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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 2004 Global Central Bank Focus Confessions of Optimistic, Principled Populists

Paul A. McCulley

"You and I, Morgan, are just made for each other. Same, too, with America and Asia."

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December 2004 Investment Outlook Too Much!

William H. Gross

"The U.S. spends too much; eats too much; drinks too much; TOO MUCH..."

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November 2004 Global Central Bank Focus A Debtor's Blessing

Paul A. McCulley

"Since America is a net international borrower, in its own currency, there is little to fear from a lower dollar."

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November 2004 Investment Outlook Tipping Over

William H. Gross

"We'll be voting with our dollars."

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October 2004 Global Central Bank Focus Managing It Forward

Paul A. McCulley

"The FOMC’s job is not just paying the Fed funds rate spot, but managing it forward."

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October 2004 Investment Outlook Con Job Redux

William H. Gross

"Bloomberg’s John Berry and the Fed’s William Poole are well intentioned I’m sure but they have an agenda like we all do."
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October 2004 Investment Outlook Haute Con Job

William H. Gross

"The CPI as calculated may not be a conspiracy, but it's definitely a con job foisted on an unwitting public..."
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September 2004 Investment Outlook Philosopher’s Stone

William H. Gross

"Every coach will tell you it's defense that wins championships."

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September 2004 Global Central Bank Focus Of Scalloped Potatoes and Coconut Cream Pie

Paul A. McCulley

"Oil price shocks are not, at first glance, a complicated economic event to analyze..."
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August 2004 Investment Outlook Lemonade for Sale

William H. Gross

"If you're thinking about a hedge fund to bolster your portfolio returns, give it a long think."

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