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PIMCO U.S. · Investment

PIMCO U.S.

You face challenges. We see possibilities. For 50+ years, we’ve worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. This channel has videos intended for residents of the U.S. Not where you are? Visit us at global.pimco.com.

Episodes

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The Credit Market Lens: An Oil Shock (Mostly) Like No Other

05 Oct 2026AI processed

The current global energy supply shock, catalyzed by conflict with Iran, is deviating from historical precedents as the U.S. economy and credit markets demonstrate unexpected resilience. While WTI oil prices have surged 25% since February, investment-grade credit spreads remain flat and Treasury yields continue to rise...

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The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)

28 Sep 2026
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A Recalibration, Not a Rate-Hike Cycle

25 Sep 2026AI processed

The Federal Reserve is shifting its policy focus from the theoretical neutral interest rate—often called R-star—toward broader, observable financial conditions. This transition reflects the inherent difficulty in estimating R-star, which remains unobservable and subject to wide, uncertain confidence intervals. By monit...

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The Credit Market Lens: AI Capex and the Limits of Crowding Out

21 Sep 2026
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September Fed Hike May Be More Than a Risk Management Exercise

18 Sep 2026

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