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Blog October CPI: Small Surprise, Large Market Reaction October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Blog Despite Resilient Data, Fed Signals Prolonged Pause Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Blog Inflation Headache Remains for the Fed Inflation Headache Remains for the Fed The latest inflation report raises the odds of further Federal Reserve action.
Blog Fed Seems Confident in Soft Landing, But We See Risks Fed Seems Confident in Soft Landing, But We See Risks The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
Blog Fed Cycle Enters Data-Dependence Phase Fed Cycle Enters Data-Dependence Phase Amid an outlook for slower growth and more moderate inflation, the Fed shifts to data dependence.
Allison Boxer Economist Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Boxer is a senior vice president and economist in the New York office, focusing on the U.S. and Canada. She helps craft the firm’s economic and monetary policy outlook and contributes to quarterly economic forums. She is also a member of the research group of PIMCO’s Americas portfolio committee. She has nine years of investment experience and holds an undergraduate degree in economics from Tufts University.