central Bank Focus (formerly Fed Focus) Archive
12/05
MEW Drag
12/05
Reflexive Disintermediation: Say What? Learning To Live With It
11/05
How To Break the Irony of Too Much Success
09/05
Pyrrhic Victory
07/05
Keeping the Rabbit at Home and the Dog at the Office
06/05
Fundamentals In Technical DragAre Still Fundamentals
04/05
Slow and Easy, Baby
Emerging Markets Watch
2009
·
08/09 Emerging Markets in the New Normal
·
04/09 The Best Offence Is a Good Defence (and Vice Versa)
·
01/09 Rewind or Fast Forward?
2008 EMW Archive
08/08
Back to Berra
04/08
Decoupling
2007 EMW Archive
11/07
“The Times They Are a-Changin’”
08/07
Never Send to Know For Whom the Bell Tolls; It Tolls For Thee.
04/07
Can You (Point Your Fingers and Do the Twist)?
2006 EMW Archive
09/06
“Is It Safe?”
06/06
End of the Asset Class…Hardly
03/06
“It’s the Economy, Stupid…”
Global Markets
European Perspectives
2009
·
10/09 ERM Blues
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07/09 Why Is UK Inflation so Sticky?
·
07/09 Credit – New Issues and Elevators:A Closer Look at European Credit Supply
·
03/09 Boldly Going Where No Governor Has Gone Before*
·
02/09 Policymakers as Rainmakers: A New Trend in Credit Selection
2008 European Perspectives Archive
07/08
Euro Zone Divergences: The “Noise” is Increasing
04/08
Haven't We Been Here Before?
04/08
Is Euroland Heading for a Recession (too)? Why the European Central Bank Should Be Pro-active and Cut Now
2007 European Perspectives Archive
12/07
A Nasty Vicious Circle
12/07
Which One Do You Believe?
10/07
Euroland’s Real Estate and its Importance for the Euroland Economy and ECB Policy
08/07
Euro Zone Growth - Can It Last?
06/07
The Time Has Come for a Standardised If Not Unified Euroland Government Bond Market
05/07
Three Strikes and Out
03/07
Inflation and the Curve
03/07
Is Euroland Immune to U.S. Contagion?
01/07
The Bulletproof Bond
2006 European Perspectives Archive
12/06
The Winner’s Curse
11/06
Credit Creation Versus Headwinds
05/06
Normalization
03/06
House Prices and Monetary Policy
01/06
A Curve Too Flat?
2006 Japan Perspectives Archive
04/06
How to respond to policy change by the Bank of Japan
Japan Credit Perspectives
2009
·
02/09 Outlook for Global Finance: The Evolving Crisis and Japan’s Experience
2008 Japan Credit Perspectives Archive
08/08
Responding to Financial Crises: Lessons to Learn from
Japan
’s Experience
07/08
US Subprime Loan Crisis and Japanese Credit Markets (Vol. 4)
05/08
US Subprime Loan Crisis and Japanese Credit Markets (Vol.3)
01/08
U.S. Subprime Loan Turmoil and Japanese Credit Markets (2)
2007 Japan Credit Perspectives Archive
10/07
U.S.
Subprime Loan Turmoil and Japanese Credit Markets
06/07
How to Generate Potential Alpha in Credit Investment
04/07
Overview of
Japan
’s Residential Mortgage Market
01/07
Hybrid Securities, a New Investment Choice
2006 Japan Credit Perspectives Archive
10/06
Global Bond Market and Japan
US Credit Perspectives
2009
·
10/09 Tighter Fairways
·
07/09 Rising Tide to Choppy Waters
·
04/09 Opportunities in High-Quality Credit
2008 US Credit Perspectives Archive
12/08
Credit Now, Equities Later
10/08
Trick or Treat?
07/08
It's Been a Long Time
04/08
Slimming Down
02/08
Triple Play
2007 US Credit Perspectives Archive
11/07
Driver or 2-Iron?
