Let's not celebrate too early as there is a possibility of inflation rebounding later in 2023.
Surveys suggest Americans' experience may be quite different than what's reflected in the CPI.
The late 1990s are strikingly similar to today along many dimensions, and they were the most difficult years of my career.
Rob Arnott, head of Research Affiliates, shares his firm’s market insights and allocation strategies for PIMCO All Asset strategies.