Long view on the Fed: ‘We do not anticipate dramatic shifts in monetary policy”

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Despite heightened political noise surrounding the Federal Reserve, we do not anticipate dramatic shifts in monetary policy – regardless of who is confirmed as the next chair. A Trump-appointed candidate

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Trump’s First 100 Days: Should Investors Take Notice?

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Looking at several metrics – legislative achievements, staffing in key areas and executive orders – President Trump’s first-100-day track record has been mixed. U.S. President Donald Trump is close to

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Market response to Trump’s speech doesn’t change policymaking realities

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The market’s overwhelmingly favorable reaction to President Trump’s first speech to a joint session of Congress was not necessarily surprising: President Trump veered away from the more protectionist and nationalistic

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The pace of Trump’s policy agenda: Three big ‘Ifs’

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It’s hard to believe that U.S. President Donald Trump has only been in office for a month, given the dizzying activity in Washington. Yet our observations from before the inauguration

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Trump’s first year: What’s realistic?

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With the inauguration of the 45th president imminent and the market’s high expectations for policymaking, what is realistic for investors to expect from Washington in 2017? We think the bottom

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Investing after the election: Policy outlook, market risks and opportunities

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Scott Mather, Chief Investment Officer for U.S. core strategies, and Libby Cantrill, head of public policy, discuss PIMCO’s outlook for policy, the economy and global markets in light of the

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Investors focus on state polling as U.S. election nears

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With less than a week to go until the U.S. presidential election, investor anxiety about tomorrow’s outcome is running high, as evidenced by the recent move in risk assets. So

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