08/07
Eagle Putt
Global Perspectives
2009
·
10/09 With Privilege Comes…?
·
07/09 The Dog that Didn't Bark –and the One that Did
·
03/09 A Lot of Bucks, But How Much Bang?
2008 Global Perspectives Archive
10/08
The US Trade Deficit Is Set to Shrink: That’s a Good Thing…Right?
06/08
Exchange Rates Since the Last Global Financial Crisis: What My Crystal Ball Didn’t Tell Me in 1998
04/08
After Fukui
01/08
More Shoes to Drop, But Investment Opportunities for 2008 Remain
2007 Global Perspectives Archive
10/07
A Hard Day’s Knight: The Global Financial Market Confronts Uncertainty, Not Just Risk (and the Difference is Important)
08/07
Quantifying the Exorbitant Privilege
06/07
Is Bad News About Inflation Good News for the Exchange Rate?
04/07
Petrodollars, the Savings Bust, and the U.S. Current Account Deficit
01/07
A Great Moderation, But Global Diversification Is Still A Great Deal
2006 Global Perspectives Archive
10/06
Interesting Times
2007 Global Macro Themes Archive
07/07
Finding the Exit
2006 Global Macro Themes Archive
12/06
Global Rebalance, Consumer Imbalance
10/06
Core, Headline and National Identity
2007 Capital Perspectives Archive
06/07
When Capital Flows Uphill: Emerging Markets as Creditors
01/07
Petrodollars, Asset Prices, and the Global Financial System
Asian Perspectives
2009
·
10/09 Emerging Asia: Cyclical Lifts Reinforce Secular Supports
Press Releases
2009
·
08/09 PIMCO Hires Marc Seidner as Executive Vice President and Portfolio Manager
·
05/09 PIMCO Appoints Richard Weil as Global Head of PIMCO Advisory and Douglas Hodge as Chief Operating Officer of PIMCO
·
04/09 PIMCO Announces Promotions
·
03/09 PIMCO’s Bill Gross’s March Podcast Available on iTunes
2008 Press Releases Archive
12/08
PIMCO Launches Unconstrained Bond Strategy
10/08
PIMCO Hires Christopher Getter as Emerging Markets Product Manager
09/08
PIMCO Co-CEO Bill Thompson to Retire At End of 2008
08/08
PIMCO Hires Brigitte Posch as Emerging Markets Portfolio Manager
05/08
PIMCO Hires Eve Tournier as Credit Portfolio Manager
04/08
PIMCO Hires Christian Stracke as Co-Head of Credit Research
04/08
PIMCO Announces Promotions
01/08
PIMCO CIO and Founder Bill Gross Comments on 3rd Morningstar Fixed-Income Manager of the Year Award
Viewpoints
2009
·
11/09 Short-term Stability at the Cost of Longer-term Instability?
·
10/09 The Two-Stage De-Risking of Banks
·
10/09 Periodic Systemic Risk and Investment Strategy
·
10/09 Optimism After the G-20
·
09/09 Return of the Old Ways of Thinking Threatens Recovery
·
09/09 Beyond Inventories and Fiscal Stimulus
·
09/09 Bernanke’s Four Point “To-Do” List
·
08/09 Markets Must Exit the Artificial Comfort Zone Created by "Green Shoots"
·
08/09 What Now for the World's Central Bankers at Jackson Hole?
·
08/09 The Recession Is Over – Now What?
