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Insights Overview Summary
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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April 2013 Viewpoints Hyperactive Monetary Policy: The Good, the Bad and the Ugly

Lupin Rahman, Mohit Mittal, Josh Thimons

Hyperactive monetary policy can provide a boost to short-term growth but is unlikely to lead to escape velocity.
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February 2013 Global Central Bank Focus All Bark, No Bite

Tony Crescenzi, Andrew Bosomworth, Tadashi Kakuchi, Lupin Rahman

PIMCO’s global central bank watchers provide their outlooks for 2013.
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November 2012 Global Central Bank Focus Déjà Vu All Over Again

Tony Crescenzi, Andrew Bosomworth, Lupin Rahman, Ben Emons

The era of deleveraging is far from over, and the U.S. continues to face challenges that can only be resolved through cooperation among the nation’s elected officials.
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June 2012 Secular Outlook Series ​Emerging Markets Converge With the Developed World

Lupin Rahman, Michael A. Gomez

​Emerging markets are playing an increasingly important role in the global economy.
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June 2012 Secular Outlook Series Emerging Markets Converge With the Developed World

Lupin Rahman

Emerging markets are playing an increasingly important role in the global economy.
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May 2012 Global Central Bank Focus Watchful Waiting

Tony Crescenzi, Ben Emons, Andrew Bosomworth, Lupin Rahman

​An uncertainty that cannot be measured is a true form of risk.
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January 2012 Global Central Bank Focus To Fight or Not to Fight the World’s Central Banks

Tony Crescenzi, Ben Emons, Lupin Rahman, Isaac Meng

The ability of central banks to sustainably reflate the economies of the developed world remains very uncertain.
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December 2011 Global Central Bank Focus Hot Potato

Tony Crescenzi, Ben Emons, Andrew Bosomworth, Lupin Rahman

​The world is playing a game of hot potato with European financial assets, and the European Central Bank is a reluctant player.
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August 2011 Global Central Bank Focus ​Saying No to Keynes and Fiscal Folly

Tony Crescenzi, Ben Emons, Lupin Rahman

Central bankers weigh costs of Keynesian approach.
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April 2011 Global Central Bank Focus The End of QEII: It’s Time to Make the Donuts

Tony Crescenzi, Ben Emons, Andrew Bosomworth, Lupin Rahman

​We expect the end of quantitative easing by the Federal Reserve to lead to higher yields and lower values for Treasuries.
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