April 2, 2025 at 1:18 PM
The subtext of PIMCO’s note today is: Trump really boxed himself in. Any country negotiating with him has now seen his pain threshold in plain sight. 🤡
April 10, 2025 at 2:27 PM
The subtext of PIMCO’s note today is: Trump really boxed himself in. Any country negotiating with him has now seen his pain threshold in plain sight. 🤡
“.. There’s too much, too fast” AI-related issuance, Marc Seidner, Pimco’s chief investment officer of non-traditional strategies, said on a podcast with colleagues ..
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
August 28, 2026 at 10:59 AM
“.. There’s too much, too fast” AI-related issuance, Marc Seidner, Pimco’s chief investment officer of non-traditional strategies, said on a podcast with colleagues ..
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
Modi is the "leader of the transactional movement" as traditional alliances fall by the wayside, says Pimco's vice chairman.nnRead more from Menaka Doshi's interview with John Studzinski in this week's India Edition. (Free to read)
Why Modi Is the Leader of the ‘Transactional World’
The world according to Pimco’s vice chairman
bloom.bg
October 2, 2025 at 6:15 AM
Modi is the "leader of the transactional movement" as traditional alliances fall by the wayside, says Pimco's vice chairman.nnRead more from Menaka Doshi's interview with John Studzinski in this week's India Edition. (Free to read)
Pimco’s CIO of Global Credit Mark Kiesel to Leave After 29 Years
say it with me....
say it with me....
November 13, 2025 at 7:35 PM
Pimco’s CIO of Global Credit Mark Kiesel to Leave After 29 Years
say it with me....
say it with me....
‘Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn said in the firm’s latest secular outlook that “the default cycle is reasserting itself, and we expect significantly higher losses in lower-quality credit such as leveraged and private direct lending.”’ www.bloomberg.com/news/article...
Pimco Warns a Wave of Defaults Is Coming for Low-Quality Borrowers
Heavy spending on AI could widen economic outcomes and hit lower-quality loans, the firm says.
www.bloomberg.com
June 12, 2026 at 4:09 PM
‘Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn said in the firm’s latest secular outlook that “the default cycle is reasserting itself, and we expect significantly higher losses in lower-quality credit such as leveraged and private direct lending.”’ www.bloomberg.com/news/article...
‘Pimco’s measure puts the “shadow” default rate for BDCs at 19%, up from about 14% in 2022, includIng what’s called “bad PIK.” The borrowings have become a flashpoint with some contending it counts as performing while others say it’s used to mask deterioration.’ www.bloomberg.com/news/article...
Private Credit Defaults Are 1%, 6% or 19%, Depending Who You Ask
Either private credit has a serious default problem, or barely one at all — it all depends on who’s counting.
www.bloomberg.com
September 17, 2026 at 4:02 PM
‘Pimco’s measure puts the “shadow” default rate for BDCs at 19%, up from about 14% in 2022, includIng what’s called “bad PIK.” The borrowings have become a flashpoint with some contending it counts as performing while others say it’s used to mask deterioration.’ www.bloomberg.com/news/article...
‘The first sustained default cycle in credit in many years has already started and the market will see higher losses than it’s grown used to, Pacific Investment Management Co.’s chief investment officer warned.‘ www.bloomberg.com/news/article...
Higher Losses Are Coming to Credit, Pimco’s Ivascyn Warns
The first sustained default cycle in credit in many years has already started and the market will see higher losses than it’s grown used to, Pacific Investment Management Co.’s chief investment office...
www.bloomberg.com
June 4, 2026 at 2:13 PM
‘The first sustained default cycle in credit in many years has already started and the market will see higher losses than it’s grown used to, Pacific Investment Management Co.’s chief investment officer warned.‘ www.bloomberg.com/news/article...
Taiwan has almost stealthily become a bond market giant, becoming the fifth-largest foreign creditor in the world, with a portfolio that rivals Pimco's.
However, what might seem like a reflection of financial strength can just as easily be a glaring weakness.... www.ft.com/content/972c...
However, what might seem like a reflection of financial strength can just as easily be a glaring weakness.... www.ft.com/content/972c...
How Taiwan became a quiet bond market superpower
And why it could blow up in everyone’s face
www.ft.com
January 31, 2025 at 2:55 PM
Taiwan has almost stealthily become a bond market giant, becoming the fifth-largest foreign creditor in the world, with a portfolio that rivals Pimco's.
However, what might seem like a reflection of financial strength can just as easily be a glaring weakness.... www.ft.com/content/972c...
However, what might seem like a reflection of financial strength can just as easily be a glaring weakness.... www.ft.com/content/972c...
🇦🇺 PIMCO's Bowe Says Australia's Rate-Hike Cycle Fully Priced as RBA Decision Looms
PIMCO's Adam Bowe says Australia's rate-hike cycle is fully priced and cracks in the economy are growing more visible, with markets weighing a 25-basis-point RBA move at the September decision.
#Bowe #BondMarket
PIMCO's Adam Bowe says Australia's rate-hike cycle is fully priced and cracks in the economy are growing more visible, with markets weighing a 25-basis-point RBA move at the September decision.
