Mr. Gross Goes to Washington

Government ownership of Fannie Mae and Freddie Mac is a necessary evolution of housing finance in the United States.

Turning Japanese: The Risk of U.S. Deflation

While the U.S. may not suffer the same fate as Japan during the 1990s, there is an uncomfortable similarity between the two countries in terms of what triggered their crises, the progression of economic turmoil and the subsequent policy response.

When Unconventional Becomes Conventional

The Fed must depart from policy making that has worked in the past to prevent deflation.

China's Tiger: Springing Forward

While global funds may provide investors with some exposure to China’s dynamic growth potential, there are compelling strategic and technical cases to be made for maintaining a separate allocation to Chinese equities.

Loss of Momentum Not a Double Dip

In the U.S. and beyond, a loss of economic momentum should not be perceived as a double-dip recession.

All Eyes on Washington

Washington’s response to the tragedy in the Gulf of Mexico has broad implications for corporate America, including companies generating cash flow not reinvesting enough to fuel growth.

Stress Test No Shortcut to Stability

Five crucial things must happen in order for an evaulation of 91 European banks to contribute meaningfully to restoring economic stability.

Can Emerging Markets Save the World Economy?

Mohamed El-Erian and Nobel laureate Michael Spence analyze how high growth and financial stability in emerging economies is helping to facilitate the massive adjustment facing industrial countries.

Oil Spill Greases Skids for U.S. Onshore Reserves

Paul Strand, U.S. sector head of resources at RCM, presents his investment outlook on the oil and gas sector in the wake of the Gulf of Mexico oil spill.

Driving Without a Spare

PIMCO's 2010 Secular Outlook

We're heading into a world that is re-regulated, de-levered and growing less rapidly in industrial countries, one in which concerns about globalization temper enthusiasm for its net benefits. And politics are crucial for markets and the economy.