PIMCO

A global leader in active fixed income with deep expertise across public and private markets. Disclosures:

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June CPI cooled, taking a July rate hike off the table. But Fed officials have signaled they might tighten if inflation doesn’t cooperate.

Read the new Macro Signposts. https://t.co/P7n0enNtkd

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Where can you find opportunities as commercial real estate enters its next phase? Use our latest Real Estate Outlook as your guide → https://t.co/Dp1KqkbfFw

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Watch Andrew Balls on @BloombergTV today at 7:30AM London time/ 2:30AM ET Bio: https://t.co/1TG4euxbVa

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Watch Mohit Mittal on @BloombergTV today at 8:00PM PT/ 11:00AM Singapore (Wednesday, July 15) Bio: https://t.co/O8z3ikF94n

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A frame for today’s fixed income conversations: the biggest opportunities aren’t coming from one big macro call, they’re coming from precision, selectivity, and diversification.

Mohit Mittal, CIO of Core Strategies, on why diversification is now a return engine, not just a defense. Learn more: https://t.co/njwxboGU06

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Watch Tiffany Wilding on @BloombergTV today at 5:30AM PT/ 8:30AM ET Bio: https://t.co/RDWTxvvdxv

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Watch Stephen Chang on @CNBC today at 7:10 PM PST | 10:10 AM Hong Kong (Tuesday, July 14) Bio: https://t.co/g1LXjnzyPE

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Over the past decade, commodities have been one of the few asset classes that worked the way the textbooks said they should.

Greg Sharenow explains why that was the case, and how the asset class may be poised to benefit in today’s environment.

Listen on Apple: https://t.co/PAy3bVcpX0
Listen on Spotify: https://t.co/1JjaX3Y9Fj

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High yield earnings growth forecasts have moved higher this year, reflecting economic resilience so far. But expectations leave less room for surprises. Lotfi Karoui explains in his latest The Credit Market Lens. https://t.co/1pHI0UtezQ

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Watch David Forgash on @BloombergTV today at 7:30AM London time/ 2:30AM ET Bio: https://t.co/SHAx2Ru5cJ

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Watch Libby Cantrill on @CNBC today at 4:35AM PT/ 7:35AM ET Bio: https://t.co/AyeCnBEzHM

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Two-thirds of global output comes from emerging markets, but most portfolios only hold about 3% to 5%.

Watch as Pramol Dhawan breaks down why EM real yields look compelling versus developed markets right now. Learn more: https://t.co/OHosVvVt7l

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The same AI wave lifting margins at some companies could hollow out others, and the gap between winners and laggards is widening fast.

See how we're thinking about it in our latest Secular Outlook. https://t.co/DYxu4GbCeU

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A tale of two leveraged finance markets.

High yield bonds look resilient. Direct lending and leveraged loans — squeezed by higher rates, weaker covenants, and software concentration — increasingly don't.

Lotfi Karoui explains the divide in this week's Credit Market Lens → https://t.co/V4UUjkQVGH

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AI infrastructure investment is expected to reach roughly $5 trillion over the next five years with around 40% financed through debt markets.

Bryan Tsu discusses the opportunity for credit investors →

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AI is often expected to raise neutral interest rates by boosting productivity.

But markets have reacted to major AI model releases by lowering, not raising, long-dated forward rates – complicating the outlook for markets and central banks.

Read the new Macro Signposts. https://t.co/sLlxI5eOVX

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Watch Jerome Schneider on @BloombergTV today at 12:00PM PT/ 3:00PM ET Bio: https://t.co/4iKlqaQACV

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Private credit's confidence gap is widening. Net asset values increasingly reflect manager-specific marks rather than a shared clearing price.

Lotfi Karoui explains what's driving the dispersion in this week's Credit Market Lens → https://t.co/hQIe4hVlqZ

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Fixed income is rewarding flexibility right now. Elevated yields plus diverging economies open the door for active managers, with index-based portfolios on the other side.

Andrew Balls and Pramol Dhawan explain → https://t.co/uvFieT8joa

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Most AI conversations start with models. But models need buildings, chips, and power. Vineet Agrawal on the role of private capital and the opportunities and risks we see →