#Bowe #BondMarket
September 28, 2026 at 4:37 AM
🇦🇺 PIMCO's Bowe Says Australia's Rate-Hike Cycle Fully Priced as RBA Decision Looms
PIMCO's Adam Bowe says Australia's rate-hike cycle is fully priced and cracks in the economy are growing more visible, with markets weighing a 25-basis-point RBA move at the September decision.
#Bowe #BondMarket
PIMCO's Adam Bowe says Australia's rate-hike cycle is fully priced and cracks in the economy are growing more visible, with markets weighing a 25-basis-point RBA move at the September decision.
#Bowe #BondMarket
WE COULD SEE A U.S. CREDIT RATING DOWNGRADE THIS YEAR, SAYS PIMCO'S IVASCYN
April 2, 2025 at 1:13 PM
WE COULD SEE A U.S. CREDIT RATING DOWNGRADE THIS YEAR, SAYS PIMCO'S IVASCYN
PIMCO's Stracke: It's hard to say volatility related to tariffs is over.
May 29, 2025 at 9:10 AM
PIMCO's Stracke: It's hard to say volatility related to tariffs is over.
A Scottish pension fund is invested in Israeli “war bonds”.
Strathclyde Pension Fund run by Glasgow City Council lists £1.24bn stake in investment manager PIMCO’s Dynamic Bond Fund, which in turn lists 2 Israeli government international bonds in its portfolio. www.thenational.scot/news/2624829...
Strathclyde Pension Fund run by Glasgow City Council lists £1.24bn stake in investment manager PIMCO’s Dynamic Bond Fund, which in turn lists 2 Israeli government international bonds in its portfolio. www.thenational.scot/news/2624829...
Major Scottish pension fund is invested in Israeli 'war bonds', filings show
A SCOTTISH pension fund, one of the largest in the UK, is invested in Israeli “war bonds”, The National can reveal ...
www.thenational.scot
July 2, 2026 at 5:13 PM
A Scottish pension fund is invested in Israeli “war bonds”.
Strathclyde Pension Fund run by Glasgow City Council lists £1.24bn stake in investment manager PIMCO’s Dynamic Bond Fund, which in turn lists 2 Israeli government international bonds in its portfolio. www.thenational.scot/news/2624829...
Strathclyde Pension Fund run by Glasgow City Council lists £1.24bn stake in investment manager PIMCO’s Dynamic Bond Fund, which in turn lists 2 Israeli government international bonds in its portfolio. www.thenational.scot/news/2624829...
PIMCO’s pulled this trick three times in six months and honestly it rules, they’re cooking in Newport Beach.
![By Olivia Fishlow, Davide Barbuscia and Laura Benitez 04/14/2026 20:04:01 [BN]
(Bloomberg) -- Pacific Investment Management Co.
bought all $400 million of bonds issued Monday by a Blue Owl Capital Inc. private credit fund, according to people with knowledge of matter.
The purchase comes amid a selloff that's pushed spreads on notes from similar funds to multiyear highs in recent weeks, fueled in part by concerns over lending standards and exposure to software companies vulnerable to disruption from Al. Whether Pimco intends to hold onto the bonds is an open question, with at least one secondary-market trade of more than $5 million occurring since the sale, Trace data show.
Regardless, the deal is a vote of confidence for a private credit industry that's been battered by record redemption requests and deepening concerns over valuations, liquidity and transparency. On Tuesday a Goldman Sachs Group Inc. private credit vehicle sold $750 million of bonds, and bankers say more funds could look to raise financing in the coming days.
Representatives for Pimco, Blue Owl and Morgan Stanley, the sole bookrunner on the offering, declined to comment.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:pnx2fjuannbdpy3337ggthpp/bafkreif6on7esfh4koliv2ddhhehb2vofjwzspqtnb3qiq7rarwd3mc4jy)
April 15, 2026 at 12:08 AM
PIMCO’s pulled this trick three times in six months and honestly it rules, they’re cooking in Newport Beach.
Years ago PIMCO's Bill Gross wrote a blog post describing retail investors as "plankton": individually very small, but in their total masses they're a crucial part of the marine ecosystem
Unspoken is the reality that it's the destiny of plankton to be eaten, en masse
Unspoken is the reality that it's the destiny of plankton to be eaten, en masse
June 10, 2026 at 8:28 PM
Years ago PIMCO's Bill Gross wrote a blog post describing retail investors as "plankton": individually very small, but in their total masses they're a crucial part of the marine ecosystem
Unspoken is the reality that it's the destiny of plankton to be eaten, en masse
Unspoken is the reality that it's the destiny of plankton to be eaten, en masse
Trump/Bessent pick Pimco’s Erin Browne to be undersecretary of Treasury for international affairs.
April 13, 2026 at 11:16 PM
Trump/Bessent pick Pimco’s Erin Browne to be undersecretary of Treasury for international affairs.
