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Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have…

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The Great False Choice

The debate is raging among policy makers, economists, and even among members of the Federal Reserve, about whether more stimulus is needed to boost the U.S. economy or whether policymakers should begin focusing on government debt reduction. Olivier Blanchard, chief…

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Inflation Watch

Consumer expectations for inflation have risen in June, causing some investors and policymakers to begin worrying about inflation again. Inflation expectations have risen to 3.1%, the highest level since last fall. We continue to think these inflation concerns are premature while…

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