#Pimco
Mohamed El-Erian: America Is Exporting Its Debt Crisis
Mohamed El-Erian: America Is Exporting Its Debt Crisis
War with Iran, record diesel prices, and a global bond sell-off: how much more can the world economy take? Mohamed El-Erian (Wharton, Allianz, former CEO of PIMCO) joins Sir Richard Dearlove (former head of MI6) and John Raine to explain what's driving the bond market sell-off, why the US is exporting instability to the UK, France, and Japan, and why AI is "80% asset, 20% liability." Plus: how PIMCO really navigated Lehman's collapse, and the one decision he's watching. In this episode: (00:00) Intro (03:07) Why this crisis is different (04:04) Permacrisis and "minilateralism" (05:46) What's driving the global bond sell-off (07:32) The hit to US households: mortgages, car loans, the K-shaped economy (10:10) "Our yields, your problem": UK, France and Japan (13:05) France, Mélenchon and Europe's leadership vacuum (17:59) AI: 80% asset, 20% liability (20:35) US-China AI Race (31:30) Did PIMCO predict Lehman Brothers collapse? (35:58) Who wins in today’s economy? (44:51) Can finance ministers fix what politicians can't? (46:32) How important are AI companies to the economy? Hosted by Sir Richard Dearlove (former MI6 Chief) and John Raine (International Institute for Strategic Studies). Learn more about your ad choices. Visit megaphone.fm/adchoices
pdrl.fm
October 1, 2026 at 2:42 PM
October 1, 2026 at 2:28 AM
Data center in Lombardia: 950 MW chiesti a Terna in un solo comune, Lacchiarella. Dietro PIMCO, Blackstone, KKR e società veicolo senza proprietario noto.
Nessuna autorizzazione senza titolare effettivo.
Data center in Lombardia: la verità su chi c'è dietro i 950 MW
Data center in Lombardia: chi ha chiesto 950 MW a Lacchiarella e chi c'è dietro i progetti. PIMCO, Blackstone, KKR, STACK e società veicolo senza proprietari noti.
kratologos.it
September 30, 2026 at 7:31 PM
PIMCO US Treasury bond ETF hits all-time low protos.com/pimco-us-tre...
PIMCO US Treasury bond ETF hits all-time low
ZROZ, a PIMCO ETF allocated to US Treasury bond repayments guaranteed by the US government, has lost 16% of its share price this year.
protos.com
September 30, 2026 at 6:36 PM
Franklin Templeton, Pimco, Vanguard… Les gestionnaires d'actifs redoutent une aggravation des déficits et une instabilité politique persistante.
« Nous sommes vendeurs depuis dix-huit mois » : le coup de semonce des investisseurs sur la dette française
ebx.sh
September 30, 2026 at 5:02 PM
[Maples Group] Maples Group Advises on Launch of PIMCO Euro Income Bond Fund
https://maples.com/news/maples-group-advises-on-launch-of-pimco-euro-income-bond-fund
September 30, 2026 at 7:24 AM
P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers.
https://www.moneymarketing.co.uk/news/p1-partners-with-pimco-on-adviser-retirement-portfolios/
September 29, 2026 at 1:40 PM
Pimco introduces retirement income model portfolios to UK advisers
https://www.ftadviser.com/content/aabe2417-2cf6-43eb-9c88-782f8b3a181f
Pimco introduces retirement income model portfolios to UK advisers
Pimco has partnered with P1 to launch a retirement-focused managed portfolio service for UK financial advisers.
www.ftadviser.com
September 29, 2026 at 1:11 PM
P1 and PIMCO launch retirement MPS for UK advisers