In case you missed it: Pimco’s Mohit Mittal
seems to have issued a shot across the bow of Apollo’s Torsten Sløk. (Link below is free — not a gift, but free.)
d1e00ek4ebabms.cloudfront.net/production/u...
seems to have issued a shot across the bow of Apollo’s Torsten Sløk. (Link below is free — not a gift, but free.)
d1e00ek4ebabms.cloudfront.net/production/u...
d1e00ek4ebabms.cloudfront.net
May 8, 2025 at 4:28 AM
In case you missed it: Pimco’s Mohit Mittal
seems to have issued a shot across the bow of Apollo’s Torsten Sløk. (Link below is free — not a gift, but free.)
d1e00ek4ebabms.cloudfront.net/production/u...
seems to have issued a shot across the bow of Apollo’s Torsten Sløk. (Link below is free — not a gift, but free.)
d1e00ek4ebabms.cloudfront.net/production/u...
Good news, everybody! Despite Trump's incompetence, the bond market might be okay.
Oh, it's because they think the economy will suck.
And this is the optimistic case: could be that both the economy and the bond market suck.
Hooray.
www.bloomberg.com/news/article...
Oh, it's because they think the economy will suck.
And this is the optimistic case: could be that both the economy and the bond market suck.
Hooray.
www.bloomberg.com/news/article...
April 23, 2025 at 12:10 PM
Good news, everybody! Despite Trump's incompetence, the bond market might be okay.
Oh, it's because they think the economy will suck.
And this is the optimistic case: could be that both the economy and the bond market suck.
Hooray.
www.bloomberg.com/news/article...
Oh, it's because they think the economy will suck.
And this is the optimistic case: could be that both the economy and the bond market suck.
Hooray.
www.bloomberg.com/news/article...
The full impact of US President Donald Trump’s tariff policies has yet to be seen, and that question may weigh down prospects for the US stock market depending on how it plays out, according to Pimco CEO Emmanuel Roman.
Pimco’s Roman Says US Stocks at Risk Over Tariff Uncertainty
The full impact of US President Donald Trump’s tariff policies has yet to be seen, and that question may weigh down prospects for the US stock market depending on how it plays out, according to Emmanuel Roman, chief executive officer of Pacific Investment Management Co.
bloom.bg
September 29, 2025 at 5:30 PM
The full impact of US President Donald Trump’s tariff policies has yet to be seen, and that question may weigh down prospects for the US stock market depending on how it plays out, according to Pimco CEO Emmanuel Roman.
Donald Trump intends to nominate Erin Browne to serve as the Treasury Department’s under secretary for international affairs, a key role
Trump Taps Pimco’s Erin Browne for Treasury International Affairs Job
President Donald Trump intends to nominate Erin Browne to serve as the Treasury Department’s under secretary for international affairs, a move that would fill a key role at the department, according to a statement Monday from Treasury Secretary Scott Bessent.
bloom.bg
April 14, 2026 at 1:08 AM
Donald Trump intends to nominate Erin Browne to serve as the Treasury Department’s under secretary for international affairs, a key role
"no longer aligned with Pimco's approach to sustainability"
oh yeah?
So... which part of the rapid destruction of earth's ecosystems and unsustainable heating of the climate and all biomes (such that entire nations need to relocate) is Pimco's approach to sustainability?
oh yeah?
So... which part of the rapid destruction of earth's ecosystems and unsustainable heating of the climate and all biomes (such that entire nations need to relocate) is Pimco's approach to sustainability?
When fossil-fuel profits are high, investors who are in for the money find it irresistible to partake. Some evidence reported by the FT how hard it is for finance to lead, rather than follow, on climate:
Pimco joins JPMorgan and State street in quitting climate investor group on.ft.com/42J95Ch 🔌💡
Pimco joins JPMorgan and State street in quitting climate investor group on.ft.com/42J95Ch 🔌💡
February 16, 2024 at 9:41 PM
"no longer aligned with Pimco's approach to sustainability"
oh yeah?
So... which part of the rapid destruction of earth's ecosystems and unsustainable heating of the climate and all biomes (such that entire nations need to relocate) is Pimco's approach to sustainability?
oh yeah?
So... which part of the rapid destruction of earth's ecosystems and unsustainable heating of the climate and all biomes (such that entire nations need to relocate) is Pimco's approach to sustainability?
Pimco's CIO Ivascyn: The key for markets is the Trump Administration’s willingness to calibrate policies to market signals.
April 9, 2025 at 5:56 PM
Pimco's CIO Ivascyn: The key for markets is the Trump Administration’s willingness to calibrate policies to market signals.
PIMCO's Top Official Warns About Risks in Private Markets, According to FT 🏦🚨
August 11, 2025 at 4:07 AM
PIMCO's Top Official Warns About Risks in Private Markets, According to FT 🏦🚨
PIMCO'S global credit chief investment officer Kiesel retires reut.rs/3WUHqwc
PIMCO'S global credit chief investment officer Kiesel retires
Mark Kiesel, managing director and chief investment officer for global credit at bond giant PIMCO, is retiring from the firm, PIMCO said on Thursday.
reut.rs
November 13, 2025 at 8:05 PM
PIMCO'S global credit chief investment officer Kiesel retires reut.rs/3WUHqwc