·
08/09 Curtis Mewbourne Discusses PIMCO’s Diversified Income Strategy
·
08/09 Emerging Financial Markets After the Global Financial Crisis
·
08/09 Decoupling Versus Recoupling
·
07/09 Strong Defence Can Keep Cash Investors in the Game
·
07/09 American Jobs Data Are Worse than We Think
·
07/09 The Crisis Is Morphing Again
·
06/09 Beware of the “Business as Usual” Mindset
·
06/09 US Bond Sell-off Putting Pressure on Other Parts of the Economy
·
06/09 The CFO’s Cash Dilemma
·
06/09 Andrew Balls Discusses PIMCO’s European Secular Outlook
·
06/09 Why Bernanke Is Right to Be Worried
·
06/09 Secular Outlook 2009
·
06/09 The Three, Four, Five...P's of Pricing and Risk Management Revisited
·
04/09 Government’s Role in the Financial Crisis
·
04/09 Bank Tests We Should Get Stressed About
·
04/09 Opportunities to Increase Yield by Moving from Cash to “Near Cash”
·
04/09 Andrew Balls Discusses PIMCO’s European Cyclical Outlook and Strategy
·
04/09 Essential Task for G20 Leaders is a Cinema Trip to See A Beautiful Mind
·
03/09 ‘To Do’ List Is Getting Longer
·
03/09 The Equity Risk in a Bond Manager's World
·
02/09 Active Governments Must Work Together
·
01/09 Market Outlook: First Quarter 2009
·
01/09 The Numbers Are Horrifying
·
01/09 We Have to Bring the Banking Sector Back to Life
·
01/09 No Immunity From Policy Action
2008 Viewpoints Archive
12/08
Tail Risk Management: Why Investors Should Be Chasing Their Tails
12/08
Turmoil in the Cash Markets: Did Enhanced Cash and Money Market Strategies Overdo Risk?
12/08
Only New Thinking Will Save the Global Economy
12/08
Lessons from the Crisis
11/08
The Chance of a Lifetime
11/08
Pipes Are Being Unclogged but the All-Clear Is a Long Way Off
10/08
The Storm Clouds Spread
10/08
Thanks for the Duration, But is it Time to Say Goodbye?
09/08
A Delicate Balance in the Freddie and Fannie Action
09/08
Shades Of Shanghai On The Nile
08/08
Keep Your Seatbelt Fastened
08/08
Survival of the Financial Fittest
07/08
Market Outlook 3rd Quarter 2008
07/08
Crisis and Coherence: Finance Remains Vulnerable
07/08
Traversing Wild Market Swings
06/08
When Markets Collide: Investment Strategies for the Age of Global Economic Change
06/08
How Best to Manage Global Imbalances
05/08
Why This Crisis Is Still Far From Finished
Bond Basics
2008
·
01/08 Bond Basics: What Are Interest Rate Swaps and How Do They Work?
2007 Bond Basics Archive
12/07
Global Bond Market Growth Expands Opportunities
08/07
Bond Basics: Emerging Market Bonds (External and Local Markets)
08/07
Bond Basics: What are Event-Linked Bonds and Why Invest in Them?
PIMCO Group Spotlight
2009
·
10/09 Scott Mather and Bruno Lettich Discuss the Potential Sequencing of Fiscal and Monetary Stimulus Removal Around the Globe
·
10/09 Andrew Balls on PIMCO’s European Cyclical Outlook and Strategy
·
10/09 Mohamed El-Erian and Bill Gross Discuss PIMCO’s Cyclical Outlook and the New Normal
·
09/09 Tomoya Masanao Discusses Japan’s New Government and Implications for Japan’s Economy and Markets
·
08/09 Koyo Ozeki Discusses the Outlook and Opportunities in the Asian Financial Sector
·
05/09 Mohamed A. El-Erian Discusses PIMCO’s Secular Outlook and Investment Strategy
·
05/09 A New Normal
·
04/09 Second Quarter 2009 Market Outlook
·
03/09 Scott Simon Discusses the Outlook for the US Housing and Mortgage Markets
·
01/09 Paul McCulley Discusses PIMCO’s Cyclical Economic Outlook and Investment Strategy
2008 PIMCO Group Spotlight Archive
12/08
Chris Dialynas Discusses PIMCO’s Unconstrained Bond Strategy
11/08
Market Outlook 4th Quarter 2008
10/08
Analysis of Credit Crisis Wins Business Award
08/08
Pre-Forum Briefing
06/08
PIMCO's Secular Outlook 2008
06/08
