News list for "imc"
Emanuel Romain, chief executive of Pacific Investment Management Corporation (PIMCO), said the full impact of Mr. Trump's tariffs was yet to be felt, an issue that could weigh on the outlook for the US stock market depending on how it unfolds. "While there are bright spots in the economy, such as the data centre boom, if you look at companies other than hyperscale, the US industry is not doing well," he said. "Revenues are not growing, and one issue we don't know about is the impact of tariffs,"...
太平洋投资管理公司（PIMCO）首席执行官伊曼纽尔·罗曼表示，特朗普关税政策的全面影响尚未显现，这个问题可能会拖累美国股市的前景，取决于其如何发展。他表示：“虽然经济中也有亮点，比如数据中心的繁荣，如果你看一下超大规模企业以外的公司，美国工业过得并不好。”罗曼说：“收入没有增长，我们不知道的一个问题是关税的影...
Trump is in hot pursuit of Powell, and PIMCO emphasizes that it is crucial for the market to let Powell finish his term. Click to view...
特朗普对鲍威尔穷追不舍，PIMCO强调，让鲍威尔完成任期对市场而言至关重要。点击查看...
太平洋投资管理公司（PIMCO）经济学家Tiffany Wilding在报告中指出，尽管美国总统特朗普短期内可能继续批评美联储并呼吁降息，但不会撤换现任主席鲍威尔。相反，特朗普将通过即将到来的职位任命来影响美联储决策，包括理事库格勒于1月到期的任期，以及鲍威尔主席职务5月的任期届满。需注意的是，鲍威尔作为理事的任期将持续至20...
太平洋投资管理公司（PIMCO）在一份报告中表示，投资者撤离美国资产以及美债收益率曲线趋陡的趋势预计将在今年下半年持续下去。报告称：“我们预计，2025年上半年的投资剧本将在多个方面保持相关性。”这包括美元持续贬值，以及短期和长期美债收益率之间的差距扩大。“我们相信全球市场会继续跑赢美国。”太平洋投资管理公司青睐全球短期和中期债...
The US bond market suffered a "buyer's strike", Wall Street fled US long-term bonds, Pimco and dual-line capital urgently withdrew, and the "new debt king" warned: either stay away or go short. Click to view...
美债市场遭遇“买方罢工”，华尔街逃离美国长债，Pimco、双线资本紧急撤离，“新债王”警告：要么远离，要么做空。点击查看...
太平洋投资管理公司（PIMCO）预计美联储将在今年晚些时候再降息50个基点，它们认为美联储面临棘手环境，通胀上升和经济放缓的风险对该行实现“物价稳定和充分就业”目标方面带来了相互矛盾的影响。
Mohamed El-Erian, former chief executive of Pimco and dean of Queen's College, Cambridge, said the Fed might not cut interest rates "for quite some time" in the face of higher-than-expected inflation data, and might even tolerate higher inflation to protect economic growth.