incm.pub/4yW3bwC
P1 and PIMCO launch retirement MPS for UK advisers
P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers.
incm.pub
September 29, 2026 at 11:48 AM
Christian Stracke, presidente de Pimco, describe por su parte un «giro de 180 grados»: inversores globales que recurren a los bonos offshore chinos como alternativa a unos mercados estadounidenses saturados.
September 29, 2026 at 10:23 AM
Christian Stracke, presidente di Pimco, descrive intanto una "inversione a 180 gradi", con gli investitori globali che guardano alle obbligazioni offshore cinesi come alternativa ai mercati USA affollati.
September 29, 2026 at 10:22 AM
De son côté, Christian Stracke, président de Pimco, évoque un « virage à 180 degrés » : les investisseurs mondiaux se tournent vers les obligations chinoises offshore comme alternatives à des marchés américains encombrés.
September 29, 2026 at 10:21 AM
Pimco-Präsident Christian Stracke spricht derweil von einer „180-Grad-Wende“: Globale Investoren setzen auf chinesische Offshore-Anleihen als Alternative zu überlaufenen US-Märkten. Eine Erinnerung, dass ein Konsens schneller kippen kann als die um ihn gebauten Anker.
September 29, 2026 at 10:21 AM
Someone anchored to the upgrade sees momentum, while someone anchored to the slowdown sees fading growth. Pimco president Christian Stracke, meanwhile, describes a "180-degree flip", with global investors turning to Chinese offshore bonds as alternatives to crowded US markets.
September 29, 2026 at 10:20 AM
[SCMP] ‘180-degree flip’ sees global investors turn to China for diversification: Pimco president
September 29, 2026 at 8:05 AM
SCMP Exclusive
Global investors seeking Chinese alternatives to US assets: Pimco president
via South China Morning Post
September 29, 2026 at 8:03 AM
SCMP Exclusive
Global investors seeking Chinese alternatives to US assets: Pimco president
via South China Morning Post
SCMP Exclusive
Global investors seeking Chinese alternatives to US assets: Pimco president
project-push.tk.gg
September 29, 2026 at 8:03 AM
PIMCO: Our view continues to be that the House will easily flip in November ..

.. Given that many key metrics are increasingly pointing to a wave election, including the Generic Ballot, the enthusiasm gap, as well as Trump’s approval ratings, we very much could see the Senate flip ..”
September 28, 2026 at 7:51 PM
Adam Bowe, responsable de PIMCO, assenyala que el cicle d'augments de tipus a Austràlia ja està totalment preuat pel mercat i que les fissures econòmiques són cada cop més evidents.
September 28, 2026 at 5:12 AM
🏦 #Fed

"Pacific Investment Management Co. is taking an increasingly constructive stance on Australian bonds, arguing that market expectations for interest-rate hikes have gone too far in the face of a slowing local economy."
Pimco Sees Value in Australian Bonds as Rate Hikes Overpriced
Pacific Investment Management Co. is taking an increasingly constructive stance on Australian bonds, arguing that market expectations for interest-rate hikes have gone too far in the face of a slowing local economy.
www.bloomberg.com
September 28, 2026 at 5:00 AM
[BLOOMBERG] Pimco Sees Value in Australian Bonds as Rate Hikes Overpriced
September 28, 2026 at 4:45 AM
Pimco Faces AAA Debt Loss After 85% Writedown of Office Complex
https://www.bloomberg.com/news/articles/2026-09-25/pimco-faces-35-million-loss-on-philadelphia-offices

At some point someone has to take the loss. Good example.
#debtdeflation
September 27, 2026 at 11:07 PM
Emmanuel Roman, the CEO of PIMCO with broad strategic oversight, operates in a landscape where competitors like ManGroupPLC are consolidating status as dominant alternative asset managers.
Emmanuel Roman, the CEO of PIMCO with broad strategic oversight, operates in a landscape where competitors like ManGroupPLC are consolidating status as dominant alternative asset managers.
Emmanuel Roman, the CEO of PIMCO with broad strategic oversight, operates in a landscape where competitors like ManGroupPLC are consolidating status as dominant alternative asset managers.
www.pimco.com
September 27, 2026 at 4:04 PM
Pimco Faces AAA Debt Loss After 85% Writedown of Office Complex

www.bloomberg.com/news/article...
Pimco Faces AAA Debt Loss After 85% Writedown of Office Complex
Pacific Investment Management Co. is facing severe losses on a commercial mortgage-backed security tied to a two-tower office complex in downtown Philadelphia.
www.bloomberg.com
September 26, 2026 at 1:39 PM