Mohamed El-Erian Discusses PIMCO’s Secular Outlook and Investment Strategy
05/08
A Tale of Two Cities
05/08
Chia-Liang Lian Discusses the Outlook and Investment Opportunities in China
05/08
PIMCO’s Secular Forum: Looking Beyond the Business Cycle
04/08
Doug Hodge Discusses Asian Investment Trends and Strategies
03/08
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
03/08
Pre-Forum Briefing
01/08
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
2007 PIMCO Group Spotlight Archive
11/07
Tomoya Masanao Discusses PIMCO’s Outlook and Strategy for Japan
11/07
PIMCO's Cyclical Forum
11/07
Scott Mather Discusses PIMCO’s European Cyclical Outlook and Strategy
10/07
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
09/07
Doug Hodge Discusses Asian Investment Trends and Strategies
09/07
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
07/07
PIMCO's Secular Forum
07/07
Rob Mead Discusses PIMCO’s Secular Outlook and its Implications for the Australian Economy and Markets
07/07
Chia-Liang Lian Discusses PIMCO’s Secular Outlook and its Implications for Asian Economies and Investment Strategy
06/07
William C. Powers Discusses PIMCO’s Secular Outlook and Global Strategy
06/07
Bill Gross Discusses PIMCO’s Secular Outlook and Strategy
06/07
PIMCO Secular Outlook 2007
05/07
Chris Dialynas Discusses PIMCO’s Upcoming Secular Forum
05/07
PIMCO’s Secular Forum: Looking Beyond the Business Cycle
04/07
Chia-Liang Lian Discusses PIMCO’s Asian Outlook and Investment Strategy
03/07
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
03/07
The U.S. Housing Project Update
03/07
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
02/07
Pre-Forum Briefing
2006 PIMCO Group Spotlight Archive
12/06
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
12/06
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
12/06
Scott Simon Discusses PIMCO’s Views on the U.S. Housing Market
11/06
Pre-Forum Briefing
10/06
William C. Powers Discusses PIMCO’s Cyclical Outlook and Global Strategy
09/06
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
09/06
Pre-Forum Briefing
08/06
Scott Simon Discusses PIMCO’s Views on the U.S. Housing Market
08/06
Mark Kiesel Discusses PIMCO’s Global Corporate Bond Outlook and Strategy
06/06
William C. Powers Discusses PIMCO’s Secular Outlook and Global Strategy
06/06
PIMCO Secular Outlook 2006
05/06
Paul McCulley Discusses PIMCO’s Secular Outlook and Investment Strategy
05/06
Scott Simon Discusses PIMCO’s Views on the U.S. Housing Market
05/06
PIMCO’s “Housing Project” Tracks the Real Estate Market
04/06
PIMCO’s Secular Forum: Looking Beyond the Business Cycle
03/06
William C. Powers Discusses PIMCO’s Latest Cyclical Outlook and Strategy
03/06
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
03/06
Sabrina Callin Discusses Putting the Theory of Portable Alpha into Practice
02/06
Pre-Forum Briefing
02/06
Chris Dialynas Discusses Causes and Implications of Low Interest Rates and the Yield Curve Conundrum
12/05
Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy
PIMCO Group Product Focus
2009
·
10/09 Mohamed El-Erian and Ramin Toloui Discuss the PIMCO Global Advantage™ Strategy
·
09/09 Chris Dialynas and Lisa Kim Discuss PIMCO’s Unconstrained Bond Strategy
2007 PIMCO Group Product Focus Archive
12/07
PIMCO’s Diversified Approach to Global Bonds
08/07
PIMCO's Approach to Emerging Local Market Bonds
07/07
Michael Gomez Discusses the Evolution of Emerging Markets and Growth of Developing Local Markets
2006 PIMCO Group Product Focus Archive
09/06
Michael Gomez Discusses PIMCO’s Developing Local Markets Strategy
02/06
Curtis Mewbourne Discusses Portfolio Strategy for Diversified Income
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