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Macro & Markets, Q1 2024


Join us for PIMCO’s quarterly “Macro & Markets” webcast where we present takeaways from PIMCO’s Cyclical and Secular economic forums, share actionable portfolio insights for advisors and clients, and award one hour of continuing education.

In this edition we discuss four key themes:

  • How inflation and employment are consistent with rate cuts
  • How a soft landing is possible, but risks remain
  • How markets have likely already priced in a substantial cutting cycle
  • How there’s a divergence in monetary policy across the globe