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Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
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December 2003 Global Central Bank Focus Through Holes In The Floor Of Heaven

Paul A. McCulley

"China is not just a supply side force on the global economic stage, but also a Keynesian demand side force!"
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December 2003 Investment Outlook Imagine

William H. Gross

"When too much debt infects the heart of capitalism you either default or inflate it away and the latter is by far the easiest..."  
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November 2003 Global Central Bank Focus When Pleasure Is About Avoiding Pain*

Paul A. McCulley

"Let's examine the fundamental ingredients in the fixed income cocktail for 2004."
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November 2003 Investment Outlook Two Different Worlds (We live in...)

William H. Gross

"How could a bond yield two different numbers in two different worlds?"
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October 2003 Investment Outlook Clueless

William H. Gross

"If Asia is subsidizing its growth by purchasing dollars and Treasuries at a premium price, what about all the rest of us?"
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October 2003 Global Central Bank Focus "Our Currency, But Your Problem"

Paul A. McCulley

"The 'threat' of a nearby calamitous increase in U.S. interest rates in the wake of more muted foreign buying is much more muted than many...fear."  
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September 2003 Investment Outlook "What, WE Worry?"

William H. Gross

Let me describe a world for you: an economic world for the most part and therefore more of a scenario than a play with live action figures, but definitely not a fictionalized world.
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September 2003 Global Central Bank Focus Sunshine Is A Great Disinfectant

Paul A. McCulley

"Constrained discretion works, Mr. Greenspan. We practice it everyday here at PIMCO."
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August 2003 Investment Outlook Hot Tips

William H. Gross

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August 2003 Global Central Bank Focus Needed: Central Bankers with Far Away Eyes

Paul A. McCulley

"The time has come for the FOMC to define just what 'price stability' means."
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