PIMCO | Insights

Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.

December 2008 Global Central Bank Focus All In

The right reflationary thing to do is to systemically save capitalism from its inherent debt-deflationary pathologies, not to eliminate capitalism.

November 2008 Global Central Bank Focus The Paradox of Deleveraging Will Be Broken

There is private enterprise and there is public enterprise. And then there is banking, a hybrid of the two.

September 2008 Global Central Bank Focus In the Fullness of Time

A shift to macroprudential regulatory arrangements to reduce the procyclical character of policy is long, long overdue.

August 2008 Global Central Bank Focus The Narrowing Ecologies of Global Growth

"The window to raise 'cheap' capital is quickly closing and the endgame as a result is becoming harder to predict."

July 2008 Global Central Bank Focus The Paradox of Deleveraging

“Currently in the United States asset price deflation is the menace at hand.”

June 2008 Global Central Bank Focus A Kind Word for Inflation

"A Kind Word for Inflation"

June 2008 Economic Outlook Mohamed El-Erian Discusses PIMCO’s Secular Outlook and Investment Strategy

May 2008 Global Central Bank Focus What Does It Mean When Monetary Policy Conducts a Fiscal Policy Operation?

The Fed addressed the Minsky Moment of the last year exceedingly well. Now is the time to adopt the Minsky Solution.

April 2008 Global Central Bank Focus Credit, Markets, and the Real Economy: Is the Financial System Working? A Reverse Minsky Journey

“It has not been fun. It has not been pretty. And it is not over.”

March 2008 Economic Outlook Paul McCulley Discusses PIMCO’s Cyclical Outlook and Investment Strategy

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Insights Overview